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Duplication Tracking and Aggregation Policies

Duplication tracking protects the integrity of aggregated results by automatically detecting when the same value would be counted more than once.

When duplication can happen

  • An indicator contributes to several aggregated indicators. For example, a country’s results feed both a regional total and an organisation-wide total.
  • An indicator would inadvertently contribute to itself.

Setting your aggregation policy

Each organisation defines its own aggregation policy to govern how conflicts are handled. Depending on the rule chosen, the system can:

  • Block the save outright, or
  • Warn the user while still allowing the entry.

This lets you choose the right balance between strict control and flexibility.

Resolving a flagged duplication

  1. The potential duplication is flagged directly in the results.
  2. It is routed through the existing approval workflow, and the relevant approvers are notified.
  3. Resolve the conflict in place, for example by excluding the duplicated value or marking a value as unique.
  4. The actuals recalculate and the warning clears. Any requested changes are handled through discussions.

Related: Aggregated Indicators, Weighting and Adjusting Aggregated Indicators

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