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The data of two Activities can be united by Administrators or Activity managers with the help of the merge functionality of Activity Manager. With merging, all data of the source Activity, including video recordings and data entries, will be merged into the target Activity.

  • Source Activity: the Activity to be merged
  • Target Activity: the Activity into which the source Activity is to be merged.

Note

Conditions of merging

activities

Activities:

  • The
activities
  • Activities intended to be merged must be running
activities
  • Activities.
  • All
cases
  • Cases of the source
activity (which is to be merged)
  • Activity, including alternate
cases
  • Cases, must be present in the target
activity (into which the source activity is to be merged)
  • Activity. The target
activity
  • Activity may have additional cases assigned, but it must include all those assigned to the source
activity
  • Activity.
The learner
  • All Learners of the merged Activities must be members to the Learner group of the target Activity
  • The Learner group of the target
activity
  • Activity has to include all
learners
  • Learners who entered data for either of the merged activities.


Note

Learner records are already saved when a Learner, SP or FON start filling in a checklist but does not submit it yet.

Process of merging Activities

  1. Access the Edit Activity pop-up window for the target
activity
  1. Activity (into which the data of another (source)
activity
  1. Activity is to be merged).
  2. Click the three-dot icon in the top right corner of the window.
  3. Click the Merge button.

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Warning
IMPORTANT:
Alternate
cases
Cases count as assigned
cases, consequently, if
Cases. If an alternate case of the
intended
source
activity
Activity is not assigned to the target
activity
Activity, merger is not possible.

Note
NOTE:
If there is no source
activity that only has cases assigned to it
Activity present in the system that contains all Cases that are also assigned to the target
activity
Activity, a warning message appears at the top of the screen.Image Added


Info
If the conditions of merger are fulfilled, a pop-up appears with the settings of the merger. 

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4. Select the

activity

Activity to be merged from the Source

activity

Activity drop-down.

Note
NOTE:

The drop-down contains only the potential source

activities, that is, those that

Activities that

  • have only
such cases
  • Cases assigned to them that are also assigned to the target
activity
  • Activity AND
they also
  • have data to be merged.

5. Check the box at Assign learners of the source

activity

Activity to the target

activity

Activity if desired.

6. Click the Merge button to conclude merging the data

of the source activity to the target activity

. The 'Database updated' message will appear.


Warning
IMPORTANT:

With merging, all data of the source

activity

Activity, including video recordings and data entries

,

will be

merged into

 transferred to the target

activity, leaving

Activity, not copied. This process will leave the source

activity

Activity "empty".  
All data associated with the source Activity will now be found within the Activity they have been merged into and will become hidden automatically.
Once the merge is concluded, the source

activity

Activity will no longer contain any datum (either data entry or video recording).

 All data associated with the source activity will now be found within the activity they have been merged into (target activity). Note

 

Both the Record #1 of the target Activity and Record #2 of the source Activity are included in the Records dropdown of the Individual checklists.

Administrators and Report reviewers can view and unhide a hidden Record after selecting it:

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Note

Once a hidden record is unhidden, the other record becomes hidden.

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Note
With merging, alternate Cases
NOTE: With merging, alternate cases
may appear in a different setup. This means that, unless the same
cases
Cases are assigned as alternate
cases
Cases of each other in both the source and the target
activity
Activity, the
cases
Cases will be separated
, that is,
: the data belonging to an alternate
case
Case of the source
activity
Activity will be merged into the same
case
Case in the target
activity
Activity but as a separate
case
Case.

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Info

The source Activity can be deleted after merging.


Tip

For further information, visit our Activity Manager, Activity - How to pages and view our Activity Manager Training Videos.

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