Duplicate Participants can be managed on an Enterprise, Site, or Program level.
Below are all our articles and videos that are attributed to managing duplicate Participants.
Videos
Site-Specific Settings
Set Up Duplicate Check Settings – These settings determine the prerequisites for matching duplicates in your Sites. By default, they are set to First Name, Last Name, and SSN.
Add New Participant Duplicate Warning – This page walks you through how to navigate the duplicate warning that might appear when adding or editing a Participant.
Merge Participants / Duplicate Participant – These tools allow you to merge duplicate Participants at an admin level. This will impact the Demographics of the merged records.
Enterprise Settings
Enterprise Participants – This tool allow you to merge duplicate Participants across different Sites at an admin level. This does not impact Demographics—only updates Enterprise GUID.
Enterprise Participant Auto Link – This tool eliminates the manual effort for end Users to link duplicate Participants across an Enterprise. This does not impact Demographics—only updates Enterprise GUID.
Sync Enterprise Demographics – This setting allows Participants that exist in more than one Site to maintain updated Demographics across all Sites. This will update Demographics across the Enterprise.