FCOI –Revision (used to report changes following a Retrospective Review)

The FCOI – Revision screen displays the information from the current FCOI report as read-only. The summary of reported Significant Financial Interests (SFI(s)) is displayed in the table at the bottom of the screen.

1. Select the Edit link in the table to edit the SFI.
2. Use the textbox under the title Please summarize any revisions to previously submitted FCOI Report using the text below to summarize the submitted changes.
3. Complete the revisions as appropriate under the FCOI Information section. When submitting a Revised FCOI Report,existing SFI information may be changed or deleted and new SFI information may be added. Text may be edited or added to the supporting information textboxes on the form. Additionally, new PDFs may be uploaded and existing ones deleted.
4. Perform one of the following actions:
   • Select the Save button to put the record in WIP status.
   • Select the Save and Submit button to submit to agency.
   • Select the Cancel button to return to the FCOI Search screen.
5. Optional after selecting Save and Submit: Enter any appropriate comments in the Comments text box (up to 2000 characters) and select the Continue button.

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