Introduction

This article provides instructions on how to add a pre-made policy. Select one of the policies and rules that we have prepared within the application to ensure that all of your website content creators follow the same guidelines and are alerted immediately if the content becomes outdated or is incorrect.

For more information, visit How to create custom policies.

Navigation

This section provides instructions on how to add a pre-made policy to the Web Governance scan.

1. You can reach the policy by two methods:
   • Global
     Policies
   • Content Quality Content Policies

Global Policies navigation

1. Log in to your Web Governance account.
2. Click Global Policies on the top menu bar.
3. Use the tabs on the top menu bar to select Policy List.
4. Use the tabs above the list to filter further for:
   • All
   • Unwanted
   • Required
   • Matches
   • Archived

Content Quality Content Policies navigation

1. Log in to your Web Governance account.
2. Select the domain that you want to work with.
3. Expand the left menu bar if the options are not visible.
4. Click Content Quality.
5. Click Content Policies.
6. Select your preferred view.
   • Policies list: For a view of all policies
   • Issues by page: For a view of pages that have policy violations, for page-by-page prioritization 

Add a new pre-made policy

With either of the methods above, continue with these steps:

1. Click Add new policy.
2. Located the pre-made policy that you want to add.
3. Click Add Policy. 
4. Select Settings, on the top left side of the page.
   • In the Display this policy as section, select the way you want the scan to report this policy:
     • Unwanted: The scan tags policy matches as Unwanted, meaning that the marked text should be removed or replaced.
     • Required: The scan tags policy matches as Required, meaning that the marked text must be present.
     • Matches: The scan tags policy matches as Matches, meaning that the marked text meets the policy requirements.
   • Click the Priority drop-down arrow and select the policy priority:
     • Low
     • Medium
     • High
   • In the Scheduled section, toggle:
     •  ON to run this policy on every scan.
     • OFF the policy will not run automatically.

• Choose where the policy should apply:
  • Global - All Domains: The policy will run on all domain scans.
  • Choose Domains: The policy will run only on selected domain scans. Select domains and groups from the list.

• Policy rules

  • Select a rule operator. See the Rule Operators section in this document for a full list of additional rule operators that can be selected for a custom policy.
    • Or
    • And

  The selected pre-made rule appears in the list. Click Add Rule to Policy to add more pre-made rules to the policy. Read the Rules section in this document for a full list and explanation of the rules.

• Select Add Rule to the Policy, on the top left side of the page to add more rules. See the Rules section in this document for a full list and explanation of the rules.
  • Drag-and drop or click Add Rule to Policy to add more pre-made rules to the policy.
• Save the changes. A dialog box opens.
  • In the dialog box, enter the policy Name (required) and Note if needed and then click Save.

1. From the options at the top of the page, select +Add rule to the policy. Repeat the steps above to add as many rules as needed.
2. Click Save. The Policy List is open and the new policy is present. A Policy scan begins automatically.

Pre-made policies

This section provides information about some of the most commonly used pre-made policies.

For instructions on how to add a custom policy, visit Create a custom policy.

Images

• Images greater than 100kB

  Finds all images on the website that are larger than 100kB. This can optimize the website for speed and performance. Relevant for simple images (such as small PNGs) that can be smaller than 100kB.

  Most likely policy type: Matches

  Subject: All

• Images greater than 500kB

  Finds all images on the website that are larger than 500kB, the largest size recommended for most of the images on the Internet. This is useful for the optimization of the website to improve speed and performance.

  Most likely policy type: Matches

  Subject: All

• Images greater than 1MB

  Finds all images on the website that are larger than 1MB. This is useful for the optimization of the website to improve speed and performance. Relevant for large or full-screen background images.

  Most likely policy type: Matches

  Subject: All

Text

• Text that starts with Lorem ipsum

  Finds any text that starts with “Lorem ipsum” (the placeholder text). Helps to spot any overlooked areas where the actual content is missing.

  Most likely policy type: Unwanted

  Subject: HTML pages

  For more information, visit Policies to identify placeholder text.

• Page titles that contain Lorem ipsum

  Finds any page titles that include “Lorem ipsum” (the placeholder text). Helps to spot any overlooked areas where the actual content has not yet been inserted. Most likely policy type: Unwanted

  Subject: HTML pages

  For more information, visit Policies for titles.

• Find long paragraph

  Finds text paragraphs that include more than a defined amount of characters (the default is 400). Identify long lines of text and areas that can be improved by punctuation or rewording.

  Most likely policy type: Matches

  Subject: All

  How to set up this policy:

  1. Insert a value and request the search to flag longer, shorter, or equal paragraph length than the inserted value.
  2. Insert a character count. Characters include letters, numbers, punctuation marks, and spaces.
  3. If needed, edit this policy rule via the Add rule to policy tab.

• Page text length

  Finds pages with body text greater, equal, or lesser character count than the defined value.

  Most likely policy type: Matches

  Subject: All

  Additional setup information:

  1. Decide if you want to search for a longer, shorter, or equal page character count than the inserted value.
  2. Insert a character count. Characters include letters, numbers, punctuation marks, and spaces.

Privacy

• Find publicly exposed credit card numbers

  Detects all number combinations that can be flagged as credit card numbers.

  Most likely policy type: Unwanted

  Subject: All

• Terms to avoid when writing about gender and age

  Set a series of words that should be avoided when writing about the topic of gender and age. Run the policy to detect the defined words.

  Most likely policy type: Matches

  Subject: All

  Additional setup information:

  Include terms to flag on the subjects of gender and age. Web Governance has provided some common words. To remove them, click on the trash icon. To add more terms, click on the + (plus icon) for a new row.

  Note

  By default, the terms are searched in three cases: lowercase, title case, and uppercase.

  Example: policeman / Policeman / POLICEMAN.

  Edit this policy rule later under the Add rule to policy tab.

• Terms to avoid when writing about disabilities

  Set a series of words that should be avoided when writing about the topic of accessibility. Run the policy to detect the defined words.

  Most likely policy type:

Other

• Wrong date format

  Set date formats that you want to allow on the website. The wrong date formats are flagged.

  Most likely policy type: Unwanted

  Subject: All

  Additional setup information:

  (Checkbox text). Detects date formats that use the day-before-month (DMY) format. This does not flag dates where the difference is not obvious (example: 02/05/2021)

  Note

  The system checks for all three date formats above.

  Tick each correct date separator for the website and identify the instances where the wrong format is used.

  Note

  Only these three formats are searched. Dates that are written in word format (example: 7th of August) are not flagged.

  Check the box to also include a rule about using the month-day-year format. When the wrong format is obvious, it is a match.

Rule operators

• Starts with: This rule operator searches for any snippet starting with the inserted text.
• Contains: This rule operator searches for any instances of the inserted text (single word).
• Contains words: This rule operator searches for multiple words. Use commas to separate the words.
• Contains sentence: This rule operator searches for any instances of the inserted sentence or text.
• Ends with: This rule operator searches for any snippet ending with the inserted text.
• Equal: This rule operator searches for an exact match for the inserted text or value. Example: “Web Governance” is a match. “About Web Governance” is not a match.

• Regex: Use regular expressions to define a specific search.

  Notes

  • Policies rules use Ruby regex to match content on HTML pages.
  • Policies do not have source code exclusions.
• Conforms with: Use regular expressions to define the correct structure or form of the inserted value.
• Less than: This rule operator searches for any results less than the inserted value.
• Less than or equal: This rule operator searches for any results less than or equal to the inserted value.

Rules

• Page HTML: This rule searches for text in the entire HTML for the domain.
• Page URL: Set a rule for internal page URLs.
• Text: This rule searches for text (excluding CSS, and html tags).
• Page title: This rule searches for text in the page title (title is not the header).
• Page title length: Define when the rule should apply for the title.
• Heading text: This rule searches for text in headers (in header levels h1, h2, h3, h4, h5, and h6).
• Heading text length: Define when the rule should apply header texts.
• Meta header: This rule searches for meta header tags that match the query.
• Meta header length: Define when the rule should apply for meta headers.
• File size: This rule searches file sizes within the selected domains.
• Image size: This rule searches for images within the selected domains.
• Image text: This rule searches for images that have the name that is specified in the rule.
• Image text length: Define when the rule should apply to the image text length.

• Readability level: This rule searches for text that is in compliance with specific reading levels.

  For more information, visit Readability.

• Contains the email: This rule allows users to specify email addresses to locate and handle within the website.

Frequently asked questions

How to add pre-made policies

Frequently asked questions

Subject: All

Additional setup information:

Include terms to flag on the subject of disabilities. Web Governance has provided some common words. To remove them, click on the trash icon. To add more terms, click on the + (plus icon) for a new row.

Example: wheelchair/ Wheelchair/ WHEELCHAIR.

Edit this policy rule later under the Add rule to policy tab.

Edit this policy rule later under the Add rule to policy tab.

Tooltips:

Specify which date separators are correct to use on your website

Subject: All

Additional setup information:

Include terms to flag on the subject of disabilities. Web Governance has provided some common words. To remove them, click on the trash icon. To add more terms, click on the + (plus icon) for a new row.

Example: wheelchair/ Wheelchair/ WHEELCHAIR.

Edit this policy rule later under the Add rule to policy tab.

Edit this policy rule later under the Add rule to policy tab.

Tooltips:

Specify which date separators are correct to use on your website