How do I use the automated disclosure reporting system?
1. Create an Account – The first time you use the system you
must create a new account for your organization. The first screen you see is the
log in screen.
2. Add Seminar – Enter the following data:
Seminar title: Type in the title or name of the educational
program. Use the tab key to move forward to the next field.
Start date & End date: Type in the start and end dates
(using a two-digit year) for the educational program.
City: Type in the location of the program and enter the
state using the drop down menu.
Speaker: Type in the first name and the last name of the
speaker, as well as the topic the speaker will address.
Funder: Type in the name of donors who have provided
support, financial or otherwise, and then identify the type of support (e.g.,
financial, in-kind, or financial and in-kind) the donor provided to your
organization. As discussed above, the primary sponsor of an education program
should account for any financial and/or in-kind support provided by
cosponsors.
Note: In order to save a newly reported seminar, you
must enter data on at least one speaker and one funding
source.
3. Seminar Details - For each seminar, you will have a
choice of the following options:
Add Speakers/Topics – By clicking on this
option, you can report additional speakers and their topics.
Add Funders – By clicking on this option,
you can report additional donors and the type of support they provided.
Edit Seminar – You may click on this button
to amend the disclosure report for a pending educational program (i.e., a
disclosed seminar that has not yet been conducted). Once you click on this
button, a listing of your organization's previously reported seminars will
appear. To amend the report for a pending seminar, click on the program's title
(which will open the report for the highlighted program).
You may amend the reports for only those seminars that are identified as
"open" (i.e., pending, as discussed above). Once an educational program is
underway, previously reported data may not be amended or deleted.
Delete Seminar – You may click on this
button to delete an "open" seminar and all relevant reported speakers, topics,
and funders.
As discussed above, under Edit Seminar, once an educational program is
underway, previously reported data may not be amended or deleted.
Print Disclosure – By clicking on this
option, you can print a PDF copy of an educational program disclosure
report.
Note: All information submitted by program providers will be
posted for public viewing, but viewers will be advised that such information is
subject to amendment by seminar providers (e.g., topics and speakers may be
added or dropped).