Manual Proposal Event Type:
Figure 927 COI > Manual Proposal event > New Event Project Details section
The Proposal Event Type subsection requires the following data fields to be maintained:
Table 278 COI > Manual Proposal event > New Event Project Details field definitions
|
Field |
Description |
|
Event Type |
This selection was made in the previous step, but can be changed to another type in this field. Changing the Event Type will change the required data elements that follow. This section describes Manual Proposal. |
|
Project ID |
Enter the project ID number in this field. |
|
Project Title |
Enter the name of the proposal in this field. |
|
Sponsor |
Enter the name of the funding sponsor in this field |
|
Project Role |
Enter your role in the project in this field. |
|
Project Funding Amount |
Enter the anticipated total project funding in this field |
|
Project Start Date |
Use the calendar tool to select the anticipated start date of the proposal |
|
Project Type |
Select the project type from the drop-down list. |
|
Add |
Click the Add field to save the entered details. You must define all the data fields. |
Once the Event Type has been successfully added, subsections for the project details and the financial entities will appear. Also, the Questionnaire Sub-panel may generate if one has been defined for this manual disclosure type. Complete the requirements in both sections.
Figure 928 COI > Manual Proposal event > Questionnaire and Event & Financial Entities Details sub-panels
The Manual Event and Financial Entities sub-panel contains
two (2) subsections. If it isn’t already, expand the sub-panel by clicking the
[>show] 
toggle button.
The upper section displays the new manual proposal to be related to a reporter’s
active Financial Entities. The lower section displays the list of active
financial entities. The parenthetical text in this banner keeps track of the
number of entities that must be reviewed to complete this section’s
requirements. Example: (0/2 Reviews Complete). When the entities in this section
have been related, the banner text will update.
Figure 929 Manual Event and Financial Entities sub-panel Project and Financial entities sections
The Project details entered in the prior step are displayed
to identify the record. The Financial Entities subsection displays the following
four columns: Review, Entity, Related, and Comments. The overall disclosure
disposition 
for the
project is also displayed on the header panel.
Table 279 COI > Manual Proposal event > Financial Entities Details field definitions
|
Field |
Description |
|
Review (column) |
This column contains the View, Edit, and History function buttons that allow the user to access the details of the financial entity. Close the box to continue with your disclosure. |
|
View |
Click the view button to display the financial entity details window in a light-box window. |
|
Edit |
Click the edit button to open this financial entity and modify the entry. When you finish your edit and submit or cancel, you will return to the disclosure. |
|
History |
Click the history button to display a table that summarizes the updates made to this financial entity. Close the box to continue with your disclosure. |
|
Entity (Column) |
This column contains the (create) “new financial entity” button in the leading row, and the name of the reporter’s financial entity in the detail rows. |
|
New financial entity |
Click the new financial entity button |
|
Related (column) |
This column header contains the quick-entry selection
option to assign the entity relationship status to every financial entity.
Click on the “select” drop-down list |
|
Select |
Click on the “select” drop-down list |
|
Comments |
This section is used to provide additional explanatory text. |
to open the entry screen to
define an entity. See the section on 
tool to assign a financial entity
relationship status for all financial entities. The values available for
selection for the reporter are No Conflict Exists, Potential Relationships
and Relationships Identified. Once an option is selected, the related
column for each financial entity is populated with the
selection.Adoption of Project-FE relatedness status with the highest numerical value as project and disclosure status
When multiple financial entities are related to a project, the system adopts the highest number of the project-fe statuses selected by the reporter for the status display at the project and disclosure level. This can be seen after the reporter selects the project-fe relationship and performs a save action.
The statuses No Conflict
Exists, Potential Relationships and Relationships Identified are maintained
within the Maintenance Table COI Disposition Status. The calculation of which
project-fe status to select as the overall status for the project/disclosure is
based on the value of the numeric COI Disposition Code. The system considers
lower values as “good” statuses and higher values as “bad” statuses.
|
COI Disposition Code |
COI Disposition |
|
210 |
No Conflict Exists |
|
310 |
Potential Relationship |
|
320 |
Relationship Identified |
As shown in the example below, the COI Disposition value for value for “Potential Relationship” i.e. 310 is higher than the COI Disposition value for “No Conflict Exists” 210. Hence the system adopts the higher value status for the project level disclosure status.
Figure 930 COI > Manual Proposal event > Manual Event and Financial Entities detail section > Related column; proposal header panel disposition
The Status of the Disclosure on the header panel is also derived from the project-fe status with the highest value.
Figure 931 COI > Manual proposal event > Disclosure header > Status
Completing the Manual Proposal Event
Disclosure: