When you use the merging persons process, some information won't transfer to the Target Person. The table below lists all the data excluded from the merge.
To preserve this information, manually apply it to the Target Person before completing the merge. After the merge, review the Target Person record to make sure the details accurately represent the combined records.
📌 Note: Once a merge record has been completed, it is irreversible.
Area | Data |
Basic Details | Title First Display Name Last Display Name First Registered Name Last Registered Name Date of Birth Age Sex (as per Health system) Gender Pronouns Gender/Pronoun notes Context Ethnicity Sub Ethnicity First language Interpreter Needed Fluency In English Religion Practising Nationality Country of Birth Marital Status |
Addresses | Primary Address Is Display Address Address Type From To Household Structure Tenure Type Access Notes Address Is Display Address Address Type From To Household Structure Tenure Type Access Notes |
Telephone Numbers | Number Type From To |
Email Address | |
Classes | Class |
Other Names | Title First Name Last Name Name Type From To |
Date of Death | dd/mm/yyyy |
GP | GP Name From To End Reason |
Organisation Relationships | Organisation Relationship Type From To End Reason |
Worker Relationships | Organisation Relationship Type From To End reason |
Employment Status | Status Start date End date |
References | Reference Type Reference Number |
Service User Groups | Group Sub Group From To Is Primary? |
Notes | Note Type Note Text Date Created End date |
Education, Position after Year 11 | Position at the end of September following Year 11 |
Health, Development Assessments | Assessment Type Assessment Date |
Health, Immunisations | Immunisation Type Age in Years Age in Months |
Health, Dental Visits | Date Notes |
Health, Health Assessments | Date Requested Assessment Date Next Assessment Due Date Notes Strengths and Difficulties Questionnaire completed (Y/N/NA) Score Reason for not completing |
Health Conditions/Disabilities | Condition/disability Age diagnosed Applicable |
Health, Hospital Stays | Admission Date Departure Date Hospital Consultant Reason |
Health, Illnesses | Illness Age Contracted |
Looked after, Episodes, Placements | From Date To Date Category of Need Placement Code Reason Episode Ceased Local End Reason |
Looked after, Care Leavers | Birthday Date In Touch on Birthday Main Activity Type of Accommodation Suitable Accommodation (Y/N) |
Legal Status | From Date To Date Legal Status Notes |
Offences | Offence Type Date of Offence Details of Offence Type of Outcome Details of Outcome Date of Outcome Issuing Court/Police Station |
Carer Data, Carer Household Data, Household | Household Member Name Household Member ID Start Date End date Fostering network membership required |
Carer Data, Carer Household Data, Carer | EDT Contact allowed Extra Contact Number Notes |
Carer Data, Carer Approval Data, Carer Type | Carer Type Second Carer Name Second Carer ID Max Placements Can Care for Disabled Person Application Date Approval Date Status Ceased Date Ceased Reason Named Team Named Worker Religions (multiple) Ethnicities (multiple) Languages (multiple) Notes Care Type Gender Spaces Age From Age To Start Date End Date Specific Person Name Specific Person ID Notes Payment Scheme Start Date End Date |
Carer Data, Periods of Unavailability | Unavailability Type Reason Other Reasons Number of Spaces From Date To Date Notes |
Financial Assessment Results | Assessment Type Planned Amount Maximum Amount Valid From Valid To Assessor (Worker or Organisation) Assessed on Note |
File Management, File Location | File Type Location From Date To date Primary Location Details |
File Management, File Retention | File Retention Criteria Retention Start Date Retain Until Date Notes |