- Navigate to the Kuali COI-C Disclosure Form task in One.IU. Please note: if your web browser is not the latest version you may be missing out on some of the latest features in this system.
- Click the blue "Start" button found under the task title.
- CAS authenticate using your IU credentials if prompted. Please note: Two-Step Login (Duo) is required.
- Your "My Disclosures" user dashboard will open.
- Click the “Create Disclosure” or “Update Disclosure” button that should display in your user dashboard.
- The form instructions and system prompts will guide you in completing your disclosure. Note: be sure that you select ALL applicable roles when prompted to ensure that the proper form sections populate.
- After submitting your disclosure, you will be redirected to your "My Disclosures" dashboard. After submitting, your status should reflect either "Up-to-Date" or "Submitted for Approval" in the status column.
- You should close your browser to exit the system.
How to Submit Your Annual Disclosure
Delegate Feature in Kuali COI-C
The Kuali COI-C delegate functionality allows you to assign a delegate to have access and complete your disclosure on your behalf. The assigned delegate can edit your disclosure but they cannot submit. You are still required to submit your disclosure in Kuali COI-C.
- Open “Disclosures”
- Select “My Delegates”
- Select “Add Delegate”
- Type in the delegate’s IU username and select “Add”
- Inform delegate(s), via email or other form of communication outside of Kuali COI, they now have permission to edit your disclosure
- Use trash can button to the right of the user’s name to delete delegate.
- 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 COI system
- 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
- View previous versions by selecting the “Action Date” for when the disclosure was updated
- Inform delegator that their disclosure is ready for review and submission. Kuali COI system does not provide a notification of delegate completion at this time.
Who to Contact with Questions
If you have questions or require assistance in completing your disclosure, please contact one of the following offices: