Audience: Transportation admins and staff
Purpose: Prevent the creation of duplicate student records by linking related requests when the system identifies a new student request with the same name and date of birth as an existing student record.
Steps
- Click your profile icon in the right-hand side of the toolbar.
- Select New/Change Requests from the drop-down menu.
- Flagged requests are identified by a caution icon on the request's row in the New/Change Requests table.
- Filter for just Linkable Requests by clicking the header at the top of the table.
- Click View for the linkable request to load a side-by-side view of the existing student record and the flagged request.
- Review the student and request details to confirm the student record and request are for the same student.
- Click Link Record next to the student information at the top of the request to convert the New Student Request to a regular Change Request.
- If the Change Request is accepted, the existing student record will be updated and a duplicate student record will not be created.
Tips
- Use this feature to maintain traceability between routing, attendance, and transportation requests.
- Linked records update dynamically when changes occur in the connected source.
- Limit linkable request creation to users with admin or editor permissions.
Updated