Configure Merge Process Job Schedules

The duplicates search processes and merge processes work in tandem. The groups of duplicates identified by searches provide the data sources for merge processes. For this reason, you should schedule the search and merge processes to run at similar intervals. For example, you could schedule the incremental process to run once a week and the full process once every 3 months, with a merge process always following each search. During a period of increased data entry, you might run the processes more frequently, such as running the incremental search everyday with an additional full search at the end of the period.

If you have the required system role, you can access the Job Schedules tab to schedule the merge process to run automatically. This tab appears only for users who are assigned the required system role. The Job schedules tab shows all scheduled jobs that currently exist for the merge process. Depending on your system role, you can add new scheduled jobs, edit existing jobs, and delete scheduled jobs on this tab. To make sure you have the latest job schedule information, select Refresh List.