Merging Duplicate Plan Management records

Introduction

There will always be occasions when multiple plan records for the same client and plan period exist, whether that be the same or similar names. Within the Brevity web system there is a function that allows the system administrator to merge duplicate records.

The process of merging plan management records requires you to nominate a parent into which the other records will be merged. Once the sibling records data has been processed into the parent those records are set as inactive.

Merging plan management profiles is undertaken through the Plan Management Plan list page.

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Merging Plan Management Records

To merge two or more client records observe the following steps:

1. Select the Clients>clients sub-menu to open the Client list page within the Browser.

2. Search for the clients records that are to be merged by inputting the client name into the search field. Records matching the search criteria will be presented within the client list.

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3. To select the clients within the list that are to be merged, press the CTRL key on your keyboard and select the relevant records.

    

4. Click the Duplicate Merge button located within the ribbon bar to open the “Please select the parent record in which you have to merge other records” page within the browser.

5. Select the Parent Record.

    

6. Select the MERGE button.

7. A pop-up message will be presented, select the OK button to proceed.

    

8. Data contained within the sibling records will be migrated into the parent, sibling records will have their activity status set to INACTIVE.