Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 registrationthen it's safe to Create a New Organization record from the Registered Organization; if instead you DID find an organization (as shown in the screenshot, below) then you should should Link the Registered Organization to an Existing Organization. See the dedicated OAC section sections for this these two topic below for OAC-specific tips on doing so.

Checking Whether an Organization Already Exists for a PERC Registration



Registering a New User for OAC

...