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Database

Search Organizations

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How to Search for an Organization:

  1. Go to Database > Organization
  2. Click on the ‘Organizations Search’ tab
  3. Enter a name and click on  
  4. The search results will appear:
  5. To view/edit an organization’s profile, click on the name of the organization.
  6. To view a summary of the identity information of an organization, click on the ID number. The following pop-up will appear:

 

Browse Organizations

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How to Browse Organizations: Go to Database > Organizations
Description:

  • To view an organization’s profile, click on its name
  • Organizations are listed alphabetically by name. Click on a letter to jump quickly to organizations starting with that letter.
  • Use the buttons move between lists of organizations.

Create a New Person

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  1. Go to Database > People
  2. Click on the ‘Create New Person’ tab
  3. Click on
  4. Fill out the different fields of the profile:
  5. To flip between tabs, click on the tab heading at the top of the screen:
  6. To save the person, go to the ‘Identity Tab’ and click on

Search People

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How to Get to Search for a Person:

  1. Go to Database > People
  2. Click on the ‘People Search’ tab
  3. Enter a name and click on  
  4. The search results will appear:
  5. To view/edit a person’s profile, click on the name of the person.
  6. To view a summary of the identity and organization information about a person, click on the ID number. The following pop-up will appear:

 

Browse People

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Database > People > Browse
How to Browse People: Go to Database > People
Description:

  • To view a person’s profile, click on his/her name
  • People are organized by last name. Click on a letter to jump quickly to last names starting with that letter.
  • Use the buttons to move between lists of people.

Consolidate Organizations

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  1. Go to Database > Consolidate > Equivalent Organizations
  2. A screen with a list of possible duplicates appears:
  3. The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
    1. If you believe that the record is not the same organization as the master record, click on  
    2. The following message box will appear, click ‘OK’:

    Merge Records:

      1. If you believe that a series of records are the same organization, click on  
      2. A screen will appear where you may review and change any values to be merged.

    Note:

      1. fields with green backgrounds will replace those with grey. Fields with blue backgrounds are equal, and will remain unchanged.
    1. If you disagree with any values in the merge, make any changes in the right-side column.
    2. Click on  
    3. The following message box will appear, click ‘OK’:

Consolidate People

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Print Friendly, PDF & Email
  1. Go to Database > Consolidate > Equivalent People
  2. A screen with a list of possible duplicates appears:
  3. The first record is the master record. Any other records are merged into the first record. For each possible match, you have two options, exclude and merge.Exclude a Record:
    1. If you believe that the record is not the same person as the master record, click on  
    2. The following message box will appear, click ‘OK’:

    Merge Records:

      1. If you believe that a series of records are the same person, click on  
      2. A screen will appear where you may review and change any values to be merged.

    Note:

      1. fields with green backgrounds will replace those with grey. Fields with blue backgrounds are equal, and will remain unchanged.
    1. If you disagree with any values in the merge, make any changes in the right-side column.
    2. Click on  
    3. The following message box will appear, click ‘OK’: