Questionnaire – Annual Disclosure

If a questionnaire has been designated for this disclosure type, the title will appear in the Questionnaire sub-panel. In the first example below, there are no questions to answer.

Maintenance note:  Questionnaires are maintained for the Annual Disclosure by creating the questions, creating a questionnaire, selecting Module: COI Disclosure and Sub-Module > Annual Disclosure, and making the questionnaire Active.

Figure 509 COI Annual Disclosures > Disclosure Page > Questionnaire sub-panel- contents hidden

 

In the following example, a questionnaire has been designated. The title “Annual Disclosure” displays in the sub-section header.  Until the questions are answered, the (Incomplete) status will remain.

Figure 510 COI Annual Disclosures > Disclosure Page > Questionnaire sub-panel - contents shown; questionnaire incomplete

To fulfill the questionnaire requirement, expand the sub-panel by clicking the [>show]  toggle button and then answer the questions. 

Once the questionnaire has been successfully completed, the title band will update to “(Complete)”

Figure 511 COI Annual Disclosures > Disclosure Page > Questionnaire sub-panel - contents shown; questionnaire complete