Difference between revisions of "ProDon:Searching and Eliminating Duplicates"

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(→‎Merge a group of duplicates)
(→‎Merge a group of duplicates)
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select a client in the group of duplicates to merge.
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| '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select a client in the group of duplicates to merge.  
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| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on [[Image:Button_Merge.png]].
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| '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on [[Image:Button Merge.png]].
 
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| '''<span style="color: rgb(255, 0, 0);">A; </span>'''This column contains the names of the processed fields for each line.
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| '''<span style="color: rgb(255, 0, 0);">B: </span>'''This column contains the information of the first client to be merged.
 
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| '''<span style="color: rgb(255, 0, 0);">C: </span>'''This column contains the information of the second client to be merged.
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| <span style="color: rgb(255, 0, 0);">'''D and E:'''</span&nbsp;These two columns contain the information of the other clients to be merged. A maximum of 10 clients can be processed at the same time. If the group contains more than 10 clients, the client resulting from the merge will be placed in the group of duplicates with the remianing clients.
 
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| colspan="2" | '''<span style="color: rgb(255, 0, 0);">F: </span>'''This column contains the desired result of the merge.
 
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| colspan="2" | '''NOTE: '''By default, the first available information in client order is entered in column <span style="color: rgb(255, 0, 0);">'''F'''</span> "Result". For example, if column <span style="color: rgb(255, 0, 0);">'''B'''</span> "Client 1" is empty and that columns <span style="color: rgb(255, 0, 0);">'''C'''</span> "Client 2" and '''D''' "Client 3" contain information, column <span style="color: rgb(255, 0, 0);">'''B'''</span> "Result" will contain the information of column <span style="color: rgb(255, 0, 0);">'''C'''</span> "Client 2".
 
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| colspan="2" | '''EXCEPTIONS: '''For the information corresponding to a check box, the answer "Yes" is always selected if it appears for one of the clients to merge.
 
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Revision as of 13:09, 29 June 2011

Template:Header ProDon

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.


Res. and eli. duplicates 001.png
The active list is the list that is displayed onscreen in the "Client management", the "Task management" or the "Analysis & History".


Res. and eli. duplicates 002.png
If a filter or a search is made, the number of items onscreen decreases, but it still remains the active list.


To conduct a duplicate search, you must always go through the Client management.


Searching duplicates

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


Res. and eli. duplicates 003.png
A: Select the option "All potential duplicate clients in the active list". B: Click on the Button add plus.png button to name the future list of duplicates.



Res. and eli. duplicates 004.png
C: In this window, name the list distinctly. D: To create a customized list, click on "Button Check mark Confirm.png Confirm addition".



Res. and eli. duplicates 005.png
E: Click on "Edit criteria".



Res. and eli. duplicates 006.png
F: This screen will appear. You then have to choose the duplicates detection criteria. G: When the criteria are selected, click on "Button Check mark Confirm.png OK".
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.



Res. and eli. duplicates 007.png
H: This box is usually checked by default and allows you to automatically filter the duplicates list after the addition.
 I: Click on "Button add plus.png Add to the client list".



Res. and eli. duplicates 008.png
A: The clients who are potential duplicates are grouped. Alternating colours allow you to differentiate them quickly and easily.
B: Note that three icons will be added at the upper right side of the grid.
NOTE: If the H 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.



Remove a client from the duplicates list

The button " Button Remove 1 element list.png Remove the client from the list of duplicates" allows you to remove a client from the list.
Res. and eli. duplicates 009.png
A: Get positioned on the client you want to remove from the list of potential duplicates. B: Click on Button Remove 1 element list.png.
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.
Res. and eli. duplicates 010.png
There are only two clients left in the group of duplicates out of the initial three.




Remove a group of duplicates from the list

The button "Button Remove many elements list.png Remove the group from the list of duplicates" allows you to remove an entire group from the list of duplicates.
Res. and eli. duplicates 011.png
A: Get positioned on one of the clients you want to remove from the group of duplicates. B: Click on Button Remove many elements list.png.
Res. and eli. duplicates 012.png
The group disappears and the alternating colours adjust accordingly in order to better differentiate the groups of duplicates.




Merge a group of duplicates

The button "Button Merge.png Merge the duplicates" allows you to access the duplcates merging interface.
Res. and eli. duplicates 013.png
A: Select a client in the group of duplicates to merge. B: Click on Button Merge.png.



Res. and eli. duplicates 014.png
A; This column contains the names of the processed fields for each line. B: This column contains the information of the first client to be merged.
C: This column contains the information of the second client to be merged. D and E:</span These two columns contain the information of the other clients to be merged. A maximum of 10 clients can be processed at the same time. If the group contains more than 10 clients, the client resulting from the merge will be placed in the group of duplicates with the remianing clients.
F: This column contains the desired result of the merge.
NOTE: By default, the first available information in client order is entered in column F "Result". For example, if column B "Client 1" is empty and that columns C "Client 2" and D "Client 3" contain information, column B "Result" will contain the information of column C "Client 2".
EXCEPTIONS: For the information corresponding to a check box, the answer "Yes" is always selected if it appears for one of the clients to merge.



















Details and additional exceptions









Document name: ProDon:Searching and Eliminating Duplicates

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