Capture, validate and repair metadata — Simpleasyty

Help Center — Capture, validate and repair metadata

GETTING STARTED

Introduction Quick start

CREATE A SCHEMA

Create a schema from a template Create a schema from scratch

SCHEMA TEMPLATES

Security Risk Register ISO 27001 Document Control SOC 2 Evidence Register Policy Management Third-Party Risk Data Classification Application Portfolio Controlled Document Architecture Decision Record Information Asset Register Business Continuity Register GDPR Processing Activity

IMPORT

Import a JSON or YAML schema package Import Page Properties

FIELD TYPES

Schema field types Text fields Number fields Yes / No fields Single choice fields Date / Time fields Email fields URL fields Confluence reference fields List fields Field group fields

MANAGE SCHEMAS

Manage schemas Indexed fields and filters Schema permissions

CAPTURE DATA ON PAGES

Capture metadata on a page Capture, validate and repair metadata

CREATE REPORTS

Build a Metadata Report Configure report filters and viewer controls

STORAGE & PRIVACY

Data residency Storage in Forge Retention and deletion

COMPLIANCE

Compliance workflows Metadata, history and revisions

ADMINISTRATION & TROUBLESHOOTING

Import and export Schema reconciliation and processes Security, storage and limits Troubleshoot schemas, filters and reports

Before you begin

Check these requirements before following the steps below.

A published page containing a configured Simple Metadata macro.
Permission to edit the page.

1
Open the metadata
Edit the Confluence page and use the Simple Metadata macro configured for the schema you need. The form is generated from the schema, so required fields, formats and allowed values match the definition.
2
Save valid values
Complete the fields and save the page-level metadata. The form checks required values, types, formats and constraints before it saves.
3
Review a compliance warning
If saved metadata no longer matches its current schema, inspect the compliance state. Use Fix only for the best-effort repair, then review highlighted fields that still need a person to decide the correct value.