Create a template

This topic describes how to create an assessment template using a basic flow.

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:

Requirements and permissions

You have a global role that has the Assessments > Manage templates global permission.

Steps

  1. Open the Template Gallery page.
  2. Click Create new template.
    The Template editor page opens.
  3. Click Create a Template.
    The Template editor page opens.
  4. Enter the required information.
    Section/TabFieldDescription

    Properties

    		TitleEnter a title for the template.
    Description (optional)Enter a description for the template.
    Asset type (optional)Select the target asset type to be assessed.
    Governance (optional)If you want an asset to be created and the Assessments Approval workflow to be triggered when an assessment is conducted using this template, select the Governance checkbox. For more information, go to Governance for assessments.

    Canvas > Page

    		Input page title hereEnter a title for the page.
    Enter a page descriptionEnter a description for the page.

    Toolbox

    		Drag the required question type to the required location on the canvas.
  5. Enter the required information.
    Section/TabFieldDescription

    Properties

    		NameEnter a name for the template.
    Description (optional)Enter a description for the template.
    Asset type (optional)Select the target asset type to be assessed.
    Governance (optional)If you want an asset to be created and the Assessments Approval workflow to be triggered when an assessment is conducted using this template, select the Governance checkbox. For more information, go to Governance for assessments.
    Auto Number Questions (optional) Determines whether or not the questions in your template are automatically numbered in the order they are arranged in the building area.
  6. Click Add Question or start dragging the required question types to the canvas.
  7. Configure the settings for the questions.
  8. Configure the logic conditions for the questions.
  9. Add more pages and more questions, as needed.
    Note Each page of a template appears as a separate section in the assessment.
  10. Click Save.
    The template is created with the version as V.1 and the status as Draft. The new template is shown in the Custom Templates section in the template gallery.

What's next?