Conflict Of Interest (2.0) Employee Training

This presentation will demonstrate the following: Overview This presentation will demonstrate the following: How to access disclosures How to file disclosures How to edit existing disclosures ©2016 Convercent. All rights reserved.

How to Access and File Disclosures ©2016 Convercent. All rights reserved.

How to access Disclosures To begin, click on “View your disclosures” from your Dashboard. If you do not see the “My Disclosure” widget, you will need to add it through your widget settings. ©2016 Convercent. All rights reserved.

How to access Disclosures Once you have done that, you will see a similar screen as shown below. In this example, it shows prior submitted disclosures. If none have been submitted prior, this area circled below will be blank. ©2016 Convercent. All rights reserved.

How to File a Disclosure To begin, click “Add a new disclosure” as shown in the following example. ©2016 Convercent. All rights reserved.

How to File a Disclosure A window will then appear with various categories and their respective descriptions. Next, click on the appropriate disclosure category. ©2016 Convercent. All rights reserved.

How to File a Disclosure You will then be prompted to answer a series of questions. Please note, certain “Yes or No” and/or Multiple choice questions may surface additional questions, based on how they are answered. ©2016 Convercent. All rights reserved.

Once you have completed the survey, click “Save” to submit. How to File a Disclosure Once you have completed the survey, click “Save” to submit. ©2016 Convercent. All rights reserved.

How to File a Disclosure After you have submitted it, you will now see the new disclosure added as shown in this example. ©2016 Convercent. All rights reserved.

How to Access and Edit Existing Disclosures ©2016 Convercent. All rights reserved.

How to Access an Existing Disclosure To begin, click on “View disclosure details” from your list of submitted disclosure/s. ©2016 Convercent. All rights reserved.

How to Access an Existing Disclosure Once you are in the disclosure, it will look like the example provided here. ©2016 Convercent. All rights reserved.

How to add a Message To add a message to your disclosure, click on “Messages”. Next add your message in the text box, then click on “Submit”. ©2016 Convercent. All rights reserved.

You will then see the message surface as shown below. How to add a Message You will then see the message surface as shown below. ©2016 Convercent. All rights reserved.

To edit the disclosure, click on “Edit Disclosure”. How to edit a Disclosure To edit the disclosure, click on “Edit Disclosure”. ©2016 Convercent. All rights reserved.

How to edit a Disclosure From here, you have the ability to edit your original survey responses. ©2016 Convercent. All rights reserved.

Once you have completed your survey response edits, click “Submit”. How to edit a Disclosure Once you have completed your survey response edits, click “Submit”. ©2016 Convercent. All rights reserved.

©2014 Convercent. All rights reserved.