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arrowhead APPENDIX A - Name/ID Search Methods

This may need re-working with 7.x Common Matching.

Warning!

Before creating a new record for a person or organization, you must first conduct a thorough name search to make sure the person or organization has not already been entered in the Banner system. Failure to do so could result in duplicate PIDMs which could take many offices several days, or perhaps weeks, to correct. Individuals who fail to perform the required searches and create duplicate PIDMs will be identified and reported to management.

Note: The ID/Name search feature is not case sensitive.

 

Search by Social Security Number (SSN)
(You must do a partial name search following any search by SSN that does NOT yield results.)

  1. In the ID field in the Key Block of a form, press F4 or click on the flashlight to access the alternate ID search form.
  2. The first field is SSN. Enter the SSN without hyphens. Press F8 to process.
  3. You may also enter part of the SSN using the wildcard % (e.g., 123% or %234%).
  4. If this search yields no results, you must perform other searches. Start with a Partial Name search.

Name Searches

The format for all name searches is: last, first (spaces are optional).

Examples:

Enter: Results:
smith,j% All ID's with last names "smith", first names starting with "J"
mag%, p% All ID's with last names starting with "mag", first names starting with "P"
%,Barbara All ID's with the first name "Barbara"
M%vish All ID's with the name having a first initial "M", ending with "vish" and having anything in between
smith,carol All ID's with the last name of "smith" and the first name of "carol"

Search by Partial Name
(This is the preferred method as there is less likelihood of missing an already existing record.)

  1. In the Key Block of a form, make sure the ID field is blank.
  2. Tab to the name field, enter a partial name with the Oracle wildcard %. (Enter the first three or four letters of the last name with %, a comma, and the first letter of the first name with a %. Press enter. If you use the full last name and the first letter of the first name and this returns no results, re-search using less specific criteria.)
  3. If one match is found, the ID and name are returned to the form.
  4. If more than one match is found, the "ID and Name Extended Search" window appears. See ID and Name Extended Search.

Search by Full Name
(You must do a partial name search following any search by full name.)

  1. In the Key Block of a form, make sure the ID field is blank.
  2. Tab to the name field, enter the last name, a comma, the first name. Press enter.
  3. If one match is found, the ID and name are returned to the form.
  4. If more than one match is found, the "ID and Name Extended Search" window appears. See ID and Name Extended Search.

Search by Partial ID
(You must do a partial name search following any search by partial ID.)

  1. In the Key Block of a form, enter a partial ID and the Oracle wildcard % for any number of unspecified characters (e.g., 21% or %21 or %21%). Press enter.
  2. If one match is found, the ID and name are returned to the form.
  3. If more than one match is found, the "ID and Name Extended Search" window appears. See ID and Name Extended Search.

Search by Full ID
(You must do a partial name search and a partial ID search following any search by full ID.)

  1. In the Key Block of a form, enter the ID in the ID field. Press enter.
  2. If the record exists in the system, the ID and name are returned to the form.

ID and Name Extended Search

Note the number of "Search Results" to the far right of the window.

To select an ID from the matches:

  1. Pull down the list of matches in the "Search Results" field by using the drop down arrow. Note, previous names and Id's are indented under the current name and ID.
  2. Scroll to the desired name and ID.
  3. Click the desired name and ID. That record is returned to the form.

If there are too many matches and you need to further reduce your search:

  1. Select the radio button for "Person", "Non-Person" or "Both".
  2. Enter your search criteria in the fields in the "Reduce Search By" window. (One or all fields may be used, as well as wildcards.)
  3. Click the Search Button (flashlight icon) or select "execute query".
  4. Use the pull down list to view the search results.

To close the Extended Search box, click on the button of the red circle with a slash through it in the upper right-hand corner or press Shift F7 (rollback).

You can access a specific search form from the "Extended Search" window by clicking the "Person Search Detail" button or the "Non-Person Search" detail button. Clicking these buttons will access SOAIDEN or SOACOMP respectively.

When the associated search form appears (i.e., SOAIDEN or SOACOMP), the displayed ID's will match the original search criteria.

To refine your search, perform an "Enter Query" function (F7, Query/enter from the menu, or the query icon from the toolbar).

When the dialog box appears, click the "Extend your query" button to add additional criteria to your search or click "Start a new query" to discard the original criteria and start a new search.

Enter the additional or new criteria in the appropriate fields, using wildcards if desired, and perform an "Execute Query" function (F8, Query/execute from the menu, or the query icon from the toolbar).

If the query returns too many records, you may view more details on any record you wish by highlighting the name and selecting "Query/Count Query Hits (or shift F2) to access SOAIDNS and then press F8 or Execute Query. This shows more detailed information (address and phone number and any general student information if available) associated with the chosen ID.

Continue this process until you locate the ID you are interested in or until you can confirm that the ID you need to enter is not one that is already in the system.

 
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