WEBVTT

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Welcome.

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In this training video,
I'll guide you through the steps to

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disclose an interest in the COI system.

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As a disclosure,
you need to record your interests.

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You'll receive an e-mail notification
when it's time to disclose your interests

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in the COI system.

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You can either click the link in the
e-mail or go directly to your disclosure

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profile in the COI application.

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To disclose an interest,
click Edit Disclosure Profile on the

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Disclosure workspace.

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Click on the Entity Disclosure
Information page.

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Select Yes for the question about
financial interests or external

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activities.

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Additional questions will appear.

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Click Add in the Entity Disclosure
section.

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Select the entity by clicking the...

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Select the entity, then click OK.

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If you cannot find the entity,
enter the details by clicking on the...

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here,
then entering the entity information.

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Choose your relation to the disclosure,
then choose the disclosure types.

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Additional questions may appear based on
your selection.

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Answer the questions and click OK to add
the entity disclosure or OK and add

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another to add more.

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Click Continue to proceed to the
Additional information page.

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Answer the questions.

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Based on your answer,
more questions may appear.

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Click Continue to proceed to the complete
disclosure profile page.

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Click Submit, then click OK.

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Your disclosure profile will now be in
the No Action Required state.

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To view your disclosures,
simply click View on the Disclosures tab.

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You have now learned how to disclose an
interest.

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For additional information,
please visit the training site.