Document Layout
The COI Disclosure document is comprised of a header area, tabbed pages (Disclosure, Disclosure Actions,), and an action button area. The Disclosure Actions tab is not presented to Reporters; only displayed to COI Administrators and Reviewers.
Table 212 COI Disclosure Document - Major Components Overview
|
Major Document Component |
Summarized Description |
|
Header area |
Document identification information at the top, right of the document containing both common and document-specific fields. |
|
Tabbed Pages |
Pages that make up the document, which are accessible by clicking the folder tab. These are groupings of functionally related information for the purpose of display. |
|
Tabbed Page Panel Sub-Sections |
Multiple panel sub-sections on page contain data entry/selection/display fields that may be expanded and collapsed via hide/show buttons. Some sections contain subsections – the labels for which are highlighted in a darker shade of grey. |
|
Action Buttons |
Buttons that appear at the bottom, center of the document (regardless of page), some of which are common to all e-docs, and some of which are unique to this particular document. |
Figure 452 COI Disclosure Document - Standard E-Doc Components
Document Header
The document header in the COI document (top, right corner of screen) displays six fields of displaying system-maintained identifying information about the disclosure record. The new Disclosure document is automatically assigned a Document Id by the system with a status associated with the type of disclosure selected.
Figure 453 COI Document – Document Header
Table 213 Document Header Definition Disclosure Document
|
Field |
Description |
|
Document ID |
This is a number that uniquely identifies the document currently accessed and displayed. |
|
Disposition |
The administrative status of the disclosure. System
determined until submitted for review, whereupon it is set by the
COI Administrator |
|
Last Updated |
The time and date that this document was last changed and saved. |
|
Status |
The system-determined state of the document as it relates to the completion and submission process. (Maintenance: Compliance > COI > COI Disclosure Status) |
|
Reporter: Created |
The ID of the Reporter that created this document and the creation date of the document. . |
|
Disclosure Number |
This number is the unique number identifying this Disclosure. This is a system generated, sequential number. |