Configure follow-up merge

You can download and modify the predefined comparison logic for evaluating follow-up data against existing case information in the Default Merge Configuration spreadsheet in Argus Console.

You can create new merge configurations, adjust comparison logic, and have different intake sources follow specific configuration logic by uploading the modified configuration spreadsheet to the Intake Follow Up Merge Configuration section of Argus Console

1. Log in to Oracle Safety One Argus and launch the Argus Console.
2. Hover over the System Configuration drop-down menu and select Intake Follow Up Merge Configuration.
3. Select Default from the existing list of merge configurations.
4. Select the Download button in the Modify Intake Follow Up Merge Configuration section of the page to download the configuration spreadsheet.
5. Follow the instructions within the spreadsheet to modify the merge configuration logic for both Fields and Repeating Entities.

   Caution:

   Do not make any changes to the underlying structure of this file, otherwise the system may not accept the modified file when you upload it again.
6. Once you are satisfied with the updates, return to Intake Follow Up Merge Configuration in Argus Console and click the Add New button to create a new follow-up merge configuration.
7. In the Modify Intake Follow Up Merge Configuration section of the page, add a name for the configuration and click the Select button to upload the configuration spreadsheet from your computer.
8. Click the Validate button to verify the file.
9. In the Sources section of the screen, select an intake source or reporting destination. When an intake record of this source type is ingested in Consolidated Intake, it will use the uploaded merge configuration spreadsheet to make system suggestions on how to compare and updated the incoming record fields to existing records.
10. Click Save to complete the new merge configuration for the source type.