Using Check for Duplicates

The Check for Duplicates page compares records in the application to determine if the data contains duplicates. The wizard creates a job containing possible duplicate data. You can use the job results to merge or remove duplicate data.

Note: The system administrator and users with the appropriate role can access these features.

To run the check for duplicates:

  1. Select Check for Duplicates from the Tools menu. The Duplicate Wizard page is displayed.
  2. Perform these steps in the Select a Source page:
    1. Select the entity type to check for duplicates in the Select type of job field.
    2. Select the group of records within the selected entity type in the Group field.
    3. Click Next.
  3. Select the filters required by the wizard to use when there is matching data in the Search Options page.
    If you select a value, the data in both records must be an exact match to be considered a duplicate.
  4. Click Advanced Match Options to set additional match options. See Match Options
  5. Click Next.
  6. Verify the selections for this job on the Review page.
  7. Click Submit.
  8. Click Abort to cancel an in-process job.
  9. Click Job Number link to access the Check for Duplicates History detail view and view any potential duplicates if required.
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