Complete or submit an assessment

You can complete an assessment or submit it for review only if its status is Draft. This topic describes the differences between completing and submitting an assessment, and how to complete or submit an assessment that is already created. If you haven't already created an assessment, go to Conduct an assessment instead.

Complete versus Submit

The Require a review setting in the template used in the assessment determines which button (Complete or Submit for review) is shown when you conduct the assessment.

The Complete button is shown if the Require a review setting is disabled. When you complete an assessment, no asset is created.
The Submit for review button is shown if the Require a review setting is enabled. When you submit an assessment, an Assessment Review asset is created.

What happens when you complete or submit an assessment

When you complete an assessment, no asset is created.

When you submit an assessment:

An Assessment Review asset is created in the domain you selected when submitting the assessment. The domain type is Assessment Review Register. If the Assessments Approval workflow is disabled, the asset status is New. If the workflow is enabled, the asset status is Under Review. To open the Assessment Review asset page, on the assessment page, click Open the Review Asset.
The assessment responses are shown on the Assessment tab of the asset page.
If the assessment was conducted on an existing asset, the Assessment Review asset is related to that asset via the following relation type: "[Asset] is assessed by / assesses [Assessment Review]"
The Assessments Approval workflow is triggered. This workflow notifies the Business Steward (by default) that an Assessment Review asset is ready for review, prompting them to approve or reject the asset.

The following table describes the outcome of saving, completing, and submitting an assessment.

Action	Outcome
Action	Status	Can you edit the assessment?	Is the Collibra environment affected?
Entering a response in a new assessment	Draft	Yes	No
Clicking Complete	Completed	No	No
Clicking Submit for Review	Submitted	No	Yes

Prerequisites

You have a global role with the Assessments > Conduct assessments global permission.
You are the owner or assignee of the assessment you want to complete or submit.
To submit an assessment: The following must be true for the domain (or its community) that is selected when submitting the assessment.
- At least one user is assigned the Business Steward resource role.
- The Business Steward has a global role with the Workflow > Participate in Workflow global permission, for example, AI Business User or AI Legal Reviewer.
Tip If you are going to be using AI Governance, meaning that you have the AI Business User or AI Legal Reviewer global permission, and you have the Business Steward resource role for the domain (for the Asset > Add and Attribute > Add resource permissions), then you already meet the requirements mentioned here, without further configuration.

Steps

Open Assessments.
Click the assessment you want to complete or submit.
The assessment page opens.
Enter or edit the responses.
Your responses are automatically saved.
Tip If someone else saves their response to the same question before you, a dialog box notifies you. You can then click one of the following buttons:
- Replace changes: Replaces their response with yours.
- Copy answer and refresh: Replaces your response with theirs, while copying your response to the clipboard for potential use later. That is, after reviewing their response, if you decide to replace it with yours, you can simply paste your copied response. This button is shown instead of Refresh page when responses can be copied to the clipboard, such as for date pickers, number fields, and all types of text boxes.
- Refresh page: Replaces your response with theirs. This button is shown instead of Copy answer and refresh when responses can't be copied to the clipboard, such as for checkboxes, radio buttons, asset pickers, and user pickers. You can, however, edit these types of responses again after clicking Refresh page.
Do one of the following (depending on which button is available):
- Click Complete, and then, in the Complete This Assessment dialog box, click Complete.
  The status of the assessment becomes Completed.
- Click Submit for Review. Then, in the Submit This Assessment dialog box, select the domain in which you want the Assessment Review asset to be created, and then click Submit.
  Note In the Domain field in the Submit assessment dialog box, only domains of the type Assessment Review Register are shown. If you don't have the option to select a domain, it means that a single target domain has been specified in the Eligible domains setting in the assessment template.
  
  The status of the assessment becomes Submitted, and the Open the Review Asset button appears to enable you to view the Assessment Review asset.