Update an existing conflict of interest disclosure record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can update an existing conflict of interest disclosure record to change the validity period or the status of the record.

    Before you begin

    Role required: sn_lg_ops.coi_fulfiller

    About this task

    You can only update conflict of interest disclosure records that have the conflict status as Active.

    Procedure

    1. Navigate to All > Legal Practice Apps > Conflict of Interest > All.
    2. Open a conflict of interest disclosure record that you want to review or update.
    3. On the form, update the fields as required.
      You can update only the following fields that are available based on the conflict type of the disclosure record:
      • Start date: Available in Board Service and Outside Employment conflict types.
      • End date: Available in Board Service and Outside Employment conflict types.
      • Conflict status: Available in all conflict types.
    4. Click Update.