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Help Center — Policy Management
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports

SCHEMA TEMPLATES

Policy Management

Manage policies as a portfolio with clear ownership, approval status and scheduled review, rather than relying on page titles alone.

A policy that exists only as a page can be hard to distinguish from a draft or an outdated version. This template adds a consistent owner, approval state and review schedule, helping teams find policies that need attention before readers rely on them.

Fields

Policies become easier to trust when their current standing is visible. Use this structure to separate work in progress from approved guidance and to spot what needs review.

FieldTypeWhat it captures
Policy typeRequired · IndexedSingle choiceKind of policy, such as security or privacy.Choices: Corporate, Security, Privacy, Operational
OwnerRequired · IndexedConfluence userPerson responsible for this risk, policy or document record.
DepartmentIndexedTextTeam or organizational unit responsible for the policy.
ClassificationIndexedSingle choiceSensitivity level used to handle and share the content appropriately.Choices: Public, Internal, Confidential, Restricted
StatusRequired · IndexedSingle choiceCurrent stage of the record's workflow or lifecycle.Choices: Draft, In Review, Approved, Retired
ApproverConfluence userPerson who reviews and signs off the document or policy.
Effective dateIndexedDateDate from which the approved document or policy applies.
Review cycleIndexedSingle choicePlanned frequency for reviewing the policy.Choices: Quarterly, Semi-annually, Annually
Next reviewIndexedDateDate when the document or policy should be reviewed again.