Important
In Collibra 2024.05, we 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:
You can copy any of the Collibra assessment templates.
Note
- Assessment templates are shown only if you have a global role that has the Assessments > Manage Templates global permission.
- Collibra assessment templates are shown only if the Show out of the box templates setting is enabled in Collibra Console or Collibra settings.
Prerequisites
You have a global role that has the Assessments global permission.
Steps
- Open the templates page and then open the packaged template you want to copy.
- In the PROPERTIES section, in the Title field, enter a title to identify the template.
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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.
- 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.
- Open the templates page, and then open the Collibra template you want to copy.
- In the sidebar, in the Name field, enter a name to identify the template.
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Optional:
- Add a description for your new template.
- Select 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 using this template.
- Select or clear the Auto Number Questions checkbox to specify if the fields in the template are automatically numbered.
- Click Save as New Template.
The new template immediately opens in the Draft status with the V.1 version. The template is also added to the Custom Templates section on the templates page.