Global Search helps you quickly find a specific agreement, person, or organization in Cayuse Agreements when you already know something about what you’re looking for — like a company name, reference number, PI name, or keyword from the agreement title. This article explains how Global Search works, what information it searches across, and when to use it instead of the Agreements list view.
What Global Search Covers
Global search looks across multiple record types simultaneously:
- Agreements — searched by title, reference number, agreement type, and party names
- People — individuals linked to agreements in any role (manager, negotiator, attorney, PI, contact)
- Organizations — companies, institutions, and other entities associated with agreements
This means a single search can surface an agreement, the company it was made with, and the staff member managing it — all at once.
You do not need to press Enter to run the search, though you can. If you press Enter or click a "View all results" option, you may be taken to a full results page where you can see more matches and apply additional filters.
Search Tips
Use partial terms. You do not need to type a full name or title. Searching for "biotech" will return agreements and organizations with "biotech" anywhere in the name. Searching for "MTA" will surface material transfer agreements.
Search by reference number. If your office assigns reference numbers to agreements (for example, "AGR-2024-0042"), you can type the number directly into the search bar to go straight to that record. This is the fastest way to pull up a specific agreement when you have the number on hand.
Search by PI or company name. If you need to find all agreements associated with a particular faculty member or company, search their name. The results will include people records (showing you the individual) and any agreements where that person or organization appears.
Use enough characters to narrow results. Very short searches (one or two characters) may return too many results to be useful. Three or more characters typically produces a manageable result set.
Check spelling. Global search looks for exact character matches, not fuzzy or phonetic matches. If you do not find what you expect, try an alternate spelling or a shorter term from the name.
Using Advanced Search
When you need to narrow results beyond a simple keyword search — for example, finding all active NDAs signed in the last six months or all agreements assigned to a specific negotiator — use Advanced Search.
To open Advanced Search, select anywhere on the blue Open Advanced Search bar on the Agreements page or select the white dropdown arrow on the right side of the bar.
From the Advanced Search panel, expand a filter section using the dropdown arrow. Enter the relevant search criteria, then select Search.
You can combine multiple filters to narrow results further. For example, you could search for “biotech” and then filter to Status: Active and Expiration Date: Next 90 Days to find active biotech agreements that are expiring soon.
To remove filters, select Reset to Default Search or remove individual filters as needed.
Navigating to a Search Result
When you click a result in the search dropdown or on the full results page, Cayuse Agreements opens that record directly. From the record, you can:
- View the full agreement details, status, parties, documents, and dates
- Navigate to linked records (such as a related sponsored project or a parent agreement)
- Take action on the agreement if your role permits (editing, updating status, adding notes)
Use the browser back button or the breadcrumb navigation within the system to return to your search results or to the home page.
Global Search vs. the Agreement List View
Global search and the agreement list view serve different purposes. Choosing the right one saves you time.
| Use global search when... | Use the agreement list view when... |
|---|---|
| You know a specific name, number, or keyword | You want to browse or filter by status, date range, or type |
| You want to find a result quickly without navigating menus | You need to build a saved filter or work through a queue |
| You are looking across agreements, people, and organizations at once | You are working with a specific subset of agreements (for example, all agreements expiring this quarter) |
| You are jumping to a known record | You are not sure exactly what you are looking for |