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DQM Starters Guide

Administrator Controls - Track policy, standards & guidelines compliance

To help you report on this more effectively, Crownpeak DQM allows you to tag your checkpoints based on whether they represent policy, standards or guidelines.
 

POLICY, STANDARDS, GUIDELINES. WHAT'S THE DIFFERENCE?

Policy: Some of your checkpoints may represent organizational policy. Typically this is where compliance is a legal or regulatory requirement.

  • For example: All your pages must contain a privacy link because this is mandated by your Privacy Policy.

Standards: This is where your organization has specified a particular way in which something must be done.

  • For example: You should always ensure all your links are working.

Guidelines: This will be where you would like something to be done in a particular way because it represents ‘best practice’.

  • For example: You may want to encourage the use of succinct web copy by recommending that headings should be no more than ten words long.

 

POLICY AND STANDARDS ISSUES REPORTING ON THE WEBSITE LEADER BOARD
Your Website Leader Board can now provide additional information on what type of issues are being found on each website.

The two columns on the right show how many of your issues relate to policy compliance and how many concern standards compliance.Website-Leaderboard.png

GETTING STARTED
Before we can report on your Policy and Standards compliance levels you will need to configure your Crownpeak DQM system. This is a quick, straightforward process. (Note that you can only do this configuration if you have Admin privileges.)set-policy-standard-navgiation.png

You will now be able to see columns for Policy and Standards within the Website Leader Board. And look out for more features using Policy and Standards information coming soon.

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