How Do I Review Financial Disclosures for My Department?

Department reviewers can use the following step-by-step guide to review disclosures for their department/unit within COINS system.

Step-by-step guide

  1. Disable any pop-up blockers in your internet browser, and have your documentation handy.
     
  2. Log in to COINS (https://coins.psu.edu)
     
  3. View a disclosure for your unit by clicking on the email link or by viewing "My Inbox" your COINS home page

    Note: If you are on the COINS home page, be sure to click"COI Department Reviewer" under "My Roles" in order to review disclosures.

    Viewing a disclosure in COINS as a reviewer
     

  4. Click "Printer Version” to begin reading the disclosure.
    COINS page showing the Printer Version button on the left

     

  5. Scroll down to read the entire disclosure and click "Close" at the top right of the screen (scroll up) when finished.
    Scroll down and then click Close
     
  6. Optional: If needed, request changes from the discloser by clicking "Request Changes by Researcher."

    Note: COINS will notify you when the discloser submits his/her changes and updated Disclosure.

    COINS disclosure showing the Request Changes by Researcher button

     

  7. Complete the department review by clicking "Department Review Complete."
    COINS disclosure showing the Department Review Complete button