Finding duplicates and merging follow-ups

Learn more about working with your records in the topics below.

• Work with Duplicate Search records
  Once Oracle Safety One Intake has associated the Duplicate Search task with a record, as an intake processor, you need to manually handle that record and determine whether it is an initial case or a follow-up.
• Work with Merge Follow-up records
  As an intake processor, you can verify the records associated with the Merge Follow-up task, then merge them with existing cases. When the system automatically matches an incoming record with an existing case, you can check the data of both records side by side and select specific fields to merge.
• Accept or reject records in bulk
  As an intake processor, you can accept or reject multiple records at once, depending on their status.