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User Manual for Committee Members

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1. we vj 9 Ce Avances No data to display 14 Version 1 0 My Current Actions My Current Actions View Disclosures View Differences A Log Comment S GY Log Private Comment You can also View the Disclosures page by page by clicking on the View Disclosures button You can also view a single page Printer friendly version by clicking on the Printer Version button You can view any changes made by clicking on the View Differences button You can also log a public comment and or a private comment by clicking on Log Comment and Log Private Comment buttons Please Note e Public comments created using the Log Comment button can be view by all users who have access to the disclosure e Private comments created using the Log Private Comment button can only be viewed by the COI Committee Members COI Committee Chair and COI Administrator 15 Version 1 0 Accessing COI Reports In This Section v Learn about the COI Reports To access COI reports click on the Reports link under Shortcuts Shortcuts My Disclosures My Inbox Help Reports COI Disclos r Guide COI Quickstart FAQ My Current Actions Manage My Disclosures Create My Certification Shortcuts My Disclosures My Inbox Help Reports COI Discloser Guide Quickstart FAQ This will bring you to the reports workspace COI Reports p COI Submissions p COI Reports gt Discloser Reports gt Certification Report
2. Consulting Advising and Speaking Editorial License and Royalty 1 000 00 Reimbursements Sponsored Travel Board of Directors Total Value 11 000 00 Merck and Company Inc Stock Equity Options Equity Consulting Advising and Speaking Editorial License and Royalty 1 000 00 Reimbursements Sponsored Travel Board of Directors Total Value 11 000 00 K Q 1 to2 0120 M 10 page 13 Version 1 0 e Private Review Information Tab Here you will find the COI Committee Chair s pre review Summary History Disclosures COI Private Information Private Review Information Reviewer Notes Committee Rutgers COI Committee Meeting Rutgers COI Committee meeting on 3 13 2014 2 00 PM p Draft Management Plan Monitor Date Report Completed Monitor Management Plan in Compliance Notes Report Reports There are no items to display Administrative Review Information 1 Do the outside interests and activities fall within Institutional Policy Yes 2 Is there a possible bias or correlation between outside interests and or financial disclosures and institutional responsibilities Yes No 3 Administrative Determination No Issues Found e Management Plan Required Changes Information Required Mitigation Plan Required Reviewer Notes Tab Here you will find any reviewer notes created by the COI Administrator Summary History Disclosures Private Review Information Reviewer Notes rry
3. Log Comment A Log Private Comment Shortcuts My Inbox Reports My Disclosures Help Type Research Initiated Update ID DC00000067 Discloser Reginald Doe Phone History Disclosures Private Review Information Reviewer Notes In Review Research Certification Instructions You must recertify that all of your financial disclosures are up to date in the system because of your involvement in the following research project s Research Project ID 14 1256 Research Project Name Contact dermatitis Project Role Principal Investigator Project Type Grant Name Self Project Description Contact dermatitis Project Full Title Contact dermatitis Sponsors on Research There are no items to display Remember that you must disclose any financial interests that could be reasonably construed as related to the design conduct recruitment or enrollment of subjects in the above research Notes to Discloser e Summary Tab Here you can find a summary of the disclosure including the current state Research Certification Instructions Notes to Discloser Summary Routing Information and My Disclosures You must recertify that all of your financial disclosures are up to date in the system because of your involvement in the following research project s Research Project ID 14 1255 Research Project Name Contact dermatitis Project Role Principal Investigator Project Type Grant PI Name Self Project Description Contact Germatit
4. Monitor Report Overdue No Review Required Research Based Certifications b Under Management Plan gt Disclosure Reports Version 1 0 gt COl Submissions gt COl Reports Discloser Reports gt Certification Reports Disclosure Reports o Disclosures Under Review Inactive Organizations Entered as Text Equity shares options in External Company Consulting Advisory or Speaking Compensation Editorial Compensation Intellectual Property Rights Reimbursements Sponsored Travel Board or Directors Compensation 18
5. aat Tabs D My Inbox Your inbox will consist of items requiring action Items will only appear in your inbox when they are specifically waiting for your response clarification or submission However you can always view the status of any disclosure certification by clicking the My Disclosures link located in the Shortcuts section My Assigned Reviews This section lists all disclosure certifications assigned to you for review Click on the Name link to review the certification enter your comments via the Log Private Comments activity Upcoming Meetings This section lists all upcoming COI meetings Past Meetings This section lists past COI meetings Version 1 0 To begin a new disclosure certification click on the Create My Certification option on the left My Current Actions My Inbox My Assigned Reviews Upcoming Meetings Past Meetings Create My Certification My Assigned Reviews This section lists ali disclosure certifications assigned to you for review Click on the name link below and enter My Current Actions me TOEUTUPTAPETUE OY Name Name ate Create My Certification Reseach dad Certcaton lor Rona Doe Repas 2202014330 Q Hh totor1 A 10 page Shortcuts My Disclosures My Inbox Help Reports COI DiscloseMbuide COI Quickstart FAQ REPORTS This section contains a full list of reports pertaining to all disclosures in the system You will have the ability to search on a mul
6. Discloser Reginald Doe I You must recertify that all of your financial disclosures are up to date in the system because of your invo Summary History Disclosures Private Review Information Reviewer Notes Complete Remember that you must disclose any financial interests that could be reasonably construed as related t Upcoming Meetings A list of all upcoming COI Meetings can be found under the Upcoming Meetings tab My Inbox My Assigned Reviews Upcoming Meetings Past Meetings Upcoming Meetings This section lists all upcoming COI meetings Upcoming Meetings Fiterby D G0 Clear Advancea ID Name Execute Activity State Location QF Mee00000002 Rutgers COI Committee Execute Scheduled Teleconference 1 877 771 6621 meeting on 3 13 2014 2 00 PM Activity v Mee00000003 Rutgers CO Committee W ZE t meeting on 3 27 2014 2 00 PM Activity Mee00000004 Rutgers CO Committee C c TE t meeting on 4 10 2014 2 00 PM Activity v Mee00000005 Rutgers CO Committee Q c E t meeting on 4 24 2014 2 00 PM Activity 2 Past Meetings Access Code 7567140 Scheduled Teleconference 1 877 771 6621 Access Code 7567140 Scheduled Teleconference 1 877 771 6621 Access Code 7567140 Scheduled Teleconference 1 877 771 6621 Access Code 7567140 Time 3 13 2014 2 00 PM 3 27 2014 2 00 PM 4 10 2014 2 00 PM 4 24 2014 2 00 PM A list of past COI meetings can be found und
7. THE STATE UNIVERSITY OF NEW JERSEY Version 1 0 Table of Contents Using the Committee Member Workspace seessssssessssssseennenene nennen nnne nnn nnne na nnn nns ca 3 Learning WOIKSD ACE usto EUR Sia aie EE O AGE 3 Nor RC c 6 My Assigned HeVie WS 25 oi NO uH D a 7 UDCOMI ONIECUNOS AW o TN 8 Past MEGIN S encime M 8 Using the Meeting VV OFKSD ACC e esc EE OE OE EPG GOO aid r AWG wada 9 Dsngite Disclosure VV OIKSO ZOE 12 ACCOSSIBO S OT ODOFISL 16 2 Version 1 0 Using the Committee Member Workspace In This Section v Learn about the workspace My Current Actions Manage My Disclosures Create My Certification Shortcuts My Disclosures My Inbox Help Reports COI Discloser Guide COI Quickstart FAQ Version 1 0 Past 4 My Assigned Reviews This section lists all disclosure certifications assigned to you for review Click on the name link below and enter in your comments via the Log Private Comments activity My Review Assignments iter by Export Filter by WW Advanced Discloser Last Discloser First Name Mane Name Modified Date Research Initiated Certification for Reginald Doe Reginald 2 20 2014 330 Q Doe 14 1256 PM KN to10f 1 i 10 page Malin
8. er the Past Meetings tab My Inbox My Assigned Reviews Upcoming Meetings Past Meetings Past Meetings This section lists past COI meetings Past Meetings Fiterby 0 5 cor No data to display Version 1 0 K lt 4 no results i Committee Rutgers COI Committee Rutgers COI Committee Rutgers COI Committee Rutgers COI Committee Agenda Items 0 Using the Meeting Workspace In This Section v Learn about the meeting workspace Rutgers COI Committee L Teleconf 1 877 771 6621 i ima ocation Teleconference 1 877 771 Meeting Date amp Time 3 13 2014 2 00 PM Access Code 7567140 Confirm Attendance Agenda Agenda for Rutgers COI Committee meeting on 3 13 2014 2 00 PM 0 02 Hems on Agenda Decline Attendance Meeting Scheduled Minutes Agenda Attendees History Log Record i Agenda Item ID la Name Type State Discloser Decision Reviewers Type c DC00000042 Research Initiated Disclosure Scheduled for Jesus Peter Melera New Disclosure Certification for Jesus Cortes Certification Meeting Cortes Primary Reviewer 123 oF DC00000066 Research Initiated Disclosure Scheduled for John Doe Not Related To Certification for John Doe Pl Certification Meeting Pl Research 13214345 21 oF DC00000067 Research Initiated Disclosure Scheduled for Reginald Alice Reviewer New Disclosure Certification for Reginald Doe Certification Meeting Doe Primary Rev
9. ies performed on the disclosure along with their author the person who performed the activity and activity date Summary Disclosures Private Review Information Reviewer Notes Fier by aam vj e Ce Adranesd Activity Author Activity Date Z4 Private Comment Logged Reviewer Alice 3 5 2014 1 22 PM EST relationship with patents and study Z Private Comment Logged Administrator 2 20 2014 3 30 PM EST Private comments go here Scheduled for Meeting Rutgers CO Committee meeting on 3 13 2014 2 00 PM Evans Shelia 2 20 2014 1 43 PM EST Committee Assigned Rutgers CO Committee Evans Shelia 2 20 2014 1 42 PM EST Administrative Review Recorded Melera Peter W 2 20 2014 1 40 PM EST Administrative Review Recorded Melera Peter W 2 20 2014 1 38 PM EST Forwarded to Chair Evans Shelia 2 20 2014 1 14 PM EST 7 Commments go here Q3 CO Chair Workspace pdf v COI Administrator Assigned Evans Shelia 2 20 2014 1 09 PM EST at 71 Assigned to Shelia Evans A Private Comment Logged Evans Shelia 2 20 2014 1 08 PM EST 1 Private Comment GYCOI_Chair_Workspace pdf Forwarded to CO Committee Administrator 2 20 2014 12 13 PM EST Nit to100t16D Di e Disclosures Tab Here you will find a list of disclosures including Organization Compensation Type and Dollar Amount Summary History Private Review Information Reviewer Notes Organization Compensation Type Dollar Amount Pfizer Inc Stock Equity Options Equity
10. iewer 14 1256 K Ifi to3ot3 vi 10 page Previous meetings with minutes for approval No data to display Scheduled y Confirm Attendance Q Decline Attendance You can Confirm Attendance or Decline Attendance to the meeting with the activities buttons Confirm Attendance or Decline Attendance You can view the agenda by clicking on the Agenda link Version 1 0 Rutgers COI Committee Meeting Date amp Time 3 13 2014 2 00 PM Location Teleconference 1 877 771 6621 Access Code 7567140 Agenda Agenda for Rutgers COI Committee meeting on 3 13 2014 2 00 PM 0 02 Minutes Items on Agenda 3 This will allow you to download the agenda in a word document Agenda Attendees History Log Record Agenda Item ID 2 Name Type State Discloser Decision Reviewers Type oF DC00000042 Research Initiated Disclosure Scheduled for Jesus Peter Melera New Disclosure Certification for Jesus Cortes Certification Meeting Cortes Primary Reviewer 123 oF DC00000066 Research Initiated Disclosure Scheduled for John Doe Not Related To Certification for John Doe PI Certification Meeting Pl Research 13214345 21 oF DC00000067 Research Initiated Disclosure Scheduled for Reginald Alice Reviewer New Disclosure Certification for Reginald Doe Certification Meeting Doe Primary Reviewer 14 1256 K Q 1 3 3 A 10 page You can view the Agenda items in eCOl under the Agenda tab click on the name to go t
11. is Project Full Title Contact dermatitis Sponsors on Research There are no items to display Remember that you must disclose any financial interests that could be reasonably construed as related to the design conduct recruitment or enrolment of subjects in the above research Notes to Discloser Your disclosures are currently under review Please check your email account listed in the system as cortezpe rutgers edu for any communication regarding the status of review If further action is required you will be notified at the above listed email address and will have to log back into this system Summary Last COI Training Date 8 23 2012 Management Plan Snapshot Date Submitted 2 20 2014 Review Due Date 4 21 2014 Routing Information Discloser has a Significant Financial Interest yes Discloser involved in Research yes Discloser has Institutional Responsibilities no Needs Review yes My Disclosures Organization Pfizer Inc yes Merck and Company inc yes Version 1 0 Publicly Traded Relationships Disclosure Types Significant Patents Total Value Last Updated s Set intellectual Property Rights License Royalties Patents Copyrights Contracts etc yes yes 11 000 00 2 20 2014 12 12 PM Spouse Dependent Child Intellectual Property Rights License Royalbes Patents Copyrights Contracts etc yes yes 11 000 00 2 20 2014 12 12 PM 503 12 e History Tab Here you will find a list of all of the activit
12. losures My Inbox Help Reports COI Discloser Guide COI Quickstart FAQ My Inbox My Assigned Reviews Upcoming Meetings My Assigned Reviews Past Meetings This section lists all disclosure certifications assigned to you for review Click on the name link below and enter in your comments via the Log Private Comments activity B Discloser Last Discloser First Name Name Name Research Initiated Certification for Reginald Doe Reginald Doe 14 1256 K to 1 0f 19 vi Modified Date 2 20 2014 3 30 Q PM 10 page This section lists all disclosure certifications assigned to you for review Click on the Name link and enter in your comments via the Log Private Comments activity A Log Comment A Log Private Comment Version 1 0 COI Submissions gt COI Submissions gt Research Initiated Certification for Reginald Doe 14 1256 Scheduled for Meeting Type Research Initiated Update ID DC00000067 My Current Actions View Disclosures Printer Version In Review View Differences Research Certification Instructions c Log Comment A Log Private Comment in the following research project s Research Project ID 14 1256 Research Project Name Contact dermatitis Project Role Principal Investigator Project Type Grant PI Name Self Project Description Contact dermatitis Project Full Title Contact dermatitis Sponsors on Research There are no items to display isclosures ii
13. nk below Fiery Nome Ss ce ARON Draft Scheduled for Meeting Draft Review Complete A list of all Certifications can be found here you can search for certifications by using the search feature All Certifications mew G o v Go ce Avance Version 1 0 16 You can also export all certifications to an excel spreadsheet file by clicking on the export button This will bring up a pop up window and will begin exporting the certifications Once complete click on the Click Here to Download button to download the file Export Status Help Please wait starting export of All Disclosure Certifications A download link will appear when the export is complete Export complete Click here to download More reports can be found in the reports menu on the left here you can find Discloser Reports Certification Reports and Disclosure Reports COI Reports gt COl Submissions gt COl Reports gt Discloser Reports gt Certification Reports gt Disclosure Reports 17 Version 1 0 You can access many different reports as seen below Discloser Reports p COI Submissions gt COI Reports gt Discloser Reports o COI Training Expired gt Certification Reports b Disclosure Reports gt COl Submissions gt COl Reports gt Discloser Reports gt Certification Reports b Annuals Not Submitted gt Certifications Created Certifications in Draft Status Due Next 30 Days
14. o that item s workplace 10 Version 1 0 A list of Attendees can be found under the Attendees tab Agenda Attendees History Log Committee Chairs Peter Melera Committee Administrators Shelia Evans Confirmed Meeting Members Alice Reviewer Declined Attendance There are no items to display Confirmed Alternates There are no items to display Invited to Meeting There are no items to display Here you can find a list of the following Committee Chairs Committee Administrators Confirmed Meeting Members who Declined Attendance Confirmed Alternates and who was Invited to the Meeting The History Log will list all of the activities performed in the meeting workspace Agenda Attendees History Log Activity Author 7 Activity Date j Attendance Confirmed Reviewer Alice 3 4 2014 2 22 PM EST Agenda Prepared Administrator 2 27 2014 8 01 AM EST Agenda for Rutgers COI Committee meeting on 3 13 2014 2 00 PM A Reviewers Notified Administrator 2 26 2014 12 02 PM EST P Reviewers Assigned Administrator 2 26 2014 12 02 PM EST eo T Reviewers Notified Evans Shelia 2 20 2014 3 58 PM EST P Reviewers Assigned Evans Shelia 2 20 2014 3 58 PM EST Agenda Pre ared a Evans Shelia 2 20 2014 1 47 PM EST 11 Version 1 0 Using the Disclosure Workspace In This Section v Learn about the disclosure workspace Scheduled for Meeting My Current Actions View Disclosures Printer Version View Differences A
15. s Disclosure Reports My Current Actions Import Disclosures Shortcuts My Inbox My Disclosures Help All Certifications My Inbox My Assigned Reviews Upcoming Meetings Past Meetings Your inbox will consist of items requiring action Items will only appear in your inbox when they are specifically Fiterby iO 3111 19 Clear ID Name DC00000078 Research Initiated Certification for Bob coi Doe Pro2014000013 DC00000062 Research Initiated Certification for Fei Chen Pro2012001776 DC00000067 Research Initiated Certification for Reginald Doe 14 1256 DC00000077 Research Initiated Certification for Tim pit Doe Pro2014000013 DC00000047 Research Initiated Certification for Ed other staff Doe Pro2014000010 Discloser Discloser First Bob coi Fei Reginald Tim pit Ed other staff Last Doe Chen Doe SmartForms _SmartForm v SmartForm Z SmartForm w SmartForm 5 SmartForm e Execute Activity My Activities v My Activities Y My Activities My Activities My Activities Advanced Date Submitted 2 20 2014 2 19 2014 Date Modified 2 26 2014 2 26 PM 2 19 2014 3 25 PM 2 20 2014 3 30 PM 2 26 2014 2 26 PM 2 19 2014 12 21 PM To begin a new disclosure certification click on the Create My Certification option on the left To update an existing item click on the record name li
16. titude of criterion m Filter by Name v 11 1 1 Go Clear Advanced Filter by Use this feature to limit the results displayed in your Inbox For example Filter by Discloser will display disclosures by the name entered Click on Advanced to show advance search filters as seen below Fitter by Name 57C vl Go Gear Basic and Date Created Vv and Date Modified v Version 1 0 My Assigned Reviews Upcoming Meetings Past Meetings My Inbox Your inbox will consist of items requiring action Items will only appear in your inbox when they are specifically waiting for your response clarification or submission However you can always view the status of any disclosure certification records by clicking the My Disclosures link located in the shortcuts section a To begin a new disclosure certification click on the Create My Certification option on the left a To update an existing item click on the record name link below Fitter by Name vj 1 6o Clear Advanced 2 Date COI Name Date Created Modified State Discloser Administrator Update to Jesus Cortes s disclosures 3 4 2014 1 21 3 4 2014 1 21 Draft Jesus 3 4 2014 PM PM Cortes K 4 to10t15 D 10 ipage To update an existing item click on the record Name link Version 1 0 My Assigned Reviews My Current Actions Manage My Disclosures Create My Certification Shortcuts My Disc

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