Review Summary for Annual Reports
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2015 Annual Reporting

The following channel contains videos for current and new employees. Each video will walk through submitting your 2015 Annual Report in the iDisclose system. For questions, email coi@uthscsa.edu. Thank you and Happy Annual Reporting Season,

  • Review Summary for Annual Reports

    01/13/2016 | 04:42

    The video will walk you through the Annual Reports tab which will provide you an overview of reports as they are submitted during the Annual Reporting process.

    Review Summary for Annual Reports

    Created 01/13/2016

  • Annual Reporting - Current Employee with 0 Disclosures

    01/12/2016 | 04:20

    The majority of individuals who need to report will have 0 disclosures to make. This video reviews the steps to take if you have 0 disclosures to report this reporting season. The video will show you two Welcome Back! messages that display for individuals who submitted a report last year with 0 disclosures and those who submitted a report with disclosures last year.

    Annual Reporting - Current Employee with 0 Disclosures

    Created 01/12/2016
    Chapters
    Transcript
    00:00:31 Click &lt;Submit Your 2015 Annual Report&gt; to log in.
    00:00:50 Enter your university email and password to log in.
    00:01:09 Welcome Back! message
    00:01:09 If you submitted an iDisclose report before and had no activities to report, you will see this message. Message will ask you to confirm if 2015 was the same as your previous report.
    00:02:18 Welcome Back! message - - for individuals that submitted a report in the past and disclosed activities. If for this reporting season you have NO disclosures to report, do not clone. Click the Cancel button and complete the Overview page.
    00:03:26 Again, if you have nothing to disclose, Questions 1 thru 3 should be No. Question 4 can be either yes or no. If you accidentally select Yes on one of the first three questions, you will be taken to the Entities page. To fix, go back to the Overview page and set the first 3 questions to No.
    00:03:35 Certify page - Review each of the statements and select each one as you review. This must be completed before the Submit button will display.
    00:03:45 Click Certify & Submit button.

  • New Employee with Disclosures

    01/05/2016 | 09:26

    The following video will show you how to log into iDisclose as a New Employee and submit your 2015 Annual Report with Disclosures.

    New Employee with Disclosures

    Created 01/05/2016
    Chapters
    Transcript
    00:00:04 How to Log in
    00:00:48 Overview page. If you have disclosures to make, at least one Yes must be selected from the first three questions.
    00:02:01 Entity page will be used to enter all Entities you have disclosures for.
    00:03:03 Add Entity, and complete Entity Details.
    00:04:38 Disclosure page - here you will document the details of your relationship with a selected Entity. A free form comments field is available and should be used liberally.
    00:05:03 Add a Disclosure
    00:08:36 Select your Disclosures and Submit.

  • New Employee with 0 Disclosures

    01/05/2016 | 03:01

    The following video will review how to log into iDisclose, if you are a New Employee, and will walk you through submitting your report if you have no disclosures to make. A disclosure should be made if there maybe a possible conflict of interest or commitment. A New Employee is an individual who began employment at the UT Health Science Center on or after January 1 of the current calendar year.

    New Employee with 0 Disclosures

    Created 01/05/2016
    Chapters
    Transcript
    00:00:20 Log in if you began employment at the UT Health Science Center on or after January 1 of the current calendar year.
    00:01:22 Overview page - if you respond No to the first three questions, you will not be directed to the Entity or Disclosure page. Selecting No to the first three questions indicates you have no conflicts of interest or commitment to disclose.
    00:02:10 Certify and Submit page

  • How to Submit as a Current Employee

    01/05/2016 | 07:38

    2015 Annual Reporting - This video covers how to submit your report as a current employee (an employee of the HSC prior to January 1 of the current calendar year). The majority of the video will review the steps to take when you have cloned disclosures from last year, how to add new disclosures and how to edit and clone current disclosures.

    How to Submit as a Current Employee

    Created 01/05/2016
    Chapters
    Transcript
    00:02:23 This section of the video reviews the Welcome Back! message for individuals that have submitted a report in the past with 0 disclosures to make.
    00:03:11 Welcome Back! message: What happens when you click Clone Records? All disclosures submitted and approved in 2015 will be cloned over and you will automatically bypass the Overview and Entities page. You will be taken to the Disclosures of Activities & Financial Interests page. From this page, you have the ability to edit your disclosures.
    00:03:36 This next section of the recording will display the Disclosures page and walk you through adding and editing disclosures.
    00:03:57 To add new Disclosures, click the Add New button and complete the Disclosure Details page.
    00:04:19 Adding a New Disclosure - If your Entity is not listed in the Entity drop down field, close the Entity Details window and go back to the Entity page. If your Entity is not listed, add it now.
    00:04:52 View and Clone disclosures from years prior and those that were not cloned into your 2015 Annual Report.
    00:05:10 Clone disclosures that were not cloned for you.
    00:05:55 Select your disclosure and Submit.
    00:06:19 If you submitted a report in prior years, clicking Submit will automatically certify the report for you, bypassing the certify check boxes.
    00:06:19 If you submitted a report in prior years, clicking Submit will automatically certify the report for you, bypassing the certify check boxes.
    00:06:46 You will now receive an email confirmation indicating your report is submitted. The Go-Tos of your departments have the ability to view submitted reports and track all individuals under their departmental purview.
  • Review Summary for Annual Reports
    01/13/2016 | 04:42
    Review Summary for Annual Reports
    04:42 >

  • Annual Reporting - Current Employee with 0 Disclosures
    01/12/2016 | 04:20
    Annual Reporting - Current Employee with 0 Disclosures
    04:20 >

  • New Employee with Disclosures
    01/05/2016 | 09:26
    New Employee with Disclosures
    09:26 >

  • New Employee with 0 Disclosures
    01/05/2016 | 03:01
    New Employee with 0 Disclosures
    03:01 >

  • How to Submit as a Current Employee
    01/05/2016 | 07:38
    How to Submit as a Current Employee
    07:38 >