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How to Find and Merge Duplicate Candidates

How to Find Duplicate Candidates.

Login as the user ADM (Administrator) > 

The select Maintenance > Reporting Tools > Standard Reports,
then choose “Candidate Duplication List

 

 

Once the option runs, you will see a screen with various choices, and some on-screen instructions. You may leave the choices as they are, or amend any options you wish then click [OK] to run the report.

 

 

Once the report has run, you will be presented with a list of potential duplicates. You can print the list if you wish. You will now need to go and check these records to see if they are duplicates, and if so, which record you want to keep as the ‘Master.

Once you have identified all of your duplicate records, it is possible that you may wish to MERGE records together to create a SINGLE record for a candidate or mark the records for Deletion.


How to Mark for Deletion.

Simply go into the 'unwanted' candidate and then change the Status to DEL - Marked for Deletion.

 

How to MERGE Candidate Records.

You must be logged in as the ADM user.

Choose Searching > Candidates, and then NEW to create a candidate search.
Make sure to set the Status to ALL, enter the surname of the candidate you wish to find, then [Search].
Once the list of candidates appears, place a tick in the Inc column for those you wish to merge.
Highlight the row for the record which will become the ‘Master’, then Right-Click the candidate, and select ‘Merge Marked Candidates with Selected Candidate’, then choose [Yes]


The system will now run the merge. (It may take a little while – 30-40 seconds)

Once the system has completed the merge, you get the option to delete the old, unwanted candidates.

Choose files or drag and drop files
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  1. Martin Parkinson

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