The Kuali Conflict of Interest system tracks disclosures through a number of different statuses. These statuses can be configured to display in the Research Administration modules so OSP staff know when they have COI clearance to take certain actions on Proposals and Awards.
COI Project Statuses
|Not Required||This indicates that the current project is not being funded by a sponsor that requires COI disclosure.|
|Update Needed||This indicates that the current project is funded by a sponsor that requires COI disclosure, and the Investigator has a disclosure on file that needs to be updated to include details about the current project.|
|Up to Date||This indicates that the Disclosure with this project has been submitted for review by the researcher.|
COI Annual Disclosure Statuses
|Update Needed||This indicates that this user's annual disclosure is waiting for an Update on a project. If the project status indicates Up to Date that means the disclosure is waiting on an update to another project.|
|In Progress||This indicates this person is currently working on their Annual COI Disclosure, but has not yet submitted it for review.|
|Submitted for Approval||This indicates this person has submitted their COI Disclosure for review, but it has not yet been approved by the COI office.|
|Up to Date||This indicates the COI Disclosure is approved, and up to date.|
|Returned||This indicates that this person's annual disclosure has been returned to them for further revision.|
|Send Back / Revisions Requested||This indicates that this user's annual disclosure has been returned to the Reporter with specific comments or requested changes.|
|Resubmitted||This indicates that this user's annual disclosure has been resubmitted to the COI office by the reporter after a Return or Requested Revisions action.|
|Expired||This indicates that this user has a disclosure on file, but it has Expired and they need to update their annual disclosure.|
The disposition is a status assigned by the COI Administrator during the review process. Dispositions are defined by each individual institution. The disposition display in the Sponsored Programs modules is controlled by the View COI Disclosure Disposition permission. Any users with this permission will see the disposition in the Proposal Development, Institutional Proposal, and Award modules. This permission is commonly given to SP and COI staff members.
Display in Research Administration Modules
The COI details for an individual can be configured to display in the Proposal Development, Institutional Proposal, or Award modules. The screenshots below show how the details display in each module. For more details on how to configure the various parameters that drive what displays in these sections see the article COI - Configurations between Kuali Research (monolith)
Based on a combination of the statuses in this display SP administrators can identify if they need to take followup actions based on researcher COI disclosure requirements.
Proposal Development COI Details
Institutional Proposal / Awards COI Details