Working with Search/Match
These topics provide an overview of the difference between search box search and Search/Match, search box searches, Search/Match searches, and discuss selecting and viewing searches.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
HCR_SM_SEARCH |
Enter criteria to search for duplicate or multiple records. |
|
|
Default Search Result Page |
HCR_SM_USERDFLT |
Assign a search result code for the user ID to use as a default value for a specific search type. |
|
HCR_SM_RESULTS |
View Search/Match results of a manual search and investigate potential duplicate IDs. Do not confuse this page with the Search Results setup page that has a similar object name (HCR_SM_RESULT) and on which you define search result fields. |
The difference between record search from search dialog pages and using Search/Match is this: You use search box pages to retrieve existing records using limited search criteria to view or update data, and you use Search/Match to use a larger set of search criteria that detect duplicate or multiple records in your database or to identify different records that contain duplicate data that should uniquely identify only one ID.
Maintaining the integrity of IDs and their associated data is important toward maximizing system features and functionality. Search/Match helps you to prevent the entry of duplicate or multiple records by determining whether a person (EMPLID), an organization (EXT_ORG_ID, if you license PeopleSoft Campus Solutions) or an applicant (HRS_PERSON_ID, if you license PeopleSoft Talent Acquisition Management) already exists in your database before creating (or recreating) the record.
You use Search/Match to define rules and search parameters that determine if duplicate or multiple records exist with the uniquely identifying data relevant to your business processes. You can configure which results fields to display with the returned matching IDs. You can also choose to fully display, mask, or partially mask result field values based on business processes and the level of security that your users need.
You can reinforce the evaluation of possible duplicates by setting up Search/Match to run automatically at save time when a user creates a new ID.
Use the Search Criteria page (HCR_SM_SEARCH) to enter criteria to search for duplicate or multiple records.
Navigation:
This example illustrates the fields and controls on the Search Criteria page (1 of 2). You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Search Criteria page (2 of 2). You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Search Type |
The system displays the search type (Person) selected to access the page. If you have licensed PeopleSoft Talent Acquisition Management, you could have selected Applicant, and if you have licensed PeopleSoft Campus Solutions, you could have selected Organization. |
Search Parameter |
Displays the parameter code selected to access the page. The search parameter prompt on the search dialog page enables you to select only the search parameters to which your security roles permit you access. Depending on your responsibilities, you might need to access the Search/Match page several times a day. If you use the same search parameter frequently, click the Save Search Criteria link on the search dialog page to save it prior to accessing the Search/Match page. Then, in the future, you can select it from the Use Saved Searchprompt. |
Ad Hoc Search |
The system selects this to indicate that the Search Parameter code is set to perform a ad hoc search. An ad hoc search enables you to bypass the institution's predefined search standards to perform a configured 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, Joh). For an ad hoc search, the Search Criteria page displays the Search fields set up inside the search parameter code that you selected; and 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, for ad hoc searches, the Search by Order Number area of the page does not apply and therefore does not appear. |
Search Result Rule
Field or Control |
Description |
|---|---|
Search Result Code |
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 |
User Default |
Click to access the Default Search Result page where you can select a search result code to use as a default value for this search type. The system permits one default search result code per search type for each user ID. |
Search |
Click this 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/Match Results page. Note: When you click Search, 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. |
Clear All |
Click this button to clear all entries in the Value fields. |
Carry ID Reset |
Click to reset a carried ID to New. On the Search Results page, you can select to carry an ID as you access pages to further investigate a potential duplicate. When you click Carry ID Reset, the system stops carrying the selected ID and uses an ID of New instead. This is especially useful when you need to access pages that create new IDs. |
Search Criteria
Field or Control |
Description |
|---|---|
Search Fields |
The system displays each of the search fields associated with the search parameter that you selected. |
Operand |
These fields appear only when the search parameter permits ad hoc searches. When the parameter permits ad hoc searches, the system selects the Ad Hoc Search check box and hides the Search by Order Number area of the page. Select the operand to perform the search. The valid values are Begins With, Contains, and Equals. These values are delivered as translate values and should not be changed. |
Value |
For each search field that you specify, enter the value to search for. If predefined values are available (such as for gender), you can select from them from the prompt. If no predefined values exist, you can type the data directly into the value field. |
Search by Order Number
This area of the page appears only if the Ad Hoc Search box is not selected.
When you enter criteria in the Value fields, the Selective Search button for the search order defined with the fields becomes available.
Click the Selective Search button to conduct specific searches.
When the search is complete, the system transfers you to the Search/Match Results page.
Use the Search Results page (HCR_SM_RESULTS) to view Search/Match results of a manual search and investigate potential duplicate IDs.
Do not confuse this page with the Search Results setup page that has a similar object name (HCR_SM_RESULT) and on which you define search result fields.
Navigation:
Enter criteria on the Search Criteria page and click Search or click one of the search by order number Selective Search buttons to launch a manual search.
This example illustrates the fields and controls on the Search Results page. You can find definitions for the fields and controls later on this page.
This example illustrates the fields and controls on the Search Results page: Additional Information tab (for an automatic search). You can find definitions for the fields and controls later on this page.
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 as shown in the sample page above.
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 enables 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.
This example illustrates the fields and controls on the Search Results page, Results tab (automatic search). You can find definitions for the fields and controls later on this page.
See Understanding Search/Match.
On either version of 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.
Search Results Summary
Field or Control |
Description |
|---|---|
Number of ID's Found |
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. |
Search Order Number |
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. |
Search Results
Columns appear on the Results and Results 2 tabbed pages based on the search result code selected. Depending on the user's role security, some values in the columns might be masked, partially masked, or fully displayed.
Field or Control |
Description |
|---|---|
Carry ID |
Click this button for the system to capture and carry the ID to the ID field of the search box on the pages that you subsequently access so that you do not need to remember the ID. |
Detail |
The Detaillink 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. |
Search Results Page: Additional Information Tab
This tab appears only when the search type is Person.
Field or Control |
Description |
|---|---|
Person Organizational Summary |
Click to access the Person Organizational Summary page, on which you can review the status of this person of interest record. |
Relations With Institution |
Click 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: This link is used by customers who are also using PeopleSoft Campus Solutions and only shows if you have selected the Student Administration check box and/or the Contributor Relations check box on the Installation Table - Products page (INSTALLATION_TBL1). |