Deputy Integration

Starting with OpenVPMS 2.1.2, there is support to integrate Workflow - Rostering with Deputy:

  • Two-way shift synchronisation is supported.
  • Synchronisation is performed for OpenVPMS Roster Areas that have been mapped to a corresponding Area in Deputy.
  • Synchronisation is performed for shifts starting today, and 30 days (by default) into the future. Historical shifts are not synchronised
  • OpenVPMS shifts that cannot be synchronised will be flagged as an error in Workflow - Rostering

This requires:

  1. a Deputy account
  2. rostering to be configured
  3. a Permanent Token for plugin authorisation
  4. the Deputy plugin to be installed
  5. the Deputy plugin to be configured

1. Deputy Account

Deputy accounts can be obtained at https://www.deputy.com.

This includes free trial accounts.

2. Configuring Rostering

See https://openvpms.org/documentation/csh/2.1/how/rostering

3. Plugin authorisation token

In order for OpenVPMS to connect to Deputy, a Permanent Token must be generated.

There is an animated GIF showing this under the Permanent Token section of Deputy's API Authentication page.

  1. Go to https://<your deputy host>.deputy.com/exec/devapp/oauth_clients
  2. Click 'New OAuth Client'
  3. Fill out the fields:
    Name: OpenVPMS
    Redirect Uri: http://localhost
  4. Click 'Save This OAuth Client'
  5. Click 'Get An Access Token'
    This will display a prompt:

    Access Token is 9878a0425d4b6287131501751a407e19. This is a long life token that will last 10 years.
     

  6. Record your Access Token.

4. Plugin Installation

To install the Deputy plugin:

  1. Go to Administration - System - Plugins
  2. Click 'Install Plugin'
  3. Upload the Deputy plugin from <OPENVPMS_HOME>/plugins/available/openvpms-deputy-plugin.jar
    For OpenVPMS 2.1.2, the plugin is named openvpms-deputy-plugin-2.1.2.jar
  4. Log-out/in. This is required as the plugin archetypes aren't visible
5. Plugin Configuration

To configure the Deputy plugin:

  1. Go to Administration - Organisation
  2. Click New - Deputy Service
    Fill out the fields: 
  1. Click Apply
  2. If no Mappings are displayed, click Refresh
  3. Map Roster Areas and Employees
  • Only those Roster Areas that are mapped will be synchronised.
  • If a Roster Area is synchronised that has users that aren't mapped to Deputy Employees, affected shifts will be highlighted in the Workflow - Rostering
  1. Configure the synchronisation frequency
    By default, synchronisation happens every 30 minutes.
    This can be set to 5 minutes. Any lower frequency setting will be treated as 5 minutes.
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