How to merge duplicate entities into each other.
Step-by-step guide
- Login to Framework ECM and navigate to the Administration module.
- Under the 'Entity' grey tab select 'Entity' then select the Entity role that the user is assigned to. EG - Construction Supervisor
3 3. Locate the duplicate entity and select the one with the earliest creation date and click resolve.
NOTE: Entities can have multiple roles.
4. Click the box under 'Select' to have both roles ticked and confirm the entity you want to resolve to (EG: Nick A), then select Resolve.
5. Select 'Yes'
6. Success
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