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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, then it's safe to Create head to the Registering a New Organization record from the Registered OrganizationUser (and Organization) section and create the organization; 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 sections for these two topic below for OAC-specific tips on doing so.

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PERC's process for checking whether an organization record already exists or not is similar to OAC's, with the exception that within the PERC realm "Organizations" are named after their Principal Investigators. PERC organizations are in the format Last Name, (Optional User Title if applicable) First Name. For example, a PERC applicant with the name "Test Name" with a title if "Associate Professor" would have an organization record called "Name, Associate Professor Test." Similar to the steps in the section above for OAC organizations, you can copy the PERC registered user's name and paste it into the search bar in the "Organizations" card (even if you paste the user's full name as First Name Last Name in the search bar, the system is smart enough to find a matching record even if the associated Organization record is called Last Name, Associate Professor First Name e.g.). If you DO find a matching organization to the registered PI, then you can proceed to the section entitled "Linking a Registered Organization to an Existing Organization for PERC."

Registering a New User (and Organization) 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. This section will cover how to create both a new user and a new organization. 


Note: It is possible to get a new registration where you only need to create either the User or the Organization record (e.g. the User existed in the system previously, but now works with a new organization that we don't have in the database. In that scenario, you would create a new Organization record for the registered organization, but link the Registered User to the Existing User rather than creating a new user record).


Registering a New User (and Organization) for PERC


Linking a Registered User to an Existing User for OAC

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