Machine Mappings

The Machine Mapping page displays all client machines and their mapping to locations in your organization.

To view machine mappings:

  1. In the Admin Console, go to Settings > Machine Mappings.

  2. To filter the list of machine names, select one or more options:

    Item Description
    Machine

    To search for a specific machine, type the machine name.
    Organizations

    Select one or more organizations from the list.

    Facilities

    To filter the list by facility:

    1. Select an organization from the Organizations list,

    2. Select one or more facilities from the Facilities drop-down list.

    Departments

    To filter the list by department:

    1. Select an organization from the Organizations list,

    2. Select a facility from the Facilities list.

    3. Select a department from the Departments list.
    Show only

    Filters the list by unmapped or mapped machines.

    • To display only unmapped machines, select Unmapped machines.

    • To display only mapped machines, select Mapped machines.

      Clear the checkboxes to display all machines.

  3. Click Search.

  4. To export the search results to a .CSV file, click Export Mappings. The file includes the machine type and PatientSecure client version.

New machines can be added manually or in bulk using an existing file.

To manually map one or more new machines to a location:

  1. In the Admin Console, go to Settings > Machine Mappings.

  2. To add a new machine, click Add new machine.

    1. In the dialog box, click Add names manually.

    2. Type a machine name.

    3. Click Add.

      The new machine is added to the list of machines. Unmapped machines are indicated by a flag and the status of "no location".

      To add additional machines, select Add another and type the additional machine name.

  3. To map an unmapped machine, select the unmapped machine and click Map selected.

    1. In the dialog box, select the Organization, Facility and Department from the drop-down lists and click OK.

Before you begin, review the following requirements of the spreadsheet upload:

  • File formats: CSV, XLS, XLSX.

  • File Size limit: 500 MB.

To add a large number of new machines, perform a bulk import from a spreadsheet:

  1. In the Admin Console, go to Settings > Machine Mappings.

  2. To add new machines from a spreadsheet, click Add new machines.

    1. In the dialog box, click Import file and browse to the import file location.

    2. Click Add.

      The new machines are added to the list of machines. Unmapped machines are indicated by a notification icon and the status of "no location".

      If there are errors from the import (machine names were too long, or duplicate names), view the error logs for more details.

  3. To map the unmapped machines, select them and click Map selected.

    1. In the dialog box, select the Organization, Facility and Department from the drop-down lists and click OK.

To edit the machine to location mapping:

  1. To map machines to a different location, do one of the following:

    • Click Edit () for a single machine.

    • Select multiple machines from the list and click Map selected.

      In the dialog box, select a different location from the Organization, Facility and Department from the drop-down lists and click OK.

To delete one or more mapped machines:

  1. Click Delete () for a single machine.

  2. Select multiple machines from the list and click Delete selected.