Track COI Certifications

Reviewers are required to sign pre-meeting and post-meeting conflict of interest (COI) certifications. The Track Conflict of Interest Certifications screen allows SROs to monitor who has electronically signed these forms. From this screen, SROs can instantly see who has signed certifications and who has been designated to sign the SRG Minutes/Budget form. Using the Track Conflict of Interest Certifications screen, SROs can also designate Reviewers as signees of the SRG Minutes/Budget Form.

To access the screen select the Track COI Certifications link from:

  • the three-dot ellipsis icon for a meeting on the ClosedList of Meetings screen
  • Track COI Certification link under the three-dot ellipsis icon for a meeting on the List of Meetings screen

  • or from the ClosedGo To drop down menu on various screens.
  • The Control Center Go To dropdown menu showing the Track COI Certification option

These links open the Track Conflict of Interest Certification screen.

Track Conflict of Interest Certifications screen show badges for certifications that are still required, recertification is needed, and SRG designation

A yellow ‘Required’ badge and a red ‘Recertification Required’ badge provide visual indicators if reviewers have not certified or are required to recertify their pre/post meeting certifications and employment status. If reviewers have completed the action, the badge will be replaced with a date and time of completion.

To designate a reviewer as the SRG Minutes/Budget Form Signee, click the three-dot ellipsis next to the reviewer’s name and select the Designate SRG Minutes/Budget Form Signee option from the dropdown menu.

Track Conflict of Interest Certifications screen showing three-dot ellipsis icon with the Designate SRG Minutes/Budget Form Signee option

The Track Conflict of Interest Certifications screen includes the following information:

NOTE: The Employment Certification and the Employment Status columns show the most recent certification date and selected status. The employment status can be updated at any time should the circumstances of a reviewer change, or if an incorrect status was selected.

NOTE: For meetings where the COI is not mandatory, the 'Required' or 'Recertification Required' badges will not be displayed. If a reviewer chooses to sign the COIs, the date time will be displayed in the corresponding columns.

How Do I Designate a Reviewer to Sign the SRG Minutes/Budget and Track COI Certifications

SROs can designate a Reviewer(s) to electronically sign the SRG Minutes/Budget form and Track Conflict of Interest certifications. Only Reviewers who are designated can electronically sign the form and certifications. SROs can designate more than one Reviewer per meeting. The designated Reviewer does not have to be the Chairperson of the meeting.

ClosedTo designate a Reviewer:

Click the three-dot ellipsis icon in the Reviewer Name column. From the menu, select Designate SRG Minutes/Budget Form Signee. A blue SRG Designated badge is displayed under the reviewer's name.

Once the designated reviewer electronically signs the form in IAR, a date displays in the SRG Minutes/Budget Signed column.

Track COI Forms screen with a designated Reviewer and the menu option to designate a signee

To remove the designation, click the 'X' in the SRG Designated badge.