Portal Help
Use this guide to understand the portal actions, page by page, without leaving your workflow.
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Quality History
Understand the evidence corpus that powers audit prep and AI analysis.
Table of contents
Start here
Pick the section that matches your task. Each topic explains the screen, the buttons, and what happens after you click them.
How to use this page
Read the topic first, then open the linked portal page to try the action yourself.
Dashboard and home
The dashboard is your home screen. It shows activity cards for every feature area and surfaces pending actions at a glance.
Before you start
- Your consultant account must be approved before the dashboard displays feature cards.
- Navigate to /portal after signing in. The dashboard loads with cards for Clients, Workspace, Leads, Forum, Profile, Inquiries, and 5S.
- Watch the status badges on each card. Active items show a green badge; locked items show a grey badge with a lock icon.
- Click any action button to move to the next workflow. The portal navigates directly without returning you to the dashboard.
Feature cards are grayed out or locked
A grayed card means the feature flag for that module is not enabled on your account tier. Contact your administrator to request access.
Best first stop
If you are not sure where a task belongs, start from the dashboard and follow the card that matches the work.
What to do next
Open the Clients card to manage client engagements or the Workspace card to organize your saved reports.
Clients
The client list is where you add new client engagements, filter by status, and drill into individual client dashboards and artifact pages.
Before you start
- Your account must be approved and the Clients module must be enabled.
- Navigate to /portal/clients. The client list loads showing all active clients and prospects.
- Use the filter tabs to switch between Active, Prospect, and Completed. The list refreshes to show only records matching the selected status.
- Click Add Prospect to open the new client modal and fill in the required fields. The new prospect record appears in the list after saving.
- Click a client card to open the client dashboard. The dashboard opens showing all tabs available for that client's configuration.
Client list is empty
No clients have been created yet. Use the Add Prospect button to create the first client record.
Plan for limits
If a paid-feature gate appears, the current account has reached its client limit.
What to do next
After creating a client, open the client dashboard and use the Files tab to upload their quality documents before running audit prep.
Leads
The leads list shows all prospect leads assigned to your account. Use it to track outreach status and move leads toward engagement.
Before you start
- The Leads module must be enabled on your account tier.
- Navigate to /portal/leads. The lead list loads showing all assigned leads grouped by stage.
- Use the stage filters to narrow the list before starting outreach. The list shows only leads in the selected stage.
- Click a lead card to open the lead detail page. The detail page shows contact info, notes, LinkedIn data, and AI-assisted profile analysis.
- Use the email, LinkedIn, and phone buttons for one-click contact actions. Your email client or browser opens with the contact information pre-filled.
Leads page is locked
If the page is locked, open your profile and check the tier requirement for lead access before trying again.
What the gate means
If the page is locked, open your profile and check the tier requirement before trying again.
What to do next
After qualifying a lead, use Add Prospect in the Clients section to create a full client record.
Workspace
The workspace stores all reports you have saved across quality tools. Use it to assign reports to clients, bookmark templates, and manage your work products.
- Navigate to /portal/workspace. The workspace loads showing all saved reports with name, type, and date.
- Click Open to launch a saved report in its original tool. The tool opens with the saved report loaded.
- Click Assign to Client to attach a report to a client record. A dropdown lets you select the target client; the report link appears on the client dashboard.
- Open Template Library to browse and bookmark reusable setups. The library lists all available templates; use the bookmark button to save one for later use.
Assign to Client is disabled
The client record must exist before assigning a report. Create the client in the Clients section first.
Best use
The workspace is where you organize work products after the report has already been created.
What to do next
After assigning a report to a client, open the client dashboard to view it alongside other client data.
Forum
The forum is a peer community for consultants. Browse categories, ask questions, share solutions, and build your reputation through answers.
- Navigate to /portal/forum and use categories to browse by topic. The category list shows all active topic areas with thread counts.
- Click New Thread to post a question or share a solution. The compose form opens; fill in the title, category, and body, then click Post.
- Open a thread to reply, vote, accept, or report. Reply and vote buttons appear at the bottom of each post; the Accept button marks the best answer.
- Use Load more at the bottom of long threads to fetch older posts. Additional posts appear in chronological order below the existing ones.
Post button is missing or disabled
You must be signed in with an approved consultant account to post. Check your account status on the Apply or Profile pages.
Thread actions
Most forum actions happen in the thread view, so check the buttons before posting or deleting.
Join and onboarding
The join flow is a one-time setup that creates your consultant profile and activates your account. Complete each step in order.
- Navigate to /portal/join and choose to sign in or request information. The page redirects to the sign-in provider or shows the request form.
- Complete the setup page with your minimum profile data. All required fields must be filled before the Next button activates.
- The completion page reloads your session. Your new consultant claim becomes available and the dashboard unlocks.
Setup page will not advance
All required fields must be completed before the Next button activates. Check that your name, email, and any other required fields are filled in.
Messages
The messages page is a placeholder today. When message workflows arrive, this section will explain inbox actions, reads, and replies.
5S dashboard
The 5S dashboard aggregates client 5S inspection data so you can monitor scores, trends, and outstanding findings across all linked clients.
- Navigate to /portal/5s-dashboard. The dashboard loads showing all clients that have at least one 5S inspection linked.
- Select a client or area row to drill into inspection details. The detail panel expands showing scores by category, latest submission date, and finding summaries.
- Use the date filters to compare periods or focus on recent activity. The chart and table update to reflect the selected range.
No data visible
The dashboard shows no data when the linked client has not had any 5S inspections submitted yet. Ask the client to complete at least one inspection first.
Best use
Review the 5S dashboard before each client meeting to identify areas that have not been inspected recently.
Profile
Your profile page controls how you appear in the portal, including your public bio, photo, and expertise areas used in forum and lead matching.
- Navigate to /portal/profile. The profile edit form loads with your current information.
- Update your details, photo, and bio. Changes are staged locally until you click Save.
- Click Save before navigating away. A confirmation message appears when the save succeeds.
Changes are lost if you navigate away without saving
The profile form does not auto-save. Click Save before leaving the page or your changes will be discarded.
Download and reports
The download page is the shared export hub for all PDF reports in the portal. Navigate to it from the report source page rather than directly.
- Use the Download report button on the source feature page (e.g., Audit Prep tab). The portal navigates to /portal/download and begins generating the PDF automatically.
- Wait for the spinner to finish. For audit readiness reports, a progress bar shows while AI gap analysis runs. A Download button appears when the PDF is ready.
- Click Download to save the PDF, or use Share to Teams to send it directly. Your browser saves the file or opens the Teams share dialog.
Download page shows nothing pending
Navigate back to the source feature (e.g., Audit Prep tab) and use the Download report button there to restart the export flow. Do not navigate to /portal/download directly.
What to do next
After downloading, return to the client dashboard to continue reviewing evidence or start a new analysis.
Audit Preparation Assistant
The Audit Preparation Assistant scores clause readiness against quality-history evidence and generates grounded gap analysis to help you prepare a client for an upcoming audit.
Before you start
- The client must have at least one file uploaded in the Files tab.
- An audit standard must be activated by an administrator.
- Quality history must have been ingested for this client.
- The EnableAuditPrep feature flag must be enabled on the account.
- Open a client dashboard and select the Audit Prep tab.
- Choose an audit standard from the dropdown. The list shows only standards that have been activated by an administrator.
- Click Start audit prep when you are ready. Loading does not begin automatically — the tab opens in an idle state by design.
- Review the score cards at the top: Readiness percentage, Covered clauses, Partial (review needed), and Gaps (action needed).
- Select any clause row to view evidence details and citations linked to that clause.
- Use Analyze gap to run an AI-assisted gap analysis against available quality-history evidence. Citations show the source document and page number.
- Use Download report to export the full readiness report as a PDF via the download page.
Standards dropdown is empty
No active standards have been configured. Ask your portal administrator to activate at least one audit standard.
All clauses show Gap and citations are empty
The client has no uploaded files. Go to the Files tab, upload CAPA reports, NCRs, calibration records, and other quality documents, then return and click Start again.
Preparation only — not a certification
This assistant organizes evidence and identifies preparation gaps. It does not certify, guarantee, or assert compliance with any audit standard. Final audit readiness and conformance decisions remain the responsibility of your qualified audit or quality professional.
What to do next
After reviewing gaps, go to the Files tab to upload any missing evidence. After downloading the PDF, share it with your client as a pre-audit readiness brief.
Quality history and evidence
Quality history is the evidence corpus the portal uses to score clauses and produce grounded gap analysis in the Audit Prep assistant.
Before you start
- The client must have at least one file uploaded in the Files tab.
- The EnableDocumentSignals feature flag must be enabled.
- Evidence sources include uploaded client files, discovery documents, CAPA records, NCRs, 5S submissions, and SPC inspection records.
- Evidence is scoped to the individual client — a clause review for one client never reads another client's files.
- When a clause gap is analyzed, the assistant cites the source document title and page number so you can verify the finding directly.
- If citations are empty for a clause, no matching evidence has been uploaded for that client yet.
- Use the client Files tab to upload additional documents before running audit prep to improve coverage and scoring accuracy.
Ask returns no answer or empty citations
The question may be too broad or the relevant documents have not been uploaded yet. Try a more specific question or upload additional files first.
Better evidence, better results
The more complete the client file set, the more clauses the assistant can score automatically. Upload CAPA reports, NCR records, and calibration logs before starting audit prep to maximize covered clause count.
What to do next
After uploading evidence, run the Audit Prep assistant to see updated clause scores. Return here to upload more records if citations are empty for specific clauses.
Legal and access states
- Use the access denied pages to understand why entry is blocked.
- Use the no-access or pending pages when your account still needs review.
- Review privacy and terms if you need the rules behind the portal.