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Transfer

Transfer

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Clicking Transfer opens a window allowing to transfer records across all databases from one subject to the other automatically. Thus all data of one subject are copied to another one.

It is recommended that you use it whenever you find that a subject has two or more overlapping IDs causing errors to occur in overviews or reports of subject accounts. Of course you cannot delete any subject as long it appears in any document from database. First you have to perform data transfer.

 

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To transfer data from one subject to another in the Subjects register you have to select:

Subject From
Enter or select name of subject to transfer (terminate).
Subject To
Enter or select name of subject to which to transfer.

It is wise that you select ID from lookup table which can be opened by clicking 006734.gif..

An error is returned if ID does not exist in the register.

Transfer Clicking the button launches data transfer from one ID to another. You have to confirm the operation (see Do you really want to transfer data?). After the operation has finished, the following notification is returned (see Data transfer complete!).

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In case of duplicated records existing in the register, you have a choice of keeping the records in:

  • source record
  • target record

 

000001.gif Contacts table - The function for transferring records from ID to another ID transfers all contacts also.

000001.gif The process cannot be reversed. You cannot undo data transfer.
000001.gif Subject ID is not deleted after transferring it. To do this, click 018979.jpg in taskbar.
000001.gif You will not be able to delete subject if documents are linked to it! An error will be returned and you can view databases where the subject is recorded. The process cannot be undone!

  

     


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