What is the best way to complete a COI Disclosure Form?

A reviewer's Annual Disclosure status is visible in the My Profile section of the application.

Reviewers can complete their Annual Disclosure in one of two ways:

1. Manually start a new disclosure form My Profile
2. Completing an assigned Research Based Disclosure task initiated from Sponsored Projects

Manually Creating a Disclosure Form

1. From the Outside Interests dashboard, locate your name in the upper right-hand corner and click on the drop-down carrot. Select My Profile.
   
   
    
2. In the left-hand menu, click COI Disclosures. 
   
   

3. Click New Disclosure.

4. Select one of the following options and then click Next:
   • Start a new Annual disclosure.
   • Start a new Research-Based disclosure.
     
     
5. Complete the Disclosure form (all sections should have a green checkmark indicating completion) and then click the Submit button.
   
   

Completing an Assigned Research Based Disclosure Task (applies to Sponsored Projects only)

A new task will be automatically created in the Platform My Tasks list whenever a research-based disclosure is initiated from Sponsored Projects. An email will alert the Reviewer to the Task assignment.

1. Click the task assignment link provided in the email, or alternatively, navigate to the My Tasks list in the Platform and select the assigned Disclosure task.

2. The link will open the Disclosure form in My Profile for completion. Fill out all sections until each displays a green checkmark, then click Submit to finalize.