1. M-Inform in the New eResearch Platform A step by step guide.

2. Contents Part 1:Deciding if you have something to discloseSlide 4 Part 2: Accessing the disclosure formSlides 5-11 Part 3: Disclosing that you have nothing to discloseSlides 13-17 Part 4: New disclosures & updating last year’s Slides 19-25 ContactsSlide 26 Links to more informationSlide 27 2

3. Part 1: Deciding if you have something to disclose DO NOT REPORT: Research funding paid through UM / ORSP. Government work (e.g., NIH study section/grant review, FDA device review). Payment/travel/honoraria for speaking at a non-profit, US academic entity. Professional Society service/work where you are NOT: in a leadership role; paid; travel is paid. If any of these apply you must report. 3

4. Part 2 Accessing the Disclosure Form 4

5. 5 Click

6. First time in the system—Confirm your information. You must confirm your email address. Submit 6

7. Click link See next slide if there is no link 7

8. Click here if the link on slide 7 doesn’t appear when you log in. 8

9. Continue This page simply provides an overview of the steps to follow. 9 See next slide if you don’t see this screen. Skip to slide #11 if you do see this.

10. If you have something new to add click new disclosure #1. If you had disclosed something last year, each interest will be listed. If it is on-going, click edit #2. If it has ended, remove it #3. If you have something new to add click new disclosure #1. 3. Remove 10 1. Add 2. Edit

11. 3. Continue This page provides the mandatory training that must be completed once each year. 11 1. Read page 2. Check box

12. Part 3 Disclosing that you have nothing to disclose 12

13. 1. Check if you have nothing to disclose 3. Continue 2. Answer 13 Disclosing that you have nothing to disclose

14. Click This is what you will see if you had nothing to disclose last year (i.e., nothing is listed in #1). If you disclosed something last year that is no longer applicable, see the next slide. 14 Disclosing that you have nothing to disclose

15. If you had disclosed something last year, each interest will be listed in #1. 1. Click 2. Click 15 Disclosing that you have nothing to disclose

16. 1. Check 2. Click 16

17. Evidence you are done 17

18. Part 4 Making a New Disclosure & Updating Last Year’s Disclosures 18

19. 1. Check all that apply 2. Answer 3. Click Your answer in #1 applies to all your outside interests. For example, if you consult with Pfizer and you have stock in Abbott, you would check both the first and the second box. 19

20. Click for something new Click to update you must do this at least once each year if the interest is continuing Ignore for now 20 X Click to remove interests that no longer apply

21. You will need to complete these pages for each outside interest 21

22. ‘Yes’ to question 9 routes to a page that lists all the PAFs and HUMs where you are named Click ‘Update’ on all related PAFs/HUMs and answer question on detail page 22

23. Click once you have completed all changes & updates (one signature covers all entries) Delete interests that no longer apply. 23

24. 1. Check 2. Click 24

25. Evidence you are done 25

26. Contacts 26 Technical Issues—ITS: 4-4357 or 4help@umich.edu4help@umich.edu Content Help: coi-oid-questions@med.umich.edu or the Office of Regulatory Affairscoi-oid-questions@med.umich.edu o Office Phone: 7-1576 o Outside Interest / Conflict of Interest Manger: June Anne Insco: insco@umich.edu or 5-9842insco@umich.edu o Regulatory Specialists: Dana McIntyre: dyderski@umich.edu or 5-4199dyderski@umich.edu Erin Beene: ebeene@umich.edu or 4-0431ebeene@umich.edu o COI-OID Administrative Specialist: Amy Spicer: aspicer@umich.edu or 7-8372aspicer@umich.edu

27. Links to More Information Overview & training links: http://research.umich.edu/conflict-of- interest/outside-interest-disclosure/http://research.umich.edu/conflict-of- interest/outside-interest-disclosure/ ITS Disclosure Procedures Doc: http://research.umich.edu/files/coi/M- Inform_discloser_procedure.pdf http://research.umich.edu/files/coi/M- Inform_discloser_procedure.pdf Assistant/Proxy Guide: http://research.umich.edu/files/coi/M- Inform_assistant_procedure.pdfhttp://research.umich.edu/files/coi/M- Inform_assistant_procedure.pdf Unit Reviewer Guide: http://research.umich.edu/files/coi/M- Inform_reviewer_procedure.pdfhttp://research.umich.edu/files/coi/M- Inform_reviewer_procedure.pdf Unit Administrator Guide: http://research.umich.edu/files/coi/M- Inform_administrator_procedure.pdfhttp://research.umich.edu/files/coi/M- Inform_administrator_procedure.pdf 27