Skip to main content

Creating policies

Kate Sygrove avatar
By Kate Sygrove

Creating policies

New policies can be created through the Policy module.

You can learn more about the Siteimprove Policy module in our Introduction to Policy article.

Also, check out our interactive tutorial on how to add a policy from the Policy Library.

 Menu, Policy, Policies

A policy consists of two main elements:

Category: Does the policy relate to general content on the site, or is it specific to document or media files?

Policy Categories, Content, Documents, Media

Rules: Once a category has been selected, you will have the ability to add rules to the policy. Rules are the building blocks available to you so policies can be created that match the web standards for your website.

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

Policy rule search box

 

"And include" is used between 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

 

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 URL No 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

Was this article helpful?
4 out of 6 found this helpful