Instructions

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: Click on the link below to access instructions specific to the tasks you need to perform in the UDisclose System:

UDisclose System: Discloser Quick Reference Guide – 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

    UDisclose System Triggering Events Quick Guide – 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

    UDisclose System Department Administrator Quick Guide – PD/PI process for designating team members to funded projects (“Triggering events”). 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

    UDisclose respond to COI plan: 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