Global search

Global search finds records across your whole workspace from one box: type part of a title, code, or number and jump straight to the matching audit, document, risk, or other record. Use it whenever you know what a record is called but not where it lives.

Before you start

Any signed-in member can search. No admin role is needed.
An organization must be selected. The search button does not appear until one is.
Search only covers enabled modules. If your admin turned a module off in Settings > Modules, its records do not appear in results.
You only see records your account is allowed to read.

What gets searched

Search fans out across 15 registers, matching against each record's title or name plus its code or number where one exists:

Register	Matched fields
Audits	name
Findings	title
CAPA	title
Risks	title, risk number
Incidents	title, incident number
Documents	title, document code
Processes	name, code
Vendors	name
Chemicals	name, CAS number
Work permits	title, permit number
Complaints	title, complaint number
Trainings	title
Change requests	title, change number
Equipment	name, asset number
Regulatory changes	title

Matching is case-insensitive and matches anywhere in the field, so "cali" finds "Calibration SOP". Registers with soft delete (processes, vendors, trainings, change requests, equipment) only return active records.

Run a search

Click the magnifying glass button in the top header. It is there on both desktop and mobile, with the tooltip "Search".
A search dialog opens with the cursor already in the box. The placeholder reads "Search audits, documents, risks" and a hint below says to type at least 2 characters.
Type your query. Results appear about a third of a second after you stop typing; no need to press Enter.
Read the results. They are grouped by register with a count in each heading, for example "Documents (3)". Each row shows the record title, a second line with its code and status when available, and a tag naming the module it belongs to.
Open a result:
- Click any row, or
- Press Enter to open the first result.
The dialog closes and you land on the record. Audits, findings, CAPA, risks, documents, and processes open their own detail page. The other registers open their list page.

Limits: at most 6 results per register and 40 results in total. If you hit those caps, type a longer, more specific query.

Try it

Click the magnifying glass in the header. Expected: a dialog opens with the search box focused.
Type one character. Expected: no search runs; the hint about typing at least 2 characters stays.
Type part of a document title that exists in your org. Expected: a "Documents" group appears with the matching document, showing its code and status underneath.
Press Enter. Expected: the first result opens and the dialog closes.
Search for a risk by its risk number instead of its title. Expected: the risk appears in the Risks group.
Search in lowercase for a record titled in uppercase. Expected: it still matches.
Type gibberish like "zzzzqq". Expected: the dialog shows "No matches".
Ask an admin to disable the Vendors module, then search a known vendor name. Expected: no Vendors group appears in the results.
Search a common word used across modules. Expected: several groups appear, each capped at 6 rows, with the total capped at 40.

If something goes wrong

The search button is missing: no organization is selected. Pick one from the org switcher first.
Nothing happens while I type: queries under 2 characters are ignored. Also note that the characters % , ( ) * \ are stripped before searching, so a query made only of those counts as empty.
A record I know exists does not show up: check, in order: its module is enabled in Settings > Modules; you have permission to read it; it is not deactivated (inactive processes, vendors, trainings, change requests, and equipment are excluded); your query matches its title or code, not just words in its body text. Global search does not read record bodies or file contents.
Results seem incomplete: each register returns at most 6 hits and the whole search at most 40. Narrow the query.
One register never returns anything: a register that errors is skipped silently so the rest of the search still works. If it persists, report it to your admin.
Clicking a result opens a list, not the record: incidents, vendors, chemicals, work permits, complaints, trainings, change requests, equipment, and regulatory changes have list pages only. Use the list's own filters to reach the row.

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