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COI

The COI (Conflict of Interest) module is designed to assist organizations in mitigating conflicts between a participant's activity (for example, in research or education) and a participant's relationship with organizations or constituents that could potentially gain from the outcome of the activity.

Each association's Conflict of Interest (COI) details vary depending on its specific industry and needs. This solution provides a flexible framework for creating a COI process that each association can configure to the specifics of its needs.

System Options

Two system options are used in the COI module and should be configured before beginning your work in the COI module:

• COISourceCodeType - used to specify the source codes found in the source code drop-down menu when adding a COI Request.
• COISurveyTypeCode - used to specify which types of surveys can be COI surveys.

COI Workflow

The following tasks are used in the COI workflow:

1. An iWeb user adds a Questionnaire. See the Add Questionnaire help topic.
2. An iWeb user adds a Request. See the Add Request help topic.
3. An eWeb user answers the Questionnaire to provide a COI submittal. See the Participating in a COI Disclosure help topic.
4. An iWeb user sets up a participation code and participation type. See the Add Participation Code help topic.
5. An iWeb user adds a Reviewer. See the Add Reviewer help topic.
6. An eWeb user Reviews the disclosure and creates a Review. See the Reviewing a Disclosure on eWeb help topic.

Common Tasks

Some common tasks that are completed in the COI module are:

• Adding a Reviewer
• Adding a Questionnaire
• Adding a Request
• Reviewing a Questionnaire