System Process Document. Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status.

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1 Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status Use Search_Match to find and reconcile matching _SPD_ /26/ :41:00 PM 2/26/ :44:00 PM Trigger: Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 2/26/ :44:00 PM Page 1

2 Procedure In this topic, you will learn how to Find and Reconcile Matching Records in Campus Community. 1. Scenario: A student that you are adding to Campus Solutions may already exist. You need to use the Search/Match tool to determine whether to add his/her record or update the record that already exists. 2. To sign in to Campus Solutions, go to sis.illinoisstate.edu. Click the Please click here to PeopleSoft logon page link. Page 2 Last changed on: 2/26/ :44:00 PM

3 3. You will be directed to the Campus Solutions logon screen. Enter your User ID and Password then click the Sign In button. Last changed on: 2/26/ :44:00 PM Page 3

4 4. Once you sign in, you will see a list of navigation links that relate to your roles and responsibilities. Personal Information is within Campus Community menu. Click the Campus Community link. Page 4 Last changed on: 2/26/ :44:00 PM

5 5. Search/Match is within the Personal Information folder. Click the Personal Information folder, or directly click the Search/Match link. Last changed on: 2/26/ :44:00 PM Page 5

6 6. Begin by searching for a search results type. From the Search/Match screen, click the Search Type drop down list arrow and select Person from the list. Click the Search button. Page 6 Last changed on: 2/26/ :44:00 PM

7 7. From the Search Results section, click the link for ISUADM_APPL. Last changed on: 2/26/ :44:00 PM Page 7

8 8. So far we have setup the search criteria as Person_Admission Applicants. Now we need to select a search result code. Click the Look Up button for the Search Result Code field and select ISUADM_RESULTS from the list. Page 8 Last changed on: 2/26/ :44:00 PM

9 9. You will notice that the Search button is not active. System Process Document To activate it, you will need to enter data in the search fields according to the Search/Match Rules. ISUADM_10: National ID (equals) First Name, (3) Last Name (5) ISUADM_20: National ID, DOB (equals) ISUADM_30: Last name, first name, DOB, (equals) ISUADM_40: First name (3) DOB, Address Line 1, Gender (equals) ISUADM_50 Last Name (5), First Name, (3), (equals) ISUADM_60: First Name, (equals) ISUADM_70: First Name, Phone # (equals) ISUADM_80: First Name, Last Name (3,5) City (equals) ISUADM_90: Last Name, DOB (equals) ISUADM_100 Last Name, Address Line 1 (equals) ISUADM_110: First Name, DOB (equals) ISUADM_120: National ID (equals) Last changed on: 2/26/ :44:00 PM Page 9

10 10. For this example, we will use the search/match rule ISUADM_30: Last name, first name, DOB, (equals), which means, the first and last names must match exactly and the DOB must match exactly. You will notice that the Search button is now Active. Click the Search button. Page 10 Last changed on: 2/26/ :44:00 PM

11 11. The search results listed 4 duplicate. Click the Details link to access the record and verify all other information and delete the duplicates if needed. Last changed on: 2/26/ :44:00 PM Page 11

12 12. Click the Return to Search Criteria to enter a new search. 13. Congratulations, you have successfully completed using the search/match function to find duplicate. End of Procedure. Page 12 Last changed on: 2/26/ :44:00 PM