Objective:

• Complete Step 5 of the Implementation Dashboard: Resolve Duplicates

Environment:

• PolicyStat Implementation Dashboard

Additional Information:

The Implementation Dashboard process consists of five steps:

1. Upload Files
2. Assign Attachments
3. Set Properties
4. Submit Uploads
5. Resolve Duplicates

If PolicyStat has identified any policies as having similar file names, they will be designated as duplicates.

To avoid duplication of final conversion, please review the uploads. Ensure they are either not duplicates or delete duplicates as desired.

Procedure:

Closed captions | Text transcript

1. Navigate to the Admin tab.
2. Click the Implementation Dashboard link under the Site Data column.
3. Click the Resolve Duplicates link in the header.
   
4. Click the file name to download, open, and review the original file.
5. Determine if the files are duplicates.
6. Click Mark not a duplicate or Delete, depending on if the file is a duplicate or not.
   
7. Repeat the action as necessary for each item flagged as a potential duplicate.
8. If the Delete option is grayed out, as seen below:
   
   The document(s) listed already completed the conversion process and must be resolved on your Duplicates page. See this article for more information: How Do I Check for Duplicate Policies?