Configure assessment types for an asset type

Updated: June 4, 2025

You can configure which assessment types are automatically added to the Lifecycle tracker when you register a new AI model or AI use case. You can also configure the assessment types that appear in the Lifecycle tracker in advanced lifecycle stages. For more information, go to Asset Lifecycle management.

Default configurations

The following table shows the default assessment types in the Lifecycle activities tab of the global assignment of AI Model and AI Use Case assets.

Asset type	Default configuration
AI Model
AI Use Case

You can add any of the assessment templates in the Template Gallery, as long as the assessment template is associated with the AI Use Case or AI Model asset type.

Warning The current migration process does not correctly manage these assessment configurations. Therefore, if you migrate your Collibra configuration from one environment to another environment, you will need to reconfigure the assessments that you configure for each lifecycle stage. This will be improved in a future version of Collibra.

Requirements and permissions

You have a global role with the Product Rights > AI Governance global permission. The out-of-the-box AI Business User and Data Scientist global roles have this permission.
You have a global role with the Product Rights > System Administration global permission.

Steps

On the main toolbar, click → Settings.
The Settings page opens.
Click the Operating Model tab.
The Operating Model settings are shown.
In the Asset types table, click the relevant asset type: AI Use Case or AI Model.
The asset type overview page opens.
In the tab pane, expand the Global Assignment tab or the tab of the relevant assignment, and then click Lifecycle activities.
Note If only the Global Assignment tab is shown, it means no one in your organization has added another assignment. In this case, use the Global Assignment. For more information on assignments and scopes, go to Create scoped assignments for the AI Governance asset types.
The Lifecycle Activities page opens.

Tip The lifecycle stages that are shown on this page (for example: Ideation, Development, and Monitoring) reflect the statuses that are configured for the asset type. The order cannot be changed on this page. To configure the lifecycle stages through which you want your AI use cases to evolve, go to Configure the lifecycle stages of AI Governance assets.

Do any of the following:

Action	Steps	Result
Add an assessment type.	Click Add assessment. The Add template activity dialog box appears. In the Status drop-down list, select the lifecycle stage to which you want to add the assessment type. In the Template field, select the assessment type.	When a new asset of the relevant type is created, the assessment type is automatically added to the specified lifecycle stage.
Remove an existing assessment type from the configuration.	Click for the assessment types you no longer want added in the Lifecycle tracker.	The assessment type is no longer added in the Lifecycle tracker when a new asset of the relevant type is created.
Specify which assessment type you want automatically started when a new AI use case is registered. Note You can configure an assessment type to start automatically only for the initial asset status in the status core path, meaning the status of the AI Use Case asset when a new AI use case is registered.	Click for the assessment type that you want to start automatically, and drag it to the top of the list in the initial lifecycle stage (in the previous image, the Ideation stage).	In the initial lifecycle stage, the first assessment type (in the following example image, the Business Context assessment type) is the assessment type that is automatically started when a new AI model or AI use case is registered. The following example image of the Lifecycle tracker on an AI Use Case asset page shows the Business Context assessment with the status Draft, indicating that it started when the AI use case was registered.

Action

Steps

Result

Add an assessment type.

Click Add assessment.
The Add template activity dialog box appears.
In the Status drop-down list, select the lifecycle stage to which you want to add the assessment type.
In the Template field, select the assessment type.

When a new asset of the relevant type is created, the assessment type is automatically added to the specified lifecycle stage.

Remove an existing assessment type from the configuration.

Click for the assessment types you no longer want added in the Lifecycle tracker.

The assessment type is no longer added in the Lifecycle tracker when a new asset of the relevant type is created.

Specify which assessment type you want automatically started when a new AI use case is registered.

Note You can configure an assessment type to start automatically only for the initial asset status in the status core path, meaning the status of the AI Use Case asset when a new AI use case is registered.

Click for the assessment type that you want to start automatically, and drag it to the top of the list in the initial lifecycle stage (in the previous image, the Ideation stage).

In the initial lifecycle stage, the first assessment type (in the following example image, the Business Context assessment type) is the assessment type that is automatically started when a new AI model or AI use case is registered.

The following example image of the Lifecycle tracker on an AI Use Case asset page shows the Business Context assessment with the status Draft, indicating that it started when the AI use case was registered.

Click Save.