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Disclosing as a Current Employee

Watch this short video!

Step 1 - Start Here

  1. Click Annual Reporting for 2014
  2. Review information message and click continue
  3. Log in with your university email address and domain password

  4. Answer the (4) Yes / No questions.
    1. Your relationship with for-profit entities
    2. Your relationship with non-profit entities
    3. Gift reporting as required by the State of Texas
    4. Your conduct of research as part of employment
  5. Click Continue to the Next Step when finished.

  6. If Q1-3 answers are No, this indicates you have nothing to declare. You will advance to Step 4- Certify.



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NOTE: Employees who did not complete a report will not see a list of entities. If the Entity you want to use contains a red background in the first column (row two in the above snapshot), this indicates the industry needs to be selected. To select, edit your entity.

Add an Entity
  • Click Image RemovedImage Added and  complete all fields. 
  • Complete Select an Entity Category
  • Complete Entity Type
  • Complete Entity Industry: For-Profit, Non-Profit or Government
  • Select an Entity Type: options are based on the Entity Category you selected
  • Select an Entity Industry: options are based on the Entity Category you selected
  • Complete Entity Name
  • Complete the Location - Street Address and City State/Province, Country
  • Click Save
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Edit an Entity
  • Click Select an entity currently listed by clicking the check box
  • Click the blue edit iconEdit button
  • The information about that entity will be appear in the fields in the bottom half of the window.
  • Make your changes and select the blue Save button.
Delete an Entity
  • Click on Select an entity currently listed by clicking the check box
  • Click the blue Delete  iconon the Trashcan icon in the Action column of the entity you want to delete.
  • A warning message will be displayed asking you to confirm your action.Image Removed


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  • Click on the blue Delete button to delete the entity or select Cancel if you change your mind.
  • Remember, if you simply want to stop an entity from displaying as an option when completing your Disclosure page, Inactivate the entity.

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Allows you to edit an Entity.

Deletes an Entity.

Allows you to view your Entity within a browser window.
Image RemovedImage AddedAllow your Entity to be displayed as an option within the Disclosures page.

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Prevents your Entity from being displayed within the Disclosures page as an option.

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A disclosure contains the details of your activities with an outside entity. The first time you open this window there will be no disclosures to display.

Add a Disclosure

To proceed with creating a disclosure, complete all fields:

  • Click Image RemovedImage Added and  complete all fields. 
  • Disclosure Type
    • Uncompensated Activity, Equity, Intellectual Property, Substantial Business Interest or Gift.
  • Activity Type
    • Advisory Board / Committee, Governing Board, Officer, Consultant, Expert Witness, Family Member Employment, Administrative Support, Reviewer, Seminar/Lecture, Speaker, Financial Services, Legal Services, Professional Services, Retail, Sales, Volunteer, or Other.
  • Relates to Job Function
  • Disclosure For
    • Myself, Spouse, Dependent child, Parent, Unmarried Adult (living with you), Other
  • Start and End date
  • Entity Name - select from the list. All active entities will be displayed.
  • Disclosure Type
    • Compensation, Travel Only, Outside Employment, Substantial Business Interest, Fiduciary Role, Equity, Intellectual Property, Royalties, Supervisory Relationship, Gifts, Other
  • Type of Activity
    • Advisory Board / Committee, Governing Board, Consultant, Equity Holdings, Expert Witness, IP Rights, Royalty Income, Speaker, Reviewer, Travel, Volunteer, Other
  • Research related - is this activity related to you sponsored research?
  • Description of Activity
  • Total $ Amount Paid
  • Disposition
    • Kept It, Turned it In, Not Applicable, Other
  • Duration (in days)
  • Continue
    • Yes, No, Not Sure, Not Applicable

Used Vacation - do you use vacation time performing this activity?

    • Yes, No, Not Applicable
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  • Work Days
  • Vacation Days
  • Research related - is this activity related to you sponsored research?
  • Involves Intellectual Property
  • Uses University Resources


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  • Click Save when done. You will be directed back to the Disclosures page.
Edit a Disclosure
  • Click on the Pencil icon in the activity column of the entity you are wanting to edit.
  • The information about that entity will be appear in the fields in the bottom half of the window.
  • Make your changes and select the blue Save button.
Delete a Disclosure
  • Click on the Trashcan icon in the Action column of the disclosure you want to delete.
  • A warning message will be displayed asking you to confirm your action.Image Removed


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  • Click on the blue Delete button to delete the entity or select Cancel if you change your mind.
  • Remember, if you simply want to stop an entity from displaying as an option when completing your Disclosure page, Inactivate the entity.

NOTES: About editing and deleting a disclosure:

  1. A disclosure can only be deleted if it is part of a report you are editing.
  2. Similarly, a disclosure can only be edited before you submit your report.
  3. Disclosures in reports that have been certified and submitted cannot be deleted (the trashcan button will be disabled).
  4. Similarly, disclosures cannot be edited if the report has been submitted. The Pencil button will cause the details to be displayed in the bottom half of the window but all fields will be disabled.

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