Basic Info

Policy is a special template available only within the Policies, Guidelines, and Compliance section of the website. It's a way to ensure all NYU official policies and guidelines are entered into the CMS in a similar location, consistent format, and way that makes it easy to populate policies using tags elsewhere throughout the site.

Example

Component Tutorial: Policy example

Tutorial

  1. Navigate to the Polices, Guidelines, and Compliance page within Site Admin.
  2. Add a new Policy Detail child page under Policies, Guidelines, and Compliance.
  3. Provide a Title for your policy, leave the name field blank as the CMS will autogenerate an appropriate URL name.
  4. To edit your policy:
    1. Right-click on the page and select Open; or
    2. Double-click on the page.
  5. Insert the Policy Rich Text Editor from the Sidekick for each section of policy text you would like to add.
    1. Complete the Header Title tab:
      1. Header: Insert a header for the section of text you're adding, you can add multiple Policy Rich Text Editor components if necessary.
      2. Anchor Id: This is used to create jump links throughout your policy page and so you can also link to a particular section of the policy from elsewhere in the site. Note: this field is required if you'd like your Policy page to include an automatically generated table of contents.
    2. Add policy content in the Text tab:
      1. All text entered here can be formatted using the same options available within the Rich Text component.
      2. Note: If using the ordered (numbered) list with a nested list, your list may appear to repeat a heading pattern of 1, 2, 3, etc, while in the text editor but will display with the correct number or letter on the page itself.
  6. Update the default About this Policy information.
    1. To open the edit window, double-click on the component or right-click on it and select Edit.
    2. Select an Effective Date for when the policy begins.
    3. Add in if the policy Supersedes another.
    4. Include the department that serves as the Issuing Authority.
    5. Provide a Responsible Officer for the policy.
  7. Update the default Definitions and Related Policies component if needed.
    1. This is an specialized version of the Expandable component.
    2. The displayed text is autopopulated, however you can update the hidden text if applicable.
  8. Tag your policy to ensure that it is appears within the list of University policies and is searchable throughout the site.
  9. Hide your policy in navigation.
  10. Activate your policy.

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Tag a Policy

  1. Navigate to Page Properties for the policy page:
    1. From Edit Mode:
      1. Open the policy in Edit Mode.
      2. Click on the Page tab in the Sidekick. The Page tab is icon looks like a sheet of paper with a globe on it.
      3. Click Page Properties...
    2. From the Site Admin:
      1. Navigate to the Policies, Guidelines, and Compliance parent page in Site Admin.
      2. Right-click on the policy child page in the right-hand side Details Pane.
      3. Select Page Properties...
  2. In the Basic tab, click the drop down arrow in the Tags/ Keyword field.
  3. Click on the NYU Policies tab.
  4. Choose the most appropriate category for your policy. You may click more than one if the policy falls into more than one category.
  5. Click OK.


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Accessibility Info

Headings

  • Your page title is considered an H1 heading, so your first heading should be an H2.
  • When nesting headings, remember not to skip levels when creating sub-sections. For example, you can go from an H2 to an H3 but not an H2 to an H4.
  • Don't use the heading format solely for aesthetic purposes. If you want to call out an important point, consider making that sentence bold or applying the callout text style instead of incorrectly applying a heading format.

Linked Text

  • Screen readers are unable to provide context to a link beyond the linked text — which means multiple "click here" links on a page all appear to be the same.
  • When linking a file, provide the file type and size as part of the linked text. For example, NYU Identity Style Guide (PDF: 367 KB).

Learn more about text and accessibility at NYU.

Usability and Expandables

  • Your displayed text is treated similar to anchor links by screen readers. Displayed text should be descriptive and provide context to indicate to site visitors that there is additional content to explore.
  • Text hidden within the Expandable is not searchable within the page, so don't include office hours, phone numbers, email addresses, or other important or frequently searched content.

Usability and Tables

  • Don't use tables solely for aesthetic purposes. Consider if there is another way to present your data on your page before using a Table.
  • When sharing larger amounts of data, select the option to stripe alternating rows. Styling alternating rows acts as a visual guide for site visitors with difficulty reading or who enlarge text.
  • Avoid complex tables — they're more work for you and are more difficult for site visitors to understand. Instead, consider separating your complex tables into simple tables that each contain one topic.
  • Each piece of data should have it's own cell. It should be easy for site visitors to distinguish the relationships between your data across columns.
  • Don't use line breaks (shift + enter) to create the illusion of new table rows. Data may no longer align properly when text is resized.

Learn more about tables and accessibility at NYU.

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Screenshots

Component Tutorial: Policy - Default components available

Default components available in a Policy Template

Component Tutorial: Policy - Editing About this Policy

Available fields in About this Policy

Component Tutorial: Policy - Editing About this Policy

Update the default About This Policy fields available in a Policy Template

Component Tutorial: Policy - Tagging a policy

Tagging a policy