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Global search

Find anything in your company — asset, task, user, component — from anywhere in the portal, in seconds.

Required role

Any role with web-portal access.

Overview

Global search is the fastest way to navigate the portal. Instead of clicking through menus to find a specific asset or task, hit the search shortcut and type.

Search covers:

  • Asset hierarchy — production sites, lines, sections, assets, task points.
  • Tasks — by task name, asset name, or assigned technician.
  • Users — by name, email, username.
  • Components — by component name, component type.
  • Repair requests — by asset or description.
  • Shutdowns — by reason or asset.

Three ways in:

  • Keyboard shortcut — press / anywhere in the portal.
  • Search icon — top of the header, next to the notification bell.
  • URL — /search?q=your+query (handy for shared links).

The search panel opens over the current page. Results appear as you type.

Type a query

The search is instant — results update every few keystrokes. No need to press Enter.

Queries are case-insensitive and match substrings. Typing 303 finds Line L-303, Pump P-303, and any task or user with 303 in the name.

Result grouping

Results are grouped by type:

  • Assets (with full hierarchy breadcrumb).
  • Tasks (with asset + due date).
  • Users (with roles).
  • Components.
  • Other (repair requests, shutdowns, etc.).

Each group shows up to 5 results by default; click See all N to see the full list.

Pick a result

  • Enter on the highlighted row opens it.
  • Arrow keys ↑ ↓ move the selection.
  • Mouse click — same as Enter.

Opening a result navigates to the entity's detail page.

Example queries

You type You probably find
L-103 The line / asset named L-103.
grease Every task / task point with "grease" in the name.
smith Users with "Smith" in their name.
pump Pump components and pump-class assets.
overdue Doesn't work for status filters — use the Tasks page's filter instead.

Global search matches names and labels, not status or state. For "all overdue tasks", use the Tasks page's own filter bar.

Keyboard-first workflow

For power users:

  1. Press / anywhere → search opens with focus.
  2. Type the first few characters.
  3. Arrow-down to the result.
  4. Enter to open.

Total: ~2 seconds from anywhere in the portal to any entity.

What search does NOT do

  • Full-text search of free-text notes — names and structured fields only. Search doesn't index task notes or remark bodies. If you need that, filter the Task History report.
  • Search across companies — scope is your active company (PegotecUser can switch company first, then search).
  • Regex / wildcards — plain substring match only.
  • Fuzzy match — typos don't match. pmup won't find pump.

For anything beyond names, use the appropriate section's filter bar (Tasks filter, Reports filter, etc.).

Scope by role

Search only surfaces entities you have permission to see:

  • A Viewer sees assets and tasks but not user-management records.
  • A Technician sees their own tasks and the hierarchy, but not the audit log.
  • An Admin sees everything in their company.

If a colleague mentions an entity you can't find, the most likely reason is permission-scoping rather than search failure.

Things to watch for

Use search instead of scrolling the hierarchy

Especially on mature plants with thousands of task points — typing 3 letters is faster than expanding eight levels of tree.

Search isn't a filter

Search finds one thing fast. Filters narrow a whole list. Use filters when the question is "show me all overdue electrical tasks on Line 3" — not search.

Don't rely on search for security

Search won't return entities you don't have permission to see, but that's a side-effect of filtering on the server. It's not an access control; it's a UI convenience. Access control lives in roles and permissions.

Troubleshooting

Problem Fix
Search finds nothing when the entity exists Confirm spelling; confirm your role has access to that entity type
Search is slow On very large tenants, the first search after opening the portal warms the index — subsequent are fast
Can't open a result The entity may have been deleted while the search was open; refresh
/ shortcut doesn't work Focus is probably in a text input; click outside first