Tag Archives: Action Items

June 2013

FIDS Style Updates
To ensure that our tools have a more consistent look and are easier to maintain, we made some changes in our code. In some newer browsers, you may notice slightly different colors, rounded corners, and other minor changes. The changes were made in the following tools:

  • SAGE – System to Administer Grants Electronically
  • FIDS – Financial Interest Disclosure System
  • SPAERC – Sponsored Projects Administration & Electronic Research Compliance (for OSP)
  • SERA – System for Electronic Research Accounting (for GCA)
  • AUMS – Animal Use Medical Screening

The Complete Disclosure button remains on the screen
Investigators no longer have to scroll to the right to see the “Complete Disclosure” button when their application titles are long.

0

The Action Items section displays any pending disclosures that you need to complete and provides a button for creating new disclosures. The following image shows three pending disclosures, one for an eGC1, one for CoMotion, and one for Human Subjects.

Action Items section with pending disclosures

Pending Disclosures

A pending disclosure is a disclosure you need to complete. The system creates one when either an eGC1 owner or the system sends disclosure notification emails to the investigators. The eGC1 owner can click the Send Disclosure Notification button on the PI, Personnel, and Organizations page. If the owner routes the eGC1 to reviewers for approval without sending the notifications, the system will send them automatically. Also, when an investigator begins, but does not complete, a disclosure for Human Subjects Activity or a CoMotion Technology Transfer Agreement, the system creates a pending disclosure.

To complete a pending disclosure for a specific eGC1, CoMotion agreement, or Human Subjects Activity, click on the Complete Disclosure button to the right of the disclosure in the Action Items section.  Then make any necessary updates to your SFI and enter any other required information. The status of your completed disclosure for an eGC1 will display on its PI, Personnel, & Organizations page.

Create a New Disclosure

The Create New Disclosure button displays below the Action Items section, as shown in the following image.

action items no pending items

Click this button to start the process. The Disclosure Type page will display for you to select the appropriate type of disclosure. For more information see the Disclosure Types section.

March 2013

  • New Action Items section: Investigators can easily see what they need to do next in the new Action Items section on the FIDS Profile page. This section lists investigators’ pending disclosures and easily allows the creation of new ones.
  • SFI Updates: When an existing Significant Financial Interest (SFI) is updated or deleted, any related disclosure which has not yet reached the Review Complete or No Review Required status will reflect the changes.
    • The Institutional Official will review the most current SFI and disclosures which have deleted SFI.
    • A new section in the disclosure will display information about the deleted SFI.
  • Edit Disclosures: Investigators can now edit any disclosure that is not in Review Complete or No Review Required status. This means related research activities can be selected/deselected, and on disclosures for non-Public Health Service (PHS) sponsored eGC1s, and Center for Commercialization (C4C) and Human Subjects Division (HSD) activities, SFI can be selected or deselected.
  • FCOI displayed: The Institutional Official can check a box to indicate which SFI in a disclosure are financial conflicts of interest (FCOI). Investigators will be able to view but not change this indication.
  • Later review: The determination of whether a review is required for primary eGC1 disclosures with no SFI will occur as part of the Just in Time (JIT) process instead of when the disclosure is submitted.
  • New history section: Changes in status and SFI now display in a new History section on the Disclosure Summary page and on a page the Institutional Official views.
  • Concurrency: When multiple people are editing a disclosure, only the first person to save their changes will be able to save. Subsequent users will not be able to save their updates until the page is refreshed and displays the first person’s changes.
  • Review Statuses displayed: The Disclosures section on the Profile page will now display the Review Statuses of each disclosure: Review Required, Waiting for JIT, No Review Required, Duplicate, or Review Complete.
  • Related Sponsored Research Projects: By default, only the primary eGC1 will be selected in the Related Sponsored Research Projects section of a disclosure. You will have to manually select other eGC1s that are related to the disclosure.
3

When you log in to the Financial Interest Disclosure System (FIDS) using your UW NetID, the first page you see is your Profile page.

This page displays

  • information about you
  • “action items” where you may create or complete a disclosure
  • your current sponsored research projects
  • any SFI already entered
  • any disclosures pending or already completed

From this page you can complete any pending disclosures, create a new disclosure, or edit an existing disclosure that has not yet been reviewed. The following articles will cover each section of the profile page.