Use the Config Panel

Use the options in the Config Panel to customize the functionality of Conflict of Interest Manager.

Step-by-step guide


 Show Me How to Use the Config Panel
To use the Config Panel, perform the following steps:
  1. Click the 'Config Panel' button 
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  2. From the Config Panel, several customization options are available
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    2.  What options are available?

      Approval Workflow Model - Configure your Approval Workflow method (Requires a Submit a Request ticket)

      Attached Documents Required - Make attached questionnaire documents required for participants to read

      Custom Login Page - View Custom Login Page information (Requires a Submit a Request ticket)

      Not Completed Reasons - Customize Not Completed Reasons for participants

      Participant Delete Options - Customize Participant Delete Options for archiving participants

      Require OpenPay - Configure whether viewing available Open Payments data is required

      Self Reg Folder - Customize part of the URL that contains the Self Registration Folder

      Self Registration Form - Customize the Self Registration Form

 Show Me How to Configure the Approval Workflow Model (Requires a Submit a Request ticket)
To configure your organization's Approval Workflow, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Approval Workflow Model' row
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  2. Choose one of the three options under 'Approval Workflow' Model
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    2.  What do these even mean?

      Classic Workflow - Also known as manual approval, this allows administrators to change a participant's status as required by looking them up in the Status Report.

      Prime - Dynamic Workflow - By creating an approval group through the 'Approval Workflow' section of COI, an administrator may assign one approval group to a questionnaire. When a participant submits their questionnaire for review, the approvers in the group receive an automated Email, in order from first to last, to make a decision on the participant's status.

      Assigned by Participant - By creating approval groups through the 'Approval Workflow' section of COI, an administrator may assign one approval group to each participant in a questionnaire. When a participant submits their questionnaire for review, the approvers in the group may receive an automated Email as in Dynamic Workflow, or they may process participants through the Approver Dashboard.

  3. Click the 'Update' button to confirm the workflow method (Or click 'Back' to exit this menu without saving changes)
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 Show Me How to Configure the Attached Documents Required
To enable the option to require documents be opened by participants before entering a questionnaire, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Attached Documents Required' row
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  2. Choose one of the two options under 'Approval Workflow' Model
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    2.  What does this button do?

      No - The option to make documents required will not be available for any administrators.

      Yes - Enables the option to make one or more documents required.

  3. Click the 'Update' button to confirm the requirement option (Or click 'Back' to exit this menu without saving changes)
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    2.  Then what?

      Administrators may make a document required for participants to open by clicking the checkmark beside the corresponding document(s) on the Details page of the questionnaire


 Show Me How to Configure the Not Completed Reasons
To create Not Completed Reasons that administrators may use to mark participants who will not complete the questionnaire, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Not Completed Reasons' row
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  2. To add a new Reason, click the 'Add Option' button
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  3. Fill in the 'Prefix' and the 'Description' for this Reason (The Prefix should be a brief one word identifier, while the Description explains the Reason in more detail)
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  4. Click the 'Save' button to add this Reason to the list (Or click 'Back' to exit this menu without saving changes)
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       Then what?

      Administrators may assign a Not Completed Reason to a participant in 'Not Started' status by clicking the alarm clock icon on the Status Report and selecting from the dropdown list


 Show Me How to Configure the Participant Delete Options
To create Participant Delete Options that administrators may use to mark archived participants' reason for being removed, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Participant Delete Options' row
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  2. To add a new Option, click the 'Add Option' button
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  3. Fill in the 'Prefix' and the 'Description' for this deletion message (The Prefix should be a brief one word identifier, while the Description explains the deletion in more detail)
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  4. Click the 'Save' button to add this Option to the list (Or click 'Back' to exit this menu without saving changes)
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    2.  Then what?

      Administrators may assign a Delete Reason to a participant by clicking the delete icon on the Participants page and selecting one of the options from the dropdown list


 Show Me How to Configure the Require OpenPay
To enable the option to require open payments data be opened by participants before entering a questionnaire, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Require OpenPay' row
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  2. Choose one of the two options under 'Approval Workflow' Model
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    2.  What does this button do?

      No - Participants may access open payments data if available, but will not be required to do so in order to enter the questionnaire.

      Yes - Participants must click the button showing a summary of their open payments data before entering the questionnaire (If there is no data, the button will not appear and the participant may continue on to the questionnaire normally).

  3. Click the 'Update' button to confirm the selected setting (Or click 'Back' to exit this menu without saving changes)
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    2.  Then what?

      If a participant has open payments data imported, it will be mandatory to click the button and access their open payments data summary before entering the questionnaire


 Show Me How to Configure the Self Reg Folder
To edit a portion of the self-registration URL, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Self Reg Folder' row
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  2. Replace the text under the 'Value' field with the desired addition to the self registration URL
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  3. Click the 'Update' button to confirm the new field contents (Or click 'Back' to exit this menu without saving changes)
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    2.  Then what?

      If 'Self Enroll' is enabled on the Details page of a questionnaire, the self-registration URL will contain the text entered in the 'Value' field


 Show Me How to Configure the Self Registration Form
To edit the fields seen by the participant on the self-registration form, perform the following steps:
  1. Under the 'Edit' column, click the pencil and paper icon that is on the 'Self Reg Folder' row
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  2. To rename one of the fields, use the text box to the right of the field to give it a new name (This field remains the same for administrators, but changes for participants following the self registration URL)
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  3. To make a field required, click the checkbox to the right of that field's text box (Employee ID, First Name, and Last Name are always required)
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  4. Click the 'Update Settings' button to confirm changes made to the self-registration form (Or click 'Config Home' to exit this menu without saving changes)
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    2.  Then what?

      Participants using the self-registration form will see the field names as configured, and may have to fill out additional fields in order to enter the questionnaire



Did you know: The Config Panel can be accessed by administrators at any time, but some settings may be harder to re-configure than others during an active questionnaire run. For example, if half of your participants have already completed the questionnaire and been processed through manual approval, switching to another workflow method may be problematic to implement. We recommend researching the options in this area carefully, and putting desired options into effect before having any participants take a questionnaire.



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