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 update master 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 1091 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 1092 COI Update Master 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 1093 COI Update Master 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 1094 COI Update Master Disclosures > Disclosure header panel > Disclosure Status