How to Create a Policy

From the left sidebar main menu of your Siteimprove Dashboard, click on Policy; this will open the Policy submenu

From the Policy submenu, click on My Policies; this will open the My Policies overview page, which displays All active policies you have created

At the top left of the “All active policies” table, click on the Create policy button

Select the type of policy you want to create (content, documents or media); this will take you to the Create Policy page for that category

Click anywhere on the Add rule to policy bar; this will expand the list of rules that can be applied to that policy

• Note: Rules are the building blocks that enable you to ensure the content of each page adheres to your web standards; policies can have one rule or several rules

Select the rule you would like to apply to that policy; this will expand that rule’s setup form

Use the various features provided (e.g., drop-down menu, select/deselect, Add another match) to customize that rule as needed

To add another rule to the policy, click anywhere on the Add rule to policy bar below the current rule displayed and follow the same steps just described

• Note: The And include and the And exclude option can be toggled to customize your policy with multiple rules; if you decide you want to discard a rule, click on the trash can icon to the right of the rule

Once you’ve set all the rules for that policy, scroll down the page until you reach the policy details form (you will see a Policy name field at the top of the form)

Name your policy, add a note to describe it, decide which site you want the rule to apply to, set access permissions, priority, etc.

Once you’ve filled out the policy form, click on the Create policy button at the bottom right of the form