Merging Participants from the Pending Screen
If the Impirica app detects an existing participant with identical information it may cause a publishing error. It can be resolved by following the merge process on the pending screen.
Common scenario:
An in-office assessment was completed, however, the on-road tablet lost Wi-Fi before completing the sync.
Thus, the on-road tablet does not know the participant exists. The on-road evaluator adds a new participant with identical information and completes the on-road evaluation.
The on-road tablet is connected to Wi-Fi and attempts to submit the evaluation, the app will detect the duplicate participants and prompt for resolution through the pending screen.
Written Guide:
- There will be a red dot on the pending button and the participant and session will show the sync icon.
- Tap the "Pending" button.
- You should see a participant listed with a warning: "The client may already exist: Merge".
- Tapping the "Submit" button will give an error: "You may have merge conflicts. Please resolve them before submitting."
- Tap the "! Merge" button.
- You can proceed without merging or select a participant to merge with.
- Proceed without merging if you are confident it is not a duplicate participant.
- Tap the participant in the list to merge with.
- It will highlight the selected participant with a blue border.
- Tap "Merge" in the bottom right to continue.
- Tap "Proceed with Merge" to continue.
- You will be directed back to the pending screen. Tap "Submit".
- This will take a few seconds to complete.
- Once complete, the pending screen should be empty and state: "All sessions have been submitted".
- Navigate to the dataset to see the participant's list.
- If your participant shows the sync icon, swipe down on the list to refresh.
- You should see your participant with a checkmark and the full report should be available in the Impirica portal.
If you have any questions or require additional assistance, please contact us!
- Submit a ticket by clicking "Add Ticket" at the top right of the page.
- Use our chatbot by clicking “Need Help” at the bottom right of the page.
- Send us an email at [email protected]
- Call us at 1-855-365-3748 ext. 1.
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