How to Merge Duplicate Assessed Persons or Informants

When accidentally creating duplicate Assessed Persons or Informants, ASEBA-Web now allows for the duplicates to be merged.

For the example below, there are two Assessed Persons with the same name: James Williams

Please either RIGHT click on one of the Assessed Persons and select Merge, or click on Assessed PERSONS DETAILS tab and select Merge.

Select the Merge Candidate from the drop-down list: Merge is permanent and cannot be reversed. Click Next.

With Assessed Persons, the next screen will be shown: Click Next.

The next screen will show what Assessed Person’s details will be kept and which ones will be deleted: Click Next.

The next screen will let you know that forms were added: Click Submit.

The two Assessed Persons will be successfully merged:

The same process is done for duplicate Informants: In the example below, there are two Jacob Does. Select the INFORMANTS tab. Click on the Informant to be merged. Either RIGHT click on the Informant, and select Merge or select INFORMANT DETAILS tab and select Merge.

Select the Informant you want to merge from the drop-down list: Click Next.

The next screen will be shown: Click Next.

The next screen will show what Informant details will be kept and which ones will be deleted: Click Next.

The next page will be shown: Click Submit:

The Informants will be successfully merged: