Global search

Using global search (also known as quick search), users can search the whole of AVEVA Contract Risk Management for key words or phrases. The results that are returned are limited to the information a user has permission to access based on the user role assigned to the user, the projects, tenders and contracts of which the user is a team member or has a contract role for, and the level of access that has been granted to the user as a member of these teams and contract roles.

Global search allows users to search not only data held in AVEVA Contract Risk Management fields and custom fields, but also the contents of attached documents or library documents including text-based PDF documents.

Note The contents of image-based PDF documents (e.g. scanned documents) cannot be searched using global search.

To search for a word or phrase using global search:

1. Click Search on the navigation bar.

2. Select Quick Search from the Search drop-down list.

3. Enter the search text or value.

   Tip Enter the * character to perform a wildcard search.

4. Click the icon or press the Enter key.

   The Search page is displayed listing all matches.

5. Use the hyperlinks to navigate to the details pages of the matches.

See Global search results for full details of possible search results.

Search terms

Note The following apply to global search only.

Global search offers a full text search:

• Simple logic can be used to search for multiple terms:

  • AND and + - Search for items that have both terms in the same field (e.g. in the title or name).

  • OR or | - Search for items that have either term.

• Global search is not case-sensitive. Punctuation is ignored.

• You can search for all words beginning with specific text by using *; for example, pro* returns results for product, professional and project.

• A search term is ignored if it only contains stopwords (including numbers) and the following characters:

  ~ ! @ # $ % ^ & * ( ) - _ { } [ ] : ; " ' | \ < > . ? /

  Tip Filenames which contain underscores are treated by the full text search as single words, e.g. Source_Template.docx is treated as SourceTemplate.docx.

  Use hyphens instead to ensure that words are treated individually by the search, e.g. Source and Template can be searched for separately for Source-Template.docx.

  See Numbers and Stopwords below for more information.

• Quotation marks around search text are not required unless the term includes the words AND or OR (see the examples).

  Examples

  Term	Items in results
  oil	All items with oil.
  oil rig	All items with the term oil rig.
  oil*	All items with words starting with oil.
  oil and gas	All items with both oil and gas.
  oil or gas	All items with oil and any with gas.
  oil and gas*	All items with oil and any words starting with gas.
  "oil and gas"	All items with the term oil and gas.
  the oil	All items with oil. The the is ignored - see Numbers and Stopwords below .
  oil 2	All items with oil. The 2 is ignored - see Numbers and Stopwords below .
  100*	All items starting with 100.

  Numbers and stopwords

The following numbers and words are not searched for by global search. If they are included in a search term, they are ignored.

Refine your search

You can omit certain items that are not relevant to your search by specifying the areas of AVEVA Contract Risk Management that you do or do not want to search. By omitting items, this will also improve the performance of your search. Click on the Search page to specify the areas which you want to search.

Note To view the search options, you must first perform a global search.

You can also choose whether or not you want to search the contents of documents, items in the recycle bin or closed tenders, contracts or projects by selecting the relevant search options in the Include section.

If you want AVEVA Contract Risk Management to automatically remember your search options, click Save my Search Options. To revert to the default search settings click Restore Default Search Options.

The following items can be searched on using global search:

• Tender:

  • profile

  • library

  • messages

  • team

  • notes and attachments

  • contractor list

  • schedule items

  • tender reviews

  • stage gates

• Contract:

  • details

  • communication details1

  • communication documents2

  • communication internal notes and attachments

  • communication review details

  • communication review notes and attachments

• Contractor:

  • details

  • documents

• Reference library:

  • documents

  • templates

• Project library:

  • documents