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How to manually find duplicated enrolments and archive them

ⓘ Disclaimer: This flow is only available for admin users.

Login screenshot

Step 1. Log in to your account at our Web dashboard

  • For Staffline users, click here to visit our web dashboard page and use your single-sign on credentials to log in.
  • For all other users, click here to visit our web dashboard.
  • Click the blue Sign In with Magic Link button.
  • Enter your work email and select OK to receive a magic link.
  • Check your emails. You will shortly receive an email with a link to sign you in.
Dashboard screenshot

Step 2. Select Dashboard on the menu on your left

  • Once logged in, on the menu on your left click the item Dashboard.
  • Alternatively, click here to access the Dashboard tab of our Web Dashboard.
Dashboard Analytics screenshot

Step 3. Click on the Analytics Icon on the menu on the top

  • On the menu on the top click the Analytics Analytics icon icon.
Download Analytics screenshot

Step 4. Select Dates and Download Analytics Report

  • In the popup select the from date. This is the start date from when you'll will be shown enrolments.
  • Then select the to date. This is the end date until you'll be shown enrolments.
  • Click the OK button to download all enrolments as a csv file. Be patient, this may take a while.
Find duplicates screenshot

Step 5. Find duplicates by sorting the enrolments by name, date of birth and document number

  • Once downloaded, import the csv file in your local Microsoft Excel or use Google Sheets.
  • Sort the enrolments using the name, date of birth and document number.
  • In case you see duplicates, proceed with steps 6 and 7 . Otherwise, you are done.
Search duplicates screenshot

Step 6. Search for the duplicates on our Web dashboard

  • In case you found duplicates in the previous step, go back to out our Web dashboard.
  • On the top menu, in the search bar, enter the first name and/or lastname of the duplicated enrolment.
Archive duplicates screenshot

Step 7. Archive duplicated enrolments

  • Once the search returns the results, on the menu on the left select the duplicated enrolment.
  • On the top you should see a Archive button.
  • Click the Archive button, to archive the enrolment.
  • You can always Restore an archived enrolment, by clicking the Restore button.