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.
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.
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 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.
For Annual Reporting, the four pages to complete are: Overview, Entities, Disclosures, and Certify for annual reporting. *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.
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.