Changes between Version 4 and Version 5 of UserGuidelines/Admin/RecordMerging


Ignore:
Timestamp:
11/14/12 13:38:58 (9 years ago)
Author:
Dominic König
Comment:

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  • UserGuidelines/Admin/RecordMerging

    v4 v5  
    11= Record Merging =
     2[[TOC]]
    23
    34There are times when you have multiple records in the database which are duplicates.
     
    67
    78However where other records point to this one, it is better to merge the 2 records together.
     9
     10== Web UI ==
     11
     12=== Workflow ===
     13
     14  1. Login as Administrator
     15  2. Bookmark the original record:
     16     - Perform a search for the original record
     17     - Open the record
     18     - Click "Mark as Duplicate"
     19  3. Bookmark the duplicate record:
     20     - Perform a search for the duplicate record
     21     - Open the record
     22     - Click "Mark as Duplicate"
     23  4. Open the bookmarks list:
     24     - Click on "Deduplicate" right next to "(Un)Mark as duplicate"
     25     - See a list of all bookmarked records for this resource
     26  5. Select the records you want to merge
     27     - must select exactly 2 records
     28     - then click "Merge"
     29     - See the merge form with both original and duplicate side-by-side
     30  6. Compare the records, correct what needs to be corrected
     31     - you can edit any field
     32     - you can use the swap-buttons to swap the field between original and duplicate
     33  7. Decide which record to keep and click either "Keep Original" or "Keep Duplicate"
     34
     35== CLI ==
    836
    937Identify the 2 record IDs, decide which one you wish to keep & which one should be deprecated & then merge them as follows:
     
    1846
    1947It is also possible to specify that some fields should be retained from the one which is being deprecated.
    20 
    21 There may of course be addiional records, such as Human Resource or Contacts.
    22 There may of course be addiional records, such as Human Resource or Contacts.