Approve or reject an assessment

Important 

In Collibra 2024.05, we've 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 for review, an Assessment Review asset is created in the domain of your choice, in your Collibra Data Intelligence Platform environment.

The Business Steward (by default) for the domain is notified that there is an assessment to review and a workflow task prompts the review and approval or rejection of the Assessment Review asset.

Important This does not apply to assessments for which the Governance option was cleared in the template used for the assessment. In that case, no asset is created in your Collibra environment and no workflow is triggered.

Tip You can configure the Assessments Approval workflow so that the task is assigned to a different resource role.

Note Neither the Assessment Review asset nor the submitted assessment can be edited.

Before you begin

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 My Tasks and click the relevant task.
  3. Review the assessment details, as necessary.
    Tip To review the assessment details, you can:
    • In the sidebar, click the Assessment Review asset name to go to the asset page.
    • Click View details in assessment app to review the details in Assessments.
  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 in Assessments remains Submitted, regardless of whether the assessment is approved or rejected.