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.
Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.
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
- 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
Opening the template gallery "All templates" page
On the Assessments landing page, in the Templates section, click Show all templates.
On the Assessments landing page, click Template gallery.