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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
Verified 2026-07-26 on build e268ac1
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, 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
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.
  • 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.
  • 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.