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Rationalization

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The Rationalization settings page provides the ability to view and configure rationalization settings.

Available operations:

  • View and update rationalization settings
    • Fields available
      • Primary Data Types
        • Delete Source Record – Delete source data record after rationalization
        • Move Attachments to Target – Move source attachments to target data record after rationalization
        • Move History to Target – Move source history to target data record after rationalization
        • Move Notes to Target – Move source notes to target data record after rationalization
        • Move Images to Target – Move source images to target data record after rationalization
      • Secondary Data Types
        • Delete Source Record – Delete source data record after rationalization
        • Move Attachments to Target – Move source attachments to target data record after rationalization
        • Move History to Target – Move source history to target data record after rationalization
        • Move Notes to Target – Move source notes to target data record after rationalization
        • Move Images to Target – Move source images to target data record after rationalization

Update Rationalization Settings

From the Rationalization setting page, you can update the rationalization settings. To update:

  1. Select a value for each rationalization setting
  2. Click the Update button to save your rationalization settings