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

  1. The Search/Match Integrated search page displays.
  2. Select the Search Type list and choose the Person item from the drop-down menu.
  3. Enter the desired information into the Search Parameter field.
  4. Select the Search button.
Search/Match Search Parameters

Use the Search Criteria page to enter criteria to search for duplicate person or multiple person records contained inside an external system.

  1. The Search/Match Integrated search page displays.
  2. Enter the desired information into the Search Result Code field.
  3. Enter the desired information into the following:
    • First Name Search field
    • Last Name Search field
    • Gender field
  4. 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.
Search/Match Search Criteria
  1. 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.

NoteThe "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.

Search/Match Search Results
  1. If the person is a match, close the new window and select Carry ID to use a found ID.
Carry ID option of the person is a match
  1. If no matches are found, user can enter alternative person details to verify there is no matches.
  2. Or, if no additional details available, user can navigate to page to add a New Applicant, Prospect or Person record.
  3. Process complete.