Governance in assessments

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

Require a review setting

The GovernanceRequire a review setting in an assessment template determines if assessments create an asset and trigger an approval workflow when submitted. This setting is enabled by default and can be found in the sidebarPROPERTIES section on the Template Designer tab. If the setting is enabled in a template, when a user submits an assessment using the template, an Assessment Review asset is created to represent the assessment. Additionally, a review task is created to approve or reject the asset.

Tip 
  • When an assessment is submitted, the Assessment Review asset is created in the domain that the user selected.
  • The Assessment Review asset can also be linked to other assets, for example, Business Process or Data Category.

Eligible domains setting

When you enable the Require a review setting in a template, the Eligible domains setting appears. This setting allows you to set which domains are available for selection to users when they submit assessments using the template. The drop-down list in the Eligible domains setting includes only domains whose domain type is Assessment Review Register. The list also includes domain descriptions if any.

Tip 
  • If you set only one eligible domain, it is automatically selected when users submit assessments.
  • If you don't set any eligible domain, users can select any domain of the Assessment Review Register domain type when they submit assessments.
  • Users can’t select a domain they don’t have permission to access, even if the domain is set as eligible.

Outcome of the Require a review setting

The following table describes the outcome of enabling or disabling the GovernanceRequire a review setting in a template for users conducting assessments using the template.

Status Outcome
Enabled

The SubmitSubmit for Review button is shown in the assessment. Clicking the button:

  • Changes the status of the assessment from Draft to Submitted.
  • Creates an Assessment Review asset in the New or Under Review status in the domain that the user selected when submitting the assessment.
  • Triggers the Assessments Approval workflow, assigning a task to the Business Steward. You can configure the Assessments Approval workflow so that the task is assigned to a different resource role.
Disabled

The Complete button is shown in the assessment. Clicking the button:

  • Changes the status of the assessment from Draft to Completed.
  • Doesn't create any asset.
  • Doesn't trigger any workflow.