Synchronize Assignment Roles to Groups in Vocera Engage

Accurately map and synchronize assignment groups with functional roles using a combination of export and import features with Comma-Separated Value (CSV) files.

Accurate mapping of assignment groups to functional roles in Vocera Engage allows for proper routing of alerts and messages to the appropriate care team members. Common roles include Charge nurse, Registered Nurse, or Patient Care Technician.

Using the Export and Import features found under Manage > Bulk Actions, you map and synchronize assignment groups with functional roles. You use the export function to download existing information on Functional Roles, Locations, and other related information in the AssignmentRolesGroups.CSV file.

After analyzing the information in the AssignmentRolesGroups.CSV file, you update the file with any new assignment group information and then import the updated CSV file. The system creates new assignment groups if they didn't exist in the system, and links it to the associated Functional Role and Location during the import process.

It is recommended that you start the bulk activities related to assignment roles to group mapping and synchronization in the following sequence:
  1. Export using the Generate All or Generate Missing options as described in Exporting Assignment Roles to Groups in Vocera Engage.
  2. Analyze the downloaded AssignmentRolesGroups.CSV file and update it for new assignment group information.
  3. Import as described in Importing Assignment Roles to Groups in Vocera Engage
Note: In earlier versions of the Vocera Platform, the mapping and synchronization of assignments to groups and functional roles were performed by the Vocera Assignment Group Sync (AGS) Adapter Service. Beginning Vocera Platform 6.4.0 release and in Vocera Engage, the Vocera AGS is no longer a standalone adapter service. The mapping and synchronization function is now merged to the Bulk Action section. The user interface for the Vocera AGS Adapter Service is no longer available in the Web Console > Settings > Adapters .