SiteVault provides a digitized process to generate, distribute, and collect standard financial disclosure forms from investigators - all within SiteVault. This tool is in addition to the ability to upload a Financial Disclosure Form.
- Coordinators can initiate the financial disclosure form (FDF) task workflow for a single investigator or multiple investigators simultaneously.
- Key study and investigator information is automatically inserted, minimizing manual data entry.
- Before sending the task, staff users can optionally add up to 10 co-development partners, ensuring disclosure questions are included for all relevant organizations.
- Investigators will receive a SiteVault task to answer disclosure questions, provide comments for “Yes” responses, and eSign the document directly within SiteVault or via Vault Mobile.
- SiteVault will automatically use version stacking, maintaining a clear and accessible document history.
Send an FDF Task
To initiate a financial disclosure form task, complete the steps below.
- Access the study.
- Select the Action menu associated with the Investigator requiring an FDF task (or checkmarks to select multiple investigators).
- Select Request Financial Disclosures.
- Review the study details. If an update is required, select Cancel and update the study information. Then restart this process.
- Enter as many Co-Development Partners as needed (10 maximum).
- Select Continue to issue the task.
- You will receive a notification when the task recipient has completed the task.
- Note: Each recipient can have only one active FDF workflow at any given time. If a revised request is required, the previous FDF task workflow for the recipient must be completed or canceled before the action is available again.
Complete an FDF Task
To complete a financial disclosure form task, complete the steps below.
- Select the link in the task email notification or from the SiteVault Home task list.
- Review the Study & Investigator Information.
- Select Next.
- Respond to each question in the Sponsor Information section.
- Select Next.
- If necessary, respond to each question in any Co-Development Partner sections.
- Select Next or Complete.
- Upon form completion, the completed financial disclosure form is generated for your review.
- Select Complete to finish the task. Note: If any task information is incorrect or missing, choose Do Not Approve and advise the task requestor of the needed updates.
- Select one of the following:
- Approve: The document state is moved to Current and the completed and signed document is filed to the Study eBinder.
- Do Not Approve: The document remains in the Draft state and the task initiator is notified that the form/task was rejected.
