VERA allows users to search for records in VERA instead of having to locate the record in the source system and navigating to the corresponding VERA record details page.
Search for Records
Search Criteria
When a user lands on the Record Search page, they will be prompted to enter search criteria to view records. The available filters are Projects, Record Type, Record Status, and Record Name; the former options are shown via prepopulated checkboxes, while the latter is a free form text search. For example, if the user types “GxP” in the Record Name search box, all records that have the word “GxP” in any part of the record name will be returned. The dropdown options for Projects, Record Type, and Record Status are prepopulated based on the information from all records that the user has access to. Users can combine multiple filters by selecting on multiple options at once. The results will be returned based on the user’s domain memberships in addition to the selected criteria. Users will only be able to locate records that are in the same domain as the user.
Table View Options
The results of the table are automatically sorted by Record Name, but the user has the ability to sort by any of the following in ascending or descending order:
Project Name
Record Type
Record Name
Record Status
By default, only the first 15 results are displayed. The user can either page through the rest of the pages to see all results or change the number of results displayed per page.
Viewing Record Detail
The Record Name is hyperlinked to navigate to the latest revision of the record details page for the record. When a user navigates to a record this way, they cannot apply their signature to a record that needs approval. This is a view only page as these records are not specific to the approval task. To apply an approval or rejection to the record, the user will need to navigate to the source system or the approval queue to select on the appropriate approval task. From the records detail page, the user can view the activity history, approval routes, and print view as detailed in Viewing Record Detail.
Share the Search Parameters
Users can share the results of their search by clicking on the share button to copy the URL or by manually copying the URL from the address bar. When the user shares the results, only the applicable results for the second user will show. For example, if User A creates a filter that displays records from a domain that User B is not in, then User B will not see those records in their results. Likewise, the options in the Projects, Record Type, and Record Status dropdowns might be different between User A and User B depending on their domain memberships as the available records in those domains. Otherwise, all other functionality will remain the same.