COI Quick Reference Cards

These Quick Reference Cards provide guidance for specific tasks and processes. Refer to How to Disclose (In Coeus) for a full set of user instructions.

Proposal Development
Card Topic Application Audience
Adding NIH/PHS Investigators & Key Person Certification for subaward and multi-PI Proposals Kuali Coeus Aggregators
Investigator & Key Person Certification: Non NIH/PHS Sponsor Proposals Kuali Coeus Aggregators
Principal Investigator Certification Questions Kuali Coeus Investigators, PHS(NIH) Key Persons
Certifying Key Persons and Fellows Kuali Coeus Investigators, PHS(NIH) Key Persons
Proposal Certification Questions List Kuali Coeus Investigators, PHS(NIH) Key Persons
Award Stage
Key Person Maintenance Kuali Coeus Investigators, DLC Administrators
COI Requirements at Award Setup Kuali Coeus Investigators, DLC Administrators
My COI
What is a Significant Financial Interest   Investigators, PHS(NIH) Key Persons
Inactive (Grayed Out) Buttons  CoeusLite Investigators, PHS(NIH) Key Persons
Create
Initial COI Disclosure CoeusLite Investigators, PHS(NIH) Key Persons
SFI Entity CoeusLite Investigators, PHS(NIH) Key Persons
Travel Disclosure CoeusLite PHS(NIH) Investigators and Key Persons
Proposal Disclosure CoeusLite Investigators, PHS(NIH) Key Persons
Revise
Master Disclosure CoeusLite Investigators, PHS(NIH) Key Persons
SFI Entity CoeusLite Investigators, PHS(NIH) Key Persons
Travel Disclosure(s) in Progress CoeusLite PHS(NIH) Investigators and Key Persons
Other Disclosure(s) in Progress CoeusLite Investigators, PHS(NIH) Key Persons
View
Master Disclosure CoeusLite Investigators, PHS(NIH) Key Persons
SFI Entity (make inactive) CoeusLite Investigators, PHS(NIH) Key Persons
Travel Disclosure CoeusLite PHS(NIH) Investigators and Key Persons