Manage templates

You can create, edit, discard, publish, copy, export, import, and delete an assessment template.

Create a template

Prerequisites

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

Steps

1. Open the templates page.
2. Click Create new template.
   The Template editor page opens.
3. Click Create Template.
   The template page opens.
4. Enter the required information.
   
   Details

   Section/Tab	Field	Description
   Properties	Title	Enter 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 in assessments.
   Canvas > Page	Input page title here	Enter a title for the page.
   	Enter a page description	Enter a description for the page.
   Toolbox		Drag the required question type to the required location on the canvas.

5. In the sidebar, enter the required information.
   
6. Click Add Question or drag the required field types to the canvas.
7. Configure the settings for the fields.
8. Configure the logic conditions for the fields.
9. Add more pages and more fields if 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 V1 and the status as Draft. The new template is shown in the Custom Templates section on the templates page.

Edit a template

You can edit only custom assessment templates. Collibra templates can't be edited, but you can copy them and then edit their copies.

Prerequisites

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

Steps

1. Open the custom template.
2. Edit the template.
   
   Tip For information about the template fields and settings, go to Template fields and Template settings.
   
   
3. Click Save draft.
   Your changes are saved.

Discard a draft template

When you edit and save a published template, its status changes to Draft and its version number is incremented. You can discard the draft and revert the template to its last published version using the Discard Version button, which restores the Published status and original version number.

When you edit and save a published template, its status changes to Draft and its version number is incremented. You can discard the draft and revert the template to its last published version using the Discard draft button, which restores the Published status and original version number.

Prerequisites

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

Steps

1. Open the templates page, and then open the template whose draft you want to discard.
2. Click Discard draft.
   
   The draft version of the template is deleted and the last published version of the template becomes available.

1. Open the templates page, and then open the template whose draft you want to discard.
2. Click More → Discard Version.
   The draft version of the template is deleted and the last published version of the template becomes available.

Publish a template

Although it is more likely that you will publish templates whose status is Draft, you can also publish templates whose status is already Published.

Prerequisites

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

Steps

1. Open the template.
2. If needed, edit the template.
3. Click Publish.
   
   The template is published and available for conducting assessments.

Copy a template

You can copy only Collibra assessment templates.

Prerequisites

You have a global role that has the Assessmentsglobal 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.

Export a template

You can export only custom assessment templates whose status is Published. Collibra templates can't be exported, but you can copy them and then export their copies.

You can use this feature when you want to import a custom template from your testing environment to your production environment. For example, if you want to use a published custom template in another Collibra environment, you can export the template and then import it into the other Collibra environment.

Prerequisites

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

Steps

1. Open the custom template.
2. Click More → Export. In the upper-right corner of the page, click → Export.
   
   The template is exported to your computer as a JSON file.

What's next?

Import the template to another Collibra environment.

Import a template

You can use the Import Template feature to, for example, import a custom template from your testing environment to your production environment.

Prerequisites

• You have a global role that has the Assessments > Manage Templates global permission.
• Export the custom template that you want to import.

Steps

1. Open the templates page.
2. In the Custom templates section, click , and then click Import template.
   
   The Import template dialog box appears.
3. Click Upload template, and then select the template that you want to import.
Tip If a template of the same name already exists in your environment, you are prompted to enter a new name for the template that you are importing.
4. Click Import.
   
   A message stating that the template is imported appears. The template is added to the Custom templates section.

1. Open the templates page.
2. In the Custom Templates section, click Import Template.
   
   The Import a Template dialog box appears.
3. Click the Upload a JSON file prompt, and then select the file you want to import. Alternatively, you can drop the file into the dialog box.
4. If needed, change the value in the Template Name field.
5. Click Import.
   
   The imported template is added to the Custom Templates section.

Delete a template

You can delete only custom assessment templates. If, however, the template you want to delete is used in an assessment that is in the Draft status, you can't delete the template. Collibra templates can't be deleted.

Prerequisites

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

Steps

1. Open the custom template.
2. In the upper-right corner of the page, click → Delete.
   
   
3. Click More → Delete.