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Completing a New Annual COI Disclosure Form Suzanne Alstadt, Director Office for Research and Sponsored Programs Kathryn Henning, Manager Compliance Education

TRACKS: Faculty/Staff COI System Guide

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TRACKS: Faculty/Staff: How to Complete your New Annual COI Statements

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Page 1: TRACKS: Faculty/Staff COI System Guide

Completing a New Annual COI Disclosure Form

Suzanne Alstadt, DirectorOffice for Research and Sponsored Programs

Kathryn Henning, ManagerCompliance Education

Page 2: TRACKS: Faculty/Staff COI System Guide

Login

Log in using your UAMS username and password.

Questions? Contact the COI Office at 686-5502.

Page 3: TRACKS: Faculty/Staff COI System Guide

Inbox/ My COI

• Inbox  - Items that require action by you to move your submission through the review process. 

• My COI - Displays your COI related items.

Questions? Contact the COI Office at 686-5502.

Page 4: TRACKS: Faculty/Staff COI System Guide

New COI Submission

• To start new COI submission, click “New COI” button.

• Don’t see the New COI button? Be sure that your role is “Academic Staff Member”.

Questions? Contact the COI Office at 686-5502.

Page 5: TRACKS: Faculty/Staff COI System Guide

New COI Submission

• Save at any time and return later.• Select Fiscal Year from drop down menu.• Use “Continue” and “Back” buttons, not browser buttons

Questions? Contact the COI Office at 686-5502.

Page 6: TRACKS: Faculty/Staff COI System Guide

Ownership Interests

• If nothing to disclose, hit “Continue.”• If something to disclose, check box(es), click on “Add.”• If company is not included in drop down menu, click on “Enter

New Company.” Questions? Contact the COI Office at 686-5502.

Page 7: TRACKS: Faculty/Staff COI System Guide

Enter New Company

› Sends company information to COI Administrator to enter company profile.

› You will be alerted when the company has been added and is available for selection.

› Can move ahead with rest of submission.

Questions? Contact the COI Office at 686-5502.

Page 8: TRACKS: Faculty/Staff COI System Guide

Ownership Interests

• When you are finished with your disclosures, click “Continue” to move to next section.

Questions? Contact the COI Office at 686-5502.

Page 9: TRACKS: Faculty/Staff COI System Guide

Screens B – D.3

Follow the same steps for screens B-D.3

Questions? Contact the COI Office at 686-5502.

Page 10: TRACKS: Faculty/Staff COI System Guide

Outside Employment

• You must respond either “Yes” or “No” to continue. Otherwise, works the same as previous pages.

Questions? Contact the COI Office at 686-5502.

Page 11: TRACKS: Faculty/Staff COI System Guide

Signature Page

• Check “I agree with the above statement.”• Click “Finish.”

Questions? Contact the COI Office at 686-5502.

Page 12: TRACKS: Faculty/Staff COI System Guide

COI Page

• Shows the current state of one COI submission.• History – actions and states for that particular COI

submission.Questions? Contact the COI Office at 686-5502.

Page 13: TRACKS: Faculty/Staff COI System Guide

Editing Your Current COI

• If you receive notification that changes are requested by an approver, you can make edits to your COI form.

• Click here to view the COI form.

Questions? Contact the COI Office at 686-5502.

Page 14: TRACKS: Faculty/Staff COI System Guide

Editing Your Current COI, cont.

• Requested changes appear under the “Activity” heading.• Click “Edit COI” to make requested changes.

Questions? Contact the COI Office at 686-5502.

Page 15: TRACKS: Faculty/Staff COI System Guide

Editing Your Current COI, cont.

• Make requested changes. • Click Continue and sign the Attestation Page.

Questions? Contact the COI Office at 686-5502.

Page 16: TRACKS: Faculty/Staff COI System Guide

Editing Your Current COI, cont.

System shows that changes are submitted.

Questions? Contact the COI Office at 686-5502.