Instructions for the UDisclose System

University of Miami faculty, clinicians and investigators (staff, trainees and students, as well as external subcontractors/ subawardees involved in research or sponsored activities) complete the disclosure certification process using the UDisclose System at least once a year, and update their disclosure certifications when necessary.

When funding is imminent (UM has received a notice of grant award or a contract or when a PD/PI is told by a funding entity that he/she is likely to be receive an award), the PD/PI (or proxy) designates to a UDisclose Triggering Event those team members who are substantively involved in the design, conduct or reporting of the project. Each team member then completes a research disclosure certification specific for the project.

Disclosure certifications are then reviewed to determine if outside relationships are related to an investigator’s sponsored work.

 

User Guides

The following guides provide instructions specific to the tasks you need to perform in the UDisclose System:

 

1. Discloser Quick Reference Guide

The Discloser Quick Reference Guide (PDF) provides an overall description of general navigation and basic steps necessary to complete the certification process in the UDisclose System. Sections include:

  • Request an eProst Account (required to access the UDisclose System)
  • eProst Frequently Asked Questions
  • Navigation and Basic Tasks
  • Before You Start
  • Submit or Update a Certification
  • Respond to Clarification or Change Requests
  • Respond to a Management Plan
  • View Previously Executed Management Plans
  • Designate a Proxy
DOWNLOAD THE DISCLOSER QUICK REFERENCE GUIDE

 

2. Triggering Events Quick Guide

The Triggering Events Quick Guide (PDF) is a PD/PI process for designating team members to funded projects (“Triggering events”). Sections include:

  • PD/PI/Proxy Process for Adding or Removing Project Team Members
  • Checking the Status of the Team Members on a Project
  • Investigator Process for Certifying Team Membership on a Project
  • PI Process for Requesting the Creation of a Trigger Event
DOWNLOAD THE TRIGGERING EVENTS QUICK GUIDE

 

3. Department Administrator Quick Guide

The Department Administrator Quick Guide (PDF) is a guide for administrators who monitor the status of projects/Investigators for their department. NO CONFIDENTIAL INFORMATION can be accessed by individuals who are designated as UDisclose Department Administrators. Sections include:

  • Terminology used in UDisclose
  • How to request Department Administrator access to UDisclose
  • How to view an investigator’s COI compliance status
  • How to determine whether a specific project is clear of COI concerns
  • Funding on hold: determine why a project is not clear of COI concerns
  • General Navigation and Basic Tasks: Triggering Events
  • Faculty OPA Disclosures Report
  • Exporting the All Disclosures Report
  • PD/PI Process to Add/Remove Project Team Members
  • Checking the Status of Team Members on a Project
  • PI Process for Requesting the Creation of a Trigger Event
  • Department Administrator access request form
DOWNLOAD THE DEPARTMENT ADMINISTRATOR QUICK GUIDE

 

4. Respond to COI Plan

The UDisclose Respond to COI Plan (PDF) covers how to review, respond and submit response to COI Management Plan. Sections include:

  • Respond to a Management Plan
  • Review the Management Plan
  • Submit Your Response
  • View Previously Executed Management Plans
  • View the Management Plan
DOWNLOAD THE RESPOND TO COI PLAN

 

5. Guide for Proxies

The Guide for Proxies (PDF) is an overall description of general navigation and basic steps that proxies may be asked to complete in the UDisclose System. Sections include:

  • Terminology Used in UDisclose
  • Request an Account
  • Designation of Proxy
  • Managing Disclosure Certifications
  • Changes to Certifications
  • PD/PI/Proxy Process for Adding or Removing Project Team Members
  • Checking the Status of a Project, or of the Team Members on a Project
  • Creation of a Triggering Event Prior to UM's Receipt of a Notice of Grant Award
DOWNLOAD THE GUIDE FOR PROXIES