 smiller
|
 |
| Joined: 07 Jul 2004 |
| Total Posts: 27 |
| |
|
Merging an old file
Posted: 25 Jul 2005 01:49 PM |
| How can I merge/combine two files for the same staff member (one was misspelled)? As of right now when I try, it tells me that one is a directory entry (or something to that effect) and the other says it is being referenced by pregnancy test forms. Thanks! Shannon |
|
|
 |
|
|
Re: Merging an old file
Posted: 09 Aug 2005 08:40 AM |
Hi Shannon,
You need to remove all the forms that are associated to the Staff/Volunteer you wish to delete. To do this,
1) Write down the staff/vol's file id you wish to delete.
2) run the Activity Statistics.
3) In the report options, set Column1 to Staff/Volunteer, and Column2 to Activity Type. This will display all the forms associated to your staff.
4) In the report results, find the staff/vol you wish to delete (the file id is included in the staff/vol's name)
5) drill down on all the forms to view the clients. open each client file and remove the duplicate staff/vol from the Staff/Volunteer field under the Office Use Only section of each form.
6) Repeat set 4 for each type of form.
You should now be able to delete the duplicate staff/volunteer. |
 |
|
|
|