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Background

A disclosure contains the details of your activities with an outside entity. Access My Disclosures through the Disclosure Menu in Step 2. The top half of the window will display disclosures you have already created. The first time you open this window there will be no disclosures to display. The bottom half of the window contains the fields used to add a new disclosure or edit and existing one.

Add a Disclosure

To proceed with creating a disclosure, complete all fields:

  • Disclosure For
    • Myself, Spouse, Dependent child, Parent, Unmarried Adult (living with you), Other
  • Entity Name - select from a list of all of your active entities
  • Disclosure Type
    • Compensation, Travel Only, Equity, Fiduciary Role, Intellectual Property, Royalties, Relationship, Gifts, Other
  • Type of Activity
    • Advisory Board / Committee, Governing Board, Consultant, Equity Holdings, Expert Witness, IP Rights, Royalty Income, Speaker, Reviewer, Travel, Other
  • Research related - is this activity related to you sponsored research?
  • Description of Activity
  • 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

  • Click on the green Add button to save a new disclosure. The blue Save button is used when editing a disclosure.

Edit a Disclosure

Use the same process as described above for Entities.

Delete a Disclosure

Use the same process as described above for Entities.

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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