Manual Disclosures
Figure 548 Researcher >Conflict of Interest > My Disclosures > Create Manual Disclosure navigation
Manual disclosures, also known as “event disclosures” can be created by the reporter when there isn’t a KC system record appearing in the New Project Disclosures to Report, or in their Annual or Master disclosure project listing. Manual disclosure is the defined method for creating a Travel disclosure.
Manual Disclosure types include;
• Award
• Proposal (Development)
• IRB Protocol
• IACUC Protocol
• Travel
To create a manual disclosure, navigate to the Reporter tab and select Create Manual Disclosure from the Conflict of Interest channel listed under the My Disclosures section. A Manual Disclosure page will be presented that contains the system generated document header details above the single Disclosure tab. There are five (5) sub-panels for the Document Overview, Reporter, Manual Event and Financial Entities, Notes & Attachments, and Certification. Once the event type is selected and added, a Questionnaire sub-panel will generate if a questionnaire has been defined for the disclosure type.
During the disclosure process, you will complete the following steps:
• Enter a description in the Document Overview -
• Review your details in the Reporter subsection
• Review and maintain additional units, if needed, in the Unit Details subsection
• Select the type of disclosure in the Manual Event and Financial Entities subsection
• Enter the specifics about the selected type of event disclosure (varies by type)
• Relate your Financial Entities to your projects in the Manual Event & Financial Entity Relationships subsection
• Answer the Questionnaire, if applicable.
• Enter a note or upload a document, if appropriate, in the Notes & Attachments subsection
• Certify that the information is complete in the Certification subpanel
The subpanel data requirements are described in the sections below
Figure 549 Conflict of Interest > My Disclosures > Create Manual Disclosure > Disclosure tab
Document Overview: Manual Disclosure