Merging Reviews
Written by Michelle Henley
Updated at September 16th, 2024
Users can merge two or more reviews (which they own) into a single review.
To merge reviews, go to your Recent Compliance Monitoring Activity table → Reviews → Assigned to Me.
Select two or more reviews that are not already in Merged or Completed status by clicking the checkbox on the left. Then click Merge Reviews.
The Merge Reviews modal window will open. Select the review that you wish to merge the other reviews into by clicking into the Target Review field and selecting from the dropdown.
Note: The “Target” review you select will be the destination for all the selected transactions.
The user is required to leave comments and then click Confirm to complete the merge.
Once a user clicks Confirm, the system will:
- The transactions within the Source Reviews will be added to the Target Review, but any non-transactional information from the Source Reviews will be lost.
- Add an action to each Review History.