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Proposals – Annual Disclosure

 

This section will list the pending Institutional Proposals to be related to a reporter’s active Financial Entities. Expand the Proposals sub-panel by clicking the [>show]  toggle button.

 

Maintenance note:  The proposals in the list are determined by the Proposal Status codes maintained in the Config Parameter INSTITUTIONAL_PROPOSAL_DISCLOSE_STATUS_CODES

 

Figure 390 COI Annual Disclosures > Disclosure Page > Proposals sub-section with content hidden.

 

The Proposal section of the Disclosure page displays the reporter’s Proposals and Financial Entities with subsections for each Proposal.  The identifying information includes Proposal Title, Sponsor, Start and Date, and PI name are displayed with the Financial Entities subsection providing the following four columns: Review, Entity, Related, and Comments.

 

Figure 391 COI Annual Disclosures > Disclosure Page > Proposals sub-section with content shwon.

 

Table 221 COI Annual Disclosures > Disclosure Page > Proposals sub-section– Field Descriptions.

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.

All

Use the “all” button  to change every financial entity status to “Related.” You may override individual entries by using the selection tool in that row.

None

Use the “none” button  to change every financial entity status to “Unrelated.” You may override individual entries by using the selection tool in that row.

Select

Click on the “select” drop-down list  tool to assign a financial entity relationship status.

Comments

This section is used to provide additional explanatory text.