Covid-19 Update: The DfE has now released further guidance for schools to help manage a phased return for schools from June 1st. Get up-to-date information on managing the wider school opening in Arbor in our live articles - click here for schools. Don’t forget we’re here to help if you need us!

  1. Arbor Education
  2. How-to
  3. Data Management

Resolving duplicate staff or guardians and deleting guardians

Duplicates

Unresolved Duplicate Records allows schools to identify and resolve suspected duplicate student/ staff/ guardian records. This will help your school identify and resolve suspected:

  • student duplicates in preparation for DfE School Census.
  • staff duplicates in preparation for DfE School Workforce Census.
  • guardian duplicates to improve communication to guardians and save costs on avoiding to send multiple text messages to the same guardians.

To access, go to School> Data> Data Quality Dashboard and scroll down to Suspected Duplicates. This section of the Data Quality Dashboard gives you an overview of all unresolved suspected duplicate records at your school.

Please note that once a profile merge has been carried out this cannot be undone, so be sure to carefully check the two profiles you intend to merge before carrying out the operation.

To merge guardian profiles

To merge two guardian profiles go to School> Data> Data Quality Dashboard> Suspected Duplicates> Guardians

1. Click the row that includes the guardians you would like to merge.

Screen_Shot_2018-09-24_at_09.36.00.png

 

2. Review the information in the slide over.

Screen_Shot_2018-09-24_at_09.19.48.png

3. If you still want to merge the profiles, select a resolution from the drop-down box. 

Merge guardian B into guardian A means:

  • blank fields in Guardian A will be filled by information from Guardian B
  • if conflicting information exists for a field, the information from Guardian A will be kept

Merge guardian A into guardian B means:

  • blank fields in Guardian B will be filled by information from Guardian A
  • if conflicting information exists for a field, the information from Guardian B will be kept

Delete guardian A will delete all data associated with the first profile.

Delete guardian B will delete all data associated with the second profile.

Keep records separate will mean nothing is changed and there will continue to be two separate profiles.

Screen_Shot_2018-09-24_at_09.33.54.png

4. Click 'Resolve' to implement the changes. 

5. The duplicates will then move to the Resolved tab.

Screen_Shot_2018-09-24_at_09.36.14.png

 

Delete  guardians with no linked children

To see guardians not linked to any students go to School > Data > Data Quality Dashboard > Guardians > Guardians with no linked students.

Screen_Shot_2019-04-09_at_16.44.12.png

 

To delete guardians, tick the boxes next to their names, then click the blue pencil icon.

Screen_Shot_2019-04-09_at_16.45.09.png

 

You can also click their name to go to their profile and link them to a student instead.

Screen_Shot_2019-04-09_at_16.42.48.png

0 out of 1 found this helpful
I'm still stuck!

Comments

0 comments

Please sign in to leave a comment.