Creating policies

Modified on: Mon, 30 Aug, 2021 at 12:49 PM

Policies refer to any standards your organization wishes to uphold in relation to your digital content. For example, you may have a policy of not using slang in website text, in that case, you could create a policy to search for, and highlight, slang words if present.


Policies are created using the Siteimprove Policy module, see - Introduction to Policy.


This article describes how to create a policy and includes:



Creating a policy


To create a policy go to Main menu > Policy > My Policies.


New: You can quickly create policies in the ‘Getting Started’ wizard. Click on Learn > Get Started. Choose what you are looking for from the drop-down. Enter your match. Click on "Go".Policy_get_started_wizard


You also have the option to create a policy using "Create policy" or you can use predefined policies from the Policy Library.


Note: Check out our interactive tutorial on how to add a policy from the Policy Library.


To create the policy manually click on My Policies > Create policy.


My_Policies page


When you create a policy you will see it consists of two main elements; Category and Rules.


Category: Here you select if a policy relates to general content on the site, or if it is specific to document or media files.

Policy Categories, Content, Documents, Media


Rules: Once a category has been selected, you can add rules to the policy. Rules are the building blocks available to you so that you can assure that the content of each page matches your website’s standards.


A policy can consist of a single rule or any number of rules.


Policy rule search box


The "And include" option can be used between multiple rules.


Adding rules to a policy


OR is used if multiple elements are contained in the same rule by clicking "Add another match".


Adding matches to a policy


 


For some rules, there is also the ability to exclude the rule from the policy.


This can be used, for example, if you were interested in finding all pages that did not have a specific content match. To exclude a match, click the include button - the toggle will then change to an "Exclude" match.


Excluding matches from a policy


Video on how to Create a Content Policy




How to Create a Content Policy


Policy examples


Example 1:


Policy: Find unwanted terms on your site


Category = Content


Rule = Content match (All unwanted matches can be added to the same rule) Find_unwanted_terms_on_your_site


Results = All pages where the policy has been matched with details of the specific unwanted match found on each page.


Example 2: 


Policy: No link text containing just "Read more" or "Click here"


Category = Content


Rule = Link text (all links texts can be added to the same rule)two link text matches added to the same rule


Results = All pages where the policy has been matched with details of the specific unwanted link text found on each page.


Example 3:

Policy: No page titles over 70 characters in a specific page group


Category = Content


Rules = Page title length & Page URLNo page titles over 70 characters in a specific page group policy


Results = All pages that match the URL string where the page title is over 70 characters


Get some inspiration to policies in our Policy library


Siteimprove Academy Course


The Siteimprove Academy offers scalable learning programs, interactive course content, and actionable outcomes for you and your team. Take advantage of our online courses, including "Using Policies to Optimize your Website" to get the most from our products.

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