Enterprise accounts manage immunization schedules from the Enterprise dashboard. This is where you turn on immunization tracking, build schedules, and assign them to specific locations. If you want a refresher on where immunizations appear on the student profile and how due dates work, see Student Immunizations.
Where to Manage Immunization Schedules
Immunization schedules are only managed from the settings on the Enterprise dashboard. You will not see the option inside a location’s Settings. Schedule creation, editing, and site assignment all happen at the enterprise level in the General tab.
Turn On Immunization Tracking
From the Enterprise dashboard, go to Settings.
Open the General tab.
In the Center section, find Immunization tracking.
Click enable
Once enabled, immunizations become available on student profiles and your schedules can be applied to locations.
Create a New Immunization Schedule
From Enterprise Settings, stay in the General tab.
Click Add schedule.
Name the schedule so it’s easy to recognize later. Many programs use names like “State Schedule,” or a location group name.
After the name is added, you can customize the vaccines and dose rules inside the editor.
Inside the schedule editor, you can adjust vaccines and doses to match your program’s needs. Such as:
Adding extra doses
Removing doses that do not apply
Adjusting minimum and maximum age ranges for each dose
Marking individual doses as optional
Marking an entire vaccine as optional
If you ever need to revert a schedule back to the default structure, you can press Reset to CDC guidelines
Once you have customized the immunization schedule, you would then assign it to the location. If you want to assign it to all of your locations, you can toggle on the assign to all sites option. Or you can choose to select the location(s) or the immunization schedule is assigned to.
Then click the Save and exit button in the top right hand corner.
Understanding the Default CDC Schedule
The CDC Schedule will always display a “Default” badge. This label simply identifies it as the system’s built in template and does not change based on how your locations are configured.
Even if all of your locations are assigned to a custom immunization schedule, the CDC schedule will remain in the list and continue to show as “Default.” The badge does not indicate that it is currently applied to every site. It only reflects that this is the standard CDC schedule provided by the system.
If immunization tracking is enabled and locations has not been assigned a custom schedule, the CDC schedule will automatically apply to those sites. In other words, the CDC schedule serves as the fallback when no other schedule has been selected.
When reviewing your schedules, the Assigned Sites column is the most reliable way to confirm which schedule is actively in use. This column shows exactly how many locations are assigned to each schedule, making it easy to see whether a custom schedule or the CDC schedule is applied.
Manage Immunization Schedules
Edit an immunization schedule
There are two ways to open a schedule for editing, depending on what you’re trying to update.
Option 1: Edit a Specific Schedule:
From Enterprise Settings, go to the General tab.
In the Immunization schedules section, locate the schedule you want to update.
Click the three dots next to the schedule name.
Select Edit.
Option 2: Use the “Edit immunization schedules” Button:
You can also click the Edit immunization schedules button in the Immunization tracking section at the top of the page.
If you only have one schedule, this button will open that schedule.
If you have multiple schedules, it will open the schedule that is assigned to the most locations. For example, if one schedule is assigned to 10 sites and another is assigned to 2 sites, it will open the one assigned to 10 sites.
Once you have opened the immunization schedule editor from here, you can:
• Adjust vaccine requirements
• Change the name of the schedule
• Update dose age ranges
• Mark vaccines or doses as optional
• Review which locations the schedule is assigned to
Once your updates are complete, save your changes. Any edits will apply to all locations currently assigned to that schedule.
Delete an Immunization Schedule:
Click the three dots next to the schedule.
Select Delete.
If a schedule is currently assigned to locations, you don't need to reassign those locations before deleting it.
Individual Student Exemptions
Changes made to an individual student’s immunization record do not modify the enterprise immunization schedule. For example, if a vaccine or dose is required in the enterprise schedule and you mark that vaccine as exempt for a specific student at a location, that exemption applies only to that student. It does not update or alter the schedule itself.
The enterprise schedule remains unchanged and continues to apply to all other students assigned to that schedule. Student level exemptions simply adjust how that requirement is tracked for that individual record. This allows you to manage medical or documented exemptions without affecting the overall structure of your immunization schedule.