Configure Conflict of Interest

As a CoI super admin, you make the required configurations so employees can submit disclosures and reviewers can manage them.

Before you begin

Make sure that:

  • CoI is enabled for your organization.

  • Your HRIS data feed is connected. CoI uses HRIS data for country lists, employee directory lookups, and reviewer routing by site, department, or country.

  • You have the permissions required to configure categories, forms, groups, and routing rules.

Configuration workflow

The following diagram depicts the CoI configuration workflow: