9.2 Using External Search/Match
Purpose: Use this document to perform an external search/match in ctcLink.
Audience: Student Records Staff.
You must always run the Search/Match process before adding a New Application. The creation of duplicate IDs is highly detrimental to Records and Financial Aid, especially in a global system.
Navigation: Campus Solutions Administrator > Right NavBar > Navigator > Campus Community > Personal Information > Search/Match Integrated
- The Search/Match Integrated search page displays.
- Select the Search Type list and choose the Person item from the drop-down menu.
- Enter the desired information into the Search Parameter field.
- Select the Search button.
Use the Search Criteria page to enter criteria to search for duplicate person or multiple person records contained inside an external system.
- The Search/Match Integrated search page displays.
- Enter the desired information into the Search Result Code field.
- Enter the desired information into the following:
- First Name Search field
- Last Name Search field
- Gender field
- Select the Search button to access the integrated Search Results page that you can use to view Search/Match results of an external system search and investigate potential duplicate IDs.
- If matches are found, select the Detail link to view the matching person record(s) to determine if it is a match. The Add/Update a Person page will open in a new window.
Note: The "Person Organization Summary" link under the Additional Information tab links to HCM. This link is non-functional for staff who do not have access to employment records in HCM. HCM employment records are not necessary to run Search/ Match.
- If the person is a match, close the new window and select Carry ID to use a found ID.
- If no matches are found, user can enter alternative person details to verify there is no matches.
- Or, if no additional details available, user can navigate to page to add a New Applicant, Prospect or Person record.
- Process complete.
