Confirm the reported vaccination status for a user

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • As a Vaccination Status admin or manager, use the Employee Readiness Core Approval Portal to confirm a user's reported COVID-19 vaccination status.

    Before you begin

    Your organization must install both Health and Safety Testing and Vaccination Status to use the Approval Portal.

    Activate the sn_imt_vaccine.allow_managers_ability_to_update_vaccine_response_records property to enable all managers to confirm the reported vaccination status of their direct reports. This property assigns the sn_imt_core.approval_portal_manager role to managers and grants access to the Approval Portal for vaccine responses.

    Role required: sn_imt_vaccine.admin, sn_imt_core.approval_portal_manager, or sn_imt_core.health_and_safety_approver

    About this task

    In the Approval Portal, you can review the results of user-reported vaccinations and approve or reject the responses. Approvals can be based on a user's proof of vaccination, such as their attachments submitted with their vaccine response. If the Reset Covid 19 Vaccine Complete to false if Vaccine Review Outcome is Rejected property is enabled, a user's COVID-19 vaccine completed status depends on the responses being approved.

    Note:
    Managers can only confirm the vaccine responses only of their direct reports. Vaccine admins and health and safety approvers can confirm the responses of all users.

    For more information, see Set up Vaccination Status properties.

    Organizations that want to automatically review vaccine responses must configure Vaccination Status to support the functionality. For more information, see Automate reviews of vaccine responses.

    Procedure

    1. Navigate to Employee Health and Safety Status > Approval Portal.
      The default view displays all health test, vaccine dose, and exemption request records that require review.
    2. Optional: Filter the results.
      • Change which record types are displayed by selecting a record type from the Record field list.
      • Change how the records are sorted by selecting a value from the Sort field list.
    3. Search for the user whose vaccination status you want to confirm.
      The search behavior for the Approval Portal is a starts with search.
    4. Select the record to review the information included in the Vaccine response modal and any attachments.
      Table 1. Vaccine response modal
      Field Description
      Manufacturer The manufacturer of the vaccine or booster dose.
      Date administered Date the vaccine or booster was administered.
      Vaccine reviewed date Date the vaccine response was reviewed.
      Verified by Who verified the vaccine response.
      Vaccine review outcome The result of the vaccine review, such as whether it was approved or denied.
      Validator state If your organization enables the ability for Vaccination Status to automatically validate vaccinations with validator services, such as CommonTrust Network, this field populates based on the review. A status of Complete indicates that the validator was able to successfully run. The results of the validation are included in the work notes.
      Work notes A log of work notes included for tracking purposes.
    5. Optional: Add additional information to the record in the work notes and click Save.
      The ability to add work notes is unavailable to managers.
    6. Approve or reject the user's submitted vaccination status.
      • To approve the user's vaccination status, click Approve.
      • To reject the user's vaccination status, click Deny.

    Result

    The record is moved to the Approved or Denied tab based on your decision and the Verified by field in the user's vaccine response record is updated with your name. Based on your organization's configurations, your review might affect the user's COVID-19 vaccine complete status.

    For more information on configuring Vaccination Status, see Set up Vaccination Status properties.