Applications - Merge external applicants with existing users

Once the review process is complete, Administrators can merge the accounts for the accepted applicants with the System Administration account. A new button “BULK MERGE ACCEPTANCES WITH SYSTEM ADMINISTRATION” will be displayed as soon as user marks an application accepted.

They will also see similar options in the overflow menu for the accepted application.

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Users can either bulk merge multiple student applicants using the Bulk Merge button or can also merge individual accounts using the overflow menu option ‘Search for System Administrator Match’.

On clicking ‘BULK MERGE ACCEPTANCES WITH SYSTEM ADMINISTRATION’, they will be navigated to a new page, where all accepted applicants will be displayed with their system administration match. The ones for which match is not found will get a tag ‘NO AVAILABLE SYSTEM MATCH’

 

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The system administration match is fetched on the basis of the following criteria:-

  1. Email address- users with same email address is searched.
  2. First Name and Last Name- IF email address does not found, then user is matched on the basis of First Name and Last Name.
  3. First Name- If First name and Last Name match is not found then user matching the first name are fetched.

The system match is displayed on the main screen, users can still swap the match by clicking Swap button. On clicking Swap button, users will be navigated to the Search screen:-

 

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Users can view the application details submitted by the student applicant by clicking ' View Submitted Application'

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Users can also search using “Show Record Search”. They can search by entering the searching pattern and data will be fetched from system administration.

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IF they do not want to select any user, then they can select “No Available Match” radio button, else they can select the searched user and click Swap button. This will match the student application with the searched system administration match. On swapping the tag for the user will be displayed as “User Updated Match”

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Similarly administrators can search for system administration record for the student application for which ‘No Available System, Match’ tag is displayed by clicking the button “Search for System Administrator Record”

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Once the administrator is satisfied with all the selected matches, they can click the verify button. This will indicate that they are ready to merge the account. The button at the top right corner will display the count for the student verified out of the total accepted students listed on this page. They can still swap the selection by clicking the swap button even after clicking the Verify button.

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Users can also use the available filters to filter the results.

On clicking ‘MERGE 2 OF 3 RECORDS’ button, the merge process will be initiated and user will be navigated to the previous screen along with a snackbar.

 

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The “Merged Record Status” column will reflect the status. Once merged, the student applicant name will be replaced with the system administration match. The merged accounts can be swapped if required using the option available in the overflow menu.

 

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Note: Once the accounts are merged with system administration match, the Acceptance status for the student user could not be changed. On clicking the link of the student, the options to change the status will be hidden.

 

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If a student applicant tries to access the URL for a close application, they will be presented with the following screen:-

 

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