Edit a Schedule

If required you can change the name, status, and start date of an immunisation schedule and add notes.

Before you begin

Permissions:
  • Configure Immunisation Settings

About this task

Update the schedule details from the Manage Schedule table.

Note:
  • This does not include managing a schedule's rules. For more information about managing a schedule's rules, see Manage a Schedule's Rules.
  • You cannot edit an active schedule. If you need to make changes to an active schedule. First clone a schedule, make changes to the clone, and then activate the clone. For more information, see Clone a Schedule.

Procedure

To edit an immunisations schedule:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Clinical > Immunisations.
  3. In the Immunisation Schedule window, select the Manage Schedule tab.
    Immunisation Schedule Window
  4. For the schedule you want to edit, click Edit buttonEdit. In edit mode, you can:
    Note: You cannot edit an active schedule.
    • Modify its name.
    • Activate the schedule. For more information, see Activate a Schedule.
    • Modify the start date when an active schedule becomes the current schedule across Helix.
    • Modify any associated notes.
  5. Click Save.

Results

The changes are updated in the schedule management table for the schedule.