Update an existing conflict of interest disclosure request

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • 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.

    Before you begin

    Role required: sn_lg_ops.legal_user

    Procedure

    1. Navigate to All > Legal Request > Legal Service Portal.
    2. Click Service Catalog to view all available request categories.
    3. Search for the conflict of interest disclosure request item.
    4. Click Conflict of Interest Disclosure.
      If you have any existing conflict of interest records, the form shows the Do you want to create new / update existing COI ? field.
    5. In the Do you want to create new / update existing COI ?, select Update to update the details of the request you submitted in the past.
      To submit a fresh request, select New. See Submit a new conflict of interest disclosure request.
    6. In the Active / Inactive COI Records field, select a COI record that you want to update.
      More fields appear with the values filled in from the previous request. Update these fields as required.
    7. On the form, update the fields and click Submit.
      Note:
      You cannot update a few fields on the form, and so they show up as inactive.
    8. Optional: Manage documents supporting your request.
      OptionSteps
      If the Attachments tab is visible
      • To upload a new document, select the add attachment icon (Add attachment icon.) and select a file.
      • To rename an attached file, select the edit file name icon (Edit file name icon.) and update the file name.
      • To remove an attached file, select the delete icon (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.

    Result

    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.