Tool Search: Vaccine Setup

This guide provides step-by-step instruction on how to create COVID-19 Immunization Compliance rules (should your district require them).

Due to the complexity of immunization compliance rules, all rules in this guide will be contained under COVID (Pfizer). Moderna, J&J, AstraZeneca, and Covid (Other 2 dose) will also be used as acceptable doses. Without them housed together, core immunization reporting for COVID could lead to confusion.

Create Vaccine Rules

The first step in this process is to navigate to the Vaccine Setup tool and locate COVID (Pfizer). Select COVID (Pfizer) and begin creating new vaccine rules using the tables below.

Students Under Age 5

Age < 5 = No Requirement
Select COVID (Pfizer) in the vaccine list. Click the New Rule button. Enter the following field values: Name = Age < 5 Compliance Label = No Requirement Seq = 5 Gender = Both Maximum Age (in months, <=) = 59 Click the Save button.	Age less than 5

Students Age 5 and Over

The following COVID-19 vaccine rules should to be created:

2 Doses COVID

Select COVID (Pfizer) in the vaccine list.
Click the New Rule button.
Enter the following field values:
1. Name = 2 doses Covid
2. Compliance Label = Compliant
3. Seq = 10
4. Gender = Both
Click the Save button.

2 Doses Covid

Now you need to add a new rule condition:

Select the rule you just created (2 doses COVID).
Click the New Rule Condition button.
Enter the following field values:
1. Minimum Total Dose Count = 2
2. Vaccine(s) for this Rule = COVID (Other 2 Dose), Pfizer, AstraZeneca, Moderna.

Click the Save button.

Screenshot of the 2 doses covid vaccine rule conditions.

2 Doses Covid Conditions

1 Dose COVID

Select COVID (Pfizer) in the vaccine list.
Click the New Rule button.
Enter the following field values:
1. Name = 1 dose Covid
2. Compliance Label = In-Progress (or In Grace Period)
3. Seq = 15
4. Gender = Both
Click the Save button.

1 Dose Covid

Now you need to add a new rule condition:

Select the rule you just created (1 dose Covid).
Click the New Rule Condition button.
Enter the following field values:
1. Minimum Total Dose Count = 1
2. Vaccine(s) for this Rule = COVID (Other 2 Dose), Pfizer, AstraZeneca, Moderna.
Click the Save button.

Screenshot of the 1 dose covid vaccine rule conditions.

1 Dose Covid Conditions

Johnson and Johnson

Select COVID (Pfizer) in the vaccine list.
Click the New Rule button.
Enter the following field values:
1. Name = 1 dose J & J
2. Compliance Label = Compliant
3. Seq = 50
4. Gender = Both
5. Minimum Age (in months >=) = 216
Click the Save button.

1 dose J&J

Now you need to add a new rule condition:

Select the rule you just created (1 dose J & J).
Click the New Rule Condition button.
Enter the following field values:
1. Minimum Total Dose Count = 1
2. Vaccine(s) for this Rule = COVID (J&J)
Click the Save button.

Screenshot of the 1 dose johnson and johnson vaccine rule conditions.

1 dose J&J Conditions

Default Non-Compliant

Default - Non-Compliant
Select COVID (Pfizer) in the vaccine list. Click the New Rule button. Enter the following field values: Name = Default Compliance Label = Non-Compliant Seq = 99 Gender = Both Click the Save button.	COVID Default

Once all vaccine rules have been added, you can start tracking student COVID-19 vaccine compliance and data.

Enter Vaccine Data

Tool Search: Student Immunizations

Navigate to the Student Immunizations tool to enter vaccination dates. Once the record is saved, additional date fields display to input booster doses.

Screenshot of the student immunizations tool covid vaccine entry fields. COVID Immunization Data Example

COVID-19 Immunization Compliance Rules

Create Vaccine Rules

Students Under Age 5

Students Age 5 and Over

2 Doses COVID

1 Dose COVID

Johnson and Johnson

Default Non-Compliant

Enter Vaccine Data

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