Configure options
The Add a batch template screen includes a series of tabs designed to walk you through the process of creating a batch template.
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1.
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From the Add a batch template screen, click Configure options. The Configure options tab appears. For more information about how to access the Add a batch template screen, see Add a Batch Template. |
Tip: Use Previous and Next to move between the tabs, or click the links at the top of the screen. A blue circle indicates the tab you are currently using. When required information is missing, a yellow warning appears.
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Under Configure options, on the Commit options tab, select which actions the program should complete when it commits the batch. |
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To validate the batch before you commit it to the database, select Validate batch before committing. |
Note: When you validate a batch, the program examines all the information entered in the batch before committing.
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To delete the batch after you commit it to the database, select Delete batch after committing. When you select to delete a batch after you commit it to your database, you cannot reuse its batch number. Each batch number must be unique. |
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To create a batch of all records that do not commit to the database, select Create exception batch. |
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To generate a control report after you commit the batch to the database, select Create control report. The control report describes the committed batch and provides information about the records included in the batch. |
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Under Configure options, select the Constituent matching tab. |
Note: Constituent matching is available for only Constituent Update batch templates.
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On the Constituent matching tab, you can use matching settings to identify records in the batch that may already exist as constituents in your database. When you select Use global settings, the percentages default from the global settings defined on the Constituent matching settings page in Administration. When you select this option, matching settings on the template are updated automatically any time you update matching settings in Administration. |
To change the default settings, clear Use global settings and select Check for records that match existing constituents. The thresholds defined on this screen apply to all batches produced from this batch template.
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Edit the percentage range for the Matched constituents threshold. Batch records with match scores in this range likely match records that already exist in the database. When the program finds a match, it automatically assigns the record ID from the existing record to the matched record in the import. |
Note: For Constituent Update batches, the program may update the existing constituent with information from the incoming constituent according to the constituent update rules. For more information, see the Administration Guide.
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b.
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Edit the percentage range for the Possible matches threshold. Records with match scores in this range are similar enough to existing records to be possible matches, but different enough to require manual review. During validation, the program prompts you to compare the matched constituents and to choose whether to update the existing record or create a new one for the incoming constituent. |
For more information about how to compare records on the duplicate resolution screen, see Resolve Duplicate Constituents in a Batch.
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The percentage range for the No match threshold is based on your settings for the upper thresholds. Batch records with match scores in this range probably do not match an existing record. The action that occurs depends on the batch type. For Constituent Update batches, the program creates a new record. |
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Click Next to move to the Set permissions tab. |