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  • iDisclose v3.2 Dashboard & Wizard

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Dashboard

The dashboard is an overview of the current and past activities you have disclosed. From the dashboard, you have the ability to manage your entities, view disclosures for current and past reporting seasons, view disclosures which require

Prior Approval, and view past reports.

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Upon accessing the Dashboard, the sections (Entities, Disclosures of Activities & Financial Interests, Prior Approval of External Activity Requests and Annual Reports will be minimized. To expand, click the Image Added icon.

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Sections Overview:

  • Entities will display entities you have previously added to iDisclose. Reporting in 2015 provides additional fields in the entities section. To add a disclosure for the Entity, it must be active and  Edit the entity and make active
    in order to use it in your 2015 reporting or in the futureit active. If your entity contains red in the row, you must edit the entity before it will populate in the Disclosures of Activities & Financial Interests section for use.
  • Disclosures of Activities & Financial Interests will display disclosures for the different reporting periods. If you entered a disclosure in 2014 and will need to use it
    in 2015, you have the ability to clone.
    Prior Approvals All prior years disclosures can be cloned. Keep in mind, the Entity must still be available. If the entity was deleted, it must be added again.
  • Prior Approval of External Activity Requests will display all disclosures which are designated by the COI office as Prior Approvals. If any disclosure from 2013 or 2014 was a disclosure is identified as a prior
    approval, you it will be able to view in in the 2013 or 2014 area. During annual reporting, if in your report a disclosure is identified as a 'prior approval' you will see the
    single disclosure(s) in the Prior Approvals section.designated in this section. Only after the COI office makes a Prior Approval Determination will the disclsoure be displayed in this section. 
    Annual Reports will contain all past reports . Here and during the reporting season you will be able to disclose for the prior calendar year. In this section you will have the option to view, print and email past reports. Any reports prior to CY 2012 will not be available for viewing.
    Within  Within the Annual Reports section, you will also have a button to begin the a report once annual reporting season .  If you have already logged in, and are in the dashboard area, clicking the
    red + Your 2014 Report will begin the disclosing process.is open, usually at the beginning of the current calendar year. All individuals required to disclose will receive an email from the Conflict of Interest Office indicating annual reporting season is open.  

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Icons 

Allows you to edit a report.

Deletes a report.

Allows you to view your report within a browser window.
Allows you to email a PDF version of your report.
Allows you to download a PDF version of your report.

Icons

When a item like a disclosure or entity is checked,
the clone button will be available. This will allow you to
clone, or duplicate the item. 
When you are ready to submit your disclosure for annual reporting
or a single disclosure for prior approvals the submit button
must be clicked. 
Allows you to add a new entity or new disclosure.
Indicates there is missing information for a specific entity. The entity
will not be listed as available within the Disclosure page. 
Indicates an entity is active, therefore it will be listed as an option
within the Disclosure page. 
Indicates an entity is not active, therefore it will not be listed as
available within the Disclosure page. 
Each section contains a help icon. Once clicked, a series of steps
will be listed in order to assist you in completing the section. 

Wizard

iDisclose v3.0 wizard is updated to help navigate you through completing your annual report and prior approvals. Once a page is completed, the only way forward is by clicking the 
Continue to the Next Step button, located at the lower right. The assist in submitting single disclosures. The wizard is initiated from the iDisclose v3.0 webpage. Once an item is selected from one of three areas: Annual Reporting, Common Activities or Other Activities the wizard will be initiated.

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For Annual Reporting, the four pages to complete are: Overview, Entities, Disclosures, and Certify for annual reporting.  If you are
submitting a single disclosure, you will not see the overview page.  *If you have no disclosures to make during Annual Reporting, you will only need to complete the Overview and Certify page. 

If you are submitting a single disclosure which falls within Common or Other Activities, the three pages to complete are: Entities, Disclosures and Certify.

 

Help

Each page contains a question mark and help icon   . Once  is clicked, the blue header bar will expand with additional information. Clicking  
will provide you with steps to complete the section you are on.