Note: The following information is for account administrators. Users with Manager and Views roles cannot do most of what is shown below.
With our variety of clients and their goals, it is impossible for us to devise a fixed plan that will suit everyone. We can, however, help you get started. We have listed a few items to consider for each of the primary Check Types in DubBot to get you on your way.
In this article...
Set and Share Goals and Priorities
To help ensure that all DubBot users are on the same page, it is essential that you have communicated your company’s goals and expectations for them with DubBot. This will also help to minimize frustration on their end.
Which area(s) do you expect them to focus on first? What should they not worry about?
Do you have actual numerical goals for the Overall Site Score or the various Check Types?
Do you have a timeline they need to meet?
What is the level of accessibility compliance your company is striving to meet? A? AA? AAA? The majority of our clients work towards WCAG AA compliance.
Who should they contact within your organization if they can’t access items they need to get their work done? Who controls levels of access for DubBot in your organization?
What are they expected to do with errors on pages that are outside of their scope, ability, or access level? For example, template level issues on a website that they can’t fix.
What are your expectations for users with the various roles in DubBot (viewers/managers/additional administrators)?
Accessibility Issues
Review the Page issues tested for Accessibility Checks to ensure that it matches with your accessibility goal for WCAG compliance. Remove Accessibility Checks you don’t need for your situation.
Review the All Sites Page Set and look for those flagged Accessibility Issues where the Affected Pages count is close to the number of total Pages. These could be template level issues and have a big return on time spent.
Level A accessibility issues are those considered the minimum level of conformance. These should be fixed first.
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Broken Links
Review the All Sites Page Set and look for the Broken Links with a Page count close to the number of Pages in the Page Set. These could be template-level issues and have a big return on time spent.
Review the Reason column that is noted by the Broken Link found. Many clients turn off quite a few of these reasons after a cursory first review.
Within your Account Checks Settings, you can ignore link checking from particular sites using simple text or regular expressions, if you think that would be useful in your situation. Ignoring Link Checking can also be done at the site level if needed.
After reviewing and editing the Broken Links from the All Sites Page Set you can have a quick look at your Account Dashboard for any Sites in your account that still have an abnormally large number of Broken Links. Take note, updated Broken Link counts will only appear after your account has re-crawled to remove any items you have fixed from the calculations.
Spell Check
Review the All Sites Page Set and look for the Misspellings with the highest Page counts. If these are spelled correctly, you can Ignore the word for the entire account.
At the account level, you can import a CSV of uncommon words more specific to your industry or add another language’s dictionary to your account. This can also be done at the site level if the additional language is only needed on a few sites.
Web Governance
Look through the Policy Library for pre-written, easily imported policies to flag items that you know your site may have a problem with and you want to bring to your user’s attention.
Make a list of custom items you want to have flagged for Web Governance issues across your sites. These are often used to flag items in violation of your brand guidelines. You can try your hand at Creating a Custom Policy, or we will be happy to help!
Best Practices
Review the All Sites Page Set and look for the Best Practice Issues with the highest Page counts. These are likely template issue items.
Review the Page issues tested list for Best Practices. If there are any tests that are unimportant for your situation, you can Ignore them for your whole account, a single site, or a page set. You can re-enable these if you change your mind.
Search Engine Optimization
Review the Page issues tested list for SEO Issues. If there are any that you know you do not want reported to your users, you can Ignore them for your whole account, a single site, or a page set. You can re-enable these if you change your mind.
Simplify DubBot for Your Users
Help your new users get a running start with using DubBot
Beginner’s Guide for Using DubBot - an article with links to the very basics on using the app, for those who prefer reading to learn.
For the more video oriented user, refer our article on how to get started using DubBot’s Video Training Center.
When you set up new user accounts, you can limit the issues they see to just See Issues Relevant to Content Editors.
If you want to limit the pages a user sees to a subset of a site you have already inventoried, you can create a Page Set and only pull in the necessary pages. Learn more on Getting Started with Page Sets.
Remove optional, banner/popup content from displaying on webpages within DubBot
You can set up Deep linking to Content Management Systems to give your users a direct link from viewing a page in DubBot to the edit view of the same page in your CMS.
If you have questions, please email our DubBot Support team at help@dubbot.com or via the blue chat bubble in the lower right corner of your screen. We are here to help!