# ◾ How to Merge Activities

The **data of two Activities** can be **united** by *Administrators* or *Activity managers* with the help of the **merge** functionality of [**Activity Manager**](/doc/activity-manager-8Z2fsIu6LP). With merging, **all data of the source Activity**, including *video recordings* and *data entries*, will be **merged into the target Activity**.

* **Source Activity:** the Activity to be merged
* **Target Activity:** the Activity into which the source Activity is to be merged.  
    


:::warning
With merging, **all data** of the source Activity, including *video recordings* and *data entries* will be **transferred** to the target Activity (not copied). The process **cannot be reversed**.

:::


:::warning
# Conditions of merging Activities:

* The Activities intended to be merged must be **running Activities**.
* **All** **Cases** of the **source Activity** (including alternate Cases), must be **present** in the **target Activity**.  
  The target Activity *may have additional Cases assigned,* but it must include all those assigned to the source Activity.
* **All** **Learners** of the merged Activities must be **members** to the Learner group of the **target Activity** and must **have data entered** for either of the merged Activities.

:::


:::warning
If any **Learner** of the source Activity is **missing from the target** **Activity**, reports of the target Activity will not display related data *(submits, results, scores)* until the Learner has been added to the target Activity.

:::


:::warning
Learner records are **already saved** when a Learner, SP, or FON **starts filling** in a checklist but does not submit it yet.

:::

# Process of Merging Activities


1. Access the **Edit Activity** pop-up window for the **target Activity** (into which the data of another (*source*) Activity is to be merged).
2. Click the **three-dot** icon in the top right corner of the window.
3. Click the **Merge** button.  
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/f8ca902f-4170-4df4-9c28-44051a65a0f8/135168190.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=072b5254c5f262e0a8b21f71292aa8e50cf4ebd822a2da733bc510cf09f8c0d5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
**Alternate Cases** count as assigned Cases. If an alternate case of the source Activity is not assigned to the target Activity, a merger is not possible.

:::



:::info
If there is **no source Activity** present in the system that contains all Cases that are also assigned to the target Activity, a warning message appears at the top of the screen.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/c44d95c8-5ad3-4c50-9c5d-0731bc18d65a/76908182.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=9b5b20d32780bef37f7777a6fd6940f356ce21f6211073c177e1f2e9b1815f13&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

:::


:::info
If the conditions of merger are fulfilled, a pop-up appears with the settings of the merger. 

:::

4\. Select the Activity to be merged from the **Source Activity** drop-down.  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e3c5761d-08d1-42b1-8a46-8c1117c24268/76908178.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=a6214a46b4fc19760fb379efe603a62272cdd55cea31347b93073c4ee5935b46&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
The drop-down contains only the **potential source Activities** that

* have only **Cases** assigned to them that are also assigned to the target Activity AND
* have **data** to be merged.

:::


5\. Check the box at *Assign learners of the source Activity to the target Activity* if desired.  


:::warning
Make sure this checkbox is checked in order for the system to match all merged data with the respective Learner.  
If a **Learner** of the source Activity is **missing from the target** **Activity**, reports of the target Activity will not display related data *(submits, results, scores)* until the Learner has been added to the target Activity.

:::

6\. Click the **Merge** button to conclude merging the data. The *'Database updated'* message will appear.

With merging, **all data** of the source Activity, including *video recordings* and *data entries* will be **transferred** to the target Activity, **not copied**. This process will leave the source Activity "empty" and all data associated with the source Activity will now be found within the Activity they have been merged into *(target Activity)*.  
Once the merge is concluded, the source Activity will **no longer contain** any **date** (either data entry or video recording).


:::info
Data associated with the source Activity will become **hidden automatically if the same learner has already submitted data for the same Case in the target Activity.** (*Record #2* in the below screenshots)

:::

Both *Record #1* of the target Activity and *Record #2* of the source Activity are included in the Records dropdown of the [**Individual checklists**](/doc/individual-checklist-EflhqaNzVC).


:::warning
LearningSpace does NOT calculate the average of the scores for *Record #1* and *Record #2.*

:::

Administrators and Report reviewers can view and **unhide** a hidden Record after selecting it:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b676bd3a-9549-4693-bb93-6bb96f2b4ec8/76908179.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=b110d9385ac5d4496b53c4e550d3d60020e7456168cf90b93fbdd68c955163c0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =582x256")


:::warning
Once a hidden record is **unhidden**, the other record becomes hidden.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/45a18a5d-9813-4dce-8223-e9991742b810/76908180.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=cd5494b8a0678d850ab91a43d7c2f742a446a4d76791aa7d9dfbdd581da1f792&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
With merging, **alternate Cases** may appear in a different setup. This means that, unless the same Cases are assigned as alternate Cases of each other in both the source and the target Activity, the Cases will be separated: the data belonging to an alternate Case of the source Activity will be merged into the same Case in the target Activity but as a **separate Case**.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/48ddf0a7-308b-4fe9-b28a-e3ce1797eaa8/d8870736-412e-4001-bbda-f4f6849f5d2e/LS%20Activity%20merge.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d798c8c2bfb8e82382533079dd2228b5ccdc444bab31260afb79bf4bcb45d7c9&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =343x455.5")



:::info
The **source** **Activity** can be **deleted** after merging.

:::


:::tip
For further information, visit our [Activity Manager](/doc/activity-manager-8Z2fsIu6LP), [Activity - How to](/doc/activity-how-to-bW0Hc4uOea) pages and view our [Activity Manager Training Videos](/doc/activity-manager-training-videos-v7AzArcYms)**.**

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)