instructional text:

To merge duplicate referral sources, complete the following steps:

1. From the AWARDS Opening Menu, click Intake/Admission. The Intake Records Search page is displayed.
2. Click Merge Duplicate Sources. The Merge Duplicate Referral Source Records page is displayed.

3. The Retain Source drop-down list and the Remove Duplicate(s) scroll list simultaneously contain the same source agencies.  The default when the page first displays is that the source agencies contained are ones where AWARDS has detected two or more agencies with the same name. To toggle between this AWARDS-generated list of referral agencies you may wish to merge, and the entire list of Referral Source Agencies, click Show All Sources. To switch back to the subset where the duplicates are obvious, click Show Duplicate Names Only.
4. Use the Retain Source drop down arrow to select the agency you wish to retain.
5. Use the Remove Duplicate(s) scroll bar to move through the list of agencies to remove. To select one duplicate to merge, merely click on it.  To select multiple duplicates to merge, hold down the Ctrl key as you click on additional duplicates. Selected agencies will be highlighted.
6. Type letters into the Search text box to limit the Remove Duplicates list to only agencies that have those letters in their names.

Tip: If you have already selected agencies for merging, these will remain highlighted while you use the Search feature.

7. Once you have identified your Retain Source and your Remove Duplicate(s), click CONTINUE. A Merge Referral Source Confirmation page will display.
8. Review the Retain and Remove information on the page. If it is what you intended, change the Confirm? field to "Yes" and click APPLY. A confirmation page will display showing that the merge was successful.

The process for Merging Duplicate Sources is now complete.

  https://demodb.footholdtechnology.com/help/?11327