Configure Immunization Outreach

Immunization Outreach can be used to inventory vaccine providers, communicate vaccination coverage, and promote available resources.

In this topic, you’ll learn how to use the solution by assuming the role of a user and performing the workflows below.

Note:

Use your organization's data or configured apps to follow these workflows.

Load data

You can load data into the Immunization Outreach solution using the update data button in ArcGIS Online Optionally, in ArcGIS Pro you can use the Append tool or Update Features With Incident Records tool.

Load data from a spreadsheet

The Immunization Outreach solution includes the Vaccine Provider Manager app which can be used by public health agencies to show the location of vaccine providers in your community. In some cases, you may have this information in ArcGIS or a spreadsheet already. Review the layers provided with the solution and determine what, if any, source data you want to load. Then load your existing data into the layers provided with the solution before sharing the maps or apps.

To load data from a spreadsheet, complete the following steps:

1. Sign in to your ArcGIS organization.

   If you do not have an inventory of vaccine providers in ArcGIS, you may have them in a spreadsheet. If you don’t have a spreadsheet already, you can use the VaccineProvidersSource.csv file included with the solution to add the vaccine providers into the layer.

2. If you are using the CSV file included with the solution, follow these steps:
   1. Browse to the VaccineProvidersSource.csv item.
   2. From the item page, click Download.
   3. Open the CSV file and edit it with your information.

      Ensure that the operhours field follows the requirements documented in the Populate Operational Hours section.

   4. Save and close the file.
3. In your ArcGIS organization, browse to the VaccineProviders feature layer.
4. From the item page, click Update Data.
5. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

The Immunization Outreach solution includes the Vaccine Distribution Dashboard that can be used by the public to visualize immunization metrics and understand vaccination coverage in the community. Typically, the workflow to manage this information is in a spreadsheet, and updating it requires you to load it into the solution as you receive new information.

To load vaccine distribution information from a spreadsheet, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization.

   If you do not have an inventory of vaccine distribution sources in ArcGIS, you may have them in a spreadsheet. If you don’t have a spreadsheet already, you can use the VaccineDistributionSource.csv file included with the solution to add the vaccine providers into the layer.

2. If you are using the CSV file included with the solution, follow these steps:
   1. Browse to the VaccineDistributionSource.csv item.
   2. From the item page, click Download.
   3. Open the CSV file and edit it with your information.
   4. Save and close the file.
3. In your ArcGIS organization, browse to the VaccineDistribution feature layer.
4. From the item page, select the Metrics table.
5. From the item page, click Update Data.
6. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

7. Repeat these steps to load data into the Seasonal Totals table.

Load data from a shapefile or file geodatabase

The Immunization Outreach solution includes the Vaccine Distribution Dashboard app the helps public visualize immunization metrics and understand vaccination coverage in the community and a set of reporting areas. The reporting areas can be a county, ZIP Code, state, municipality, or any other geographic area you are using to tabulate metrics.

Use the Aggregate Area field to report distribution metrics by differing jurisdictions. For example, a county may want to share distribution metrics tabulated by the entire county as well as broken down by postal code or municipality. In that case, the county has a value of Yes for the Aggregate Area field.

To load data from a shapefile or file geodatabase, complete the following steps:

1. Create a .zip file of your shapefile or file geodatabase.
2. Verify that you are signed in to your ArcGIS organization and browse to the Reporting Areas layer within the VaccineDistributions feature layer item.
3. From the item page, click Update Data.
4. Follow the steps in the Update data wizard to load your data.

Tip:

For more information about uploading data, see Manage hosted feature layers—Append data to layers.

Populate operational hours

This solution leverages the Opening Hours Specification to display operating hours for a place or service. When you populate the data fully, Arcade expressions interpret the data and display the operating hours in a human-readable format in the map pop-up. Understanding the data specification and options in the Arcade expressions will help you populate your data and display it in the maps and apps provided with the ArcGIS Solution.

Operating Hours Specification

The Operating Hours Specification allows you to store a combination of operating hours in a single field but relies on a series of data standards to render the information correctly. To ensure operating hours are displayed correctly, follow the standards below:

• Enter all times using a 24-hour clock without a leading 0—for example, Tu (7:00-19:00).
• Use a two-letter abbreviation for each day, with the first letter capitalized—for example, Mo, Tu, We, Th, Fr, Sa, Su.
• When a location is open 24 hours a day, use 24 Hours—for example, Mo (24 Hours).
• When a location is closed on a specific day, use Closed—for example, Sa-Sun (Closed).
• Enclose all times and closed statuses in parentheses—for example, Tu (7:00-19:00); We-Mo (Closed).
• Separate days and ranges with a semicolon to denote the two (or more) groups—for example, Th-Fr (7:00-19:00); Sa (24 Hours).

Using the standards above, a diverse set of operating hours can be populated for your places and services. Some common examples include the following:

• To specify the place is open from 9:00 a.m. to 5:00 p.m. seven days a week, populate the operating hours field with the following: Mo-Su (9:00-17:00).
• To specify the place is open from 9:00 a.m. to 5:00 p.m. during the week and closed on weekends, populate the operating hours field with the following: Mo-Fr (9:00-17:00); Sa-Su (Closed).
• To specify the place is open one day (Tuesday) a week, populate the operating hours field with the following: Tu (7:00-19:00); We-Mo (Closed).
• To specify the place has operating hours that vary by day, populate the operating hours field with the following: Mo-Tu (9:00-17:00); We (Closed); Th-Fr (7:00-19:00); Sa (24 Hours); Su (Closed).

Operating hours data can be populated all at once for many places and services using Calculate field values or uniquely entered for each place or service using an application provided with the solution.

Arcade expressions

Note:

This workflow is optional and doesn't need to be completed in order to work with the solution.

The Arcade expression includes several settings that allow you to configure the look and feel of what is displayed in the web map pop-up. The expressions work with the operating hours data and web map pop-up configurations to display current operating hours in your map and app.

This solution includes Arcade expressions. To modify one of these expressions, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Vaccine Locator map.
2. Open the item page and click Open in Map Viewer.
3. Click More and click Configure Pop-ups on the Vaccine Provider layer.
4. Click Attribute expressions and double-click the Arcade expression you want to modify.

   Note:

   Each Arcade expression has a set of variables that can be configured according to your organization’s needs. Review the expression notes and modify the variables as needed. Do not change anything else in the expressions.

5. Click OK.

Add vaccination coverage categories

The Vaccine Distribution Dashboard solution helps public health agencies and interested stakeholders visualize full series vaccination coverage by age, race & ethnicity, and gender. Agencies may want to modify or extend the values within those categories. For example, data may be reported using different age ranges than those preconfigured. The VaccineDistributions feature layer contains several custom fields that provide configuration flexibility.

The Reporting Areas layer contains two custom gender population, custom age range population, and custom race population fields. The Metrics layer contains two associated custom gender population, custom age range population, and custom race population fields. Additionally, the Metrics table contains two custom gender vaccination coverage, custom age range vaccination coverage, and custom race vaccination coverage fields that can be used to store coverage rates for additional categories.

To utilize a custom field, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the VaccineDistributions hosted feature layer.
2. Open the item page and click the Data tab. If necessary, choose Reporting Areas from the Layer drop-down arrow.
3. Click the Fields button.
4. Locate and click the Custom age range population field.

   In the following steps, the agerange1pop and associated fields are used as an example. The same process can be followed to use any of the included custom fields.

5. Click Edit to replace Custom age population’s alias with an alias of your choosing. For example, Ages 0-14 population.
6. Click Save.
7. Click the Layer drop-down arrow and choose Metrics.

   Locate the associated fields, in this case, agerange1 and agerange1coverage.

8. Click each field and modify the alias. For example, agerange1 would be Ages 0-14 vaccinated and agerange11coverage would be Ages 0-14 coverage (this alias will be used below in the Vaccine Distribution Dashboard serial chart).
9. Repeat steps 5 and 6 for each set of custom fields you want to use in the Vaccine Distribution Dashboard.

To modify the Vaccine Distribution Dashboard to use the custom fields configured above, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Vaccine Distribution Dashboard item.
2. Open the item page and click Edit Dashboard.
3. Hover over the upper left corner of the Current Coverage by Age serial chart element and click the Configure button.
4. If necessary, click the Data tab.
5. Click the +Series button and click the Series 6 Field drop-down arrow and choose the agerange1 (Ages 0-14) decimal field configured above.
6. Click the Series tab. Modify the newly created series to match the existing series and according to your needs.
7. Click Done.
8. Repeat steps 3 through 7 for additional custom fields configured above to use them in the Age Historical Trends serial chart.
9. Click the Save button to save the dashboard.

Specify vaccine type in dashboard

Note:

This workflow is optional and doesn't need to be completed in order to work with the solution.

The dashboard is intended to show seasonal vaccines such as influenza. You may use the dashboard for multiple vaccines though by loading different types in the Metrics and Seasonal Totals tables. When doing so, use the vaccinetype field to specify which type of vaccine the records indicate. The dashboard can then reflect those values using URL parameters.

1. Verify that you are signed in to your ArcGIS organization and browse to the Vaccine Distribution Dashboard item.
2. Open the item page and click View Dashboard.
3. In the URL of the dashboard, modify the URL by adding #VaccineType=<vaccinetype> at the end of the URL where vaccinetype is the value you entered in the vaccinetype in the SeasonalTotals and Metrics tables.

   The URL should look similar to https://<yourorgname>.maps.arcgis.com/apps/dashboards/<youritemid>#VaccineType=Influenza.

4. You may update the Immunization Outreach solution as needed to reference the appropriate dashboards with URL parameters.

Configure the Immunization Outreach site

The Immunization Outreach solution includes the Immunization Outreach ArcGIS Hub site. This site can be configured with your organization's branding and used to share information with the public.

Update with organizational information

After deploying the Immunization Outreach solution, the Immunization Outreach Hub site layout requires a few updates to fit your local context.

To update the site with your organizational information, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Immunization Outreach site.
2. From the item page, click Configure.
3. Scroll to any sections that you want to update, hover over the card, and click the edit pencil that appears in the horizontal toolbar, and then edit the content with information specific to your organization.
4. In the side panel, click Footer.

   A custom footer is provided. In most cases, you will need to update it with your organization's branding, contact information, and social media references.

5. Click the HTML box.

   The HTML window appears.

6. Make the necessary changes and click Apply.
7. Click Save.

Share items with the public

Several layer views, maps, and apps included in the Immunization Outreach solution must be shared with everyone so they can be accessed by the public on the Immunization Outreach site.

To share items with the public, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and browse to the Immunization Outreach folder.
2. Next to each of the following items, check the check box:

   Name	Item type
   VaccineProviders_public	Feature layer (hosted, view)
   VaccineDistributions_public	Feature layer (hosted, view)
   VaccineDistributions_current	Feature layer (hosted, view)
   Vaccine Locator	Web Map
   Vaccine Distribution Dashboard	Web Map
   Vaccine Locator	Instant App
   Vaccine Distribution Dashboard	Dashboard
   Flu (Influenza)	Hub Page
   COVID-19	Hub Page
   Immunization Outreach	Hub Site Application
   Immunization Outreach	Hub Initiative

   Note:

   You will only have a Hub Initiative item if your organization has ArcGIS Hub Premium.

3. Click Share.
4. In the Share window, click Everyone (public) and click Save.