Search

Global search lets you find any resource in the system from a single search bar. It uses semantic search for documents (matching by meaning) and fuzzy matching for all other resource types (tolerant of typos and partial terms).

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Search for a resource

1. In the top navigation bar, select the Search button.
2. In the search modal that opens, type your query in the Search all resources field.
3. Wait briefly — search begins automatically after a short pause, or select Search to run immediately.
4. Review the results list. Each result shows:
   • A resource type icon and heading (for example, “CAPA #667: Title”)
   • A status badge
   • A severity badge (for deviations and CAPAs)
   • A content snippet

Preview a result

1. For results with long descriptions, select Show more below the snippet to expand the full text.
2. Select Show less to collapse it.

Open a result

1. Select any result row to navigate directly to that resource’s detail page.
2. For documents with Effective status, select Download to download the file directly from search results.
3. For all other resources, select View to navigate to the resource page.

Clear the search

1. Select Clear search to reset the query and results.
2. Press Escape to close the search modal.

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Filter search results

1. In the search modal, select Advanced filters.
2. In the filter panel that appears, select or deselect resource types to narrow results:
   • Documents
   • Deviations
   • CAPA
   • Audit
   • Equipment
   • Training
3. Apply additional status and severity filters as needed.
4. Results update automatically based on your filter selections.

Tip

Combine a resource type filter with a status filter for fast, targeted results. For example, filter by “Documents” and “Pending Review” to see all documents awaiting approval.

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Permissions

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

Caution

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

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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.”

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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. Select the Search button in the top navigation bar.
2. Type aseptic filling procedure in the search field.
3. The semantic search returns results across multiple modules:
   • Document: “SOP-2041: Aseptic Filling Process” (Effective)
   • Deviation: “DEV-892: Sterility breach during aseptic fill line B” (Closed)
   • CAPA: “CAPA-334: Revised gowning and line clearance for aseptic areas” (Completed)
4. Select Advanced filters and check only Documents to narrow results to SOPs.
5. Select the document result to open SOP-2041 and confirm it was revised to version 4.0 after the deviation.
6. Return to search, clear the Documents filter, and select the CAPA result to verify CAPA-334 references the updated SOP.

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