Audience: Transportation admins and staff
Purpose: Link student records that come through the SIS nightly data sync as a New Change Request to an existing student record in the routing site. If the new student information matches the existing student record a linkable request will trigger. This information could be Student ID, First/Last Name, Address, Contacts.
Steps
- Navigate to New Change Requests in Settings. Linkable Requests will appear in the top header with the number of Linkable Requests.
- Under Actions select View to open the request.
- The new request will open on the right hand side of the student profile. The similar student record that already exists will appear in a blue bar. The new request will appear below.
- Cross check the information to ensure it is in fact the same student.
- If it is the same student, select Link under Operations in the existing record in the top bar.
- If this is a separate student with similar information, select Decline.
- The existing student record will remain in the system.
- If the records are not linked a new record will be added to the site.
Updated