1. HOW TO COMPLETE YOUR COI DISCLOSURE ON KUALI
STEP BY STEP INSTRUCTIONS
OFFICE OF RESEARCH INTEGRITY & COMPLIANCE 1

2. Go to https://rgs.usu.edu/kuali/. Click “Launch Kuali”.
CLICK HERE 2

3. You should now be on the Kuali homepage.
Along the top teal bar, click “COI”.
CLICK HERE 3

4. You should now be on the COI homepage.
Click the green box that will either say:
“+ Create Annual Disclosure” or
“+ Update Annual Disclosure”
CLICK HERE 4

5. You should now be on the COI questionnaire.
Read through the question carefully.
At the bottom, select either “YES” or “NO”.
Next, on the upper right-hand side, click “Next Question”.
CLICK HERE
SELECT ONE 5

6. You should now be asked to review your answer to the question.
If you need to change your answer, at the bottom you can edit your response.
Otherwise, on the upper right-hand side, click “Next Step”.
CLICK HERE
IF NEEDED,
EDIT RESPONSE 6

7. ONCE COMPLETE, CLICK HERE
You should now be asked to add financial entities.
If you answered “YES” to the previous question, click “+ Add Entity”.
If you answered “NO” to the previous question, click box next to
“I have no entities to disclose”.
Next, on the upper right-hand side, click “Next Step”.
IF NO ENTITIES, CHECK BOX
IF ENTITIES, CLICK HERE
ONCE COMPLETE, CLICK HERE 7

8. If you have financial entities, the next 4 slides show you how to add them. These steps replace the previously required “COI Management Plan”. If you don’t not have financial entities, skip to slide 12.
ADD ENTITY NAME
ADD GENERAL DESCRIPTION
CHECK NATURE
OF CONFLICT
SELECT ONE
DESCRIBE PLAN OTHERWISE,
ANSWER
“No significant financial interest” 8

9. Financial entities continued…
IF NOT OPTION 3, ANSWER
“Option #”
DESCRIBE PLAN
SELECT ONE
IF NOT OPTION 4, ANSWER 9

10. Financial entities continued…
SELECT ONE
IF NOT OPTION 3, ANSWER
“Option #”
DESCRIBE PLAN
ADD ANY RELATIONSHIPS
(shown on next slide)
UPLOAD ANY PERTINENT DOCUMENTS
ONCE ALL QUESTIONS ARE ANSWERED, CLICK HERE 10

11. Financial entities continued…
ADD ANY RELATIONSHIPS RELATED TO THE FINANCIAL ENTITY, INCLUDING YOURSELF
CLICK HERE
111

12. IF YOU HAVE FINANCIAL ENTITIES, UPLOAD ANY PERTINENT DOCUMENTS
You should now be asked to certify your disclosure.
Click the box to acknowledge and certify your disclosure.
Next, on the upper right-hand side, click “Submit”.
CLICK HERE
IF YOU HAVE FINANCIAL ENTITIES, UPLOAD ANY PERTINENT DOCUMENTS 12

13. You should now be back on the Kuali homepage.
The disclosure status should read “Submitted for Approval”. Once approved, it should read “Approved”.
If you listed any financial entities, the COI officer will send it to your department head and college dean for review. Once they have reviewed and approved it, they will send it back to the COI officer for final approval.
On the upper right hand corner, you can also see how long until your disclosure expires.
Remember, each new Sponsored Programs proposal requires an updated COI disclosure. 13

14. If you have any questions, email compliance@usu.edu.14