Complete or submit an assessment

You can complete an assessment or submit it for review only if its status is Draft. This topic describes how to complete or submit an assessment that is already created. If you haven't already created an assessment, go to Conduct 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:

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.

Prerequisites

  • You have a global role that has the Assessments > Conduct assessments global permission.
  • You are the owner or assignee of the assessment you want to complete or submit.
  • To submit an assessment: You have a resource role that has the Asset > Add and Attribute > Add resource permissions on the domain or its community, for example, Business Steward.

    Dora Portman is going to submit an assessment. Dora has the Data Protection Officer resource role for the Assessments Review Register domain. The Data Protection Officer resource role gives her the permissions she needs to add assets and attributes in that specific domain.

    Responsibilities tab of the Assessment Review Register domain

    To submit an assessment: The following must be true for the domain (or its community) that is selected when submitting the assessment.
    • At least one user is assigned the Business Steward resource role.
    • The Business Steward has a global role with the Workflow > Participate in Workflow global permission, for example, AI Business User or AI Legal Reviewer.
    Tip If you are going to be using AI Governance, meaning you have the AI Business User or AI Legal Reviewer global permission, and you have the Business Steward resource role for the domain (for the Asset > Add and Attribute > Add resource permissions), then you already meet the requirements mentioned here, without further configuration.

Steps

  1. Open Assessments.
  2. Click the assessment you want to complete or submit.
    The assessment page opens.
  3. Click Edit Draft.
  4. Enter or edit the responses.
    Your responses are automatically saved.
    Tip If someone else saved their response to the same question first, a dialog box appears to notify you. You can then choose to click one of the following buttons:
    • Override Changes: This replaces their response with yours.
    • Copy Answer and Refresh: This replaces your response with theirs, while copying your response to the clipboard for potential use later. That is, after reviewing their response, if you decide to replace it with yours, you can simply paste your copied response. Answers to certain types of questions, such as checkboxes, radio buttons, and asset pickers, can't be copied to the clipboard.
  5. Do one of the following depending on which button is shown:
    • Click Complete, and then, in the Complete assessment dialog box, click Confirm.
      The status of the assessment becomes Completed.

    • Click Submit. Then, in the Submit assessment dialog box, select the domain in which you want the Assessment Review asset to be created, and then click Submit.

      Note  In the Domain field in the Submit assessment dialog box, only domains of the type Assessment Review Register are shown. If you don't have the option to select a domain, it means that a single target domain has been specified in the Eligible domains setting, in the assessment template.

      The status of the assessment shows Submitted. Click View submission to view the Assessment Review asset.

    • Click Complete, and then, in the Complete This Assessment dialog box, click Complete.
      The status of the assessment becomes Completed.
    • Click Submit for Review. Then, in the Submit This Assessment dialog box, select the domain in which you want the Assessment Review asset to be created, and then click Submit.
      Note  In the Domain field in the Submit assessment dialog box, only domains of the type Assessment Review Register are shown. If you don't have the option to select a domain, it means that a single target domain has been specified in the Eligible domains setting in the assessment template.

      The status of the assessment becomes Submitted, and the Open the Review Asset button appears to enable you to view the Assessment Review asset.

Note For information about the interaction between Collibra Assessments and Collibra Platform when you submit an assessment, go to What happens after you save, complete, or submit an assessment.