Create a schema from a template — Simpleasyty

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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.

Access to the Simple Metadata app's Schemas tab.

1
Open the schema wizard
Open Simple Metadata, go to Schemas and select New schema. The first screen shows the template catalog.
2
Choose a template
Filter by category if useful. Select a template to preview its fields, then choose Continue. The template provides a starting definition; you can change its fields before saving.
3
Review the schema
In Schema setup, check the name, description, colour and fields. Change labels, required settings and constraints to fit your process. Index only fields you need to filter in reports.
4
Set access and create
Continue to Permissions, review where and by whom the schema can be used, then review and create it. You can then select it in a Simple Metadata capture macro on an eligible page.

Explore the included templates

Each template is a starting schema you can adapt. Explore its fields and the work it can support.