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Merging a scenario

Once you and your stakeholders have agreed on the changes proposed in a scenario, you can merge those changes into the primary branch of your ChartHop organization using the Merge to primary feature.

Only users with the Owner or Org editor role can merge a scenario to the primary branch of an organization, regardless of whether approvals are required.

When approvals are enabled for a scenario, approvers must review and fully approve the scenario before it can be merged. Learn more.

Merges are permanent actions. Once a merge is complete, all proposed changes in a scenario are put into effect and are displayed to the rest of your organization in ChartHop (depending on the sensitivity of the change and the level of user access level).

Merge a scenario without approvals

When approvals are not enabled for your organization, you have the ability to merge a scenario to primary when you have the Owner or Org editor role. Learn more.



To merge a scenario to primary:

  1. Access the scenario you want to merge.
  2. Select Merge to primary.
  3. Select Merge to confirm.
    • Once a scenario has been merged, the status of the scenario changes to Merged and the scenario displays in the Merged tab of the Scenarios page.
    • Accessing the merged scenario displays the date/time the scenario was merged and the name of the user who merged it.

Merge a scenario with approvals

When you are notified to merge scenarios to primary, ChartHop sends you an email notification once a scenario is approved and ready to be merged.



To merge an approved scenario to primary:

  1. Access the scenario you want to merge.
  2. Review the changes proposed within the scenario.
  3. Select Merge to primary.
  4. Select Merge to confirm.
    • ChartHop sends an email notification that the scenario has been merged to you, the approvers, and the proposer.

View merged scenarios

Once you merge a scenario, the status of the scenario changes to Merged and the scenario displays in the Merged tab of the Scenarios page.

Accessing the merged scenario displays the date/time the scenario was merged and the name of the user who merged it.

Packages: Basic | Standard | Premium



Roles: Owner | Org editor | Recruiter editor



Updated 16 May 2023
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