This means that the system merges the two accounts in the background, while the administrator can move on to other areas of the system. The preview appears in a pop-up and includes the Active, Completed, and Archived tabs of the transcript.Īfter selecting a From User and a To User, click Submit to complete the data merge. PreviewĪfter a From User and a To User are selected, the administrator can click the Preview button to view all of the training that will be added to the To User's account after the merge is complete. If this option is deselected for a field, then the corresponding user record remains active after the merge is complete. If this option is selected for the To User field, then the To User will be deactivated after the merge is complete. If this option is selected for the From User field, then the From User will be deactivated after the merge is complete. To deactivate either the From User account or the To User account, select the Deactivate this account after merge field to the right of the corresponding field. The administrator can remove either the From User or the To User by clicking the Remove icon to the right of the user's name.
Click this field to select the From User. From User - The From User is the user from which the training records are being transferred (i.e., the Donor Account When merging user accounts using the Data Merge tool, this is the account from which the training records are being transferred.
Which users are available to be merged is dependent upon the administrator's permission constraints. Note: Only administrators with the appropriate permission can merge user accounts. To merge user accounts, you must select the user account from which the training records are being transferred and the user account to which the training records are being transferred. There are rules that apply to all training items being moved from one user record to another. Which records are displayed in the History section is dependent on creator constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, and Users. The availability of this permission is controlled by a backend setting. Grants ability to view past training record merges. The applied constraints limit the users that are available to be merged and that are displayed in the History section. Grants ability to merge the training records of multiple existing accounts and deactivate one of the accounts, if necessary.
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