AI Skill Report Card
Documenting Policy Systems
Quick Start
Create the basic Antora structure:
docs/
├── antora.yml
├── modules/
│ └── ROOT/
│ ├── nav.adoc
│ ├── pages/
│ │ ├── index.adoc
│ │ ├── policies/
│ │ └── procedures/
│ └── partials/
│ └── attributes.adoc
Sample antora.yml:
YAMLname: policy-system title: Policy & Manual Management version: '1.0' start_page: ROOT:index.adoc nav: - modules/ROOT/nav.adoc
Workflow
1. Structure Planning
- Identify policy categories (HR, IT, Finance, etc.)
- Map policy hierarchy (policies → procedures → guidelines)
- Define approval workflows and version control needs
- Plan cross-references and dependencies
2. Content Architecture
- Create module structure per policy domain
- Set up navigation hierarchy in
nav.adoc - Define consistent attributes in
partials/attributes.adoc - Establish naming conventions for policy documents
3. Policy Document Templates
- Create AsciiDoc templates for different policy types
- Include metadata sections (effective date, review cycle, owner)
- Add approval tracking and revision history
- Set up cross-reference patterns
4. Build Configuration
- Configure Antora playbook for multi-version support
- Set up automated builds from policy repository
- Configure output formats (HTML, PDF if needed)
- Test navigation and cross-references
Examples
Example 1: Policy Document Structure
ASCIIDOC= Data Protection Policy :policy-id: IT-001 :effective-date: 2024-01-01 :review-cycle: Annual :policy-owner: IT Security Team :version: 2.1 == Purpose This policy establishes requirements for... == Scope This policy applies to: * All employees and contractors * All data processing activities * Cloud and on-premises systems == Policy Statement [.policy-requirement] **** All personal data MUST be encrypted at rest using AES-256 or equivalent. **** == Procedures Refer to xref:procedures/data-encryption.adoc[Data Encryption Procedures]. == Compliance Non-compliance may result in disciplinary action up to and including termination. == Related Documents * xref:policies/information-security.adoc[Information Security Policy] * xref:procedures/incident-response.adoc[Incident Response Procedures]
Example 2: Navigation Structure
ASCIIDOC* xref:index.adoc[Policy Management System] * Policies ** xref:policies/information-security.adoc[Information Security] ** xref:policies/data-protection.adoc[Data Protection] ** xref:policies/acceptable-use.adoc[Acceptable Use] * Procedures ** xref:procedures/access-control.adoc[Access Control] ** xref:procedures/data-encryption.adoc[Data Encryption] * Guidelines ** xref:guidelines/password-creation.adoc[Password Creation]
Best Practices
Content Organization:
- Use consistent document IDs (HR-001, IT-002, FIN-003)
- Separate policies (what) from procedures (how) from guidelines (recommendations)
- Create a master index with policy status and review dates
AsciiDoc Conventions:
- Use attributes for policy metadata at document top
- Apply consistent styling with custom CSS classes
- Use admonition blocks for critical requirements
- Implement consistent cross-referencing patterns
Version Control:
- Tag policy versions in git for audit trail
- Use Antora's version management for historical access
- Include effective dates and superseded document tracking
- Maintain change logs for significant policy updates
Approval Workflows:
- Create review templates with approval checkboxes
- Use git branch protection for policy changes
- Implement required reviewers for different policy types
- Generate approval reports from git history
Common Pitfalls
Structure Issues:
- Don't mix policy content with implementation details
- Avoid deep nesting (max 3 levels in navigation)
- Don't duplicate content across policies—use includes and cross-references
Maintenance Problems:
- Don't set unrealistic review cycles (quarterly for everything)
- Avoid orphaned procedures without parent policies
- Don't ignore broken cross-references in builds
Compliance Gaps:
- Don't forget to version-control approval records
- Avoid unclear policy ownership assignments
- Don't publish policies without proper review workflow
Technical Mistakes:
- Don't hardcode dates—use attributes
- Avoid inconsistent document ID schemes
- Don't skip testing multi-version navigation
- Avoid complex conditional content that breaks in different output formats