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From the disclosure profile workspace, click the History tab.
The History tab lists the activities performed on a disclosure profile including any comments, attachments added, or disclosure profile updates.
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From the disclosure profile workspace, click the Training tab.
The Training tab displays the following information:
Research training last completed and Research training expiration date - These dates refer to the COI specific training that a discloser must complete at required intervals. The COI solution keeps track of the expiration date and notifies the discloser when their training has expired.
Courses - This section lists the courses related to COI that were administered outside the COI system and taken by a discloser.
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Select the column to filter by from the drop-down menu. The menu lists only the columns you can filter by.
Note: To combine multiple filter criteria, such as, ID, Name, and Date Created
In the text box, type the beginning characters for the items you want to find. If you do not know the beginning characters, type a % symbol as a wildcard before the characters. Examples:
71 shows all items beginning with 71
%71 shows all items containing 71 in any position
Tip: For examples and a list of operators you can use, click the Help icon.
Click the magnifying glass icon to apply the filter.
The table shows only those rows that are an exact match.
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In the Filter by area, click Add Filter.
Enter filter criteria as explained in the filter data section.
To combine multiple filter criteria, click Add Filter once more.
Click the magnifying glass to apply the filter.
The table shows only those rows that match all the filter criteria.
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