Approve or reject 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:

When you submit an assessment, an Assessment Review asset is created in the domain of your choice, in your Collibra environment. The Business Steward (by default) for the domain is notified that there is an assessment to review and a workflow task prompts the approval or rejection of the Assessment Review asset. This behavior is applicable to only those assessments that use a template in which the Governance checkbox is selected.

Tip 
  • You can configure the Assessments Approval workflow so that the task is assigned to a different resource role.
  • Neither the Assessment Review asset nor the submitted assessment can be edited.

Prerequisites

The following resource roles are assigned as responsibilities on the domain of the Assessment Review asset:

  • Business Steward
  • Stakeholder
  • Subject Matter Expert
Responsibilities tab of the Assessment Review Register domain

Steps

  1. In your Collibra environment, go to My Tasks and click the relevant task.
  2. In your Collibra environment, go to Your Tasks, and then click the relevant Review Assessment task.
    The Assessment Review asset page opens.
  3. Review the assessment.
    Tip 
    • You can find all the assessment responses on the Assessment tab of the asset page.
    • To open the assessment itself, on the Summary tab, click View details in assessment app.
  4. In the sidebar, click Approve or Reject.
  5. In the sidebar, optionally enter a reason for approving or rejecting the assessment, and then click Approve or Reject.

Result

  • The status of the Assessment Review asset becomes Approved or Rejected, accordingly.
  • The status of the assessment remains Submitted for Review, regardless of whether the assessment is approved or rejected.