Merge Duplicate Providers and Opportunities
Please refer to items under the title of 'Data Cleansing...'.
- Data cleansing - Providers
...y,
-on the live provider, click box at side of a blank staff record and Paste.
3. Transfer all opportunities:
-on the dead record go to each opportunity and using the drop-down box at the side ...
- Data cleansing - Opportunities
DUPLICATE OPPORTUNITIES
1.Print the 'Job Description and Placements Report' for each duplicate opp:
-Main Menu> Local Queries and Reports>Reports Data Cleansing - OPPORTUNITY REPORT>Ru...
- Data cleansing - Provider Staff
DUPLICATE PROVIDER STAFF
1. Print Provider Staff reports for the records to be deleted:
-Main Menu> Local Queries and Reports>Reports Data Cleansing - PROVIDER STAFF REPORT>Run
- when ...
- CDD - Host family
Compagnons du Devoir
To ensure that we have full traceability and in-line with Customer First accreditation, a process has been set-up to link host family providers with students/batches and also...
- Mailmerge - printing in batches after merging
Following a Mailmerge, if the resulting document is large and you wish to print it in batches, you must first remove all the section breaks that the merge has inserted between individual letters. C...
- Preferences settings
Should the radio button on placement / Opportunities become de-selected please see above.