Data Deduplication Tools: Duplicate Check and Merge Duplicates
Release deployed on Wed., May 3, 2023, 10:00pm-1:00am EDT
Release Features
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Duplicate Check
- Participant and Organization forms: configurable for up to 5 fields, applies to Create New and Edit actions
- Import: incoming records compared to existing records for current duplicate check fields
- Public forms: option to enable duplicate check, skipped by default for confidentiality reasons
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Manage & Merge Duplicates
- Search for Duplicates: up to 5 fields at once, not limited to current duplicate check fields
- Compare & Merge: select records to review side by side, determine which to keep, transfer all surveys, notes, and attached documents to kept record
- Pending Records: auto checked for duplication, Review button replaces Accept for possible duplicates
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Survey & Data Forms Improvements
- Instance Timeframe Management: Time Period Begins date displays for clarity
- Email Reminders: prevent archived participants from responding, better system messages for email issues
- Anonymous Surveys: removed participant photo field from default form
- Question Fields: more consistent numbering, improved calculation required fields functionality, hide archived fields on multi-entry form, simplified read view
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Assorted Refinements
- Data Entry: Save button at top and bottom of Participant and Organization forms, better Required Fields warning for Participant and Organization forms
- Search filters: Date filters issue fixed, hidden group fields removed
- Multi-site navigation: recently visited sites list improved
- Security improvements: server environment updates, internal policies and procedures expanded as part of our SOC 2 Type 1 and SOC 2 Type 2 certification process