Copy a template

You can copy only 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.
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:

Prerequisites

You have a global role that has the Assessments global permission.

Steps

  1. Open the Collibra template.
  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 in the Draft status with the version as v1. The template is also added to the Custom templates section of the template gallery.
  1. Open the Collibra template.
  2. In the sidebar, in the Name field, enter a name to identify the template.
  3. If needed, enter the required information.
  4. Click Save as New Template.
    The new template opens in the Draft status with the version as V1. The template is also added to the Custom Templates section on the All Templates page.

What's next?

Edit, publish, or export the template.