---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Update an existing conflict of interest disclosure request

# Update an existing conflict of interest disclosure request {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllLegal RequestLegal 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](https://servicenow-prod.fluidtopics.net/bAIDbf7HnHM0c9op~Kd3yg "Submit a request to obtain the legal clearance before you involve in any activity that might pose a risk of potential conflict with the primary employer duties.").
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.

   | Option | Steps |
   | 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.]()). {#update-existing-coi-disclosure-request__ul_bmr_fj4_gtb} |
   | 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. {#update-existing-coi-disclosure-request__p_ak2_nfg_h1c} * To remove an attached file, select Delete. In the Delete document dialog box, select a document from the list, and then select Delete. {#update-existing-coi-disclosure-request__ul_a4j_hj4_gtb} |
   |-|-|

   {#update-existing-coi-disclosure-request__choicetable_dtv_1j4_gtb}

## 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.

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