Table of Contents:


Introduction

This document gives information about how to add, edit, and delete a policy.

Set custom policies and rules so that all website content creators follow the same guidelines and are alerted immediately if your content is outdated or incorrect.

The module includes a large collection of pre-made policies, as well as the option to create custom policies.

For a quick overview of what this tool can achieve, see the intro video:


Add a Policy

This section gives information on how to add a new policy to the Monsido scan.

  1. From the Monsido Domain Overview, click Select Domain. The Domain Overview page opens.

    Image showing the location of the Select Domain button.

  2. Click on the domain name. The Dashboard for the domain opens.

    Image showing the full dashboard view.

  3. Click the Global Policies Overview button (mallet icon) on the top menu bar.

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

    Image of the Policies page.

    The Global Policies page opens.

  4. Click Add new policy.

    Image showing the location of the Add Policy button on the top right-hand corner of the page.

    The New Policy page opens.

    Image of the New Policy creation pane with policies.

  5. Select a pre-programmed policy.

    For more information, see the User Guide chapter:

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

    Note: Policies are not 100% compatible with Regular Expressions as source-code exclusions in Monsido. The languages are different (Java and Ruby).

    Image showing the location of the Create Your Own button.

    The New Policy creation page opens.

    Image of the New Policy creation page.

  7. Click to select HTML pages.

    Image showing the HTML Pages selection.

  8. The New Policy configuration pane slides open.

    Image showing the New Policy configuration page.

  9. From the options at the top of the page:

    • Select Settings.

      Image showing the location of the Settings button on the left-hand side 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, see the User Guide chapter:

      • 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 pre-programmed rules selection list opens.

      Image of the rules selection list.

      • Drag and drop a rule into the Policy Rules section. The New rule pane opens.

        Image showing the New rule setup page.

        • 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.

              Note: Policies are not 100% compatible with Regular Expressions as source-code exclusions in Monsido. The languages are different (Java and Ruby).

            • Conforms with: Search for content that conforms with (free text field).

              • And does not conform with: Enter text to exclude.

            • CSS Selector: Enter a CSS selector.

              Note: The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when highlighting matches.

              For more information, see the User Guide chapter:

          • Tick the radio box to indicate that the search will find pages that are: Containing or Not containing the query.

          • Rule operators: Skip to the full list of Rule Operators.

          • Rules: Skip to the full list of Rules.

          • Limit or exclude: Add CSS selectors to either limit the search within those values or exclude the snippets with the given inputs.

            Note: The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when highlighting matches.

            For more information, see the User Guide chapter:

          • Limit search: Click the drop-down arrow ad select Limit search or Exclude.

          • Value: Enter a CSS selector value.

          • Characters: Use the drop-down list to select a value limit:

            • Less Than

            • Less than or equal

            • Greater than

            • Greater than or Equal

            • Equal

            Enter a numerical value in the text field.

          • Meta Name: For the Meta Header option, enter a name in the field.

          • Meta Header Expr:

            • Drop-down list: Select a limitation for the Meta Header expression:

              • Starts with

              • Contains

              • Contains Words

              • Contains sentence

              • Ends with

              • Equal

              • Regex

              • Date age greater than

              • Date age less than

            • In the text field, define the meta headers to match

  • Click Save. The New rule-Text window closes and the Policy Rules page is visible.

  • Save the changes. A dialog box opens.

  • In the dialog box, enter the policy Name (required) and Note if needed 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 gives information on how to edit or remove a policy on the global policy list.

  1. From the Monsido Dashboard (Home), click the URL for a website. The Statistics page opens.

  2. In the Content Policies section, click the arrow. The Policies summary page opens.

  3. From the menu on the left-hand side of the page, click Policy List. The Policy List page opens.

  4. In the list, click the small icons under the rule name to view the rule attributes.

  5. On the same rule as a policy, click Action and select Show on Global Policy List.

    Image of the Show on Global Policy List option.

    The Policy List page opens.

  6. On the same row as a policy, click Action and select:

    • Run policy again: Select to scan this policy again.

    • Edit: Select to edit the policy.

    • Clone: Select to make an exact duplicate of the policy.

    • Archive: Select to remove the policy from the active scan, but save it for later in the archive.

      • A dialog box appears, asking, "Are you sure, you want to Archive the Policy (policy name)?

      • Click OK to archive the policy or Cancel to cancel the action.

      • 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.

        • Click Policy List.

          Image showing the location of the Policy List button.

        • The Policy List page opens. On the same row as a policy, Click Action. The list expands.

        • 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.

    • Delete: Click to remove the policy permanently.

  7. Save the changes. A dialog box opens.

  8. In the dialog box, edit the policy Name and Note if needed and then click Save.


History

The History Center stores all Policies issues and details from previous scans.

  1. From the Monsido Domain Overview, click Select Domain. The Domain Overview page opens.

    Image showing the location of the Select Domain button.

  2. Click on the domain name. The Dashboard for the domain opens.

    Image showing the full dashboard view.

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

    Image showing the location of the the History Center button located on the main Monsido Dashboard.

  4. The History Center landing page opens.

    Image showing the History Center landing page.

  5. The page contains the following layout:

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

      Image showing an example of how the expanded list appears in the Select Module field.

    • 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.

      Image that shows the expanded list of modules.

    • Click to select Policies from the drop-down list. The Policies page of the History Center opens.

      • The topmost section gives information on the profile that is being used for the results shown.

      • Viewing as Profile: This shows the profile that is being used.

        For more information, see the User Guide chapter:

      • Device: The type of device used.

      • Measure from: Distance from the server location.

      • Network speed: The speed of the network.

      • Check frequency: The frequency of the check.

      Important: The Dashboard always shows data with the default profile selected. To change this, select a new profile (click the drop-down arrow to see the available profiles). Please be aware that when you change the profile, the numbers on all three sections inside the Performance module update accordingly.

      • Graph with performance speed and date as well as a donut chart showing the average performance score.

      • Scan history results: This table shows valuable scan data from previous scans.

      • Scan history results: This table shows valuable scan data from previous scans.

        • Crawled at: Date and time of scan.

        • Pages crawled: Number of pages scanned.

        • Documents crawled: Number of documents scanned.

        • Domain compliance: Percentage of compliance achieved.

        • Comparison to average: The score of the website as compared with the average score within the industry.

        • Policies: The number of policy issues, broken down into category icons.

        • Changes since previous crawl: Percentage of changes made since the last scan.

        • For more information, see the User Guide chapter:


Rule operators

  • 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 what should be searched for.

    Note: Policies are not 100% compatible with Regular Expressions as source-code exclusions in Monsido. The languages are different (Java and Ruby).

  • 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

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

  • Greater than: Find any results greater than the inserted value

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

  • (Meta header) Date age greater than: Find meta tags older than the inserted value. Choose the time interval that matches the way your meta tag dates are written.

  • (Meta header) Date age less than: Find meta tags younger than the inserted value. Choose the time interval that matches the way your meta tag dates are written.

  • CSS selector: Policy searches for the inserted CSS selector.

    Note: The Browser Extension does not yet support CSS selectors and therefore does not take any user-defined CSS selectors into consideration when highlighting matches.


Rules

  • 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 information

For more information about the topics covered in this chapter, see the User Guide articles:

For further assistance, contact the Monsido support team at support@monsido.com or via the Monsido chat and help features inside the application.

Image of the Dashboard with the Help Center buttons highlighted.

See Monsido for Developers for documentation and advanced help files including SDK information for developers.

Contact us

Monsido, an Optimere brand:

San Diego, CA, USA

5880 Oberlin Dr,
San Diego, CA 92121, USA

Australia & New Zealand

Suite 2.04
80 Cooper St
Surry Hills, NSW 2010

Copenhagen, Denmark

Borupvang 3
2750 Ballerup, Denmark

London, UK

14 New Street
London, EC2M 4HE

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