CoBro and Compass Contributor Merging Process

This document outlines the process of merging contributors in the CoBro and Compass systems. Follow these steps to ensure accurate and efficient merging of duplicate contributor records, maintaining a streamlined database.

Step 1

To begin merging contributors, navigate to the Contributors page. Once there, identify and select the contributors you wish to merge by checking them on the left side of the page.

Step 2

After selecting the desired contributors, proceed by clicking on the Merge option.

Step 3

On the merge screen, choose the record you would like to retain by clicking the Keep button located at the top left corner.

Step 4

Next, click on the Next button, and ensure to update their employment details as necessary.

Step 5

If duplicate employments exist, deselect the ones you wish to remove. If there are no duplicates, you can choose to keep all employments selected by default.

Step 6

In this example, we will retain all three employments. Once finalized, click Save in the top right corner.

Step 7

Upon completion, you will receive an Action Successful notification, confirming the contributor records have been successfully merged into a single entry.