Supplementary tools

Module 1	0. Pre-Initiation	Unit 1 Phase overview	Unit 2 Pre-initiation downloads
Module 2	1. Initiate	Unit 1 Initiate phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Initiate phase exit criteria
Module 3	2. Plan	Unit 1 Plan phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Plan phase exit criteria
Module 4	3. Execute	Unit 1 Execute phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Execute phase exit criteria
Module 5	4. Monitor and control	Unit 1 Monitor and control phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Monitor and control phase exit criteria
Module 6	5. Close	Unit 1 Close phase overview	Unit 2 Primary tools	Unit 3 Supplementary tools	Unit 4 Close phase exit criteria
Module 7	All toolkit downloads	Unit 1 Downloads

Tool downloads

This secondary set of interactive, editable tools is intended to serve as a supplement to help you draft more specialized project artifacts. Each tool includes a description, detailed instructions and helpful hints to help you get started. These editable resources are provided as a starting point to be leveraged and modified as needed to suit your needs.

Document system differences to inform comparison

Identifying potential gaps between reports currently used by an IIS/immunization program and those available in another system can help identify action needed; these gaps should be reviewed with your solution vendor to determine next steps. This tool is provided as a starting point to be leveraged and modified as needed to suit a jurisdiction’s needs.

IIS Report Inventory Comparison Matrix

Review program testing responsibilities across roles

A clear division of roles and responsibilities is needed to ensure smooth user acceptance testing (UAT) execution. This table lists sample user acceptance testing roles and responsibilities across IIS program roles.

Sample User Acceptance Testing Roles and Responsibilities

Plan for and test HL7

A critical task of IIS platform migration is to decide how to manage and test the transition from the HL7 interfaces with the existing platform to the new one. This document will guide you through the planning and execute phases of HL7 interface transition as it relates to migrating to a new IIS platform.

Interface and HL7 Testing in an IIS Platform Migration

Test business rules in key HL7 functionality

The sample HL7 messages included in this workbook can be used to test key HL7 functionality, including deletes, updates, refusals, immunity, NDC codes and lot decrementing. Testing the messages provided in this workbook can help a program identify business rules embedded within the interface functionality.

IIS HL7 Test Scenario and Test Message Workbook

Review training responsibilities across roles

A clear division of roles and responsibilities is needed to ensure smooth and effective system training. Sample training responsibilities across IIS roles, both before and after system go-live, can guide programs in understanding their own staff responsibilities.

Sample Training-Related Roles and Responsibilities

Create personas to inform training design and delivery

Learner personas are fictional characters developed to represent a particular user group. The development of personas promotes a user-centric perspective to inform training requirements and activities when a system change is planned.

Learner Personas Worksheet

Understand baseline IIS requirements

This brief report offers an introduction to IIS baseline requirements and an overview of how programs can leverage the accompanying requirements artifacts below to better understand their own needs and requirements.

IIS Baseline Requirements Project Introduction