Florida Safe Families Network Release R2c24 Overview Statewide Webinars May 15, 2012 CR-333 Person Merge
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1 Florida Safe Families Network Release R2c24 Overview Statewide Webinars May 15, 2012 CR-333 Person Merge 5/15/2012 R2c24 Person Merge 1
2 Agenda Welcome, Introduction and Review of Agenda Housekeeping Certificate with In-Service Training Hours Demonstration: R2c24 Overview Additional Resources Discussion, Questions and Comments Jason Gaitanis Ron Menard Ron Menard Astrid Pallme' Astrid Pallme' Group 5/15/2012 R2c24 Person Merge 2
3 Contact Information Jason Gaitanis Office of Child Welfare Astrid Pallme' FSFN Business Analyst Douglas Holleman Systems Project Administrator Telephone: Telephone: Telephone: /15/2012 R2c24 Person Merge 3
4 CR-333 Person Merge Description Addresses the large number of duplicate people in FSFN Objectives Reduce the number of duplicate people in FSFN Reduce the amount of manual effort required to cleanup these duplicates Approach Automate the merge of most of the duplicates in FSFN, particularly those originally created during the initial conversion of legacy data into FSFN Provide additional checks to help minimize the creation of new duplicate people in FSFN The ability to use search pages to find and select duplicate people and automatically populate the Person Merge page Expand the Person Merge Page to up to 3 people, with additional person activity for better side-by-side comparison 5/15/2012 R2c24 Person Merge 4
5 Merge Three Duplicate People For an existing case, access an existing person Person Management Page enter an SSN that is already in use by another person, save and receive prompt to go to Potential Person Matches Page Potential Person Matches Page appears in Duplicate SSN Mode with Merge Links and Merge Button available Decide that you want to Merge this person with two other people with the same SSN and similar name, select Merge Button Merge Page opens, prefilled with original person and person selected on the Potential Person Matches Page Select the Retain and Remove persons and use Approval to forward the Merge Request to the person with authority to merge The user with authority to merge accesses merge request under Approvals and completes the merge 5/15/2012 R2c24 Person Merge 5
6 Person Management Page Update with Duplicate SSN 5/15/2012 R2c24 Person Merge 6
7 Potential Person Matches Page Select people for Merge Request 5/15/2012 R2c24 Person Merge 7
8 Person Merge Page Merge Request for Three People 5/15/2012 R2c24 Person Merge 8
9 Desktop Approvals Merge Request 5/15/2012 R2c24 Person Merge 9
10 Person Merge Page Complete Merge 5/15/2012 R2c24 Person Merge 10
11 Compare Multiple People For a new Intake, search for a person with a common name and use Person Merge to compare the people Intake Page Participants Tab Insert Button Intake Inquiry Search Page search for common name Select Two other people to compare and Merge Button Compare Three People on the Person Merge Page 5/15/2012 R2c24 Person Merge 11
12 Intake Inquiry Search Page Compare Similar People 5/15/2012 R2c24 Person Merge 12
13 Person Merge Page Compare Three People 5/15/2012 R2c24 Person Merge 13
14 Batch Person Merge Automated Person Merge Matching on various criteria such as Name/DOB/Gender, Name/SSN/Gender Excludes people who match because the are Adopted and people who are Workers Excludes people who match more than 2 other people since these may represent common names Expect to take several months to merge all existing duplicates, starting with the oldest converted duplicates first 5/15/2012 R2c24 Person Merge 14
15 Person Search Page Online Person Merge Similar to Intake Inquiry Search, multiple people may be selected for comparison or for merging Person Merge Page Access from Person Search, Person Management and Potential Person Matches pages with people prefilled May be used to Request a merge, in addition to Completing a merge, depending on the user s security Automated message goes to assigned case workers and investigators when a person who is on their case/investigation is merged 5/15/2012 R2c24 Person Merge 15
16 Merge Automatic merging Summary You can get to the Person Merge page more directly and with person pre-filled Person Merge is also useful for comparing existing people 5/15/2012 R2c24 Person Merge 16
17 Q&A 5/15/2012 R2c24 Person Merge 17
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