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Add or Edit SFI

As part of making a disclosure, you can make changes to your SFI. The disclosure can be for a specific eGC1, for unsponsored activities, or just to disclose your SFI updates.

When you add new SFI to your profile, the system will automatically include it in any disclosure whose primary eGC1 is connected with a sponsor that requires UW review of SFI and whose status is not Review Complete. If the disclosure’s status was No Review Required, the system will reset it to Waiting for JIT.

When you edit an SFI entry, the system will reflect those changes in any disclosure that includes the changed SFI and whose status is not Review Complete or No Review Required.

To simply create new SFI or to edit your current SFI, select the Create New Disclosure button located in the Action Items section of the Profile page.

When the Disclosure Type page displays, select I need to add new SFI or change existing SFI, check the checkbox next to the Malign Foreign Talent Recruitment Program attestation and click the Next button that appears.

disclosure type add or edit S F I

If you have existing SFI, you will see it listed.  Click the name of an Entity to edit it. Use the Add new SFI link to start a new entry.

existing S F I list with add new link

If you do not have existing SFI, just the Add new SFI link will display.  Select it to open the SFI entry page.

Review Delete SFI for information on how to do that.

Edit a Disclosure

This article describes how to edit a disclosure:

You may edit disclosures which have a Review Status of other than Review Complete or No Review Required. In general, you will be able to add or remove Related Sponsored Research Projects and change the Narrative statement. Depending on the type of disclosure and the sponsor, you may be able to add or remove (de-select) SFI.

Disclosure for: an eGC1 with a Sponsor that Requires UW SFI Review

  1. In the Disclosures section at the bottom of the Profile page, click the relevant Disclosure ID.
  2. Click the Edit this Disclosure button at the bottom of the Disclosure page.
  3. The Disclose Significant Financial Interests page will display with the question “Do you need to add new SFI or change existing SFI?” as shown in the following image.

add new or edit s f i

  • Selecting Yes will display a list of your current SFI, if any. You can then Add new SFI or click on the Entity Name of an SFI to edit it. When finished, click Next to continue.
  • Selecting No will display the Next button so you can continue.
  1. The Complete Disclosure page will display.
    • You can update the items in the Related Sponsored Research Projects list; however, you cannot un-check the Primary eGC1.
    • You can update your narrative statement to reflect the changes you are making.
  2. Click Submit Disclosure to complete the editing process.

Disclosure for: an eGC1 with a Sponsor that does not Require UW SFI Review; CoMotion; or Human Subjects Division (HSD)

  1. In the Disclosures section at the bottom of the Profile page, click the relevant Disclosure ID.
  2. Click the Edit this Disclosure button at the bottom of the Disclosure page.
  3. The Disclose Significant Financial Interests page will display with the question “Do your SFI pertain to this research activity?” as shown in the image below.
  • Selecting No and clicking Next will complete the disclosure. Any SFI originally included in your disclosure will have been deselected.
  • Selecting Yes will display an additional question.

does s f i pertain question

  1. Do you need to add new SFI or change existing SFI?
    • Selecting No will display the Next button so you can continue.
    • Selecting Yes will display a list of your current SFI, if any. You can then Add new SFI or click on the Entity Name of an SFI to edit it. When finished, click Next to continue.
  2. The Complete Disclosure page will display.
    • You can update the items in the Related Sponsored Research Projects list; however, you cannot un-check a Primary eGC1.
    • You can update your narrative statement to reflect the changes you are making.
  3. Click Submit Disclosure to complete the editing process.

Note: If someone is reviewing your disclosure at the same time as you are editing it, only the first person to save  changes will be able to save. Subsequent users will not be able to save their updates until the page refreshes and displays the first person’s changes. You may have to re-enter your changes if this happens.

March 2013

March 19, 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.
Can I edit my completed disclosure?

You can edit a completed disclosure if it has not yet reached the review status of either “Review Complete” or “No Review Required.” See the Edit a Disclosure section of the User Guide for more information.