Global search helps you find relevant handover information without opening cases one by one. It is available in the top bar throughout the signed-in Flamekeeper app.
Find a document or action item
- Select Search documents and action items in the top bar.
- Enter at least two characters from the item's name or description. Use a distinctive project, customer, process, system, or task name when possible.
- Review the matching results. Each result identifies whether it is a Document or Action item and shows the handover case it belongs to.
- Select a result to open its document or the case's action-item list.
For example, searching for renewal can surface a document named Customer renewal process and an action item whose description mentions an upcoming renewal review.
Search stays within your access
Results only include cases you can access. Documents must also be shared with you through the document's permissions. A matching item from another case or organization is not shown.
This means managers, contributors, reviewers, and employees can use the same search box while seeing only the handover information available to their account.
Get better results
- Search a meaningful word from the title or description rather than a broad term such as
task. - Try the system, customer, process, or deliverable name used by your team.
- If you expect a document but cannot find it, ask the case manager to check your case and document access.
- Search does not inspect the full document body. Add a clear name and summary when preparing documents so teammates can find them later.
Use Find your way around to understand where search results take you inside a handover case.