Single Disclosure for Prior Approvals
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iDisclose Approval Requests

Videos in this channel are specific to disclosures that are flagged as Prior Approval Requests. All Disclosures flagged as Prior Approval Requests must have a final approval by the VP and CFO.

  • Single Disclosure for Prior Approvals

    07/08/2015 | 05:37

    The following video will show you the steps needed to log into iDisclose in order to submit a Prior Approval (Single Disclosure)

    Single Disclosure for Prior Approvals

    Created 07/08/2015

  • Routing a Prior Approval in the Department

    01/13/2016 | 06:40

    When a prior approval request is forwarded to the department, the department has the ability to review, make comments and route to other reviewers within the department. Once the department has completed it's review, the final approving authority in the department/division will route to the VP & CFO. Note: if you are in the School of Medicine, the Prior Approval Request must be routed to Gabriel Hernandez after the department/division has reviewed. He will then forward to the VP & CFO.

    Routing a Prior Approval in the Department

    Created 01/13/2016
    Chapters
    Transcript
    00:01:53 Next Reviewer, Return to User and Disapprove buttons.
    00:02:38 Assign to the Next Reviewer within the department or division.
    00:04:22 This next section shows the next department reviewer logging in, reviewing the prior approval and forwarding on to the VP & CFO.
    00:05:35 Last reviewer in the department assigns to the VP & CFO for final approval.
    00:05:35 If you are in the School of Medicine, all prior approvals should be routed to Gabriel Hernandez.

  • Submit a single disclsoure during Annual Reporting

    01/12/2016 | 06:03

    The following video will show you how to access iDisclose during the Annual Reporting season and when Common and Other activities on the iDisclose home page are inactive.

    Submit a single disclsoure during Annual Reporting

    Created 01/12/2016
    Chapters
    Transcript
    00:00:48 Click the green button to log into iDisclose.
    00:00:54 Log in with your UT Health Science Center email address and domain password.
    00:00:59 Once logged in, you may see a Welcome Back! message or the Overview page. Close any messages and click the Dashboard hyperlink on the top of the page in the black banner.
    00:01:41 Dashboard
    00:02:19 Add an Entity, if the entity you will disclose for is not listed.
    00:03:03 Add a Disclosure
    00:03:08 Complete all required fields in the Disclosure Details page.
    00:03:57 Within the Disclosure Details page, the text field, Description of Activity is where you will document the activity and can include any other additional information your department requests.
    00:05:12 The disclosure will now be listed under Disclosures of Activities and Financial Interests.
    00:05:17 Submit your single disclosure / request for external employment and or activities.

  • Prior Approval Requests

    11/16/2015 | 08:35

    The video will review the department review process for Prior Approvals - External Activities, Employment, Consulting, Board Membership or Related activities.

    Prior Approval Requests

    Created 11/16/2015
    Chapters
    Transcript
    00:01:50 Dashboard - Review Summary; Disclosures and Prior Approval Requests tab.
    00:01:57 To access Prior Approval requests, click the Prior Approval Requests tab and the All Disclosures link under Received / Ready for Review.
    00:02:17 Prior Approvals - Ready for Review page will list all Prior Approval Requests that are awaiting review. To open the report, click the blue eye icon under the far right column, Actions.
    00:03:19 Effective December 25, 2015, the Final Approval button is no longer available to departments when a disclosure is deemed a Prior Approval.
    00:03:38 Add a Comment by clicking the blue comment button above the Disclosure title.
    00:04:10 Assign to a new reviewer by clicking the blue Next Reviewer button. (Effective January 4, 2016, the term Approve has been removed from this button)
    00:04:51 After you assign it to the next reviewer, that individual will receive an email notification the following morning, indicating their is action to be taken.
    00:05:14 The next steps show the final department reviewer accessing the Prior Approval, making comments and forwarding to the CFO office. Note: if you are in the School of Medicine, Gabe Hernandez first receive the Prior Approval then he will forward on over to the VP & CFO.
    00:06:41 VP & CFO logs in and reviews.
    00:07:36 Once the Prior Approval is approved, the individual who submitted the report will receive an email notification.
    00:08:09 How do I see my approved Prior Approval requests? Access the Dashboard and go to the Prior Approval Requests tab within Review Summary. Click All Disclosures in the column, Approved/Finalized.
  • Single Disclosure for Prior Approvals
    07/08/2015 | 05:37
    Single Disclosure for Prior Approvals
    05:37 >

  • Routing a Prior Approval in the Department
    01/13/2016 | 06:40
    Routing a Prior Approval in the Department
    06:40 >

  • Submit a single disclsoure during Annual Reporting
    01/12/2016 | 06:03
    Submit a single disclsoure during Annual Reporting
    06:03 >

  • Prior Approval Requests
    11/16/2015 | 08:35
    Prior Approval Requests
    08:35 >