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KR Conflict of Interest (COI) User Guide for Faculty

CONFLICT OF INTEREST (COI)


1 Completion of an Annual Disclosure

2 Completion of a Travel Disclosure

Go back to KR Upgrade Info Site


Completion of an Annual Disclosure

Navigate to the “Kuali Research Conflict of Interest” portlet in Zot!Portal. Click on Create/Update Annual Disclosure.

Select a response to the question in the Annual Disclosure.

Scroll down to the Certification section. Click the submit button.

You will see the processing message:

You have the option of clicking return to portal, which will take you to the system admin portal.

If you simply wait, when processing is complete you will see your Annual Disclosure. This screen is called your “Master Disclosure”. You can scroll down to view any travel disclosures that you may have completed. (Refer to next section for “Completion of a Travel Disclosure”.)

Click on the show button to see the details of your travel disclosure.

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Completion of a Travel Disclosure

Navigate to the “Kuali Research Conflict of Interest” portlet in Zot!Portal. Click on Create New PHS Travel Disclosure.

You will see the Travel Disclosure form.

Enter the details of your trip into the text boxes, and click add.

Click the submit button.

You will see the processing message:

You have the option of clicking return to portal, which will take you to the system admin portal.

If you simply wait, when processing is complete you will see that the record was added to the bottom of your “Master Disclosure”.

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Still have questions?

Please contact the ERA Team < era@research.uci.edu> for assistance.

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