Manage Schedules

trk_schd_info

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Manage Schedules

Purpose

The manage schedules screen can only be used by users that have Administrator privileges. One schedule is owned and maintained by the WIR System Administrator. This schedule is based on the ACIP schedule. It is the default schedule and is available to all users. By default the CDC/ACIP is the tracking schedule assigned to each client when added through the Edit/Enter New Client screen(s). If other tracking schedules are created by the organization, they can be selected as an alternate to the CDC/ACIP schedule in the Edit/Enter New Client screens.

Required Fields
Other Fields
Schedule List
Functionality
- Creating a New Schedule
- Editing an Existing Schedule

Required Fields

Field Name	Description
Schedule Name	This is the name of the schedule that you are creating for your organization. *Note*

Other Fields

Field Name	Description
Template	Drop-down menu that allows a user to select the schedule they would like to build there new schedule from, or choose blank to make one "from scratch"
Description	This box can be used for typing in a description for the schedule you are creating.
Grace Period In Days	The number for days (if any) that you wish to apply to either the beginning or end of a series.
Locked To Others	This check box allows users to lock a schedule. A locked schedule can only be editing or deleting by the user who created it.

Schedule List

Schedules List lists all schedules available to you, based on your organization. The list has hyperlinks for each schedule that will take you to the Schedule Details page for editing. You may delete a schedule that you own from this screen.

Column Heading	Description
Schedule Name	This is the name of the schedule that its creator chose.
Description	This is the description of the schedule that its creator chose.
Grace Period	This field displays the number in days grace period the schedule has.
Locked To Others	Displays whether or not a schedule is locked to other users
Last Updated By	Displays the user Id of who last updated the schedule.
Last Updated On	Displays the date the last update was made on.
	This is a button that allows users to delete a schedule. A warning message will display asking you to confirm the deletion before the schedule is removed.

Functionality

Creating a New Schedule

Type the name of the new schedule in the 'Schedule Name' text box. This short name will be displayed when selected for a client. This is a required field.
Choose a Template that you would wish to work from, or leave blank if you want to build one from scratch.
You may add a description of your schedule.
If you plan to allow a grace period for validating immunizations, type in a number for the grace period relating to your schedule in the 'Grace Period in Days' text box. You may allow this grace period to apply to the earliest and/or latest dates for doses in a series. You may also set a series to disregard grace period. Both of these actions are performed at the series level.
If you do not want others to be able to alter this series, select the Lock to Others check box.
Click the Create Schedule button.
You will then be taken to the Schedule Details Screen.

Editing an Existing Schedule

From the Schedule List select the schedule you want to edit or view by clicking a schedule name hyperlink in the 'Schedule Name' column list.
The Schedule Details screen will be displayed with all of the schedule's series displayed.

Notes

Required Fields

In order for the registry to create and maintain a record for a client, school, etc., there is a minimum amount of information necessary that must be provided by a user. These select pieces of information are the Required Fields and are denoted in the registry by the blue information field labels as seen in the example below.

Mothers First Name