How to assign a delegate to complete a disclosure on your behalf
Open “Manage Delegates”
Select “My Delegates”
Select “Add Delegate”
Type in the delegate’s IU username and select “Add”. The delegate(s) is informed via email notification they now have permission to edit your disclosure.
Use trash can button to the right of the user’s name to delete delegate. The delegate is informed via email notification that they no longer have permission to edit your disclosure.
Users are responsible for managing their own delegate permissions.
Delegates are unable to submit disclosures on behalf of their delegator. Individuals must review entries by their delegates and submit their own disclosure in Kuali COIC system.
How to complete a disclosure as a delegate
Select “Disclosures Delegated to Me” within “Disclosures” tab
Select the delegator for whom you want to make edits from the “My Delegators” drop-down menu
Select “Update Disclosure” to edit the current disclosure
Make all necessary changes to the disclosure and save.
When finished, select Notify Reporter and the reporter will be informed via email notification that their disclosure is ready for review and submission.
View previous versions by selecting the “Action Date” for when the disclosure was updated.
To remove yourself as a delegate, select the “Manage Delegates” tab, select “Users delegated to me” and select the trash can next to the reporter you want to remove. The reporter will be informed via email notification that you are no longer able to make changes to their disclosure.
How to submit or update your annual disclosure in Kuali COI-C
Step 1: Log in to the Kuali COI-C system
Using your IU Network ID and password, log in toKuali COIvia One.IU.edu (two-step CAS-authentication required).Please note: The most compatible browser for the Kuali COI system is Google Chrome.
Click the “Start” button to open your “My Disclosures” user dashboard.
Step 2: Create or update a disclosure
Click the “Create Disclosure” button and follow the system prompts to complete a new disclosure, OR
Click the “Update Disclosure” button and follow the system prompts to update your disclosure.
Step 3: Confirm your disclosure status
After submitting your disclosure, you will be redirected to your “My Disclosures” dashboard.
From your dashboard, you may confirm your disclosure status. A status should reflect either “Up-to-Date” or “Submitted for Approval” in the status column.
Disclosures with a status of “Submitted for Approval” will be further reviewed by the COI office. Once approved, a system-generated email will be sent confirming the approval.
Disclosures approved at submission will not receive an approval email in confirmation. Approval status is confirmed in your user dashboard, which immediately reflects a status of “Up-to-Date”.
Step 4: Exit the system
If your status correctly reflects your submission, close your browser to exit the Kuali COI system.
