Manual Disclosures

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Manual Disclosures

Manual disclosures, also known as “event disclosures” can be created by the reporter when there isn’t a Streamlyne Research system record appearing in the New Project Disclosures to Report, or in their Annual or Master disclosure project listing. Manual disclosure is the defined method for creating a Travel disclosure.

Manual Disclosure types include;

• Award

• Proposal (Development)

• IRB Protocol

• IACUC Protocol

• Travel

To create a manual disclosure, navigate to the Reporter tab and select Create Manual Disclosure from the Conflict of Interest channel listed under the My Disclosures section. A Manual Disclosure page will be presented that contains the system generated document header details above the single Disclosure tab. There are five (5) sub-panels for the Document Overview, Reporter, Manual Event and Financial Entities, Notes & Attachments, and Certification. Once the event type is selected and added, a Questionnaire sub-panel will generate if a questionnaire has been defined for the disclosure type.

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

• Select the type of disclosure in the Manual Event and Financial Entities subsection

• Enter the specifics about the selected type of event disclosure (varies by type)

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

• Answer the Questionnaire, if applicable.

• 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

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