Process Merge Follow-up records

E2B documents received in Oracle Safety One Intake are automatically checked against existing cases in order to identify them as follow-ups. Whenever a case record is identified as following up on an existing case record, the system automatically assigns the Merge Follow-up task to it. As an Intake Processor, you can manually merge records that have this task associated with existing records.

Whenever you accept an incoming record as follow-up, you may also be prompted to hold the record.

For more details on the fields available in the View Differences dialog, see Use the View Differences Report in the Oracle Argus Interchange User's Guide.

Note:

The following steps do not apply to records which are on hold. For more information on processing records which are on hold, see Process records that are on hold.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.

   Tip:

   You may also access records from the Intake Monitor. For a list of all available views and charts, see Monitor records as a workflow manager.
2. Check the box of the record you would like to work on, select Expand Details, then select Start Work. You can also select the ID of the record you wish to work on.
3. In the View Differences dialog, compare the data of the incoming record with that of the existing case. Fields containing differences are highlighted.
4. Perform one of the following:
   • Select the checkboxes of the fields you wish to merge. Select Accept Follow-up, then confirm by selecting Yes.
   • Reject the record by selecting Reject ICSR.
   • Select Search to manually find other cases. For more information, see Processing Duplicate Search records.
5. Once you are prompted to re-authenticate, enter your credentials and provide a justification for your choice.