Working with assessment templates

An assessment template is a set of questions designed to elicit information during an assessment. An assessment is always conducted using an assessment template. When conducting an assessment, you can provide information via the questions added to the template.

An assessment template can serve as an approved assessment from which to conduct an assessment, or a starting point from which to design customized templates. You can publish your custom templates to make them available for use throughout your organization.

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. Collibra assessment templates can be used as they are, or they can be copied and then edited as needed. All versions of the templates are stored in the Collibra repository.