Supervisors, Super Users, and Delegates have the Supervisor Summary Tab Header available to them. When a Supervisor clicks on this tab, the search grid will be populated with all of the people within their reporting hierarchy. It will include all of his or her direct reports and all of the direct reports of his or her direct reports and so on down the tree. The Supervisor who only wants to see his / her direct reports can do so by checking the ‘Direct Reports Only’ box. Similarly, the Supervisor who has multiple Supervisors in his/her hierarchy can search by Supervisor Last Name in order to see only the direct reports of that particular supervisor. (Additionally, clicking the Supervisor column heading would sort by Supervisors, grouping direct reports of a particular supervisor together.
When a Super User clicks on this tab, the search grid will be blank and the Super User can enter search criteria to get the desired results.
When a Delegate clicks on this tab, the search grid will be blank. The Delegate must click ‘find supervisors’, which will populate the drop down list with only the supervisors the delegate has access to. Then the Delegate must select the Supervisor from the list and click ‘impersonate’. At that point, the people in the selected Supervisor’s hierarchy will appear in the grid.
The search fields allow the Supervisor, Super User, or Delegate to filter the list by Last Name, First Name, User Name, Status, Policy Question, Nothing to Disclose, All (include inactive), Direct Reports Only, Supervisor Last Name, and Supervisor First Name.
All information displayed on this page is read only and, therefore, cannot be modified. The following columns appear in the search results grid; Review Checkbox, Name, Supervisor, Policy Question, Outside Activity, Equity Interest, Family Interest, Intellectual Property, Other Activity, Last Submitted, Date Reviewed, Status, Notes, and Notify. All columns, except Review, Notes, and Notify 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 Name (Last Name, First Name). The Name is a link which, if selected, navigates the user to the MY COI page.
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.
The information that appears in the grid can be downloaded by clicking on the ‘Download to Excel’ link or the ‘Download to PDF’ link located on the title bar that appears just above the grid.
At the bottom right of the grid, just below the (First Page | Previous Page | Next Page | Last Page), there are the following buttons:
‘reviewed selected’ – Clicking this button marks the status of all items on the page with a check in the Review box as “Reviewed”. A confirmation message is shown before automatically switching the status. Only the Supervisor (and any Delegate for the Supervisor) will see this button.
‘reviewed everyone’ – Clicking this button marks the status of all “Submitted" COI’s to “Reviewed” for all the individuals included in the search results. If there are 5 pages of individuals displayed, this would apply to the individuals on all 5 pages. A confirmation message is shown before automatically switching the status. Only the Supervisor (and any Delegate for the Supervisor) will see this button.
‘detailed report’ – Clicking this button creates a report for all the names appearing in the current search results grid. This report creates a summary page with all of the individuals listed and attaches the individual report for each name in the grid. Supervisors, Delegates, and Super Users have this ability. PLEASE NOTE: In order for this to work, your browser should be set to allow pop-ups. If pop-ups are blocked, you will not see the report.
‘summary report’ – Clicking this button creates the summary report for all of the individuals listed in the current search results grid. This is the same as the summary page that is printed in the beginning of the Detailed Report. Supervisors, Delegates, and Super Users have this ability. PLEASE NOTE: In order for this to work, your browser should be set to allow pop-ups. If pop-ups are blocked, you will not see the report.
Supervisor Summary Screenshot for Supervisor
Main Screen Elements
Column Name |
Description |
Search Elements |
|
Last Name |
Last Name |
First Name |
First Name |
User Name |
Partners Logon ID |
Status |
|
Policy Question |
Searching on this field brings back all individuals who have COI’s with an asterisk in the Policy Question which indicates heightened concern due to any of the following:
|
Nothing to Disclose |
Individuals who reported no Outside Activities, no Equity Interests, no Family Equity Interests and no Intellectual Property |
All (include inactive) |
Clicking this box would include inactive individuals within the reporting tree also. For example:
|
Grid Elements |
|
Review Page |
Checking the Review Page box will check all the available boxes on that page. Boxes can also be individually checked. These boxes go along with the ‘reviewed selected’ button. |
Name |
Name of the Individual |
Supervisor |
Individual’s immediate Supervisor who reviews their COI |
Policy Question |
An Asterisk in this field indicates heightened concern due to any of the following:
|
Outside Activity |
Y (Yes) or N (No) depending upon how the individual answered the questions on the COI disclosure |
Equity Interest |
Y (Yes) or N (No) depending upon how the individual answered the questions on the COI disclosure |
Family Interest |
Y (Yes) or N (No) depending upon how the individual answered the questions on the COI disclosure |
IP Payment |
Y (Yes) or N (No) depending upon how the individual answered the questions on the COI disclosure |
Other Activity |
Indicates whether the individual is associated with any Agreements or Protocols within Insight |
Last Submitted |
Date the individual last submitted the COI |
Date Reviewed |
Date the Supervisor reviewed the submitted COI |
Status |
|
Notes |
Allows the Supervisor, Delegate or Super User to Add a new note or to View any notes added by another Supervisor, Delegate or Super User |
Notify |
Allows the Supervisor or Super User to Notify the individual via e-mail to complete the COI |
Supervisor Summary for a Super User
When a Super User clicks on the Supervisor Summary Tab Header, he or she will see a slightly different page than the Supervisor. The default search results will be blank and the Super User will have the ability to find and impersonate Supervisors.
The Super User will have access to see any individual within the Conflict of Interest system and can use the search criteria to select individuals. The Super User also has the ability to click the ‘Find Supervisors’ button. Clicking this button will populate an alphabetical list of COI Supervisors in the drop-down menu. The Super User can then select a Supervisor and click ‘Impersonate’ to view those individuals within that Supervisor’s grid. However, the Super User will not have access to the Review button. Only a Supervisor and a Supervisor’s Delegate have the ability to review COI’s.
Supervisor Summary Screenshot for a Super User
Screenshot for a Super User Impersonating a Supervisor
Selecting Detail Report button produces the following Report: