COI Disclosure Status

You are here:Maintenance Documents > Compliance - Conflict of Interest

COI Disclosure Status

The COI Disclosure Status maintenance e-doc (Coi ) is used to establish and maintain numeric codes and textual description values which are stored in database tables. This data serves as reference information that is made available for display and selection in various areas of the system, which can include lookups, e-docs as well as other maintenance e-docs.

Document Layout

Edit Disclosure Status Section

The Edit Disclosure Status section of the Disclosure Status maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Field	Description
Disclosure Status Code	Type (or paste from virtual clipboard) to enter an abbreviated version of the Description field (for example, a numeric value) that can be used to organize the disclosure state and optimize it for reference. This value is associated with the Description field value to uniquely represent this disclosure status in the system.
Description	The full textual name for the disclosure status as it is commonly referred to. Click within the text box (or press the tab key from a previous field) to reposition the cursor so that it is within the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information. Click the expand text icon to display a pop-up window with an expanded text entry area if you want more screen real estate to type in, and then click the continue button to close the window and return. After text has been entered and saved, click the green arrow icon to read it in its entirety in the larger pop-up window, and then click the close button to close the window and return.

Examples

Common Features

This maintenance document includes the following features that are common to most Streamlyne Research maintenance documents:

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 94 in Common E-Doc Tabbed Sections.
Notes and Attachments Section	For more information, see “Notes and Attachments” on page 95 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 97 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 98 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.