Search/Match (Manually)

Search/Match (Manually)

Using Search/Match Manually



Business Process: Search/Match 

Module: Admissions . 

Instructions



Note: Search/Match checks for duplicate or multiple entries of individuals. Always perform Search/Match before adding a new person.



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Action

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Action

1.

Navigate to Campus Community → Personal Information → Search/Match.



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Action

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Action

2. 

Click the Search Type list and choose "Person."





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Action

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Action

3. 

Select a Search Parameter. You can click magnifying glass to view the options and choose "SD_GENERAL."



 

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Action

Step

Action

4. 

Click Search


 

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Action

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Action

5. 

The following screen will appear. In the Search Result Rule box, click magnifying glass to select Search Result Code "SD_ALL_RESULTS."

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Action

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Action

6. 

Click the Default Search Result code link to save this code for future use, and click OK to return to search criteria.




 

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Action

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Action

7. 

Enter as much information as possible in the Search Fields. You will need a minimum of three criteria. Use tab key to move between fields. Tab out of the last field before initiating search.

Note: The criteria you enter will convert to all caps.

8. 

Click the Search button.

Note: When you click the Search button, the system searches only for the data specified. It filters the search orders that are defined for the Search Parameter that you selected. For example, if Search/Match finds at least one potential matching ID at search order number 10, it will stop the search and display the results obtained at search order number 10. If no potential matching IDs are found, the search continues to the next search order number, and so on. If you want to search using a specific Search Order number, use the Selective Search button for that order number.