Creating Association FAQs

You can create FAQs and make them visible in the WebAxis Homeowner & Board Portal and Homeowner & Board App to answer some common questions about associations.

Creating Association FAQ Categories

Prior to creating FAQs, you must first create the FAQ category.

To set up the FAQ categories:

Select System > Drop Down Options. If you are using universal navigation, click Settings > General > Drop Down Options.
Select the FAQ Category from the Drop Down List.
Click New and enter a Description (e.g., “Pool Hours”).
Click Save.

Creating FAQ Question and Common Answers

The common answer is an answer that applies globally to all associations. This can be overridden later.

To set up the question and common answers:

Select System > Maintain FAQs. If you are using universal navigation, click Associations > Setup > Maintain FAQs.
On the Maintain FAQs screen, click New.
In the Question and Commer Answer section of the FAQ Question Setup screen, select or enter the following:
- Category: Select the FAQ category (set up in System > Drop Down Options). If you are using universal navigation, click Settings > General > Drop Down Options.
- Private: Select Private to hide the question from the homeowner app as well as the Homeowner and Board Portal in WebAxis.
- Question: Enter the question display text.
- Tags: Used to insert tags into the answer. Search for a tag then click Insert to add the tag to the answer. The tag labels are pulled from the System > Misc. Info Fields screen. Note that homeowner specific tags will pull in information relevant to the homeowner logged into WebAxis. If you are using universal navigation, click Settings > General > Misc. Info Fields.
- Common Answer: Enter the common answer display text.
Click Save.

Creating Association-Specific Answers

When adding or editing an FAQ question you can enter an association-specific answer that will override the common answer for selected associations.

In the Association Answer section of the FAQ Question Setup screen, select or enter the following:
- Association: Search for and select the association for the answer override.
- Tags: Used to insert tags into the answer. Search for a tag then click Insert to add the tag to the answer. The tag labels are pulled from the System > Misc. Info Fields screen. If you are using universal navigation, click Settings > General > Misc. Info Fields.
- Association Answer: Enter the association-specific answer.
Click Save.

Editing FAQs

FAQs are edited on the FAQ Question Setup screen.

Access the FAQ Question Setup screen by either:
- Selecting System > Maintain FAQs.On the Maintain FAQs screen, click the hyperlink of the Question to edit it. If you are using universal navigation, click Associations > Setup > Maintain FAQs.
- Selecting Help > FAQ Search. On the Search FAQs screen, click the pencil icon next to the Question to edit it. If you are using universal navigation, click Help > Help > FAQ Search.
  
  NOTE: View and Update Maintain FAQs users' permissions are required.
On the FAQ Question Setup screen, edit the information as needed.
Click Save.

Searching FAQs (CINC Accounting User Perspective)

To search FAQs in CINC Accounting:

Select Help > FAQ Search. Access to the Search FAQs screen is also available from the Quick Links left-side navigation menu under the recent association or recent property. If you are using universal navigation, click Help > Help > FAQ Search.
Select All Associations or a specific association
If needed, enter or select filters and click Refresh:
- Homeowner: if a homeowner tag is referred to in the question answer, enter the homeowner to show only answers where the specific homeowner is referred to.
- FAQ Category: Select a category.
- Search Field: Enter a word(s), like “balance”, to narrow results.

Note: Public FAQs will also appear in the homeowner app and WebAxis when the FAQ module is used in their template.