Using External Search/Match
Purpose: Use this document to perform an external search/match in ctcLink.
Audience: Student Records Staff.
You must have at least one of these local college managed security roles:
- ZC CC Personal Information
- ZD CC Personal Information
- ZZ CC Pers Info NID Update
- ZZ CC Personal Information
You must also set these SACR Security permissions:
If you need assistance with the above security roles or SACR settings, please contact your local college supervisor or IT Admin to request role access
Navigation: Campus Solutions Administrator > Right NavBar > Navigator > Campus Community > Personal Information > Search/Match Integrated
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.
- 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.
Choosing the Detail link and viewing the Add/Update a Person page requires that you hold at least one of these local college managed security roles.
- ZC CC Personal Information
- ZD CC Personal Information
- ZZ CC Personal Information
- 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.
- The user may enter alternative details about the individual if no matches are found.
- Or, if no additional details available, user can navigate to page to add a New Applicant, Prospect or Person record.
Process complete.