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If you return no results after each one of these searches (i.e. the People card is as it appears in the screenshot, above), or the results returned do not match the Person in question, then you've confirmed the User does not currently exist in the system. If this is the case, you'll eventually want to follow the steps laid out in the "Registering a New User" section below.sections (one for OAC-based registration forms and one for PERC-based registration forms) below. However, before doing so you still should check whether or not the registered organization exists in the system yet or not.
If you DID find a user via one of those searches that DOES match the user in question, then you'll eventually want to follow the steps laid out in the "Linking a Registered User to an Existing User" sections (one for OAC and one for PERC) below. Again, you still want to check on the organization record before doing so.
OAC: To check to see if an (OAC) organization already exists in the system, the steps are largely similar. First, copy the Organization name from the Registration form as shown in the screenshot, below (Note: Since PERC Registration Forms do NOT contain organizational info, this exact step is not applicable to PERC, hence why OAC is referred to separately here). Then, paste the Organization name into the search box in the "Organizations" card. If (as in the screenshot below) no results are returned when searching for the organization name, you should still check one other data point before concluding that no such organization already exists.
The data point to look at is the organization Tax ID. If you scroll down on the Submitted Registration form, under the "Organization Information" section you can find the "Tax ID" field. Grab the value entered on the registration and paste that value into the search bar in the "Organizations" card as you have done with the organization name (see also the screenshot, below). This will ensure that an organization with the same Tax ID does NOT already exist under a different Organization Name. If you still return no results, you can safely conclude that a new organization record should be created for this registration; if instead you DID find an organization (as shown in the screenshot, below) then you should Link the Registered Organization to an Existing Organization. See the dedicated OAC section for this topic below for OAC-specific tips on doing so.
Registering a New User for OAC
As discussed in the "OAC Registration Form" section, above, the OAC registration forms contains a section for both the person (user) trying to register and a section for the Organization with which the person is affiliated. I