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Document Layout

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
(Maintenance: Compliance > COI > COI Disclosure Status)

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.