Scope

This procedure covers:

• Create Annual Disclosure

• Create Manual Disclosure

• Update Master Disclosure

• New Project Disclosures to Complete

Completing A COI Disclosure Document

Before You Begin

Before you begin this procedure, you will first need the following:

• Access: permissions associated with the Reporter or COI Administrator roles

• Time: the ability to save a draft of a work-in-progress

• Pre-existing Conditions: Records (existing records or documents) that need to be in place first in order to complete this, and any particular Status that is necessary:

• Award documents

• Submitted Institutional Proposal Documents

• Proposal Development Documents

• IRB Protocols

• IACUC Protocols

• Prerequisite Tasks: The following tasks must be completed prior to initiating this activity:

• Create new Financial Entities

• Maintain/update existing Financial Entities

Prior Procedure Reference: This procedure continues from “<Financial Entities>” in < New Financial Entity>.