Merging and Deletion of the location type Person

In HPRM 8.1, when merging duplicate person locations, the phone number does not copy across. If the location that we are keeping doesn't have a phone number and the location we are deleting does, it does not copy the phone number. It does, however, copy email address, memberships etc. Is there setting or a fix you recommend?

Parents
  • I don't believe those fields are covered in the deletion\merge of locations. Records manager will copy the:

    Private access controls
    Record requests
    Email addresses
    Associated locations

    The reason for these fields is that these are relevant for records management so that records that have been actioned assigned or restricted to the location being deleted still have the ability to be access by the replacement location.

    If you would like to move across the phone number or other details such as address then it would be best to copy across individually in the case of a handful of locations. If it is a large volume using dataport to export the data, update the locations and then import will be easier.

Reply
  • I don't believe those fields are covered in the deletion\merge of locations. Records manager will copy the:

    Private access controls
    Record requests
    Email addresses
    Associated locations

    The reason for these fields is that these are relevant for records management so that records that have been actioned assigned or restricted to the location being deleted still have the ability to be access by the replacement location.

    If you would like to move across the phone number or other details such as address then it would be best to copy across individually in the case of a handful of locations. If it is a large volume using dataport to export the data, update the locations and then import will be easier.

Children