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  • Merging person records

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Person Merge involves the combination of two person records (

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i.e. two different person IDs) into one  person ID.

In a person merge, the

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From Person Record is transferred to the

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To

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Person Record and the

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From

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person ID is then deleted.

  • The basic person information (name, address, contact information) of the

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  • To

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  • Person Record is kept. The basic person information of the From Person Record is discarded. 
  • Other data (such as roles, role history, match information etc etc) is combined for the two recordswherever possible.

Merges are scheduled using this page for later overnight processing. However, depending on the number of merges there are to process, a scheduled merge may not occur for several days.

This function comes in handy when many records exist for the same person in the system. To avoid data duplication,

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  • A middle name or initial must be entered to distinguish from the existing record
  • Entering a Date of Birth (DOB) is also a good way to separate identities
  • Using search via People >>add new person to make sure transfer is used in case of existing record
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On this page

Table of Contents

Go to Organisation or Competition Participation>> People >> Person Merge Request

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check for an existing Person Record when adding a new person record to reduce the chance of duplication.

 

Warning

Very Important!! 
There is no automated process to 'de-merge' records that have been merged in error
You should make absolutely sure that the two IDs you wish to merge relate to the same person before adding a merge to the list.


The system has no way of detecting incorrect merges, and does not prevent adding of two completely different names (as in some cases, this may be a valid case).

Merging two unrelated records will result in the To Person Record receiving unintended data, and the From Person Record losing all personal and match data.

 

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The Person Merge Request Screen is where you can:

Expand
titleAdd a schedule Person Merge
  • Enter the From and To Person IDs in the

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  • respective edit boxes.
  • Click Look up to check that the Person IDs are valid IDs.

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  • Click Add
  • The system validates whether the merge can be added, 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/time
  • To remove an added merge, see below.
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titleView the Person Merge List

 



Adding a scheduled Person Merge

The Person Merge List

All future and past merges are listed in the table. The table can be filtered by:

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