All templates

Important 

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

Note 
  • Assessment templates are shown only if you have a global role that has the Assessments > Manage Templates global permission.
  • CPSH assessment templates are shown only if the Show out of the box templates setting in Collibra Console or CPSH settings is enabled.

Open the All Templates page

To open the All Templates page, on the Assessments landing page, click Show All Templates.

Collibra and custom templates

The All Templates page contains the following sections:

  • CPSH Templates: Shows all out-of-the-box assessment templates. The status of Collibra templates is Published, and their versions are controlled by Collibra. You can copy Collibra templates, but you can't edit or delete them. For more information, go to Collibra templates.
  • Custom Templates: Shows the assessment templates that you or others created or imported, including any copies of CPSH templates.

Open a template

To open a template, on the All Templates page, click the tile containing the template.