FAQs / Q&A — User Guide
Module: HR Profile
Audience: HR administrators, internal comms, all staff (read)
Version: 1.0.0
Last updated: 2026-07-22
Overview
Q&A is HR Profile's internal knowledge base. HR teams publish articles (policies, how-tos, FAQs) organized into groups on a kanban-style board. Staff with view access can read active articles; editors manage content, groups, and attachments.
Typical flow:
Create groups → Write articles → Publish (active) → Staff read & optionally rate helpfulness
Prerequisites
| Task | Permission (Q&A) |
|---|---|
| View articles on the board | View |
| Create articles / groups | Create |
| Edit, reorder, change status | Edit |
| Delete articles / groups | Delete |
View only: You see active articles marked as Q&A on the board. Draft or disabled articles are hidden.
Step-by-step: Browse articles
- Go to HR Profile → Q&A.
- Articles appear as cards in group columns (colored headers).
- Click a card to open the full article.
- Use the list toggle (top right) to switch to a table view.
- Use the filter dropdown to show one group only.
Expected result: Readable article with HTML content, attachments (if any), and related articles from the same group.
Step-by-step: Create an article
- On the Q&A page, click New article (requires Create).
- Fill in:
- Subject (title)
- Group — pick existing or click + to add a group inline
- Disabled — check to keep as draft (not visible to view-only users)
- Q&A — check for FAQ-style articles; enables Curator field
- Curator — staff member who handles follow-up questions (when Q&A is checked)
- Description — main body (rich text editor)
- Files — optional attachments
- Click Submit.
Expected result: Article saved; you are redirected to the edit screen with a direct view link.
Step-by-step: Manage groups
- Click Groups on the Q&A page (requires Create or Edit).
- Add, edit, or reorder groups.
- Set a color for each group (visible on the kanban board).
- Deactivate a group to hide it without deleting articles.
Expected result: Kanban columns reflect your group structure. Groups with articles cannot be deleted until articles are moved or removed.
Step-by-step: Reorder articles (kanban)
- On the Q&A board (requires Edit), drag article cards between columns or within a column.
- Order saves automatically.
Expected result: New order persists for all users.
Step-by-step: Disable or delete an article
- Disable: Edit the article and check Disabled, then save — hides from view-only users.
- Delete: Open the article and click Delete (requires Delete permission).
Key fields (summary)
| Field | Purpose |
|---|---|
| Subject | Article title |
| Group | Category column on the board |
| Q&A | Marks as FAQ; shows curator for support routing |
| Curator | Staff contact for unanswered questions |
| Disabled | Draft mode — not visible to readers |
| Attachments | Supporting documents (PDF, images, etc.) |
Troubleshooting
| Issue | What to check |
|---|---|
| Article not visible to staff | Ensure Disabled is unchecked and Q&A is checked for view-only users |
| Cannot drag cards | You need Edit permission |
| Group delete blocked | Move or delete articles in that group first |
| Curator not receiving mail | Verify curator is selected and email is valid on their staff profile |
Related features
- Settings → Prefix number — configures HR Queries codes (separate from Q&A content)
- Settings → Reset data (admin) — permanently wipes all Q&A articles and groups