When submitting Merge Requests to the HelpDesk, please make sure the last 4 of the SSN are the same on all profiles. If they are not, you will need to verify what the correct number is. The same goes for the spelling of all names, DOB and Veteran Status.
Enter the number you want to maintain in column A. This is typically the lowest/oldest number and will be used when merging all other profiles. Also, make note of whether or not the file is Restricted/Locked by the color of the lock in the upper right corner of the profile.
When submitting Merge Requests to the HelpDesk, please make sure the last 4 of the SSN are the same on all profiles. If they are not, you will need to verify what the correct number is. The same goes for the spelling of all names, DOB and Veteran Status.
Your observation of the record is recorded in Column C.
Any documents uploaded to the HelpDesk MUST be password protected if it contains any client data, (name, DOB, or SSN).
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