Completing your disclosures of outside activities takes place through the iDisclose Wizard. The wizard displays a 3 step navigation bar to identify where you are within the disclosure process. The right side of the navigation bar contains the Previous and Next buttons for moving between the steps.
Directly below the navigation bar you will two elements.
Select a reporting period is where you choose the period for which you are reporting.
Report Menu displays a list of options for the current report including Download a PDF and Logout.
The Information Bar icons are:
|Tally of the disclosures included in the current report.|
If you have nothing to disclose this will always show "0"
|Indicates whether the selected report is open (and can be edited)|
or locked (because it has been certified and submitted).
An entity is an individual, business, institution or organization that you interact with and with whom you have external activities to disclose. The top half of the My Entities window will display all entities you interact with. The bottom half of the window contains the fields to enter information about a new entity or to edit the information about an existing entity.
NOTE: As a New Employee you will have no entities displayed. Any entities you add now will be available for your use in the future. Please complete all fields.
Once each field has been completed the green Add button will become available. The blue Save button is used when editing an entity.
The top half of the window will now display the entity you have added. The Action column to the right of each row of the entity table contains two buttons used for editing or deleting an entity.
NOTES: About deleting entities.