Conduct an assessment

You can conduct an assessment for an asset that is within your Collibra environment via Assessments. Typically, you onboard an asset and then conduct an assessment for the asset. However, you can also conduct an assessment prior to onboarding an asset, which can be useful in guiding the onboarding process.

This topic describes how to create and conduct an assessment, both with and without a specific asset. If you had already created an assessment and now want to complete or submit it, go to Complete or submit an assessment instead. To conduct an assessment via a URL, go to Conduct an assessment via URL.

Prerequisites

  • You have a global role with the Assessments > Conduct assessments global permission.
  • 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 that 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 the Assessments landing page..
  2. In the Conduct assessment section, enter the required information.
    FieldDescription
    Template

    Select the template you want to use in the assessment.

    The Template field includes only published templates.

    Does the asset exist in Collibra

    To conduct an assessment with a specific asset, select Yes. To conduct an assessment without a specific asset, select No.

    The Does the asset exist in Collibra field is shown only if a specific asset type is associated with the selected template.

    Asset

    Select the asset for which you want to conduct an assessment.

    The Asset field is shown only if you selected Yes in the Does the asset exist in Collibra field.

    Assessment Name

    Enter a name for the assessment.

    If you selected an asset in the Asset field, the Assessment Name field defaults to <Template> for <Asset>. Otherwise, it defaults to New Assessment.

  3. Click Conduct Assessment. An assessment is created in the Draft status and the assessment page opens.
  4. Enter your responses.
    Tip For information about how to work on an assessment and what to do if you encounter edit conflicts, go to Assessment page.
    Your responses are automatically saved.
  5. Optionally, in the Properties sidebar, edit the assessment permissions by clicking the current value, selecting the required option, and then clicking either the checkmark (Save) icon or outside.
      SectionOptionResult
      Permission to ViewEveryonePublic. Everyone can see the assessment.
      Permission to ViewOnly Owner and Assignees

      Private. Only the owner and selected assignees (in the Assignees field) can see the assessment.

      Permission to EditOwner

      Owner can:

      • Edit the name and responses if the assessment status is Draft.
      • Change the view permission and assignee of the assessment.
      • Complete or submit the assessment.
      • Mark the assessment as obsolete.
      • Delete the assessment.

      The owner of an assessment is the user who created or retook the assessment. Only an Assessments administrator can change the owner, regardless of the assessment status.

      Permission to EditAssignees

      Assignees can:

      • Edit responses if the assessment status is Draft.
      • Complete or submit the assessment.
  6. Do one of the following (depending on which button is available):
    • 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.

What's next

What happens when you complete or submit an assessment