Governance Workflows - Table Certification Workflow (Default)

Collate introduces a Data Governance Automation Framework that enables customizable certification workflows to classify data assets—such as tables and dashboards—into Bronze, Silver, or Gold categories. This helps ensure that users can easily identify well-managed and trusted data assets.

Overview

Without standardized certification, data teams may face challenges in identifying correct, actively-used assets with complete and up-to-date documentation. The Table Certification Workflow addresses this issue by enforcing validation rules and assigning visual certification badges.

Certification Classification

Navigate to the Classification tab in the UI to view the predefined certification levels:

• Gold: Highest level of trust and documentation completeness.
• Silver: Moderate level with essential documentation and ownership.
• Bronze: Basic level indicating partial metadata completeness.
• Uncertified: Assets that do not meet any predefined criteria.

Workflow Features

Customizable Validation Rules

Each certification level (Gold, Silver, Bronze) is determined based on customizable criteria such as:

• Ownership assignment
• Presence of description
• Tag classification (e.g., Tier)
• Custom properties

Trigger Options

Certification workflows can be triggered:

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

Certification Indicators

Once the workflow is executed:

• Certified assets are marked with a badge next to their name, indicating their certification level.
• This visual cue helps users quickly assess the quality and reliability of the asset.

Examples

Benefits

• Helps enforce governance best practices
• Makes it easy to distinguish between trusted and unmanaged data assets
• Encourages data curation and improves metadata quality
• Supports both proactive and reactive data certification strategies