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.
Overview
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.
Workflow Logic
The Dashboard Certification Workflow consists of the following evaluation steps:
1. Owners and Description Check
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
2. 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
3. Tier Identification
Condition:
Determine whether the dashboard is Tier 1 or Tier 2.
Outcome:
- If Tier 1 → Set Gold Certification
- If Tier 2 → Set Silver Certification
Certification Levels
| Certification Level | Criteria |
|---|---|
| Gold | Dashboard has an owner, a description, and is tagged as Tier 1 |
| Silver | Dashboard has an owner, a description, and is tagged as Tier 2 |
| Bronze | Dashboard has an owner and a description but no Tier 1/2 classification |
| None | Dashboard lacks either an owner or a description |
Trigger Options
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/v1.7/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
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.