What are Portal Pages?
Portal Pages allow you to gather manuals related to specific business operations on a single page.
Related: What is the Portal Pages function?
https://help.teachme.jp/hc/en-us/articles/21838465421593
This article introduces examples of how to use Portal Pages effectively.
For examples of how to create Portal Pages, please refer to the following article:
Related: [Creation Examples] Portal Pages | Making Manuals Easier to Find
https://help.teachme.jp/hc/en-us/articles/22757365070105
Benefits of Portal Pages for Business Operations
Easier Access to Manuals
With Portal Pages, you can:
- Create pages for specific user roles
- Categorize manuals from the viewer's perspective
- Display manuals in any desired order
By creating "pages" for viewers separate from "folders" for manual management, users can find the manuals they need more easily.
Lower Barriers to Using Teachme Biz
With Portal Pages, users can access the manuals they need by simply:
- Opening the specified page
- Selecting a manual from the list
This increases the likelihood that people who are "uncomfortable with new tools or searching" or "reluctant to look for manuals in folders" will use the system.
Manage Information Beyond Teachme Biz
Portal Pages can include not only manuals but also URLs to other websites.
You can aggregate all the information needed for your operations, such as:
- Cloud documents
- Various web services
- General websites
This allows you to centralize all resources required for daily tasks.
Better Adaptation to Sudden Personnel Changes
When temporary staff need to cover due to sudden transfers or absences, having all necessary information on a single page allows them to start working with minimal preparation time.
Differences and Usage Scenarios Compared to Other Features
Portal Pages vs. Folders
| Feature | Creation Unit |
| Portal Pages |
Created based on viewer attributes. A single manual can appear on multiple pages. Example: Pages for part-time staff, new employees, store managers |
| Folders |
Created based on who should have viewing/editing permissions. A manual can be stored in only one folder. Example: By department, by store, by product |
Portal Pages, Training, and Tasks
| Feature | Purpose | View Management/Completion Reports | Tests/Certification | External Links |
| Portal Pages | Daily work procedures | ✕ | ✕ | ◯ |
| Training | Education and training | ◯ | ◯ | ✕ |
| Tasks | One-time work instructions | ◯ | ✕ | ✕ |
Example: When a new staff member joins a store
- Use "Tasks" to request completion of onboarding procedures
- Use "Training Courses" to educate on prerequisite knowledge and rules
- Use "Comprehension Tests" to verify understanding of prerequisite knowledge and rules
- When skills reach a certain level, receive practical assessment from the store manager for "Mastery Certification"
- After assignment to the workplace, use "Portal Pages" as reference for daily operations
- Once comfortable with operations, take the next "Training Course" and receive "Comprehension Tests" and "Mastery Certification"
Portal Pages, Search, and QR Codes
| Feature | Scenario |
| Portal Pages | Find manuals related to your responsibilities. |
| Search | If not found on Portal Pages, use search to locate manuals. |
| QR Codes | If QR codes are attached to workstations or equipment, scan them to open manuals. |
Portal Page Examples by Industry and Use Case
Retail × Store Operations
An example with sections divided by work position.
Staff can quickly find manuals for their positions.
This not only makes it easy to review what they've learned but also helps temporary support staff prepare when there are sudden absences.
Logistics × Line Workers
An example with sections divided by role.
When sections are organized by scenario, even infrequent tasks can be approached with confidence.
Food Service × Kitchen and Floor Staff
An example with sections divided by menu book categories.
Past recipes can remain published in their original folders.
Including only currently offered menu items on the Portal Page prevents confusion among store staff.
All Industries × Internal Procedures
An example compiling internal procedures for purchasing, relocation, marriage, etc.
Viewers can find procedure manuals by viewing a single page.
Storing manuals in folders by department prevents accidental editing.
Conclusion
Utilize Portal Pages to make business-critical information more accessible!
For the page creation process and key points for implementation, please refer to the following article:
Related: [Creation Examples] Portal Pages | Making Manuals Easier to Find
https://help.teachme.jp/hc/en-us/articles/22757365070105