You are in the screening section of your report, and have indicated that you are looking for help with the activate/deactivate screen. That screen is used only for the purpose of activating entities which you have previously deactivated, or deactivating entities with which you no longer have a financial relationship. This screen is not used to add new entities, but we will show you how to do that below.
Below are some tips on how to use the activate/deactivate entities screen. If you need more information, please see our comprehensive eCOI help page or contact the COI office at coi@cornell.edu.
Okay, but I want to add a new entity – not activate or deactivate one. How do I do that?
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- Click the “cancel” button as shown below.
- You will return to the screening questions in eCOI. Read through them and make sure that your response to at least one of them is “yes.” If all of your responses to the screening questions are “no,” then the eCOI system will not allow you to add an entity.
- Once you have responded “yes” to a screening question you will see a box on the right hand side of your screen instructing you to add the name of an entity. Sometimes this box is partially hidden on the far right hand side of your page. If so, hover over it to unhide it. Add the name of your entity in the text box and click "save"
How do I activate one of my inactive entities?
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- Find the name of the entity which you would like to activate and click the checkbox beside it in the “activate now” column. Click “save.”
How do I deactivate an entity?
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- Find the name of the entity which you would like to deactivate and click the checkbox beside it in the “deactivate now” column. Click “save.”
What entities should or should not be reported?
| You should report relationships with these | You should not report relationships with these |
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