Kuali COI previously allowed reporters and their delegates to make project declarations in bulk when comparing financial interests and potential conflicts to existing and new projects. While looking to reintroduce the bulk project declarations functionality, Kuali COI offers an updated design to aid the process and workflow of both reporters and delegates.
Bulk project declarations allow reporters and delegates to eliminate unnecessary clicks and form selections when managing the relationships between disclosed financial entities and current projects listed on a disclosure. A reporter with 12 active projects and 8 financial entities may end up declaring ‘related’, ‘not related’, or any other relevant declarations 96 separate times without the ability to declare in bulk. Bulk project declarations, primarily for reporters with an expansive research and financial portfolio, should eliminate additional time spent on a disclosure, while also allowing for a thorough examination of each financial entity in relation to the projects listed on the form.
Bulk project declarations live on the ‘Project Declarations’ page in Kuali COI. Once the project views are expanded, reporters or their delegates can begin making declarations.
Once on the ‘Project Declarations’ page itself, with the project cards expanded, users will be able to make a selection of declarations, configured by the institution, for the financial entities in relation to each project.
In the image above, a user selects a declaration to be applied in bulk for each financial entity in the respective project. This action must be repeated for each remaining project.
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