HappyFox Knowledge Base Template

Ashley Morano

Oct 19, 2022

126

Policies & Guidelines are to be listed first.
This list is to be in bold and in bullet format.
When creating a KB article, the section and subsection (location) of this article should be given to you. If not - please contact Brittany Hamilton.

Tasks to perform are in a numbered format
When there is a Call to Action, the action should be in bold and in apostrophes - 'Example'
If there is a task that already has a KB article, be sure to add a hyperlink and add apostrophes.
1. Example: See 'NAC Article Definition Guide'
Screenshots:
1. Screenshots go after Policies and Tasks.
2. When capturing screenshots, any sensitive information should either be blurred out or be covered.
  1. Sensitive information includes names, emails, date of birth, phone numbers, addresses, or payment information.
3. Adding arrows is a useful tool to instruct trainees where to look or click.
  1. Arrows should be in red.
  2. Arrows should have the task number associated next to it. (See picture)
  3. Be sure to trim picture as needed.
  4. Make sure you adjust picture size if needed.
When you are done creating article, Select 'Save as draft' and send to whoever needs to approve. If no approval is needed, select 'Publish as External Article'.
Tags are to be added to every KB article. Tags include the article name, and keywords.