What happens after you save, complete, or submit an assessment

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

The following table describes the outcome of saving a draft of an assessment, completing an assessment, and submitting an assessment.

Note  The Governance setting in the template used in the assessment determines which button (Complete or Submit) is shown when conducting the assessment.
  • The Complete button is shown if the Governance setting is disabled. When you complete an assessment, no asset is created.
  • The Submit button is shown if the Governance setting is enabled. When you submit an assessment, an Assessment Review asset is created.
Note  The Require a review setting in the template used in the assessment determines which button (Complete or Submit for Review) is shown when conducting the assessment.
  • The Complete button is shown if the Require a review setting is disabled. When you complete an assessment, no asset is created.
  • The Submit for Review button is shown if the Require a review setting is enabled. When you submit an assessment, an Assessment Review asset is created.
Action Outcome
Status Can you edit the assessment? Is the Collibra environment affected?
Clicking Save draft Draft Yes No
Entering a response in a new assessment Draft Yes No
Clicking Complete Completed No No
Clicking Submit Submitted No

Yes

Clicking Submit for Review Submitted No

Yes

When you submit an assessment

When you submit an assessment:

  • An Assessment Review asset is created in the domain you selected when submitting the assessment. The domain type is Assessment Review Register. If the Assessments Approval workflow is disabled, the asset status is New. If the workflow is enabled, the asset status is Under Review.
    Tip To open the Assessment Review asset page, on the assessment page, click Open the Review AssetView submission.
  • The assessment responses are shown on the Assessment tab of the asset page.
  • If the assessment was conducted on an existing asset, the Assessment Review asset is related to that asset via the following relation type: [Asset] is assessed by / assesses [Assessment Review]
  • The Assessments Approval workflow is triggered. This workflow notifies the Business Steward (by default) that an Assessment Review asset is ready for review, prompting them to approve or reject the asset. They can also retake the assessment via Actions → Retake Assessment on the asset page.