Thoroughly review the remove and the retain case records to prevent incorrect merges and the loss of irretrievable historical personal information.
Only one case record should exist for each case in the system. If a worker notices that two case records exist for the same case, you can merge the two case records into one. The system attempts to retain as much information as possible from both profile records, following certain general rules.
Merge duplicate person profiles as follows:
From the Home screen, click the Administration tab.
Click the Utilities tab. The Utilities screen appears with utilities in the navigation bar on the left.
Select Merge Case in the navigation bar on the left. The Retain Case Remove Case screen appears. Click Search Case, then enter the search criteria for the case record you want to retain in the database. The results appear in the Case Search Results table.
Click the Edit link by the case ID and case name person name review the case record. Click Close to return to the search results. Select the case record you want to keep. The Retain Case Remove Case screen appears.
Click Search Case in the Remove Case box. Repeat step four and select the case you want to merge. The Retain Case Remove Case screen appears with the results in each box.
Click Compare Records. The system compares the data in each record and displays certain demographic details in the Person Record Comparison area. (Refer to the rule link above for more information about the comparison.)
Click the radio button next tot he data you want to keep or merge in the case record you want to retain.
Click Merge. The system displays a dialog box asking you to confirm the merge.
Click OK. The system merges data in the removed case in to the retained case record according to certain rules.
Thoroughly review the remove and the retain case records to prevent incorrect
merges and the loss of irretrievable historical personal information.