COI Kuali Instructions

Please note that Internet Explorer no longer supports Kuali. For additional reference, view the step-by-step image tutorial.

Creating a COI Disclosure

  1. Go to https://research.usu.edu/kuali/.
  2. Click “Launch Kuali”.
  3. At the bottom left side of the page, click the small squares icon.
  4. Select “Conflict of Interest”.
  5. Click blue box “+ Create Annual Disclosure”.
  6. Complete your COI Disclosure.
    1. If you have questions or need assistance please contact the Compliance Officer.

Updating a COI Disclosure

COI disclosures must be updated within 10 days of a change in a Significant Financial Interest, and upon being awarded a sponsored project if a financial entity has been previously disclosed.

  1. Go to https://research.usu.edu/kuali/.
  2. Click “Launch Kuali”.
  3. At the bottom left side of the page, click the small squares icon.
  4. Select “Conflict of Interest”.
  5. Click blue box “Update Disclosure”.
  6. Complete your COI Disclosure.
    1. If you have questions or need assistance please contact the Compliance Officer.

Assigned Review of a COI Disclosure

  1. Go to https://research.usu.edu/kuali/.
  2. Click “Launch Kuali”.
  3. At the bottom left side of the page, click the small squares icon.
  4. Select "Conflict of Interest".
  5. On the left-hand side, click “Review Disclosures”.
  6. Click on the name of the person under “Submitted By” to see the disclosure.
  7. Review the listed financial entities and selected management options. Keep in mind how those responses pertain to any Project Declarations (ie Institutional Proposals).
  8. As you look through the disclosure, you can click the “+ Comment” buttons to add comments. Please be sure to enable the option to make your comment visible to the reporter (PI) at the bottom of the page.
  9. On the right-hand side you can click “Review Comments” to see your own comments and comments left by other reviewers.
  10. Once you have completed your review, on the right-hand side you will be able to either click “Approve” or “Send Back to Revise” (if you made comments).
  11. Note, the review process will continue until either the management plan is approved or the project proposal is rejected due to an unmanageable conflict of interest.