Assign a Delegate in Kuali COI

In Kuali COI, reporters are able to assign a Delegate to assist in completing the form on their behalf. Delegates can edit the disclosure but cannot submit it. That final stage is still left to the reporter.

How to Assign a COI Delegate

Step 1 - Log in to Kuali COI. On the Disclosure dashboard there is a menu on the left.  Click + Manage Delegates.

Step 2 - Add a Delegate. Click +Add Delegate, located in a blue box on the right.

• The Add Delegate box will appear and a user name can be entered. 

• The Delegate will now see your form in their list of disclosures in Kuali COI. Once they complete their action(s) the Reporter must return to the disclosure, review the updates, certify, and submit.

If you have any questions or need assistance with Kuali COI, please email Melinda LeLacheur at @email.