AI Skill Report Card

Documenting Policy Systems

B+78·Mar 4, 2026·Source: Web

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:

YAML
name: policy-system title: Policy & Manual Management version: '1.0' start_page: ROOT:index.adoc nav: - modules/ROOT/nav.adoc

Workflow

  • 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
  • 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
  • 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
  • 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
0
Grade B+AI Skill Framework
Scorecard
Criteria Breakdown
Quick Start
15/15
Workflow
13/15
Examples
18/20
Completeness
15/20
Format
15/15
Conciseness
12/15