Description
This page allows you to merge one or more notes from a duplicate record to the master record. A master record is the valid record to be used by case processing. If the organization registers the same individual more than once, any conflicting or additional information recorded can be merged from the duplicate record to the master record as required. For example, if two notes exist on the master record and an additional or more up to date note exists on the duplicate record, you can select the additional note and merge it to the master record. This essentially copies the additional note to the master record.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
Notes
LabelTypeDescriptionMandatory
Entered ByUSER_FULL_NAMEUsername of the user who created the note.No
Creation DateCURAM_DATETIMEDate on which the note is created.No
TextNOTE_TEXTThe details of the note.No
SensitivitySENSITIVITY_CODENote sensitivity indicates user access. Each user on the system is assigned a sensitivity level on the system. In order for a user to view a note, that user must have a sensitivity level equal to or higher than the sensitivity level of the note.No
PriorityNOTE_PRIORITY_CODEThis field indicates whether the note is a low, medium, or high priority.No
StatusRECORD_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Merge Notes
LabelTypeDescriptionMandatory
Entered ByUSER_FULL_NAMEUsername of the user who created the note.No
Creation DateCURAM_DATETIMEDate on which the note is created.No
TextNOTE_TEXTThe details of the note.No
SensitivitySENSITIVITY_CODENote sensitivity indicates user access. Each user on the system is assigned a sensitivity level on the system. In order for a user to view a note, that user must have a sensitivity level equal to or higher than the sensitivity level of the note.No
PriorityNOTE_PRIORITY_CODEThis field indicates whether the note is a low, medium, or high priority.No
StatusRECORD_STATUS_CODEThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Select
LabelTypeDescriptionMandatory
Links and Actions
Page Level Actions
LabelDescription
SaveThe Save action creates a new record from the information entered on the page.
Expanded Row for: Notes
LabelDescription
Link
Expanded Row for: Merge Notes
LabelDescription
Link
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
You do not have access to this participant note.LinkNo
Related Entities
When page is loaded
Note
ParticipantNote
When page is submitted
ExternalUser
MergedRecord
Note
ParticipantNote
Users
Technical Information
Page IDParticipant_mergeNotes
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Participant\ClientMerge\Participant_mergeNotes.uim
Page Load InterfaceClientMerge.listNotesForMerge
Page Submit InterfaceClientMerge.mergeNotes
Linked From PagesMerge Duplicate (Participant_mergeNotes)