How To: Merging

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Merging any record is an irreversible process so if in doubt, please contact the Support Team.

Merging

You are able to merge multiple types or records within your platform. See below for a list of records that can be merged: 

  • Accounts

  • Users

  • Course Templates

  • Course Dates (Class and Web)

  • Awards

  • Job Roles

How to merge Accounts

  1. Navigate to the Accounts DataGrid. 

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.



  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.

How to merge Users

  1. Navigate to the Users DataGrid. 

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.

     

  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.

How to merge Course Templates

  1. Navigate to the Course Templates DataGrid. 

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.



  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.

How to merge Course Dates

  1. Navigate to Courses and then the Class or Web DataGrid. 

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.

     

  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.

How to merge Awards

  1. Navigate to Awards DataGrid from Administration.

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.

     

  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.

How to merge Job Roles

  1. Navigate to Job Roles DataGrid from Administration.

  2. Select the records that you wish to merge into a single record, and click the downward arrow from the top left-hand corner of the DataGrid. Select Merge from the context menu.

     

  3. You will then be asked to select the record you want to keep. Press Select.

     

  4. Choose the record you want to keep and press OK, then Merge.