Matching prospects with TU IDs (SRIPREL)

Owned by Denise Kidd
Last updated: Feb 15, 2024
3 min read

SRIPREL is used to match

  • duplicate IDs with the keeper ID

  • test scores with TU IDs

Identify records to be matched

In the Match Status field, select an option. Go.

Duplicate, Suspense, and Not Processed match statuses should be reviewed and any records should be reviewed/matched as appropriate.

You will see something like this:

In the upper right, click Related in the purple bar to reveal a menu. Select GOAMTCH.

Click “Associate Person with an ID”.

Click Go.

GOAMTCH opens. Click Duplicate Check.

Compare the prospect data to available matches

Review the Match and Potential Matches tabs in the bottom block.

  • Check the information for the student in the top block (data entry) against the information in both ‘match’ and ‘potential match’

  • Make sure that multiple pieces of information are the same (name, address, DOB, email, etc.)

  • If the data in the Data Entry block does not match the data in the Match block, click the X in the upper left to return to SRIPREL to move to the next record.

    • When this occurs, you’ll see the following notification. Click the bell to close the message.

Match the ID to the prospect

  • If the information in the top block and one of the ids in the bottom block matches, click Select ID.

  • If the information in the top and bottom blocks don’t match, close the screen (X upper left) to return to SRIPREL for the next name. Repeat until no duplicate IDs remain.

Review records in other Match Statuses

When all records have been reviewed, click Filter Again.

Select a different Match Status. Remember, we’re only reviewing Suspense, Duplicate, and Not Processed.

Repeat all previous steps until all records in all match statuses have been reviewed.