Merge pull request #85271 from Expensify/claude-helpSiteGovernanceRuleUpdates

[NO QA] Strengthen help site governance rules for headings

Author: VictoriaExpensify

docs/HELPSITE_NAMING_CONVENTIONS.md

@@ -10,6 +10,8 @@ This document governs UI language conventions. It does not define article struct
 
 docs/HELP_AUTHORING_GUIDELINES.md
 
+Note: All article headings (# and ##) must follow the task-based heading rules in HELP_AUTHORING_GUIDELINES.md Section 2, except for `# FAQ` which is exempt. This includes section headings that reference UI features — they must still be task-based, not just feature labels.
+
 ---
 
 # Core UI Referencing Rules

docs/HELP_AUTHORING_GUIDELINES.md

@@ -34,11 +34,14 @@ If multiple workflows are detected → split into multiple articles.
   - Setup
   - Options
   - Step 1
+- Noun-only or topic-only headings that describe a category rather than a task
+- Platform-only labels used as headings (e.g., "iPhone", "Android", "Desktop", "Web")
+- Any heading that does not describe an action the user takes or a question the user has
 
 ## Requirements
 
-- All headings must be:
-  - Task-based
+- All headings must be (except `# FAQ`, which is exempt from task-based rules):
+  - Task-based — must describe what the user will do or learn. Start with an action verb or question word (How, What, Where, Who, Why, When)
   - Searchable
   - Explicit
   - Feature-specific
@@ -48,6 +51,15 @@ If multiple workflows are detected → split into multiple articles.
 # Who can connect a business bank account in Expensify
 ## Where to enable ACH reimbursements in a Workspace
 ## How to troubleshoot bank connection errors in Expensify
+## How to enable Expensify Card notifications on iPhone
+
+**Invalid → Corrected Examples**
+
+- ❌ `## Transaction decline notifications` → ✅ `## How to understand why your Expensify Card transaction was declined`
+- ❌ `## iPhone` → ✅ `## How to enable notifications on iPhone`
+- ❌ `## Suspected fraud notifications` → ✅ `## What to do when you receive a fraud alert`
+- ❌ `## Banking and settlement notifications` → ✅ `## How banking and settlement alerts work for admins`
+- ❌ `## Card lifecycle notifications` → ✅ `## What card lifecycle notifications you'll receive`
 
 ---
 
@@ -72,11 +84,15 @@ Metadata must reflect real search queries.
 
 Each article must include:
  - YAML metadata
- - One primary # heading
- - Task-based ## sections
+ - Exactly one # heading (the article title). No other # headings are allowed except # FAQ
+ - Task-based ## sections for all content below the title
  - Sequential numbered steps (if procedural)
  - An FAQ section (if needed)
 
+Do not use multiple # headings to organize an article into major sections. If content feels like it needs its own # heading, either:
+ - Demote it to ## under the single # title, or
+ - Split it into a separate article (per Section 1: one workflow per article)
+
 If including an FAQ section, it must comply with:
 /docs/HELPSITE_NAMING_CONVENTIONS.md
 
@@ -224,8 +240,12 @@ Prioritize screenshots for:
 # 9. Pre-Publish Validation Checklist
 
 Before outputting an article, confirm:
- - Only # and ## used
- - No generic headings
+ - Exactly one # heading (the article title), plus optional # FAQ — no other # headings
+ - Only ## used for all content sections (no ### or deeper)
+ - Every ## heading starts with an action verb or question word (How, What, Where, Who, Why, When)
+ - `# FAQ` is exempt from task-based heading rules
+ - No noun-only, topic-only, or platform-only headings
+ - No generic headings (Overview, Introduction, Notes, Setup, Options, Step 1)
  - Feature names match UI
  - Metadata aligns with search intent
  - Navigation included (if applicable)