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.
A 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.
Template visibility
Assessment templates are shown only if you have a global role with the Assessments > Manage Templates global permission. Additionally, Collibra assessment templates are shown only if the Show out of the box templates setting in Collibra Console or Collibra settings is enabled.
Types of templates
Assessments includes the following types of templates:
- Collibra templates: These are out-of-the-box templates. They are shown in the Collibra templates section on the All templates page. 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 assessment templates.
- Custom templates: These are the templates that you or others created or imported, including any copies of Collibra templates. They are shown in the Custom templates section on the All templates page.
Opening the "All templates" page
On the Assessments landing page, in the Templates section, click Show all templates.