Changes between Version 4 and Version 5 of UserGuidelines/Admin/RecordMerging

Timestamp:

11/14/12 13:38:58 (13 years ago)

Author:

Dominic König

Comment:

--

UserGuidelines/Admin/RecordMerging

@@ -1 +1 @@
 = Record Merging =
+[[TOC]]
 
 There are times when you have multiple records in the database which are duplicates.
@@ -6 +7 @@
 
 However where other records point to this one, it is better to merge the 2 records together.
+
+== Web UI ==
+
+=== Workflow ===
+
+  1. Login as Administrator
+  2. Bookmark the original record:
+     - Perform a search for the original record
+     - Open the record
+     - Click "Mark as Duplicate"
+  3. Bookmark the duplicate record:
+     - Perform a search for the duplicate record
+     - Open the record
+     - Click "Mark as Duplicate"
+  4. Open the bookmarks list:
+     - Click on "Deduplicate" right next to "(Un)Mark as duplicate"
+     - See a list of all bookmarked records for this resource
+  5. Select the records you want to merge
+     - must select exactly 2 records
+     - then click "Merge"
+     - See the merge form with both original and duplicate side-by-side
+  6. Compare the records, correct what needs to be corrected
+     - you can edit any field
+     - you can use the swap-buttons to swap the field between original and duplicate
+  7. Decide which record to keep and click either "Keep Original" or "Keep Duplicate"
+
+== CLI ==
 
 Identify the 2 record IDs, decide which one you wish to keep & which one should be deprecated & then merge them as follows:
@@ -18 +46 @@
 
 It is also possible to specify that some fields should be retained from the one which is being deprecated.
-
-There may of course be addiional records, such as Human Resource or Contacts.
-There may of course be addiional records, such as Human Resource or Contacts.