View source for ProDon:Searching and Eliminating Duplicates

=== {{Header_ProDon | | 4.6.5.5 | Nadia Carrier | | 2011/06/28 }}  ===

== Introduction  ==

This procedure allows you to find clients duplicates in an active list. A duplicate occurs when there are more than one file for the same client.<br> 

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{| cellspacing="1" cellpadding="1" border="1" style="width: 693px; height: 528px;" class="wikitable"
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| [[Image:Res. and eli. duplicates 001.png]]
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| The active list is the list that is displayed onscreen in the "Client management", the "Task management" or the "Analysis &amp; History".
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| [[Image:Res. and eli. duplicates 002.png]]
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| If a filter or a search is made, the number of items onscreen decreases, but it still remains the active list.
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To conduct a duplicate search, you must always go through the Client management.

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== Searching duplicates  ==

To obtain a duplicates list, you need to use the Customized lists tool. To do so, click on the "[[Image:Button Personnalised lists.png]]" icon in the Client management and select the "Static list" option. 

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| colspan="2" | [[Image:Res. and eli. duplicates 003.png]]
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the option "All potential duplicate clients in the active list". 
| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Button add plus.png]] button to name the future list of duplicates.
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| colspan="2" | [[Image:Res. and eli. duplicates 004.png]]
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| '''<span style="color: rgb(255, 0, 0);">C: </span>'''In this window, name the list distinctly. 
| '''<span style="color: rgb(255, 0, 0);">D: </span>'''To create a customized list, click on "[[Image:Button Check mark Confirm.png]] Confirm addition".
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| [[Image:Res. and eli. duplicates 005.png]]
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| '''<span style="color: rgb(255, 0, 0);">E: </span>'''Click on "Edit criteria".
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| colspan="2" | [[Image:Res. and eli. duplicates 006.png]]
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| '''<span style="color: rgb(255, 0, 0);">F: </span>'''This screen will appear. You then have to choose the duplicates detection criteria. 
| '''<span style="color: rgb(255, 0, 0);">G: </span>'''When the criteria are selected, click on "[[Image:Button Check mark Confirm.png]] OK".
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| colspan="2" | '''WARNING: '''If the box "Same organization and same department/service" is checked, both must be identical. Therefore, if the company's names are the same, but the service is different, they will not be detected as potential duplicates.
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| colspan="2" | [[Image:Res. and eli. duplicates 007.png]]<br>
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| '''<span style="color: rgb(255, 0, 0);">H: </span>'''This box is usually checked by default and allows you to automatically filter the duplicates list after the addition.<br> 
| '''<span style="color: rgb(255, 0, 0);">I: </span>'''Click on "[[Image:Button add plus.png]] Add to the client list".<br>
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| colspan="2" | [[Image:Res. and eli. duplicates 008.png]]<br>
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''The clients who are potential duplicates are grouped. Alternating colours allow you to differentiate them quickly and easily. <br> 
| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Note that three icons will be added at the upper right side of the grid.<br>
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| colspan="2" | '''NOTE: '''If the <span style="color: rgb(255, 0, 0);">'''H'''</span> box of the previous step is not checked, you will have to create a filter to obtain this result onscreen. See the Filter information document for more details about filters.<br>
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== Remove a client from the duplicates list  ==

{| width="50%" cellspacing="1" cellpadding="1" border="1"
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| colspan="2" | The [[Image:Button Remove 1 element list.png]] button "Remove the client from the list of duplicates" allows you to remove a client from the list.
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| colspan="2" | [[Image:Res. and eli. duplicates 009.png]]
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''Get positioned on the client you want to remove from the list of potential duplicates. 
| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on [[Image:Button Remove 1 element list.png]].
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| colspan="2" | '''WARNING:''' If there are two clients in a group of duplicates, by clicking on "Remove the client from the list of duplicates", the second client will also be removed automatically.
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| colspan="2" | [[Image:Res._and_eli._duplicates_010.png]]
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| colspan="2" | There are only two clients left in the group of duplicates out of the initial three.
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== Remove a group of duplicates from the list  ==

{| width="50%" cellspacing="1" cellpadding="1" border="1"
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| colspan="2" | The [[Image:Button_Remove_many_elements_list.png]] button "Remove the group from the list of duplicates" allows you to remove an entire group from the list of duplicates.
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| colspan="2" | [[Image:Res._and_eli._duplicates_011.png]]
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''Get positioned on one of the clients you want to remove from the group of duplicates.
| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on [[Image:Button_Remove_many_elements_list.png]].
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| colspan="2" | [[Image:Res._and_eli._duplicates_012.png]]
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| colspan="2" | The group disappears and the alternating colours adjust accordingly in order to better differentiate the groups of duplicates.
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== Merge a group of duplicates  ==

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== Details and additional exceptions  ==

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