Introduction

The Policies feature includes a large collection of pre-made policies, as well as the option to create custom policies. This article provides instructions on how to create a custom policy.

Add a pre-made policy

For instructions on how to add a pre-made policy, visit Pre-made policies.

Instructions

This section provides instructions on how to create a custom policy.

1. Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.

   

   Alternatively, click on the header of the Content Policies section on the domain dashboard.

   

   The system opens the Global Policies page opens.

2. Click Create your own policy if there is no suitable pre-made option.

   Notes

   • Policies rules use Ruby regex to match content on HTML pages.
   • Policies do not have source code exclusions.
   

   The New Policy creation page opens.

Select the type of policy to configure

This section provides instructions for the types of policies:

• All Assets (HTML and Documents)
• HTML Pages
• Documents

All Assets (HTML and Documents)

1. Click to select All Assets (HTML and Documents).

   
2. Select Settings from the options at the top of the New Policy page

3. Display this policy as
   Select a tag for the policy:
   • Unwanted: Unwanted items are displayed with this tag. This is used for items that violate guildelines and should not be present
   • Required: Required items are displayed with this tag. This is for essential elements that must be present in certain conditions
   • Matches: Items that match are displayed with this tag.This is for items that match the policy conditions.
4. Priority
   Select a priority level for this policy.

• Low
• Medium

• High

  For more information, visit Issue priority.

• Scheduled:

  Click to switch scheduled scanning for this policy OFF or ON:

  • OFF to include this policy in the scan manually.
  • ON to include this policy every time the website is scanned.
• Choose where the policy should apply:
  • Global-All Domains: This policy will run on all domain scans.
  • Choose Domains: This policy will run on only selected domain scans.
    • Click in the field and select the domains from the drop-down list.
• Rule Operator: In the Policy Rules section, tick the radio button to select the Rule Operator. The choices are:
  • Or
  • And

Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.

Skip to the section in this document: Add Rules to Custom Policies.

HTML pages

1. Click to select HTML pages.

   The system opens the New Policy configuration pane opens.

2. Select Settings from the options at the top of the page:

   
   • Display this policy as:
     • Unwanted: Unwanted items are displayed with this tag.
     • Required: Required items are displayed with this tag.
     • Matches: Items that match are displayed with this tag.
   • Priority:
     • Low
     • Medium

     • High

       For more information, visit Issue priority.

   • Scheduled:

     Click to switch scheduled scanning for this policy OFF or ON:

     • OFF to include this policy in the scan manually.
     • ON to include this policy every time the website is scanned.
   • Choose where the policy should apply:

Documents

1. Click Documents.

2. Select Settings from the options at the top of the page.

   

   Select the options that fit the policy you want to create.

   • Display this policy as:
     • Unwanted: Unwanted items are displayed with this tag.
     • Required: Required items are displayed with this tag.
     • Matches: Items that match are displayed with this tag.

   • Priority:

     • Low
     • Medium
     • High

     For more information, visit Issue priority.

   • Scheduled:

     Click to switch scheduled scanning for this policy OFF or ON:

     • OFF to include this policy in the scan manually.
     • ON to include this policy every time the website is scanned.
   • Choose where the policy should apply:
     • : This policy will run on all domain scans.

For more information, visit Pre-made policies.

Add rules to custom policies

1. Select +Add rule to policy: Click to add a rule to the policy. The system opens the rules selection list.

   

2. Drag and drop a rule into the Policy Rules section. The system opens the New rule page.

   
3. Fill in the fields, each policy rule selection may have any combination of the following configuration options:
   • Rule name (required): Click in the text field and create a short description of the rule.
   • Search for content that: Click the drop-down arrow and select the type of text to search for. The options are:
     • Starts with: Scans for a match that starts with a specified character, word, or string.
     • Contains: Scans for a match that contains single characters, words, or phrases.
     • Contains Words: Scans for a match that contains specific individual words.
     • Ends with: Scans for a match that ends with a specified character, word, or string.
     • Equal: Scans for a match that is equal to a specified character, word, or string.

     • Regex: Scans for a match in a regular expression set of strings.

• Click Save. The New rule-Text window closes and the Policy Rules page is visible.
• Click Save on this page to save all of the changes. A dialog box opens.
  • Enter the policy Name (required) and include a Note in the dialog box and then click Save.
• 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.
• Click Save. The Policy List is open and the new policy is present. A Policy scan begins automatically.

Edit or remove a policy

This section provides instructions on how to edit or remove a policy from the global policy list.

1. From the Web Governance dashboard (Home), click the URL for a website. 

2. Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.

   Alternatively, click on the header of the Content Policies section on the domain dashboard.

   The system opens the Global Policies page opens.

3. Click Policy List on the page navigation bar.

   

4. On the same row as a policy, click Action and select Edit.

   

Edit as needed and save your changes.

Unarchive a policy

To retrieve an archived policy: From the Home page, click Global Policy Overview (the mallet icon on the menu bar). The Global Policies page opens.

1. Click Policy List.

   

   The Policy List page opens.

2. Click Action on the same row as a policy. 

3. Select Unarchive.

   A dialog box asks for confirmation, "Are you sure you want to remove the policy (policy name) from the archive?" Click OK to restore the policy to the active policies list, it will run on the next scan.

4. Delete: Click to remove the policy permanently.
5. Save the changes. A dialog box opens.
6. In the dialog box, edit the policy Name and Note if needed and then click Save.

History

The History Center stores all policy details from previous scans. This section provides instructions on how to view policy history.

1. Click History Center (bar graph icon), located on the top menu bar.

   

2. The History Center landing page opens.

   
3. The page contains the following layout:

   • Domain: In the first field, click to expand the list of domains.

     
   • Click to select a domain from the list or switch to another domain.

   • Module: In the second field, click to expand the list of available modules.

     
   • Click to select Policies from the drop-down list. The Policies page of the History Center opens.
     • The top section provides information on the profile that is being used for the results shown.

Rule operators

This section provides information about the rule operators and how they can be used.

• Starts with: Policy will search for any snippet starting with the inserted text
• Contains: Policy searches for any instances of the inserted text (single word)
• Contains words: Policy searches for multiple words. Use commas to separate the words.
• Contains sentence: Policy searches for any instances of the inserted sentence or text.
• Ends with: Policy will search for any snippet ending with the inserted text
• Equal: Policy searches for an exact match for the inserted text or value. Example: “Monsido” - match. “About Monsido” - no match.

• Regex: Use regular expressions to define the search parameters.

  Note

  • 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: Find any results less than the inserted value
• : Find any results less than or equal to the inserted value

Rules

This section provides information about rules and how they can be used.

• Page HTML: Search for text in the entire domains html
• Page URL: Set a rule for internal page URLs
• Text: Search for text excluding CSS and HTML tags
• Page title: Search 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: Search for text in headers (h1,h2,h3,h4,h5,h6)
• Heading text length: Define when the rule should apply header texts
• Meta header: Search for meta header tags, that matches query
• Meta header length: Define when the rule should apply for meta headers
• Link text length: Define when the rule should apply for link texts
• External link count: Define when the rule should apply for external links
• File size: Search files across selected domains
• Image size: Search for images across selected domains
• Image text: Search for images with this name
• Image text length: Define when the rule should apply for image texts
• Readability level: Search for text that is in compliance with a school degree.

Additional resources

To add the Policies feature to your plan, contact your sales representative.

How to create custom policies

Introduction

The Policies feature includes a large collection of pre-made policies, as well as the option to create custom policies. This article provides instructions on how to create a custom policy.

Add a pre-made policy

For instructions on how to add a pre-made policy, visit Pre-made policies.

Instructions

This section provides instructions on how to create a custom policy.

1. Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.

   

   Alternatively, click on the header of the Content Policies section on the domain dashboard.

   

   The system opens the Global Policies page opens.

2. Click Create your own policy if there is no suitable pre-made option.

   Notes

   • Policies rules use Ruby regex to match content on HTML pages.
   • Policies do not have source code exclusions.
   

   The New Policy creation page opens.

Select the type of policy to configure

This section provides instructions for the types of policies:

• All Assets (HTML and Documents)
• HTML Pages
• Documents

All Assets (HTML and Documents)

1. Click to select All Assets (HTML and Documents).

   
2. Select Settings from the options at the top of the New Policy page

3. Display this policy as
   Select a tag for the policy:
   • Unwanted: Unwanted items are displayed with this tag. This is used for items that violate guildelines and should not be present
   • Required: Required items are displayed with this tag. This is for essential elements that must be present in certain conditions
   • Matches: Items that match are displayed with this tag.This is for items that match the policy conditions.
4. Priority
   Select a priority level for this policy.

• Low
• Medium

• High

  For more information, visit Issue priority.

• Scheduled:

  Click to switch scheduled scanning for this policy OFF or ON:

  • OFF to include this policy in the scan manually.
  • ON to include this policy every time the website is scanned.
• Choose where the policy should apply:
  • Global-All Domains: This policy will run on all domain scans.
  • Choose Domains: This policy will run on only selected domain scans.
    • Click in the field and select the domains from the drop-down list.
• Rule Operator: In the Policy Rules section, tick the radio button to select the Rule Operator. The choices are:
  • Or
  • And

Select +Add rule to policy: Click to add a rule to the policy. The rules selection list opens.

Skip to the section in this document: Add Rules to Custom Policies.

HTML pages

1. Click to select HTML pages.

   The system opens the New Policy configuration pane opens.

2. Select Settings from the options at the top of the page:

   
   • Display this policy as:
     • Unwanted: Unwanted items are displayed with this tag.
     • Required: Required items are displayed with this tag.
     • Matches: Items that match are displayed with this tag.
   • Priority:
     • Low
     • Medium

     • High

       For more information, visit Issue priority.

   • Scheduled:

     Click to switch scheduled scanning for this policy OFF or ON:

     • OFF to include this policy in the scan manually.
     • ON to include this policy every time the website is scanned.
   • Choose where the policy should apply:

Documents

1. Click Documents.

2. Select Settings from the options at the top of the page.

   

   Select the options that fit the policy you want to create.

   • Display this policy as:
     • Unwanted: Unwanted items are displayed with this tag.
     • Required: Required items are displayed with this tag.
     • Matches: Items that match are displayed with this tag.

   • Priority:

     • Low
     • Medium
     • High

     For more information, visit Issue priority.

   • Scheduled:

     Click to switch scheduled scanning for this policy OFF or ON:

     • OFF to include this policy in the scan manually.
     • ON to include this policy every time the website is scanned.
   • Choose where the policy should apply:
     • : This policy will run on all domain scans.

For more information, visit Pre-made policies.

Add rules to custom policies

1. Select +Add rule to policy: Click to add a rule to the policy. The system opens the rules selection list.

   

2. Drag and drop a rule into the Policy Rules section. The system opens the New rule page.

   
3. Fill in the fields, each policy rule selection may have any combination of the following configuration options:
   • Rule name (required): Click in the text field and create a short description of the rule.
   • Search for content that: Click the drop-down arrow and select the type of text to search for. The options are:
     • Starts with: Scans for a match that starts with a specified character, word, or string.
     • Contains: Scans for a match that contains single characters, words, or phrases.
     • Contains Words: Scans for a match that contains specific individual words.
     • Ends with: Scans for a match that ends with a specified character, word, or string.
     • Equal: Scans for a match that is equal to a specified character, word, or string.

     • Regex: Scans for a match in a regular expression set of strings.

• Click Save. The New rule-Text window closes and the Policy Rules page is visible.
• Click Save on this page to save all of the changes. A dialog box opens.
  • Enter the policy Name (required) and include a Note in the dialog box and then click Save.
• 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.
• Click Save. The Policy List is open and the new policy is present. A Policy scan begins automatically.

Edit or remove a policy

This section provides instructions on how to edit or remove a policy from the global policy list.

1. From the Web Governance dashboard (Home), click the URL for a website. 

2. Click Global Policy Overview (mallet icon) on the top menu bar of the domain dashboard.

   Alternatively, click on the header of the Content Policies section on the domain dashboard.

   The system opens the Global Policies page opens.

3. Click Policy List on the page navigation bar.

   

4. On the same row as a policy, click Action and select Edit.

   

Edit as needed and save your changes.

Unarchive a policy

To retrieve an archived policy: From the Home page, click Global Policy Overview (the mallet icon on the menu bar). The Global Policies page opens.

1. Click Policy List.

   

   The Policy List page opens.

2. Click Action on the same row as a policy. 

3. Select Unarchive.

   A dialog box asks for confirmation, "Are you sure you want to remove the policy (policy name) from the archive?" Click OK to restore the policy to the active policies list, it will run on the next scan.

4. Delete: Click to remove the policy permanently.
5. Save the changes. A dialog box opens.
6. In the dialog box, edit the policy Name and Note if needed and then click Save.

History

The History Center stores all policy details from previous scans. This section provides instructions on how to view policy history.

1. Click History Center (bar graph icon), located on the top menu bar.

   

2. The History Center landing page opens.

   
3. The page contains the following layout:

   • Domain: In the first field, click to expand the list of domains.

     
   • Click to select a domain from the list or switch to another domain.

   • Module: In the second field, click to expand the list of available modules.

     
   • Click to select Policies from the drop-down list. The Policies page of the History Center opens.
     • The top section provides information on the profile that is being used for the results shown.

Rule operators

This section provides information about the rule operators and how they can be used.

• Starts with: Policy will search for any snippet starting with the inserted text
• Contains: Policy searches for any instances of the inserted text (single word)
• Contains words: Policy searches for multiple words. Use commas to separate the words.
• Contains sentence: Policy searches for any instances of the inserted sentence or text.
• Ends with: Policy will search for any snippet ending with the inserted text
• Equal: Policy searches for an exact match for the inserted text or value. Example: “Monsido” - match. “About Monsido” - no match.

• Regex: Use regular expressions to define the search parameters.

  Note

  • 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: Find any results less than the inserted value
• : Find any results less than or equal to the inserted value

Note

The Web GovernanceBrowser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when it highlights the matching values.

Rules

This section provides information about rules and how they can be used.

• Page HTML: Search for text in the entire domains html
• Page URL: Set a rule for internal page URLs
• Text: Search for text excluding CSS and HTML tags
• Page title: Search 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: Search for text in headers (h1,h2,h3,h4,h5,h6)
• Heading text length: Define when the rule should apply header texts
• Meta header: Search for meta header tags, that matches query
• Meta header length: Define when the rule should apply for meta headers
• Link text length: Define when the rule should apply for link texts
• External link count: Define when the rule should apply for external links
• File size: Search files across selected domains
• Image size: Search for images across selected domains
• Image text: Search for images with this name
• Image text length: Define when the rule should apply for image texts
• Readability level: Search for text that is in compliance with a school degree.

Additional resources

To add the Policies feature to your plan, contact your sales representative.