Search

The global search provides a fast, unified way to find any resource in the system. It supports semantic search for documents and fuzzy matching for all other resource types, along with advanced filtering and saved searches.

What You Can Do

• Search across all modules — Find documents, deviations, CAPAs, audits, equipment, and training records from a single search bar
• Use semantic search — Get intelligent results for documents based on meaning, not just keywords
• Apply advanced filters — Narrow results by resource type, status, and severity
• Save searches — Store frequently used searches for quick access
• Preview results — Expand search results to see details without leaving the search view

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Searching for Resources

Opening Search

1. Click the Search button in the top navigation bar, or use the keyboard shortcut.
2. The search modal opens with a text input field at the top.

Performing a Search

1. Type your search query in the input field.
2. Search begins automatically after a 1-second pause (debounced).
3. Results appear below, organized by resource type.

Note

The system uses semantic search for documents, which understands the meaning of your query rather than requiring exact keyword matches. All other resource types use fuzzy matching, which finds results even with minor typos or partial terms.

Understanding Results

Each search result displays:

• Title — The name of the resource
• Resource type badge — Documents, Deviations, CAPA, Audit, Equipment, or Training
• Status badge — Current status of the item (color-coded)
• Severity badge — For deviations and CAPAs (when applicable)
• Relevance score — How closely the result matches your query
• Description snippet — A preview of the content

Previewing Results

1. Click on any search result to expand its details.
2. The expanded view shows the full description, metadata, and related information.
3. Click again to collapse the preview.
4. Click View to navigate directly to the resource page.
5. For documents, a Download button is available to download the file directly from search results.

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Advanced Filters

Using Filters

1. Click the Filters button to open the Advanced Filter Panel.
2. Select one or more Resource Types to narrow your search:
   • Documents
   • Deviations
   • CAPA
   • Audit
   • Equipment
   • Training
3. Apply Status filters to show only items in specific states.
4. Apply Severity filters for deviations and CAPAs.
5. Click Clear All to reset all filters.

Tip

Combining a resource type filter with a status filter is the fastest way to find specific items. For example, filter by “Documents” and “Pending Review” to see all documents awaiting approval.

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Saved Searches

Saving a Search

1. Perform a search with your desired query and filters.
2. Click the Save Search button.
3. Enter a name for the saved search.
4. The search query and all active filters are stored.

Loading a Saved Search

1. Open the search modal.
2. Click the Saved Searches section.
3. Select a saved search from the list.
4. The query and filters are restored automatically, and results are displayed.

Deleting a Saved Search

1. Open the Saved Searches section.
2. Click the Delete button next to the saved search you want to remove.
3. The search is permanently removed.

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Permissions

Action	Required Role
Search all resources	Any authenticated user
Save and manage searches	Any authenticated user
Download documents from results	Users with document access

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Tips

Tip

For the best results with document search, use natural language phrases rather than single keywords. For example, search for “deviation root cause analysis procedure” instead of just “deviation.”

Tip

Saved searches are personal to your account. Create saved searches for queries you run frequently, such as “open CAPAs assigned to me” or “documents pending review.”

Caution

Search results respect your access permissions. You will only see resources that your role allows you to view.