Policy can be accessed in the main menu and is an automatic addition to all subscriptions utilizing the QA module.
Policy enables you to enforce your organizations' web standards or content strategies.
View our interactive tutorial on how to add a policy from the Policy Library.
Any number of policies can be created, and current and future matches are displayed.
Policies can be as simple or complex as required, and policies can be associated with 1 or multiple sites.
Siteimprove’s easy-to-use grouping setup is also integrated within Policy, enabling editors to focus on matches just for pages that are relevant to them, but at the same time adhering to policies that are in place for the whole organization.
Policy Overview
Under Policy Overview in the Policy module, you see all policies that relate to the sites you have access to. Once a site is selected you can filter the policies by a group.
Policy details
Select a specific policy from the Policies table and choose the site you are interested in if multiple sites are available.
The policy details table allows you to see specifics for that policy – the rules that have been used, the sites it is associated with, who last edited it and a note (if added).
The table displays each page where there is a match together with details.
Matches can be ignored on a page basis using the ignore icon.
All ignored matches can be viewed and reversed at any time by filtering the table.
My Sites
My sites gives a quick overview of all the sites you have access to with the number of policies that have been set up for each site together with the number of current matches.
Create Policy
Policies can be created from the My Policies menu or from the Policy library. The resources below are available to guide you on creating policies:
- Interactive tutorial on how to create a Policy
- Interactive tutorial on how to add a policy from the Policy Library
- Article on Creating policies