The COI Disclosure document is comprised of a header area, tabbed pages (Disclosure, Disclosure Actions,), and an action button area. The Disclosure Actions tab is not presented to Reporters; only displayed to COI Administrators and Reviewers.
Table 214 COI Disclosure Document - Major Components Overview
Major Document Component |
Summarized Description |
Header area |
Document identification information at the top, right of the document containing both common and document-specific fields. |
Tabbed Pages |
Pages that make up the document which are accessible by clicking the folder tab. These are groupings of functionally related information for the purpose of display. |
Tabbed Page Panel Sub-Sections |
Multiple panel sub-sections on page contain data entry/selection/display fields that may be expanded and collapsed via hide/show buttons. Some sections contain subsections – the labels for which are highlighted in a darker shade of grey. |
Action Buttons |
Buttons that appear at the bottom, center of the document (regardless of page), some of which are common to all e-docs, and some of which are unique to this particular document. |
Figure 376 COI Disclosure Document - Standard E-Doc Components
Document Header
The document header in the COI document (top, right corner of screen) displays six fields of displaying system-maintained identifying information about the disclosure record. The new Disclosure document is automatically assigned a Document Id by the system with a status associated with the type of disclosure selected.
Figure 377 COI Document – Document Header
Table 215 Document Header Definition Disclosure Document
Field |
Description |
Document ID |
This is a number that uniquely identifies the document currently accessed and displayed. |
Disposition |
The administrative status of the disclosure. System
determined until submitted for review, whereupon it is set by the
COI Administrator |
Last Updated |
The time and date that this document was last changed and saved. |
Status |
The system-determined state of the document as it relates to the completion and submission process. (Maintenance: Compliance > COI > COI Disclosure Status) |
Reporter: Created |
The ID of the Reporter that created this document and the creation date of the document. . |
Disclosure Number |
This number is the unique number identifying this Disclosure. This is a system generated, sequential number. |