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(question) When to use Add/Update a Person?

Anytime you need to look up a person, use
Note

Student Assistants do NOT have access to Add/Update a Person it is for Staff ONLY.

If you need more information on status, use LDAP.

(info) What information can be found on Add/Update?

Relevant information

First name and Last Name

Minnie Mouse

SJSU ID Number

012345678

Date of Birth

11/18 (Birth year not needed for verification)

Last 4 Digits of SSN

0002

Home Address

(Click the arrows to see other addresses they have on file)

500 South Buena Vista Street Burbank, California 91521

Campus Email

minnie.mouse@sjsu.edu

Home Email

minnie.mouse@disney.com

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Tutorial

(From /wiki/spaces/SDKB/pages/2504720669 Page)
Include PageSDKB:Identity Verification ProtocolSDKB:Identity Verification Protocol

  1. Log into MySJSU (PeopleSoft) 

  2. Navigate to main menu > Campus Community > Personal Information > Add/Update a Person

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  3. Search either using their full name or SJSU ID number. Searching by first or last name, separately will take longer.

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  4. Details of the account should be pulled up after clicking 'Search'

  5. IF

    1. Last 4 of SSN/ITIN is verified,  you need only verify ONE of the following

      1. MMDD of Birth

      2. Postal address on file with SJSU

      3. Email address on file with SJSU

    2. Last 4 of SSN/ITIN is NOT verified or unavailable, you need to verify ALL three of the following

      1. MMDD of Birth

      2. Postal address on file with SJSU

      3. Email address on file with SJSU

  6. After verification, look up the customer on SAMI

  7. Provide assistance 

  8. After assisting and making ANY changes to the customer's account, make a ticket with details in the description (REMINDER: that the customer sees the information in the Reason, Description, and Results ticket fields)

NOTE: Verifying the customer's account FULLY is imperative to understanding and ensuring the customer's account information is correct and providing the necessary information to best assist them. Creating a ticket for every action (account unlocks, password reset, phone removal, bypass codes, fob request, etc) completed by Service Desk on the customer's account acts as a paper trail/record if we need to refer to it.