Wizard

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.

 

Dashboard

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.

 

 


Sections Overview:

  • Entities will display entities you have previously added to iDisclose. To add a disclosure for the Entity, it must be active and  Edit the entity and make it 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. 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 a disclosure is identified as a prior
    approval, it will be 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 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 the Annual Reports section, you will also have a button to begin a report once annual reporting season 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.  


 

Icons 

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.


Icons

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. 

Help

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.