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Pilotus Documentation

Search

Pilotus’s global search helps you quickly find anything in your organization — plans, committees, actions, decisions, and people.

  • Click Search in the sidebar, or
  • Use the keyboard shortcut (usually Cmd/Ctrl + K)

How Search Works

The search feature:

  • Searches across all content you have access to
  • Returns real-time results as you type
  • Supports French and English including accented characters
  • Groups results by type for easy navigation
Content TypeWhat’s Searched
PlansTitles, descriptions, objectives
CommitteesNames, descriptions, mandates
ActionsTitles, descriptions
DecisionsDecision statements, notes
MeetingsTitles, agenda items
Key ResultsTitles, descriptions
UsersNames, emails

  1. Open Search

    Click the search icon or use the keyboard shortcut.

  2. Type Your Query

    Enter keywords related to what you’re looking for.

    • Results appear as you type
    • No need to press Enter

  3. Review Results

    Results are grouped by type:

    • Plans
    • Committees
    • Actions
    • Decisions
    • Users

  4. Click a Result

    Click to navigate directly to that item.

Search Tips

Be Specific

More specific queries give better results:

Instead of…Try…
“budget""2024 budget approval"
"meeting""Q1 review meeting"
"action""website redesign action”

Use Key Terms

Search for:

  • Exact titles you remember
  • Unique words from descriptions
  • People’s names
  • Date references

Accents Don’t Matter

The search is accent-insensitive:

  • “réunion” finds “reunion” and vice versa
  • “comité” finds “comite”
  • Works with all French accents

Filtering Results

After searching, you can filter by type:

  • All — Show everything
  • Plans — Only strategic plans
  • Committees — Only committees and groups
  • Actions — Only action items
  • Decisions — Only recorded decisions
  • Users — Only people

Common Search Scenarios

Finding a Plan

Search for:

  • The plan name: “Strategic Plan 2024”
  • A key objective: “improve customer satisfaction”
  • The plan type: “communication plan”

Finding an Action

Search for:

  • The action title: “review vendor contracts”
  • The assignee: “Marie Dupont”
  • Related content: “budget review”

Finding a Decision

Search for:

  • Key words from the decision: “approved renovation”
  • The meeting: “board meeting january”
  • The topic: “policy change”

Finding a Person

Search for:

  • Their name: “Jean Martin”
  • Their email (partial): “@organization.com”
  • Their role: “director”

Search Results

Each result shows:

  • Icon — Indicates the type (plan, action, etc.)
  • Title — The name or main text
  • Context — Where it comes from (plan name, meeting, etc.)
  • Preview — Snippet of matching text

If you can’t find something you expect:

  1. Check that you have access to it
  2. Ask your administrator about permissions
  3. Try different search terms

Some results offer quick actions:

  • Open — Navigate to the item
  • View Details — See more information
  • Edit (if permitted) — Go directly to edit mode

Best Practices

  • Finding specific items — When you know what you’re looking for
  • Quick navigation — Faster than clicking through menus
  • Discovery — Finding related content

When to Browse Instead

  • Exploring new content — Use sidebar navigation
  • Seeing everything — View full lists
  • Understanding structure — Navigate hierarchically

Next Steps