Search/Match - Manual
Label | Description |
|---|---|
| Business Process | Search/Match - Duplicate Management |
| Module | All, Campus Community |
| BP ID | CC_023 |
| Prerequisites | |
| Description | Search/Match checks for duplicate or multiple entries of individuals. Always perform Search/Match before adding a new person. |
| Comments | You would use this process to find a student if you have access to limited information. |
Instructions
| Step | Action |
|---|---|
| 1. | Navigate to Campus Community → Personal Information → Search/Match. |
...
| Step | Action |
|---|---|
| 15. | Click the Relations With Institution link to access the Relations With Institution Detail page, on which you can determine the type of relations that the individual has with your institution and further clarify whether this is the individual for whom you are searching. Click Return when you are done on this page. |
| Step | Action |
|---|---|
| 16. | Click on the Detail link. This page will open a new window for Add/Update a Person. |
...
If you determine that this person already exists, DO NOT ADD A NEW RECORD. Update the existing record. If there are changes to Name, Citizenship, National ID, Date of Birth, Gender, etc., follow the business process for “Processing Changes to Student Identification.”
...
If you determine that this person does not exist in PeopleSoft, proceed to add a new record.
| Step | Action |
|---|---|
| 1916. | End of job aid. |