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What should I do if the Record I Want To Link Is Not In The Linking Drop-Down?

What should I do if the Record I Want To Link Is Not In The Linking Drop-Down?

When trying to manually link a record via the Web Portal, the pre-existing AD record may not appear in the ‘Account’ drop-down. For a record to meet the manual matching criteria, an Active Directory account must either have no Employee ID value, or have a Directory Manager generated Employee ID starting with a ‘D’ (these are called ‘Temporary IDs’ or ‘D Codes’). Also, the account must have been created in the last 90 days, and have a similar name. For example, for an account under the name Joe Bloggs, records under the name John Bloggs, or Joe Blog may appear in the ‘Account’ drop-down as they have similar names. If the account has an Employee ID value that is not a ‘Temporary ID’, then this can mean that the account is currently linked to another record managed within Directory Manager (i.e. another ESR record), or there is an invalid Employee ID value against the AD account. In both scenarios please contact the BDS Service Desk and one of our consultants will be able to assist.

Please note that this section is only applicable if your site does not have the Digital Directory component for Directory Manager.

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