Copy a packaged template

You can copy any of the out-of-the-box (packaged) templates.

Note 
  • Packaged assessment templates are shown only if the Show out of the box templates setting is enabled in Collibra Console or Collibra settings.
  • To be able to see assessment templates, you need to have a global role that has the Manage Templates global permission.
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:

Before you begin

Ensure that you have a global role that has the Assessments global permission.

Steps

  1. Open the Template Gallery page and then open the packaged template you want to copy.
  2. In the PROPERTIES section, in the Title field, enter a title to identify the template.

  3. Optional: In the Properties section:

    • Add a description for your new template.
    • Specify a target asset type to be assessed.
    • Select or clear the Governance checkbox, to enable or disable governance for any assessments that will be conducted from this template.
  4. Click Copy template.
    The new template opens automatically. The template is also added in the Custom templates section of the Template Gallery, as a version 1, with the Draft status.
  1. Open the Template Gallery page, and then open the packaged template that you want to copy.
  2. In the Assessment Settings section, in the Name field, enter a name to identify the template.

  3. Optional:

    • Add a description for your new template.
    • Specify a target asset type to be assessed.
    • Select or clear the Governance checkbox to enable or disable governance for any assessments that will be conducted from this template.
    • Select or clear the Auto Number Questions checkbox to specify whether or not the questions in your template are automatically numbered in the order they are arranged in the building area.

  4. Click Save as New Template.
    The new template opens automatically. The template is also added to the Custom Templates section of the template gallery as a version V.1 with the Draft status.

What's next?