How to edit the COI recipients after rollover?

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Issue: The client has rolled over the COI and needs to edit the rolled over recipients.

Resolution: The client can edit, add/remove the recipients in the Add Interested Persons tab.

How to Resolve:

1. Navigate to the Conflict of Interest Module
2. Click on any of the white spaces under the blue column headers
3. Navigate to the Add Interested Persons tab
4. In this section you can add / remove a recipient and edit a recipient's name, email address and Position.
   
   
   
   
   
   
   

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Related to

• COI
• Conflict of Interest

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