Resolve Duplicates with More than One Match

When multiple potential duplicates are present, each potential duplicate must be handled individually. Consequently, the process flow differs slightly, although the options for each duplicate maintaining separate records or merging records - remain the same.

To resolve duplicates when multiple matches are present

1. Access the Resolve New Registrations list page.

2. Select the Resolve Duplicates link in the Actions column between the New Online Record and the Best Matching Record.

3. On the Resolve Duplicates page that opens, observe the new record at the top, with each potential duplicate listed individually in the table beneath it.

4. Handle each potential duplicate by selecting Not a Match, Match, or Merge in the Actions column. These actions behave just as they do when single duplicates are present except that the Finish button on the Merge page will bring you back to this page. You can also place a check beside records in individual rows and use the Selected Do Not Match button to resolve several records simultaneously. When the list of potential conflicts for this new registration is empty, this page will automatically display the next record from the list page even if it has only one potential match so that you can continue working through the list.

5. Continue resolving potential matches as they are displayed on this page, keeping in mind the following:

   • If you cannot resolve duplicates for a record at this time, and want to be able to deal with them later.

   • Select the Next Record button to move on to the next new registration record with potential conflicts.

   • If none of the potential matches appear to match or have data to merge and you want the record removed from the list of potential duplicates:

     • Check the box that reads Yes, I have resolved all conflicts for this record.

       Note: You are effectively saying Not a Match for all potential duplicates.

     • Select the Next Record button to move on to the next new registration record with potential conflicts. The record will no longer appear in the list of potential duplicates, even though you have not specifically resolved it by marking it as not a match or by merging it.

6. When you have finished resolving potential duplicates for the present time, select the Finish button to return to the remaining list of potential duplicates on the Resolve New Registrations page. Note that you will return to that page automatically when all records have been resolved.

   Note: Normally, when the list of potential duplicates on the Resolve Duplicates page is empty, the page will automatically display the next record for resolution. In the following situations, however, the page will display an empty list, rather than moving on:

   • If you have checked all of the potential duplicate records for a new registration and selected the Selected Do Not Match button, the page will not display the next record, even though the list of potential duplicates is empty. In this specific case, you will need to select the Next Record button to move on.
   • If your list of potential duplicates has been filtered using the Search feature, the list may appear to be empty, when actually it is not. In this situation, selecting the Show All button will reveal any hidden duplicates.