Overview



DUPLICATE RECORDS AND THE MERGE FUNCTIONOverviewA common issue expressed by agencies is that they find duplicate records when conducting a client search. This can be very frustrating for agencies; however, these duplicate records can be managed and prevented. Why do duplicate records occur?Not searching for clients before adding a new family Having incorrect zip code search zonesIncorrect spellings of names Member agencies should be diligent in using PantryTrak best practices. The most important practice is that intake workers must ALWAYS search for a client before adding them as a new family. Make note of any unusual zip codes that come into your agency or clients that you have a consistent problem finding and provide this information to the Foodbank so that we may assist you in having a smooth intake process.4873557398929fixing duplicate records537939645558The squares on the far right side are the Merge boxes0The squares on the far right side are the Merge boxes PantryTrak has a Merge function for when agencies find duplicate records.5376072270510Check all of the boxes Check all of the boxes Once the boxes are clicked, the Merge request is sent to the database administrators where they examine the records and make sure that these records should be merged into one. This is a manual process that takes time. It will not be instantaneous. These duplicate records will not hurt an agency’s reporting numbers. Therefore, if you find duplicate records – DO NOT WORRY! ................
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