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.

In the Streamlyne Research 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.

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.

Once the administrator performs approve or disapprove action, the disclosure status appears on the header of the disclosure document.

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.