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

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence 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 checkbox in the template used in an assessment determines which button (Complete or Submit) is shown when conducting an assessment.
  • The Complete button is shown if the Governance checkbox is not selected. This means that no Assessment Review asset is created in your Collibra environment.
  • The Submit button is shown if the Governance checkbox is selected. When you submit an assessment, an Assessment Review asset is created in your Collibra environment.
Note  The Governance checkbox in the template used in an assessment determines which button (Complete or Submit for Review) is shown when conducting an assessment.
  • The Complete button is shown if the Governance checkbox isn't selected in the template.
  • The Submit for Review button is shown if the Governance checkbox is selected in the template. When you click this button, an Assessment Review asset is created in your Collibra environment.
Action Outcome
Status Can you edit the assessment? Is the Collibra environment affected?
Clicking Save draft Draft Yes No
Clicking within the area designated for a response 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, the Collibra environment is affected as follows:

  • In your Collibra environment, an Assessment Review asset is created in the domain that you selected when submitting the assessment. If the Assessments Approval workflow is disabled, the status of the Assessment Review asset is New. If the workflow is enabled, the status is Under Review.
    • Tip To open the Assessment Review asset page in your Collibra environment, on the assessment page, click View submission.
    Tip To open the Assessment Review asset page in your Collibra environment, open the assessment page and click Open the Review Asset.
  • The assessment responses are shown on the Assessment tab of the Assessment Review asset page.
  • If the assessment was conducted on an existing asset, the Assessment Review asset is related to the 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 is ready for review.