1. Log in to the Education Edge
  2. Choose the correct module. Admissions Office will need to be selected for applicants. Registrar's Office will need to be selected for students. Either module can be selected for Individuals or Faculty/Staff.
  3. Click on Configuration > Business Rules
  4. Select the record type that isn't resulting in a match
  5. Check in the Duplicate criteria window. Any values listed here that are not present on the form will cause the calculate matches option to not return results. For example: SSN on individual records or Zip code on organization records.
Note: By default, First name and Last name are the duplicate criteria selected. Adding more criteria can severely limit finding duplicate records in The Education Edge and calculating matches for school forms.