Configure Duplicate Search Process Job Schedules

Once you feel confident that your search criteria and match confidence levels are fine-tuned for the full and incremental searches, you should schedule both processes to run automatically at regular 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 duplicate search processes 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 search 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.