Parks and Recreation Knowledge Base

Merging Households

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When duplicate households are identified, open the Household Transfer/Merge tool:

Navigation menu showing Management expanded, System Management selected, Household Management selected, and Household Transfer/Merge highlighted.

Look up the households you are merging, keeping the HH code you're maintaining on the right as the To Household.

Family Member Merge screen showing From and To households with family members listed for merge selection.

The next screen lets you manipulate the order of family members and identify which are duplicates, if any.

Family Member Merge screen showing duplicate family members selected to be merged into a single record.

Note: In the example above, Donald and Donnie will merge into one family member. Since the member number is 1, that person will be the Head of Household.

Make edits to the order, or to who will be merged, as necessary with the pencil icon:

Household Transfer/Merge screen showing From Household and To Household fields with Full Merge and Partial Merge options.

Click Continue to finish the process.

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