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TK/Kindergarten Immunization Assessment Instructions

This document describes how to sort each child into a category at the time of online reporting (not to be used for initial screening for admission).  Information for this report must be obtained from the California School Immunization Record (Blue Card- CDPH286)(PDF)or equivalent record. 

Reporting Tools:

1. Review each child’s Blue Card

Determine the immunization status for each child individually, by placing each Blue Card into its appropriate pile based on child's status, starting with either:  

  • 6 group piles: "All Required Vaccine Doses", "PME", "Other", "Conditional", "TME" or "Overdue"

  • 2 group piles: "All Required Vaccine Doses" and "Missing Doses". Then sort children with "Missing Doses" into their 5 separate piles: "PME", "Other", "Conditional", "TME" or "Overdue"

Use the worksheet to list each student and mark their reporting status at the time of reporting. Most students have "All Required Vaccine Doses" and will fall into pile A (letters refer to the worksheet and marked Blue Card example below). Students should be counted in B, C, D, F, or G only if the student is missing one or more required immunizations. 

Pre-Kindergarten Immunization record

Place each student in one of the categories below:


Requirements Met

All Required Vaccine Doses (A)

  • Students who are immunized with all required doses have a single check in "has all required vaccine doses" under the "Status of Requirements" section of the Blue Card.

  • Do not include students who have proof of disease for chickenpox. Please see criteria for permanent medical exemptions.
    Requirements Met, But Missing Doses

PME- Permanent Medical Exemption (C)

  • Submits a medical exemption issued in CAIR-ME for one or more required vaccines and immunization records with dates for all required shots not exempted.

Medical exemption documentation should be used for a child who had chickenpox disease that was documented by a physician.

Other (F):

  • Schools may contact their authorized local educational agency (LEA) for additional information about these categories.
  • Only use if students do NOT have All Required Vaccine Doses, a temporary medical exemption or conditional admission and WHO ARE:

    F1. Accessing special education or related services required by their individualized education program (IEP), OR
    F2. Enrolled in an independent study program and do not receive classroom-based instruction (IND), OR
    F3. Enrolled in a home-based private school (Home).


Conditional – Missing Doses Not Currently Due (B)

  • If a child is missing a dose(s) in a series but no immunizations are currently due.

  • Commenced receiving doses of all the vaccines required (table)(PDF) and is not currently due for any doses at the time of reporting (as determined by intervals listed in Conditional Admission Schedule, column entitled "EXCLUDE IF NOT GIVEN BY").

  • No longer includes homeless and foster students who are awaiting records at time of reporting. Please see Overdue.

TME- Temporary Medical Exemption (D)

  • Submits a TME issued in CAIR-ME for one or more vaccines and has submitted immunization records for vaccines not exempted.


Overdue- Needs Doses Now (G)

  • Out of compliance, missing doses are overdue. Child may not attend school until overdue doses are received. The deadline listed in Conditional Admission Schedule, column entitled "EXCLUDE IF NOT GIVEN BY" (table)(PDF), has passed.

  • Homeless and foster students (allowed initial enrollment without records) counted here if still in the process of meeting requirements/waiting for records. If students do not have records, count the student as missing all doses.

2. Tally each child's Reporting Status on the Worksheet

On the Worksheet…

  • List each student and check the designated box of their status.

  • For students missing any doses, tally which vaccine(s) are missing.

  • If the student is not missing any vaccine(s) leave the vaccines missing blank.

Missing Doses by Vaccine:  

  • Count the total of all children (B, C, D, F and G) who do not have "All Required Vaccine Doses".

  • List each student missing any doses, and check the designated box of their reporting status.

  • Tally which vaccine(s) are missing. If the student is not missing any vaccine(s) leave the worksheet blank.

  • Total the columns for the number of children in each reporting category and total number of children missing each vaccine. The total of A+ B + C + D + F+ G must be equal the total enrollment since each child is only in one group.

    • The total number of students missing polio, DTaP, MMR, Hep B or varicella vaccine must not exceed the number of children missing immunizations for any reason.

    • In the example below, 4 students are missing doses. Each individual vaccine missing (Polio, DTaP, MMR, Hep B, Var) can only total up to 4.

Transitional K Missing Immunization doses chart

Retain the worksheet for your records in case of audit and as a roster of students who do not meet all immunization requirements in the event of an outbreak.

Note for children meeting criteria of multiple categories:

  • If a student has an exemption and is also a conditional entrant, please report the student as having the exemption only.

  • Only place a child in "Other" if they do not fit in any other category. 

  • Email with reporting questions or challenging cases.

3. Submit Report at

Transitional-K Login
  • To log-in, confirm your CDE School Code, which is last 7 digits of the 14-digit county-district-school (CDS) code assigned to your school.

  • If you are unsure of your CDE Code, try using the drop-down menu on the reporting site and see FAQ1.

  • Once logged in, confirm your

    • School Information

    • Contact Information

  • Submit Report using the totals from your worksheet(s). Fill out all required fields to complete the reporting form.

    • If there are no students in a particular category or if the category is not applicable, place a zero in the box.

    • Changes can be made up until reporting closes. Log in again and click "Revise Your Submitted Report" to make any modifications based on changes in a student's status.

  • If your school is closed or does not have students for the applicable ages or grades, please sign-in to report your school's closure or lack of students.

Transitional K Screen Matches worksheet example

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