Remove Duplicate Providers

This article guides users through removing duplicate providers by identifying and eliminating duplicate records that refer to the same provider.

Note: Before deleting any audits for a provider, edit the provider’s name to include a keyword (e.g., "DELETE") to help identify the provider and avoid accidentally moving audits from the wrong record.

Follow these steps to remove the Duplicate Providers:

• In Audit Manager+ Enterprise version:
  • Navigate to the Admin Manage Lists. An Auditees listing page will be displayed.
• If you are using the Audit Manager+ Multi-Account version:
  • Navigate to the Clients section and select the client where you want to add a new auditee.
  • On the Client Details page, select the Client Lists.
  • It will show the list of Auditees of the |selected client.

• Select the checkbox located before the name of the duplicate auditee you want to edit.

• Navigate to the Actions menu and select Edit Auditee. The Edit Auditee page will appear.

• Enter the desired keyword in the appropriate field and Save the details.
• Now, change the auditee for the provider you intend to delete. To do this, navigate to the Audit Audit Management View by Audits. A View by Audits page will be displayed.
• Use the search bar or filters to find the desired audit, then update the auditee using the Actions menu.
• Once all audits for the duplicate provider have been reassigned to the provider you wish to keep, you can delete the duplicate provider.
• Return to Admin Manage Lists Auditees. An Auditees listing page will be displayed.
• Select the desired provider, navigate to the Actions menu, and select Delete Auditee.
• The confirmation message will be displayed.

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