WEBVTT

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Welcome.

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In this training video I'll walk you
through how to create and submit a pre

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approval request in the COI system.

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From the Disclosure Profile workspace,
click Request Pre Approval.

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Enter a name for your request.

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Select the type of request.

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This will determine the additional
questions you'll need to answer.

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Click Continue.

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Complete all the questions on the form.

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Add in the start date, end date,
the estimated amount of time that will be

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spent on the activity in days,
your anticipated compensation in dollars

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answer.

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If this is related to any of your
institutional responsibilities, click no.

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Do you receive funding or in kind support
for research activities from this entity?

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Click No.

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Does this activity involve undergraduate
or graduate students?

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Well, click no.

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Provide any additional details here or
any relevant agreement documents?

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Then click Continue.

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On the final page, click Submit.

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Click OK to certify that the information
provided is complete and accurate.

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You can now see the pre approval request
you submitted here under History.

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An additional way to submit a pre
approval request is to start at the top

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navigator under COI,
then click the Request tab.

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Click the All Requests tab.

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Select the request you wish to submit.

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Make sure it's in the Pre approval state.

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We'll click this one.

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Click submit.

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Click OK to submit.

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Another way to submit a pre approval
request is to submit from the Disclosure

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profile.

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To do this,
start on the top navigator under COI,

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then click Disclosures.

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This will open your disclosure profile.

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Click on the Pre Approval Request tab.

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On the Pre Approval Request tab,
use the drop down in the Executive

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Activity column.

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Click Submit.

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Click OK to agree to the terms.

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The request is now submitted and moves to
the review state.

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You have now learned how to create and
submit your pre approval requests.

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For additional information,
please visit the training site.

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Thanks for watching.