The Merge Sections function allows users to merge one Course Section into another, along with all related records. This process consolidates course data while ensuring duplicate records are handled appropriately.
Navigation
Tools → Course Functions → Merge Sections
Applies To: Enterprise | Plus | Basic
Key Details
- Course Sections with variable fee options cannot be merged.
-
Merging Process:
- If obvious duplicate records exist in both the Source and Target Course Sections, they are deleted from the Source Course Section.
- Some records, such as Course Fees or Client Case Notes, are merged rather than deleted since duplicates may not be easily identifiable.
- The merging occurs on a full record basis (not field by field).
- Not all XenDirect versions contain each of the following tables.
Records Affected by Merging
| Merged Records |
Deleted from Source Course Section |
|---|---|
| Course Section |
Course Calendar |
| Course Fees |
Course Roster Log |
| Course Coursework |
|
| Course Discounts |
|
| Course Equipment |
|
| Course Funding |
|
| Course Textbook |
|
| Course Skills |
|
| Client Attendance |
|
| Client Assignment |
|
| Client Coursework |
|
| Client Payments (General Ledger) |
|
| Client Progress |
|
| Client Case Notes |
|
| Client Skills |
|
| Web Registration Cart (if Web Registration is enabled and the course is in the cart) |
|
| All temporary report tables |
Step-by-Step Instructions: Merging Course Sections
-
Launch the Merge Sections function
- Navigate to Tools → Course Functions → Merge Sections
-
Enter Course Section Details
- Source Course Code: Select the course section you want to merge FROM (Use the Show List button if needed).
- Target Course Code: Select the course section you want to merge TO (Use the Show List button if needed).
-
Initiate the Merge Process
- Click OK to proceed.
-
Final Confirmation
- Click Proceed to Merge to finalize the process.
- Click Cancel if you do not want to proceed.
Key Notes
- Once merged, the process cannot be undone. Verify selections before proceeding.
- Records are merged entirely by section, meaning individual field modifications are not considered.
- Some records will be deleted from the Source Course Section, while others will be merged into the Target Course Section.
- For records like Course Fees and Client Case Notes, duplicates may not always be detected, so they are retained.
Conclusion
The Merge Sections function is a powerful tool for consolidating course sections and associated records. It is important to review selections carefully before proceeding, as this action cannot be undone. For further assistance, refer to related articles or contact support.