Search

Search in EQMS is two complementary tools:

• Command palette (⌘K / Ctrl+K) — jump to a record or run an action in one keystroke. Fastest when you already know roughly what you’re looking for.
• Search page (/search) — cross-module search with resource-type facets, pagination and saved searches. Use this when you need to narrow a broad query, page through many results, or come back to the same search later.

Both search the same index: semantic (meaning-based) matching for documents, and fuzzy (typo-tolerant) matching for deviations, CAPAs, audits, equipment and training assignments. A training assignment has no title of its own — it matches on the title of whichever document, deviation or CAPA it was assigned for.

Text that matches your query is highlighted in result titles and snippets in both the palette and the Search page.

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Command palette — jump to a record

1. Press ⌘K (Mac) or Ctrl+K (Windows/Linux) anywhere in the app, or select the search icon in the top navigation bar.
2. Type your query. Results appear as you type, grouped into Actions (navigate to a module, create a new record) and Records (matches from the index).
3. Use the arrow keys and Enter to select a result, or click it directly.
4. Press Escape to close the palette.

If the palette’s search fails (for example, the server is briefly unavailable), it shows an explicit error message rather than silently claiming nothing matched — actions still work while records are unavailable.

Open full search from the palette

At the bottom of the palette’s record list is Search everywhere for “<your query>”. Selecting it opens the Search page with your query carried over, so you don’t have to retype it.

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Search page — filtered, faceted results

1. Select Search in the side navigation, or use the palette action above.
2. Type a query in the search field. Results update as you search.
3. Narrow results with the resource type facets (Documents, Deviations, CAPA, Audits, Equipment, Training) and the Status filter.
4. Use Previous / Next to page through results once there are more than one page’s worth.
5. Select Save search to save the current query and filters for later. A dialog asks for a name; saved searches then appear as chips above the results and can be reopened with one click, or removed.
6. Your last several searches appear as Recent chips above the results — select one to re-run it.

The query, selected facets and current page are all reflected in the page’s URL, so a search can be bookmarked or shared with a colleague and reproduces exactly what you were looking at.

Note

Advanced filtering (resource-type facets, status, saved searches, search history) lives on the Search page, not inside the command palette — the palette stays a fast jump-to tool. Select Search everywhere for “<your query>” at the bottom of the palette’s results to move to the Search page with your query and continue there.

Result rows

Each result shows a resource type badge, its status (if applicable), a title and a snippet. Selecting a row navigates directly to that record’s detail page.

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Permissions

Action	Required Role
Search all resources	Any authenticated user
See a specific resource type’s results	Requires that module’s read permission (for example, deviations.read to see deviation matches)

Caution

Search results respect your access permissions. You only see resources — and resource types — that your role allows you to view, including draft documents: a draft is only returned to its author, QA, or Admin.

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Tips

Tip

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

Tip

Combine a resource-type facet with the status filter on the Search page for fast, targeted results — for example, “Documents” plus “Pending Review” surfaces every document awaiting approval.

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Practical example: Finding an SOP across modules

Scenario: A QA Manager needs to locate the SOP for aseptic filling to verify it was updated after a recent deviation in the cleanroom.

1. Press ⌘K and type aseptic filling procedure.
2. The palette returns matches across modules — a document, a deviation, a CAPA — each labelled with its type.
3. Select Search everywhere for “aseptic filling procedure” to move to the Search page with the same query.
4. Check only the Documents facet to narrow to SOPs, and open the top result to confirm its current version.
5. Clear the Documents facet and check CAPA to find the corrective action that references the same SOP.

This cross-module search lets you trace the full chain — from deviation to corrective action to updated procedure — without navigating each module separately.