Searching Existing FCOI Reports (Notifications)
Commons users with the FCOI, FCOI_ASST, or FCOI_VIEW roles have the ability to search for grants in their institution with existing FCOI Reports.
- After logging into Commons, navigate to the FCOI module, which opens the FCOI Search screen.
- Enter the appropriate search information for returning the desired records. The following fields are available for entering search data:
- FCOI ID #
- Grant Number
- Status (All, Work in Progress, Submitted, Rescinded, Returned to WIP, Annual Report Due)
- Investigator Name (Last, First, Middle). Search for those FCOIs associated with a certain investigator who has a conflict.
Record Submitted Start Date Use this along with the end date field to return records submitted within a certain date range.
- Record Submitted End Date
- Click the Search button.
Clicking the Clear button clears the information in the search fields.
The matching records based on the search appear in a table at the bottom of the screen. The columns in the table are sortable by clicking the up/down arrows in the column headings (for all columns except Action).
If more than one record of an FCOI family are in the search results, the FCOI # and Grant # will only display for the first record.
The data in the search results is as follows:
- FCOI #
- Grant #
- Date Submitted
- Investigator Name
- FCOI Type (Original, Revision, or Annual Report)
The FCOI Type column displays an asterisk (*) next to the type for all 1995 Regulation FCOI Reports (e.g., Original*).
The Action column displays each available action as a link (options vary depending on the user’s authority and/or the status of the FCOI Report).
Clicking the link performs the associated action.
View: Opens the FCOI Report or Annual Report for as read-only
Edit: Opens the Financial Conflict of Interest – Edit screen. Changes to the FCOI Report can be made using this screen. Displayed only for Work In Progress or Returned to WIP (by Agency) FCOIs and is available only to users with the FCOI or FCOI_ASST roles.
Delete: Opens the FCOI Deletion Confirmation. Clicking the Yes button from this confirmation screen deletes the FCOI Report. Displayed only for FCOI Reports in a status of Work in Progress.
Annual Report: Opens the Annual FCOI Report screen. This link is displayed 75 days prior to the next budget period start date.
Revise: Opens the editable FCOI Report. Displayed if Yes is selected as the answer to question 4 Does this FCOI report include a failure to comply with the regulation? –and– No is selected as the answer to question 5 Retrospective Review Completed? This link only appears within 150 days after the original submission.
The Status column displays the status of the FCOI Report in a link. Clicking this link opens the Financial Conflict of Interest History screen for the grant.