Complete or submit an assessment

You can complete an assessment or submit it for review only if its status is Draft.

Submitting an assessment creates an Assessment Review asset, whereas completing an assessment does not. The Require a review setting in the template that is used in the assessment determines which button (Complete or Submit for review) appears when you conduct the assessment.

Prerequisites

• You have a global role with the Assessments > Conduct assessments global permission.
• You are the owner or the assignee of the assessment that 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 appropriate resource role, which is Business Steward by default.
  • That user has a global role with the Workflow > Participate in Workflow global permission, for example, AI Business User.

  Tip If you are going to be using AI Governance, meaning that you have the AI Business User global role, and you have the appropriate 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

1. Open the Assessments landing page.
2. Click the assessment that you want to complete or submit.
   The assessment page opens.
3. Enter or edit the answers.
   Your answers are automatically saved.
   Tip For information about how to work on an assessment and what to do if you encounter edit conflicts, go to Assessment page.
4. Do one of the following (depending on which button is available):
   • Click Complete, and then, in the Complete this assessment dialog box, click Complete.
     
   • Click Submit for review. Then, in the Submit 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 do not 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.

Result

• When you complete an assessment, no asset is created. The status of the assessment becomes Completed.
• When you submit an assessment:
  • The status of the assessment becomes Submitted.
  • An Assessment Review asset is created in the domain that 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 answers appear 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 through 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
	Status	Can you edit the assessment?	Is the Collibra environment affected?
Entering an answer in a new assessment.	Draft	Yes	No
Clicking Complete.	Completed	No	No
Clicking Submit for review.	Submitted	No	Yes