FAQs / Q&A — User Guide

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

  1. Go to HR Profile → Q&A.
  2. Articles appear as cards in group columns (colored headers).
  3. Click a card to open the full article.
  4. Use the list toggle (top right) to switch to a table view.
  5. 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

  1. On the Q&A page, click New article (requires Create).
  2. 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
  3. Click Submit.

Expected result: Article saved; you are redirected to the edit screen with a direct view link.

Step-by-step: Manage groups

  1. Click Groups on the Q&A page (requires Create or Edit).
  2. Add, edit, or reorder groups.
  3. Set a color for each group (visible on the kanban board).
  4. 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)

  1. On the Q&A board (requires Edit), drag article cards between columns or within a column.
  2. 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

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