Approval Action
The Approval Action section allows the Administrator to set the overall status of a disclosure. Based on the project-fe relationships for the various projects within the annual disclosure, the system dynamically presents either an “Approve” or a “Disapprove” option to the administrator.
Disapprove
Implementing institutions can control for which values of project-fe relatedness the system displays the Disapprove action. COI Disposition values within the COI Disposition Code maintenance table with a COI Disclosure Status Code of 4 are the only values that will trigger the system to show a Disapprove button in the Approval Actions panel.
Figure 585 KC Maintenance > Compliance – Conflict of Interest > COI Disposition Code – COI Disclosure Status Code
In the KC COI out of the box application, the COI Dispositions of “Unresolved” and “Disclosed Interests Unmanageable” are the only statuses set up to trigger a disapprove action.
Figure 586 COI Annual Disclosures > Disclosure Actions Page > Administrator Actions > Approval Action – Disapprove button
Approve: If none of the project-fe relatedness codes (COI Disposition codes) have a COI Disclosure Status Code of 4, the system displays the “approve” button.
Figure 587 COI Annual Disclosures > Disclosure Actions Page > Administrator Actions > Approval Action – Approve button
Once the administrator performs
approve or disapprove action, the disclosure status appears on the header of the
disclosure document.
Figure 588 COI Annual Disclosures > Header panel > Disclosure Status
If during the approval of the annual
disclosure, the reporter has any submitted manual or event disclosures that have
not been approved, the system generates a warning message to the administrator
in the Approval Action panel. The message instructs the administrator to approve
the submitted disclosures prior to approving the annual disclosure.
Figure 589 COI Annual Disclosures > Disclosure Actions Page > Administrator Actions > Approval Action – warning for unresolved event disclosures.