Project & Financial Entity Relationships: New Institutional Proposal Disclosure

Figure 447 New Institutional Proposal Disclosure> Disclosure Tab >Project & Financial Entity Relationships > detail hidden

This section contains two (2) sections. Expand the sub-panel by clicking the [>show] toggle button. The upper section displays the institutional proposal to be related to a reporter’s active Financial Entities. The lower section displays the list of financial entities. The parenthetical text in this banner keeps track of the number of entities that must be reviewed to complete this section’s requirements. Example: (0/1 Reviews Complete). When the entities in this section have been related, the banner text will update.

 

Figure 448 New Institutional Proposal Disclosure> Disclosure Tab >Project & Financial Entity Relationships > details expanded.

 

This section of the Disclosure page displays the reporter’s Institutional Proposal details and a subsection for the Financial Entities.  The Institutional Proposal Name, Sponsor, Start & End Date, and PI Name are displayed to identify the record. The Financial Entities subsection displays the following four columns: Review, Entity, Related, and Comments.

 

Table 231 New Institutional Proposal Disclosure > Project & Financial Entity Relationships - Field label definitions

Field

Description

Review

(column)

This column contains the View, Edit, and History function buttons that allow the user to access the details of the financial entity. Close the box to continue with your disclosure.

View

Click the view button to display the financial entity details window in a light-box window.

Edit

Click the edit button to open this financial entity and modify the entry. When you finish your edit and submit or cancel, you will return to the disclosure.

History

Click the history button to display a table that summarizes the updates made to this financial entity. Close the box to continue with your disclosure.

Entity (Column)

This column contains the (create) “new financial entity” button in the leading row, and the name of the reporter’s financial entity in the detail rows.

 

New financial entity

Click the new financial entity button  to open the entry screen to define an entity. See the section on Financial Entity maintenance for complete instructions. When your entity maintenance is complete and you submit or cancel, you will return to the disclosure.

Related

(column)

This column header contains the quick-entry buttons to assign the entity relationship status to every financial entity. The detail row contains the drop-down selector to assign the relationship status on an item by item basis.

All

Use the “all” button  to change every financial entity status to “Related.” You may override individual entries by using the selection tool in that row.

None

Use the “none” button  to change every financial entity status to “Unrelated.” You may override individual entries by using the selection tool in that row.

Select

Click on the “select” drop-down list  tool to assign a financial entity relationship status.

Comments

This section is used to provide additional explanatory text.