Core Wins, Policy and DCI

Navigating to Core Wins

Once you’re logged into Siteimprove, select Core Wins from the left-side navigation panel. This will direct you to the Core Wins Dashboard.

Core Wins Dashboard

Once you’re logged into Siteimprove, select Core Wins from the left-side navigation panel. This will direct you to the Core Wins Dashboard.

We recommend starting with issues on most visited or high-ranking pages. For this tutorial, we’ll use Fix issues on most visited pages.

Insight Details

On this screen, you’ll see the issues identified on your most-visited pages, along with the number of issues found. The table below lists the URL for each affected page and the types of issues identified.

Issues are categorized as Accessibility, Quality Assurance, or SEO.

Click the arrow to the right of the page URL to view the specific issues identified.

Fixing the Issue

You’ll now be presented with information on the specific issue and category it falls within. Click on the icon underneath Go to issue. This will open a new tab where the page that the issue occurs on will be displayed.

To begin the link remediation process, click on the CMS button at the top of the page.

Note: You’ll need to be logged into your WordPress site for this to work.

This will redirect you to the backend of the page in WordPress. From here you can correct the link and save the page once you’re done.

If you have additional issues that need to be fixed, go back to the your browser tab with Siteimprove that has the table of broken links (as shown in the step previous to this one). Identify the next link that needs to be fixed and repeat the process outlined in this step.

Need additional help? Take a look at our Broken Links, Accessibility, and Search tutorials.

Navigating to Policy

Once you’re logged into Siteimprove, select Policy from the left-side navigation panel. This will direct you to the Policy Dashboard.

For this tutorial, we’re going to focus on how to create a policy to search for content on your site.

Policy Dashboard

Once you’re on the Policy Dashboard, click on Active policies from the left-side menu.

Active Policies

On this screen, you’ll see any policies that are active on your site. Note: These could be policies that were created by Siteimprove or ones that are applied on every wfu.edu site.

To create a new search policy, click Create policy at the top of the screen.

Creating a New Policy

1. Click the Create Policy button found on the My policies screen
2. Select the relevant category for your policy and then apply any number of available rules.
   • Content: Looks for published content on your site (most common for searching your site for a word or phrase, link, email address, phone number, etc.)
   • Media: Policies relating to media files. Rules can be added for file type, location, size, age and referring pages.
   • Documents: Policies relating to documents, such as PDFs, Microsoft Office files, etc.
3. Once selected, add a rule to the policy. You can select the rule from the dropdown box.
4. Give your policy a name (i.e. Deacon word search)
5. Add a note if you are sharing this policy with others and the name is not descriptive enough or does not go into enough detail to explain the policy.
6. Choose if you want to search just the site that’s selected, or if you are a user on multiple sites, if you want to search some or all of them.
   • Note: If you need to do a search across the entire wfu.edu website, please reach out to UMC so we can assist you with this.
7. For Access, choose whether or not you want this policy to be shared by all Siteimprove users (Shared) and those who are users on your site, or if you want to be the only one who can see it (Only me).
   • Choose a priority level. (Note: It’s usually fine to leave this as “Open”)
8. Leave the “Display policy in other modules” and “page tags” fields blank.
9. Click the Create Policy button.

Depending on the criteria for your search, and how many sites you’re searching, it could take anywhere from a few to several minutes for your policy search to complete. When it has completed, you will be able to see any matches that Siteimprove was able to find.