Manual Travel Disclosure Event Type:

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Manual Travel Disclosure Event Type:

Figure 570 COI> Manual Event & Financial Entities sub-panel with Travel Disclosure Event type selected.

The Manual Travel Disclosure Event Type subsection requires the following data fields to be maintained:

Table 254 COI> Manual Travel Event Disclosure > new project details field definitions

Field	Description
Event Type	This selection was made in the previous step, but can be changed to another type in this field. Changing the Event Type will change the required data elements that follow. This section describes Travel Disclosure.
Event ID	Enter the ID number in this field.
Event Title	Enter the name of the travel in this field.
Entity Name	Enter the name of the entity related to this travel
Destination/Location of Travel	Enter the name(s) of the locations for this travel event.
Travel Sponsor	Enter the name of the sponsor providing funds for this travel.
Amount of reimbursement received	Enter the funding amount received from the sponsor
Purpose of Travel	Enter the reason for this trip
Start Date	Enter the date the trip began
End Date	Enter the date the trip ended.
Add	Click the Add field to save the entered details. You must define all the data fields.

Once the Event Type has been successfully added, subsections for the project details and the financial entities will appear. Also, the Questionnaire Sub-panel may generate if one has been defined for this manual disclosure type. Complete the requirements in all sections

Figure 571 COI> Travel Disclosure Event triggers Questionnaire after the event is maintained in the Manual Event & Financial Entities sub-panel

The Manual Event and Financial Entities sub-panel contains two (2) subsection. If it isn’t already, expand the sub-panel by clicking the [>show] toggle button. The upper section displays the new manual project to be related to a reporter’s active Financial Entities. The lower section displays the list of active financial entities. The parenthetical text in this banner keeps track of the number of entities that must be reviewed to complete this section’s requirements. Example: (0/1 Reviews Complete). When the entities in this section have been related, the banner text will update.

The Project details entered in the prior step are displayed to identify the record. The Financial Entities subsection displays the following four columns: Review, Entity, Related, and Comments.

Table 255 COI> Manual Travel event Financial Entities field definitions

Field	Description
Review (column)	This column contains the View, Edit, and History function buttons that allow the user to access the details of the financial entity. Close the box to continue with your disclosure.
View	Click the view button to display the financial entity details window in a light-box window.
Edit	Click the edit button to open this financial entity and modify the entry. When you finish your edit and submit or cancel, you will return to the disclosure.
History	Click the history button to display a table that summarizes the updates made to this financial entity. Close the box to continue with your disclosure.
Entity (Column)	This column contains the (create) “new financial entity” button in the leading row, and the name of the reporter’s financial entity in the detail rows.
New financial entity	Click the new financial entity button to open the entry screen to define an entity. See the section on Financial Entity maintenance for complete instructions. When your entity maintenance is complete and you submit or cancel, you will return to the disclosure.
Related (column)	This column header contains the quick-entry buttons to assign the entity relationship status to every financial entity. The detail row contains the drop-down selector to assign the relationship status on an item by item basis.

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