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Conflict of Interest

Reporter_Instructions

Conflict of Interests (COI) Website Instructions
For Completion / Non-completion Report

These Instructions are intended for the Departmental Compliance Managers that have been appointed in the various units. The instructions may be downloaded as a pdf document, or it can be viewed from this Web page.

Navigating to the Web Report Site

1.    Navigate to https://www.carc.musc.edu/coi/

2.    Log-in using your NetID and Password.

3.    Near the top of the screen (usually in blue letters), click on ‘Reports’ and select ‘User Status’.

Selection Criteria for Producing a Departmental Report

4.    Select the appropriate department from the scrolling list OR enter the unit number of the department you are reporting on.  Alternatively, you may use a partial number for a broader search. (e.g., 22 would search all COM departments beginning with 22).

5.    Checking ‘Show only active employees’ will narrow your report by showing only current employed individuals; not checking this option will show current and former employed individuals in your report.  Default is checked.

6.    Checking ‘Show only eligible employees’ will narrow your report by showing only individuals who are required to take the COI Disclosure Survey; not checking this option may show individuals in your report who are not required to take the survey.  Default is checked.

7.    Check either ‘Show only completed’ to narrow your report to only those individuals who have completed a survey, OR ‘Show only non-completed’ to narrow your report to only those individuals who have not completed a survey; Not checking both is an option that will return a report showing both completed and non-completed individuals.  Default is ‘Show only completed’.

8.    Click the Search button to run the report.

Selection Criteria for Producing a Report on Selected Individuals.

4.    If known, select the appropriate department from the scrolling list OR enter the unit number for a group of individuals you are reporting on OR enter the name of a single individual in the ‘Person name’ field.

5.    Ignore the options for ‘Show only active employees’ and ‘Show only eligible employees’.

6.    Check either ‘Show only completed’ to narrow your report to only those individuals who have completed a survey, OR ‘Show only non-completed’ to narrow your report to only those individuals who have not completed a survey; Not checking both is an option that will return a report showing both completed and non-completed individuals.  Default is ‘Show only completed’.

7.    Click the Search button to run the report.

The report that is returned will show survey completion dates as applicable for the department/individual you searched for.  You can download the data to a ‘export.cvs’ file if you choose, by selecting the ‘Download data to file’ button.

3/2/11 Edition

 
 
 

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