Update an existing conflict of interest disclosure request
Update an existing conflict of interest disclosure request to obtain the legal clearance again before it expires. You might want to get fresh approvals for an extension of the period or for the revised conditions that might pose a risk of potential conflict with the primary employer duties.
Antes de Iniciar
Role required: sn_lg_ops.legal_user
Procedimento
- Opcional:
Manage documents supporting your request.
Option Steps If the Attachments tab is visible - To upload a new document, select the add attachment icon (
) and select a file. - To rename an attached file, select the edit file name icon (
) and update the file name. - To remove an attached file, select the delete icon (
).
If the Documents tab is visible - To upload a new document, select Attach and select a file.
A link to the document is listed in the External URL column of the documents list.
- To remove an attached file, select Delete. In the Delete document dialog box, select a document from the list, and then select Delete.
- To upload a new document, select the add attachment icon (
Resultado
The conflict of interest disclosure request is updated and the state is set as New. The Activities stream shows the details of the updated fields. The request is sent for approval. The approval flow for the selected conflict type controls the request to go through the required number of approval levels. Approvers assigned at each approval level can approve the request. After the approval flow gets triggered, the state of the request updates to Work in Progress.
The approval details appear under the Approvals tab on the Standard Ticket page.