KeepnTrack provides an easy way to manage and resolve any duplicate People records and Applications.
When a person is selected in People Management, an automatic duplicate check is performed. If there is a potential duplicate, an alert icon will display next to the name. This utility can be initiated through the Actions menu in People Management or Volunteer Application Management.
Most commonly, the Duplicate Resolution utility will be used to merge an Application with an existing Record or the merging of two Applications, though it may be necessary to merge two records. If there are no duplicates being displayed, the Operator can also initiate the Resolve Duplicate by ID utility, also through the Actions menu. This option allows the Operator to manually identify a duplicate.
Once one record has been merged into another, the final record, containing the most complete and up to date information will be retained and the merged record will be removed.
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Records that have been removed during the merge procedure will be saved in your rejected applications and be available for reference. These applications can be identified, as DUP will be added to the User ID and "This record was merged with <Person ID #> on <date>" will be listed in the Notes field. |
Duplicate Resolution Utility
Resolve Duplicates
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Once you determine the record is a duplicate, initiate Merge. The Operator will then be presented with a verification window:
Resolve Duplicate by ID
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When a duplicate record is rejected, it gets hidden away in Volunteer Management so you don't see it anymore. Rejected duplicates can pile up, so it's a good idea to clear those out every one in a while. Use the Remove Rejected Duplicates utility to permanently remove all rejected duplicate person records. |