We aim to keep our system organized by consolidating all requests from the same individual under a single ID number. However, the current process for combining records (what we refer to as "Organizations," but which represent individuals in our context) lacks transparency and tracking.
Specifically, once multiple IDs are consolidated into one, there is no record or audit trail showing which IDs were merged. This presents two key challenges:
Lack of Consolidation History: Without a record of which IDs were combined, it's difficult to trace or verify changes. If an error occurs during the consolidation process, there's no way to identify what was changed — and importantly, no way to undo it.
Tracking and Reporting Issues: We would benefit from two types of reports:
A report showing all consolidated ID numbers, listing which original IDs were merged into a single ID.
A report identifying out-of-sequence or orphaned IDs, which may indicate gaps or inconsistencies in the consolidation process.
Having these reports — and ideally, a more robust tracking system for consolidations — would greatly improve our ability to manage individual records accurately and correct any mistakes that arise.