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The Person Merge Request Screen is where you can:
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| title | Add a schedule Person Merge |
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- Enter the From and To Person IDs in the respective edit boxes.
- Click the Look up button to check that the Person IDs are valid IDs.
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- Click Add, and check that the records that display are indeed the records you wish to merge.
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- Once you are sure you wish to merge the two Person Records, click Submit Merge to add the merge to the Merge List.
- Click OK on the confirmation popup.
The system validates whether the merge can be added. In particular, in particular both IDs must be associated with a child organisation of the current user's organisation. - If the merge is added it will display at the top of the PENDING list, the From/To names will be displayed as well as information about the user that added the record and the date/timeTo remove an added merge, see below.request is successful, you should see confirmation of the merge request on the screen.
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The merge request is then added to Person Merge List in the filter AWAITING APPROVAL.
See Manage the Person Merge List below.
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| title | View Manage the Person Merge List |
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Adding a scheduled Person Merge
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To view the Person Merge List |
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All future and past merges are listed in the table. The table can be filtered by:
- PENDING: Merges that have not yet occurred. Pending merges can be removed from the list by clicking the Remove link.
- MERGED: Merges that have occurred in the past.
- ERROR: Merges that were attempted, but failed for some reason. These should be referred to technical support.
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Note: All columns are sortable by clicking on the column heading.
Column definitions:
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, click the View existing merge request link.  Image Added.
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- View the Person Merge List by status (dropdown list Filter by status).
- Manage the Person Merge List according to the table below.
- Click the Download merge list link if you wish to download the merge list.
| Merge Num | An identifier for the merge |
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| , From DOB, From Address | The 'From' record details (this record will be merged into the 'To' record). | | To ID, To Name |
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| , To DOB, To Address | The ' |
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| (this is the record that will be kept after the merge). | | Date Created (for Merge Completed records only) | Date the merge was added to the list (local time). | | Date Executed |
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| (for Merge Completed/Unsuccessful records only) | Date the merge was succesfully completed (if in MERGED COMPLETED state) or date the merge was attempted (if in |
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MERGED UNSUCCESSFUL) state. |
| Filter by status | |
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| AWAITING APPROVAL | These are merges that have not yet been approved, and have therefore not yet occurred. Approve: Pending (awaiting approval) merges can be approved on the list: - Click the corresponding Approve link for a single merge request in the list.
- Click the Select checkbox for multiple merge requests and then click the Approve Selected Records button at the bottom of the screen.
Remove: Pending merges can be removed from the list by clicking the Remove link. |
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APPROVED - PENDING | Merges that have not yet occurred. Pending merges can be removed from the list by clicking the Remove link. |
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| MERGE COMPLETED | Merges that have been successfully completed. |
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| MERGE UNSUCCESSFUL | Merges that were attempted, but failed for some reason. These should be referred to technical support. |
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You can sort on any column in the Person Merge List by clicking on the column heading. |
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