Merging Isis Manual de usuario descargar pdf (Pagina 40)

38 ISIS-SWIS User’s Manual

Merge Duplicate Records

Merging two names will move all data from the “Student/Staff/

Non-Staff to Delete” to the “Student/Staff/Non-Staff to Retain.”

1� Check the Active, Inactive, and Archived ﬁlter boxes to display all person

records associated with the account�

�

Locate the name of the per

son to be retained by typing the name in the

Search ﬁeld

�

3�

Clic

k the Search icon�

�

Clic

k to select

the name of the

record to retain�

�

Clic

k Merge

�

6�

In the Student/

Sta/Non-Sta

to Delete ﬁ

eld

type the name

of the person

record to delete

�

All data from

this record will be

moved to the Student/Sta/Non-Sta record chosen to be retained

�

Clic

k to select the name of the record to delete

�

8� Click Merge�

Revise a Record

1� In the Search ﬁeld, type name of the record to modify�

2� Click the Search icon�

3� In the result set, double click on the record to revise�

4� Revise the necessary information�

5� Click Save�

The Edit Student workspace.

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Merging Isis Manual de usuario Pagina 40

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