Using Search/Match


Concept


Steps:

  1. Begin by navigating to the Search/Match page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Search/Match link.

    Step 2
  3. The Search/Match search page is different from a standard search page. Search/Match enables you to define search parameters that administrative users can use to determine whether a potential duplicate ID exists in the database. Use this page to enter the criteria to search for duplicate or multiple records.

    Step 3
  4. Select the search type (Person or Organization) you want to use to search for data. If you have licensed PeopleSoft Enterprise HRMS Talent Acquisition Manager, Applicant is also an option.

     

    In this example, you are searching for a specific person.

     

    Click the Search Type list.

    Step 4
  5. Click the Person list item.

    Step 5
  6. Click in the Search Parameter field.

    Step 6
  7. Use the Search Parameter field to select specific search parameters for the search. You are limited to only those codes to which your security role permits you access.

     

    Enter the desired information into the Search Parameter field. Enter

     a valid value
     e.g.
     "PSCS_ADHOC"
    .

    Step 7
  8. An ad hoc search enables you to bypass the predefined search standards to perform a custom search without predefined operands and without limiting the characters to evaluate. For example, an ad hoc search might be first name equals John, whereas, a non-ad hoc search might be set to search only on the first three characters of the first name (in this case, John).

     

    Click the Ad Hoc Search option.

    Step 8
  9. Click the Search button.

    Step 9
  10. When you enter criteria on the Search Criteria page and click Search or any of the search by order number Selective Search buttons, the system launches the search and transfers you to the Search Results page with the results displayed.

    Step 10
  11. For an ad hoc search, the Search Criteria page displays the Search Fields set up inside the search parameter code that you selected.

    Step 11
  12. Also, for ad hoc searches, an Operand field appears for each search field. The Operand field enables you to perform a search that begins with, contains, or equals the search value that you enter.

     

    Also note that the Search by Order Number area of the page does not apply and therefore does not appear.

    Step 12
  13. Select the Search Result Code to use for displaying the results of this search. The search result code contains all of the information regarding how to display the IDs retrieved by Search/Match and what data to return to help you quickly determine whether an ID already exists for the constituent that you are looking for.

     

    Enter the desired information into the Search Result Code field. Enter

     a valid value
     e.g.
     "PSCS_TRAD_RESUL"
    .

    Step 13
  14. Click in the First Name Value field.

    Step 14
  15. The Search Criteria section displays each of the search fields associated with the search parameter that you selected.

     

    Enter the desired information into the First Name Value field. Enter

     a valid value
     e.g.
     "Allison"
    .

    Step 15
  16. Click in the Last Name Value field.

    Step 16
  17. Enter the desired information into the Last Name Value field. Enter

     a valid value
     e.g.
     "Brown"
    .

    Step 17
  18. Click the Search button to launch a search on all of the values that you entered and to retrieve results for the most restrictive search order number defined in the Search Parameter that you selected. When the search is complete, the system transfers you to the Search Results page.

     

    Note that 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.

     

    Click the Search button.

    Step 18
  19. For an automatic search, the Search Results page is displayed as shown in the sample page below. That is, if Search/Match is set to launch automatically with both the search parameter permission and search result permission configured with a component name that allows creation of IDs. When you try to add an ID on a component that is set up that way and Search/Match detects potential duplicates at save time, the Search Results page displays a warning message indicating that at least one potential ID in the database matched the data entered to create the ID and what where the data used to perform the automatic search.

    Step 19
  20. On the Search Results page, you can view the list of results returned by the search, view the details of any record returned in the search, and click Carry ID to have the system carry the ID forward as you subsequently access pages for further investigation.

    Step 20
  21. The Number of ID's Found field displays the number of IDs that met the search criteria.

     

    This number may be smaller than the number of rows returned in the Search Results grid because the grid might include the same ID multiple times. If the name field is included in the search result code selected, the search returns rows for each name type and effective date that match the search criteria entered. If the National ID field is included in the search result code, the search returns rows for each national ID entered for the record matching the search criteria.

    Step 21
  22. The Search Order Number field indicates the search order number at which results were found and indicates how precise the search was—the lower the number, the more restrictive the search and the greater the chance of having found duplicate IDs. This number can be used as an indicator of how close the returned IDs match the criteria entered.

    Step 22
  23. Review some of the other fields returned as part of the search parameters for this result.

     

    Click the Results2 tab.

    Step 23
  24. Click the Additional Information tab.

    Step 24
  25. Click the Person Organizational Summary link to navigate to the Person Organizational Summary page, on which you can review the status of this person's record.

    Step 25
  26. Click the Relations With Institution link to access the Campus Solutions Relations With Institution Detail page, on which you can determine the type of relations that the individual has with your institution and further clarify whether this is the individual for whom you are searching.

     

    Note that the Relations With Institution link appears only if Student Administration or Contributor Relations is selected on the Installation Table (INSTALLATION_TB1) page.

    Step 26
  27. The Detail link appears if the selected search result code was configured to provide the user with a link to a page for more information about an ID.

     

    Click the Detail link.

    Step 27
  28. The personal information for Allison is displayed.

     

    You successfully searched for duplicate records in your system.

    Step 28

To summarize, you can maintain the integrity of your database by taking measures to minimize duplicate or multiple records. You use the Search/Match feature to define criteria for checking for duplicate or multiple entries of individuals.

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