iDisclose v3.0 wizard is updated to help navigate you through completing your annual report and 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.
During Annual Reporting (January - March 1), the four pages to complete: Overview, Entities, Disclosures, and Certify. *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: Entities, Disclosures and Certify.
Log in During Annual Reporting:
The Annual Reporting (January - March 1) links within Common and Other Activities will be disabled. All user should log in through the Annual Reporting section. Click here for login instructions, Log on during Annual Reporting.
The dashboard is an overview of your 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.
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 icon.
- 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 disclosure 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.
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.|
|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.
iDisclose v3.0 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 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, you will only need to complete the Overview and Certify page.
Each page contains a question mark and help icon
will provide you with steps to complete the section you are on.