2015 Annual Reports

The video will demonstrate how to view annual reports that have been submitted; reports that have been approved; how to view a list of Outstanding Reports (reports not submitted) and other views available to departments and divisions.

Click here for the video



 


 

Review Summary - Annual Reporting 

An overview of your department activity is provided on the Dashboard, within Review Summary.  There are two columns of detail available, the left column, Received / Under Review, displaying categories of reports submitted  and currently under review by the COI office. To the right, Approved, displaying reports that have been approved with the category they fall under.

As a reminder, these reports provide a retrospective accounting of an individual's outside activities in 2015. Because these activities have already taken place, should a department require an individual to make changes to their outside activities, any adjustments should be for future activities.

View Reports

To view any category within Review Summary, select an available hyperlink. You will be directed to the reports which fall within the category selected.

Reports - Submitted

The next screen will direct you to the list of reports from the category you selected in Review Summary.   To view a report, select the look-up icon for the individual.

Available radio buttons to toggle between are: EmployeesOutstanding Reports and Approved. 

ColumnIconDescription
Work-Total number of work days entered in a report. This is the sum of all work days entered.
Vaca.-Total number of vacation days entered in a report. This is the sum of all vacation days
entered for a report. 
#-

Indicates the total number of disclosures entered in a report.

$ Total-The sum of all disclosures.
ActionsIndicates a report (i.e., at least 1 disclosure was entered). If a report is submitted with 0
disclosures, a view icon will not be displayed. 

 

 

Have Not Submitted

The most common report requested, Outstanding Reports, provides a list of employees that have not submitted.


 

New Employees

A view of all individuals who began employment on or after the 1st of the current year and are required to submit an annual report can be viewed
by clicking the New Employees button. The button is avaialble from the Existing Employees view.

 

Download to Excel

To download the current page, or all pages, into excel, scroll to the bottom of the page, select an option and click