Disclosing may include reporting that you don’t have any outside interests related to your U-M responsibilities.
Definitions: Disclosure - A report of whether or not you have an outside interest, activity, or relationship with an external organization that relates to your institutional responsibilities. Disclosure Record – A "set" of one or more outside interest disclosures.
Disclosure Process Overview
Three types of Disclosure Records are used in M-Inform to report your outside interests for unit and university review:
If you’re required to disclose:
Beginning each July 1, you receive an email reminder to complete your annual disclosure. This means:
Reviewing the training page in M-Inform. Only you, as the discloser, can certify to completing the training.
Reviewing and updating any previously reported outside interests
Disclosing any new outside interests
After your annual disclosure has been reviewed by your unit and/or a COI Office:
You complete an update disclosure to add a new outside interest or change an existing one. You must disclose changes to your outside interests within 30 days if you have a research project funded by an agency following the PHS FCOI regulation.
If you are requested to disclose (but not required to per U-M, unit, or PHS regulation) by your unit or a COI Office, you start with an update disclosure.
During the COI review:
You may be asked to complete a research-initiated disclosure to provide additional information about an outside interest(s) for unit and COI Office review when a new research activity (PAF, HUM, etc.) arises. The outside interest(s) may result in a COI Management Plan.
This procedure is divided into sections, each describing a task that may be associated with disclosing outside interests in M-Inform. To go to a specific task (e.g., removing an outside interest) click the applicable link on the left.
Accessing Your Disclosure Record
Navigation: Wolverine Access > Faculty & Staff > University Business menu > M-Inform (Disclosure System)
Log in with your uniqname and UMICH password.
If you are required to disclose, you can access your annual disclosure in one of two ways:
By clicking the link in the email reminder to go directly into the disclosure record upon logging in. Or,
By first accessing M-Inform, logging in, and opening the disclosure record from the Home workspace.
After submitting your annual disclosure, you must access M-Inform to make changes. If you are requested to disclose, you must access M-Inform to submit an update disclosure.
Completing an Outside Interest Disclosure
This procedure shows accessing the disclosure record from the Home workspace using an annual disclosure as the example. If you access your annual disclosure via the link in the email reminder, skip to step 3.
Select Discloser under My Roles, or verify it is selected.
Click Click here to… on the Welcome page to open your disclosure record.
The button label will change per the disclosure status (e.g., Due Now [applies to the annual disclosure only], Under Review, Requested Changes). The most common button labels are:
Click here to Disclose
Click here to Complete
Click here to Update
Click here to Make Changes
Each July, your draft Annual Disclosure record automatically displays under Action Required if you disclosed last year, or if you didn’t disclose last year but are required to do so this year.
Read the instructions on the Introduction page and click Continue.
If you are working on an update disclosure, go to step 6.
Click the applicable radio button to indicate if you have a spouse, domestic partner, or dependent(s) who is currently a U-M employee.
Note: If your answer is "Yes," enter his/her name in the field that displays.
Any disclosures from the previous year display in the Disclosures Pending Review list.
The next steps in the process will vary depending on whether you:
Selected a related outside interest in step 6 (go to Edit or Add, as applicable)
Need to remove a previously reported outside interest (go to step 9)
Remove a Previously Reported Outside Interest
Remove outside interests that are no longer active (i.e., the End Date is past), (e.g., the consultation has ended, etc.). Upon unit or COI Office review, the outside interest information becomes available on the Inactive tab on your Home workspace for reference.
Click Remove for the outside interest disclosure you wish to delete.
Enter a brief description of why the disclosure is inactive (e.g., relationship no longer applies).
Click OK to return to the Disclosure Details page.
The disclosure displays with a status of Pending Removal until unit review is complete.
The Edit button changes to Re-Open, which can be used to reactivate the disclosure if it has a status of Pending Removal.
Edit an Existing Outside Interest
Both the Home workspace and the Disclosure Details page list outside interests that you have previously reported. When completing an annual disclosure, these outside interests move to a Pending Review status. Upon your review of the details (i.e., Relationship, [Estimated] Days, Total Value, etc.), edit the disclosure if necessary. You may also edit a disclosure to report:
Travel (if required per unit rules or PHS regulations)
Related research (i.e., how a PAF or HUM is associated with the outside interest)
Click Edit to open the outside interest disclosure you wish to update.
This procedure doesn’t show each question in the form. The following highlights those questions you will most likely change for an outside interest each fiscal year.
Verify the Estimated Days you will spend engaged in this interest for the current fiscal year is correct, or change the value if needed.
Note: This field defaults to the value reported for the previous fiscal year.
If travel applies to your outside interest and you meet one of the guidelines (e.g., PHS), either:
Click Add (top button) to manually enter travel information in the Add Sponsored Travel Details window. OR
Click Add (bottom button) to upload a file (e.g., spreadsheet, unit form) with travel information.
(The uploaded file is available for revision or deletion, as appropriate).
Click the Yes radio button if the outside interest relates to your research activity.
Once reviewed, your outside interest disclosures display in the Reviewed Disclosures list on the Disclosure Details page and in the Current list on the Home workspace. When completing an update disclosure, you must first move an outside interest disclosure to a Pending Review status in order to edit it.
From the Reviewed Disclosures list, click Modify next to the disclosure you wish to edit.
Enter the name of the organization in the Select field. Note: As you type, M-Inform automatically displays a list of matching values. Click the applicable value from the list.
If you can’t select the organization from the list, enter the name in the "If you are unable…" field.
Answer each question, as applicable, for the outside interest. (See the Edit section for details regarding particular questions.)
Note: Click Continue to move through the form.
Click Finish on the last question to return to the Disclosure Details page.
Repeat steps 1-5 to report additional outside interests, if applicable.
Once reviewed, disclosures with a Pending Removal status become inactive and display in the Inactive Disclosure list on the Disclosure Details page. If your activity with that entity resumes, you can restore the inactive disclosure to edit it as applicable instead of adding it as a new outside interest.
Click Restore next to the inactive disclosure you wish to restore.
The last step in the process is to sign and submit the disclosure record from the Disclosure Details page. You sign once for all reported and removed outside interests. You must sign and submit, even if you selected "None…" on the Related Outside Interests page or had no edits/additions to make on your annual disclosure.
Only you, as the discloser, can sign/submit your disclosure record.
Click Sign and Submit.
Note: The system validates that all required sections have been completed. You must correct any errors before continuing.