Resolve
Working through the queue
Click Apply selected steps to carry out the steps shown. Every step has a tick box; untick any you do not want and Kanri skips it, along with steps that rely on it. Skipped steps may be suggested again on a later scan.
Click Skip to look at another case first. It comes back later.
Click Not an issue to say these really are different people or the details are correct. You can add a reason. The case stays hidden until the people’s details change.
While you have a case open, nobody else is shown it for 15 minutes, so two people do not fix the same thing. Skipping releases it.
Two kinds of case ask you a question:
Same name only: click Same person, merge (the merge then shows up to apply) or Different people. Your answer stays in effect while the people and their relevant details remain unchanged; changed information can bring the case back for review. Kanri checks details again before merging. If they changed after review, nothing is merged; click Rescan to review the updated case.
In Aquila but not in Kanri: click Link to someone existing and search for the member, or Ignore. Apply the case itself to create them. Changed Aquila details, linked member contact details, household relationships or school contact settings can bring the case back for review.
Resolve cannot merge two profiles that each have their own sign-in account. If a case involves a very large connected group, Kanri shows a manual diagnostic instead of offering Apply.
Other cases need a choice that the queue cannot make for you, for example when two different phone numbers could be right. These have no Apply button. Mark them Not an issue, or fix the profiles by hand.
The original text of an old note is never changed. Kanri renames it (for example to “Resolved: Email”) and adds a “Resolution” note that lists what was found and what was done, so you can always check later.

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