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Health management actions in Microsoft Purview (Preview)

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Health management actions give you and your users steps to take to improve data health and governance across your data estate. These actions correspond to the checks made to calculate a data product's data governance health control score. Addressing these actions raises your health score and promotes an overall more useable and discoverable data catalog.

Prerequisites

  • You need data health reader permissions to be able to view Data Estate Health information.
  • You need data health owner permissions to be able to update and assign health actions

View health management actions

  1. Open the Microsoft Purview governance portal and select the Data Catalog.
  2. Select the Health Management drop-down.
  3. Select Actions

Now you're on the main actions page, where you can see a list of actions, how long they've been active, the target for the action, and the owner.

You can search by keyword, or filter these actions by many values, including: assigned to, governance domains, active since, action types, and more.

You can also group actions by selecting the Group by drop-down, to view actions by:

  • Severity
    • High
    • Medium
    • Low
  • Finding types and subtypes
  • Finding subtype
  • Finding name

Tip

  • If you're not seeing the actions you expect, check the applied filters and group.
  • You need the Data Quality Metadata Reader role to see the Target entity related to the action. There is a deep link on the target entity to browse for remediation action.
  • You will not see the Target entity if
    1. the target entity has been deleted from the business domain or data product, or
    2. you don't have the Data Quality Metadata Reader role to view the target entity related to the data quality management action.

Available actions

Available actions are determined by Controls rules established in Data Estate Health or by data quality rules.

For more information about data quality actions, see the data quality actions article.

For more information about data health Control, see the data health control article.

Here's a list of actions that are available out of the box from metadata quality:

Finding type Finding subtype Finding Name Severity
Access and use Compliant data use Missing terms of use on data products Medium
Self-serve access enablement Missing access policy on data products Medium
Discoverability Data cataloging Data product not linked to data assets High
Missing description on data products High
Missing published glossary terms on data products High
Missing use case on data products High
Data products connection Data product not linked to data assets Medium
Estate curation Classification and labeling Missing classification on data assets Medium
Health observability Health management monitoring, alerting, and insights
Metadata quality management Data product usability Governance domain description length is fewer than 100 characters Medium
Data product description length is fewer than 100 characters Medium
Published glossary term's description length is fewer than 25 characters Medium
Linked assets Data product description length is fewer than 100 characters Medium
Missing published glossary terms on data product High
Trusted data Data product certification Data product isn't endorsed Low
Data product ownership Missing owners on data assets High
Missing owners on data products High
Data quality enablement Missing data quality scores on data assets Medium
Value creation Business OKRs alignment Missing OKRs on data products Medium

Tip

If the actions you're seeing don't match up with these values and severities, check metadata quality. Your organization may have implemented custom checks and severities.

Action details

To see an action's details, select it. Here you'll see the actions owners, the associated data product and governance domain, as well as it's reason and any potential recommendations for resolving it.

Resolve an action

To resolve an action, you should:

  1. Assign owners who will take steps to resolve the recommendations.
  2. The owners should investigate the issue based on the provided information and recommendation.
  3. The owners should update the status to reflect their current progress.
  4. When they've made the suggested updates, the action's status should be updated to Resolved and the action should be saved.

As the entire health management refreshes in the next scheduled run, all resolved actions from the catalog will be reconciled. In case an action is artificially marked as 'resolved' but the issue in the catalog remains, the action status will be changed and added back to the health actions queue.

Next steps