AppWT CRM

Topic: Talent

Data quality

Find records to fix, like duplicates and missing details, and archive old records by a rule.

Video, 1 minute 3 seconds · 6 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

Watch the video

Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What the Data quality report checks
  • How to read likely duplicates
  • How to archive records by a rule
  • How to restore a cleanup

Step by step

  1. Step 1: The report

    Open Data quality from the menu. The boxes at the top count records with problems, like no location or a phone that does not look right.

    The Data quality page with counts for likely duplicates, no phone and no email, no specialty, no location and more.
    Step 1 screen, from the demo account.

  2. Step 2: Likely duplicates

    Likely duplicates groups people who may be the same person. Here, two records share one email address.

    The Likely duplicates box with two records for a made-up carpenter that share one email address.
    Step 2 screen, from the demo account.

  3. Step 3: Fix missing details

    Each list names the people who need work. Click a name to open the profile and fix it.

    The No location list with two made-up people who have no city and no state.
    Step 3 screen, from the demo account.

  4. Step 4: Records nobody touched

    Pick how long counts as stale, like six months, and click Update the report.

    The What to check box with the stale time set to 6 months and the Update the report button.
    Step 4 screen, from the demo account.

  5. Step 5: Archive by rule

    To clean up many records at once, use Archive by rule. Pick a rule and click Preview who matches. Nothing changes until you confirm.

    The Archive by rule form with a rule picked and the Preview who matches button.
    Step 5 screen, from the demo account.

  6. Step 6: Undo a cleanup

    Archiving hides records, but never deletes them. Under Recent rule runs, you can restore a whole run.

    The Recent rule runs box, where a whole run can be restored.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will find records that need fixing, and clean up old ones safely.

Open Data quality from the menu. The boxes at the top count records with problems, like no location or a phone that does not look right.

Likely duplicates groups people who may be the same person. Here, two records share one email address.

Each list names the people who need work. Click a name to open the profile and fix it.

Pick how long counts as stale, like six months, and click Update the report.

To clean up many records at once, use Archive by rule. Pick a rule and click Preview who matches. Nothing changes until you confirm.

Archiving hides records, but never deletes them. Under Recent rule runs, you can restore a whole run.

Next, learn how to vet people and keep their papers up to date.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.