Differences

This shows you the differences between two versions of the page.

--- sheriff2k:parties [2023/10/02 19:03 UTC] – [Remove Duplicate Parties] samuel
+++ sheriff2k:parties [2023/10/02 20:07 UTC] (current) – [Remove Duplicate Parties] samuel
@@ Line 9: / Line 9: @@
 ==== Remove Duplicate Parties ====
 If a known duplicate party exists, users can follow these steps to resolve the issue:
-  - Navigate to a case where the affected party is assigned in a dropdown box. Double-click on the party to open the "Party Form."\\ \\ {{:sheriff2k:2023-10-02_14-55-54.png?400|}}{{:sheriff2k:2023-10-02_15-00-50.png?400|}}
+  - Navigate to a case where the affected party is assigned in a dropdown box. Double-click on the party to open the "Party Form."
+    - A common way to do this is through the "Cases" form. From the "Main Menu," click [Cases].
+    - Enter a Case # and [Select] a case.
+    - In the "Postings" tab, for example, you can double-click the "Payor/Payee" dropdown box to open the "Party Form." See the images below for a demonstration.\\ \\ {{:sheriff2k:2023-10-02_14-55-54.png?400|}}{{:sheriff2k:2023-10-02_15-00-50.png?400|}}
   - Click on the [Mark as Duplicate] button.
   - A new form called "Duplicate Party Cleanup Form" will appear.
-  - From the "Duplicate Party Cleanup Form," select the original entity for which the duplicate was accidentally created. **Tip:** In cases where multiple entities share the same name, such as attorneys or agencies with multiple addresses, use the address field to identify which one had the duplicate created.
+  - The "Duplicate Party Cleanup Form" has the following controls:
-  - Confirm your correction by clicking [OK].
+    - "Pick Main Party Record": a dropdown of all parties that are not already duplicates themselves.
+      - The dropdown includes each party's name, street address, city, and state.
+    - "Postings Count": the sum of postings tied to both the main party record and the duplicate.
+    - "[Finish Cleanup]": a button the user can press to finalize their duplicate party cleanup.
+  - From the "Duplicate Party Cleanup Form," select the main party record for which the duplicate was accidentally created.\\ \\ **Tip:** In situations where you encounter multiple entities that share the same name, like attorneys or agencies, and they have multiple addresses, it's essential to use the address field to distinguish which one the duplicate was created for.\\ For example, let's say you have two parties named "Smith & Associates," and both have similar names but different addresses. One is located at 123 Main Street, while the other is at 456 Elm Avenue. If you come across a duplicate party entry for "Smith & Associates," you should carefully examine the associated addresses before finishing the cleanup.\\ \\
+  - Confirm your duplicate cleanup by clicking [Finish Cleanup].
   - A message box will appear, displaying the change you're about to make, and will ask if you intend to make this change. Choose [Yes] if all the information appears correct.
 Once you've successfully corrected the duplicate party, the program will prevent users from selecting it again from a dropdown box to avoid future duplicate entity usage.