# Find operational records

> PositiveForm guide · Global search · SEARCH-001
> Canonical page: https://positiveform.com/guides/navigation/global-search/
> This Markdown: https://positiveform.com/guides/navigation/global-search.md

**Summary:** Find a member, household, or program and open its canonical workspace. Grouped search results open the selected record in the correct organization.  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `organization.membership`  
**Where in PositiveForm:** `/`  
**Status:** Verified on 2026-07-26 against PositiveForm build `e268ac1`.

## Who this is for

Owners, managers, and staff who need to move directly to a person, staff
record, household, or program in the current studio.

Required access: membership in the selected organization.

## Before you begin

- Select the correct organization and location.
- Know at least two characters from the name of the record you need.

## Steps

1. Select **Search records** in the application header. You can also press
   `Command-K` on macOS or `Control-K` on Windows and Linux.
2. Enter at least two characters in **Search people, households, or programs**.
3. Review the results under **People**, **Staff**, **Households**, or
   **Programs**. Only groups with matches appear.
4. Select the intended result.
5. Confirm that PositiveForm opens that record's normal detail or workspace
   page and that the organization context has not changed.

## Expected outcome

Matching records are grouped by type, and the selected result opens in its
canonical workspace without changing organizations.

## Screenshots

![Global search showing the synthetic Avery Audit member result](https://positiveform.com/guides/media/SEARCH-001/20260727T041114Z/001-search-results.webp)

![The synthetic member's canonical overview opened from global search](https://positiveform.com/guides/media/SEARCH-001/20260727T041114Z/002-member-opened.webp)

## Recovery

- Enter at least two characters; shorter searches do not run.
- If no result appears, confirm the organization and location, then try a more
  specific name.
- If search reports an error, close and reopen it, then retry once. Preserve the
  visible error and contact PositiveForm support if it continues.

## Related guides

- MEM-003 — Review the member record opened from a People result.
- HH-001 — Review the household opened from a Households result.
- PROG-001 — Review the program opened from a Programs result.

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Source: PositiveForm customer guides, https://positiveform.com/guides/. 
Every guide as one file for AI assistants: https://positiveform.com/llms-full.txt. 
Guide index: https://positiveform.com/llms.txt.