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Governance Workflows - Dashboard Certification Workflow (Default)

The Dashboard Certification Workflow in Collate is a scheduled, rule-based automation designed to evaluate and assign certification levels—Gold, Silver, Bronze, or None—to dashboards based on specific metadata attributes. This workflow helps promote trusted, well-documented dashboards across the organization.

The certification process runs periodically according to a defined schedule. It identifies qualifying dashboards based on predefined rules and automatically updates their certification status. This enables users to quickly identify high-quality, well-managed dashboards.

The Dashboard Certification Workflow consists of the following evaluation steps:

Condition:
The dashboard must have both a non-null, non-empty Owner and Description.

Outcome:

  • If either attribute is missing or empty → Set No Certification
  • Otherwise → Proceed to Tier Evaluation

Condition:
The workflow checks the value of the Tier tag applied to the dashboard.

Outcome:

  • If Tier 1 or Tier 2 → Proceed to Tier Identification
  • If neither → Set Bronze Certification

Condition:
Determine whether the dashboard is Tier 1 or Tier 2.

Outcome:

  • If Tier 1Set Gold Certification
  • If Tier 2Set Silver Certification
Certification LevelCriteria
GoldDashboard has an owner, a description, and is tagged as Tier 1
SilverDashboard has an owner, a description, and is tagged as Tier 2
BronzeDashboard has an owner and a description but no Tier 1/2 classification
NoneDashboard lacks either an owner or a description
dashboard-certification

Certification workflows can be triggered:

  • You can apply the workflow to a specific data asset by configuring it through the Configuration tab.

{% image src="/images/v1.6/how-to-guides/governance/workflows-table-certification3.png" alt="dashboard-certification-workflow /%}

  • On a scheduled basis (e.g., daily, weekly)
  • On-demand via the user interface
dashboard-certification-trigger

Benefits

  • Automated Trust Indicators: Helps users easily identify dashboards that are well-maintained.
  • Metadata Quality Assurance: Encourages teams to provide complete documentation and ownership.
  • Governance Alignment: Supports organizational policies for data asset certification.