Scope

This procedure covers:

•      Create Annual Disclosure

•      Create Manual Disclosure

•      Update Master Disclosure

•      New Project Disclosures to Complete

 

Completing A COI Disclosure Document

Before You Begin

Before you begin this procedure, you will first need the following:

•      Access:  permissions associated with the Reporter or COI Administrator roles

•      Time:  the ability to save a draft of a work-in-progress

•      Pre-existing Conditions: Records (existing records or documents) that need to be in place first in order to complete this, and any particular Status that is necessary:

•      Award documents

•      Submitted Institutional Proposal Documents

•      Proposal Development Documents

•      IRB Protocols

•      IACUC Protocols

•      Prerequisite Tasks:  The following tasks must be completed prior to initiating this activity:

•      Create new Financial Entities

•      Maintain/update existing Financial Entities

Prior Procedure Reference:  This procedure continues from “<Financial Entities>” in < New Financial Entity>.