Create a New Proposal Disclosure

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Create a New Proposal Disclosure

From the New Project for Disclosure page, expand the New Proposals for Disclosure subpanel, and then click “Report Coi”. This will open new disclosure entry document.

The Document information panel contains the Document ID, Status, Disposition, and Reporter Created, Last Updated, and Disclosure number.

During the disclosure process, you will complete the following steps:

• Enter a description in the Document Overview -

• Review your details in the Reporter subsection

• Review and maintain additional units, if needed, in the Unit Details subsection

• Answer some questions in the Questionnaire subsection, if defined.

• Relate your Financial Entities to your projects in the Projects & Financial Entity Relationships subsection

• Enter a note or upload a document, if appropriate, in the Notes & Attachments subsection

• Certify that the information is complete in the Certification subpanel

The subpanel data requirements are described in the sections below.

Figure 598 New Proposal Disclosure > Disclosure tab > collapsed view.

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