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Find operational records

Find a member, household, or program and open its canonical workspace. Grouped search results open the selected record in the correct organization.

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers, Staff
Required access
organization.membership
Where in PositiveForm
/
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Who this is for

Owners, managers, and staff who need to move directly to a person, lead, 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. Results come from the selected location, so a record kept at another site is found after you switch to it.
  • Know at least two characters from the name of the record you need, or its Member ID or check-in card number.

Steps

  1. Select Search records in the application header. You can also press Command-K on macOS or Control-K on Windows and Linux. The button shows the shortcut your keyboard actually has.
  2. Enter at least two characters in Search people, leads, households, or programs. Below two characters it says so instead of searching.
  3. Review the results under People, Leads, Staff, Households, or Programs. Only groups with matches appear, and each group shows at most five records.
  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.

Search matches more than a name. A person is found by first or last name, their household's name, their Member ID, and an exact check-in card number; a staff record by its studio designation; a lead by name or by the message they sent; a household by name; and a program by name or description. Email addresses and phone numbers match only for a role that may view contact information. A card number or student number retired by a member merge still finds the surviving record.

Expected outcome

Matching records are grouped by type, and the selected result opens in its canonical workspace without changing organizations. A person opens on their member profile, a staff result on that person's staff record in Settings.

Search terms are never put in the address bar, so a name or phone number you searched does not end up in browser history.

Screenshots

Global search showing the synthetic Avery Audit member result
Global search showing the synthetic Avery Audit member result
The synthetic member's canonical overview opened from global search
The synthetic member's canonical overview opened from global search

Recovery

  • Enter at least two characters; shorter searches do not run and the panel says Type at least two characters to search this studio.
  • If nothing matches, PositiveForm says No records found for “…”. Confirm the organization and location, then try a more specific name. A record that lives at another location is not found until you switch to it.
  • If search reports Search could not be completed. Try again., close and reopen it, then retry once. Preserve the visible error and contact PositiveForm support if it continues.
  • 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.