COI Disclosure Lookup Overview

 

In October 2009, a new look up page was added to support the contracts department.  In order to have access to this page, the Insight Help Desk must grant the access on the Admin Access Rights page. A Super User also has access to this page by default. 

 

Clicking on this tab will bring up a screen which allows for the entry of names and/ or organization names that are listed on a contract in order to search the COI database to see if the selected people have any relationships with the selected organizations.  The search is limited to valid names and organizations that exist in our database.  That means you must first type in a name and find if it exists in the Insight database by using the ‘find users’ and ‘find organizations’ buttons.  If the name you are searching for does exist it will be displayed in the left box.  Then you can select all the names from the left box  and use the arrow to move them to the right box for the final search. Note that the ‘CTRL’ and ‘Shift’ buttons can be used for multi-selection.   If you want to remove names from the final search, you can use the left arrow to remove them from the right box.  Once the right box is populated with all that you want to search for, click the ‘search’ button to get the results.  Click the ‘clear selections’ button to reset all of the search criteria.

 

You can search for Last Name, First Name, User name, Supervisor Last Name, Supervisor First Name, and Organization name.  There is no limit to the number of names and organization names you can select and search for.  If you select a person’s name and no organization info, it will display all organizations that person has associations with.  If you select an organization name and no individual names, it will display all the people who have associations with that organization.  If you select both individual names and organization names it will only bring back info if any selected individuals have relationships with any selected organizations.

 

All information displayed on this page is read only and cannot be modified.  The following columns appear in the search results grid; Last Name, First Name, Organization, and Type of Interest.  All columns, except Type of Interest, can be sorted by clicking on the column header title link.  The arrow indicates the screen is sorted to that column in either ascending or descending order.  The default sort order of the data is ascending Last Name, First Name. 

 

The page displays 20 records per page.  If a user has access to more than 20 records, the paging links located at the top right or bottom right of the grid (First Page | Previous Page | Next Page | Last Page) will allow the user to scroll through all records.

 

 

Screenshot for Disclosure Lookup

 

Main Screen Elements

Column Name

Description

Search Elements

 

Last Name

When ‘find users’ button is clicked, the left box is populated with Insight users that match that Last Name

First Name

When ‘find users’ button is clicked, the left box is populated with Insight users that match that First Name

User Name

When ‘find users’ button is clicked, the left box is populated with Insight users that match that Partners Logon ID

Supervisor Last Name

When ‘find users’ button is clicked, the left box is populated with all COI participants that are in the hierarchy of that Supervisor Last Name

Supervisor First Name

When ‘find users’ button is clicked, the left box is populated with all COI participants that are in the hierarchy of that Supervisor First Name

Organization

When ‘find organizations’ button is clicked, the left box will be populated with all COI organizations that match the search

Grid Elements

 

Last Name

Last Name

First Name

First Name

Organization

Organization

 

Type of Interest

Outside Activities, Equity Interests, Family Interests, Royalty (or Intellectual Property)