Conduct an assessment via a link

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:

You can create or conductstart an assessment with or without a specific asset directly via a link.

Prerequisites

You have a global role that has the following global permissions:

  • Assessments > Conduct assessments
  • Assessments > Manage templates

Steps

  1. On the address bar of your browser, enter a link in the following format.
    FormatExample
    To createstart an assessment with a specific asset
    [your Collibra instance]/assessments/conduct?assetId=[ID of the asset in Collibra]&templateId=[ID of a published assessment template]https://doc.collibra.com/assessments/conduct?assetId=019102db-f625-7ebb-89f7-3df92ed34923&templateId=4565e602-2a78-11eb-adc1-0242ac120002
    To createstart an assessment without a specific asset
    [your Collibra instance]/assessments/conduct?assetName=[Name for the assessment]&templateId=[ID of a published assessment template]https://doc.collibra.com/assessments/conduct?assetName=Risk%20Management&templateId=4565e602-2a78-11eb-adc1-0242ac120002
    An assessment is created in the Draft status and the assessment page opens.

What's next?

Complete or submit an assessment.