Create Customized COI Question Sets: With pre-loaded "29 Essential COI Questions," you can still create, save, copy, and revise COI questionnaires. Set risk levels (1-10) for questions and answers to flag conflicts using unbiased numerical data. Tailored question sets for specific groups optimize efficiency, save time and resources, and enhance compliance for COI audits.

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  It only takes about a minute to create a question, but comes pre-loaded with customizable 29 Essential COI Questions.
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  Questions can be made up of multiple question styles including multiple choice, open-ended text responses, true/false and yes/no answers.
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  Set your own risk levels from 1-10 for questions and answers to flag conflicts below your levels with numerical unbiased support to prioritize migrations plans.
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  Get conflict details faster using conditional secondary and tertiary text questions to gain more context for your analysis.
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  Develop a question set for one group, save, copy, and make minor revisions tailored to another department, group, or location
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  Clarify questions by attaching links to conflict policies, and reference documents.

Determine Automated Distribution: Create multiple distribution groups with various COI questionnaires for departments, locations, and functional groups. Send to individuals, multiple groups, and locations simultaneously.

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  Create multiple distribution groups with various COI questionnaires for departments, locations, and functional groups.
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  Send COI questionnaires to individuals or multiple groups, divisions, and locations simultaneously.
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  Within distribution groups, you can target sub-groups, and individual users.
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  Set automated notification and due date schedules within distribution groups including reminders.
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  Automatically link conflict policies or reference documents within distribution groups.

Move The Process Along With Automated Reminders: Our automated notifications, reminders, and escalations to supervisors expedite COI audits, ensuring full participation at every level. This enhances compliance efficacy and improves data quality to protect your organization.

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  Set automatic distribution dates/times that notify users of due dates/times.
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  Set automatic reminders to keep the process moving.
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  Escalate notices to supervisors to request their employee to respond.

Analyze Dashboard Graphic Results in Real-Time: View results and drill down to identify conflicts requiring mitigation plans. Set risk levels (1-10) for automatic flagging conflicts to your settings, while enabling precise, unbiased, numerical data-driven analysis. This functionality ensures timely intervention and proactive conflict management.

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  View dashboard for real-time results and drill down to identify conflicts with details.
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  Use various question types with risk levels set to 1-10, flagging risks according to your settings for numerical, unbiased prioritization of conflicts.
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  Use secondary and tertiary conditional questions with text answers to get details of conflict on your first questionnaire.
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  See what each respondent has or has not answered any question even before they have submitted their questionnaire.
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  Create customizable reports and export data to use your current reports in other applications.
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  Get Data-on-Demand for standard, automated reports.
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  Export results into Excel using CSV files to do further analysis in other applications.

Management Actions: Your customized reports with set risk levels flag conflicts below your threshold. This data-driven numerical approach supports and enhances unbiased decision-making, strengthens compliance, and ensures proactive conflict resolution for faster and better risk management.

Incident Management Reports: Use our ready-made Incident Report (IR) form with an adaptive workflow to assign conflict investigation sections to individuals. Then, continue refining the workflow so that the appropriate individuals can review the finalized IR that documents and records all issues of the conflict, speeding resolution, maintaining accountability, and ensuring transparency.

Corrective Action Plan: Upon reviewing the finalized Incident Report investigation on the conflict, use our ready-made Corrective Action Plan (CAP) form to create a collaborative workflow with the appropriate individuals to develop, edit, and approve the finalized CAP. Continue adapting the workflow with the appropriate individuals to assign, resolve, and monitor actions. Once completed, the CAP presents monitored information to help management define and take the appropriate actions for conflict resolution. All CAP information is recorded to ensure audit-proof readiness and the ability to respond to additional issues.

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  Make data-based, numerical, unbiased decisions based upon your flagged conflict answers by setting your own COI Risk Levels (1-10).
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  Export results into Excel using CSV files to do further analysis in other applications for your current reports.
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  See a log of system-events and most recent activity of all users.
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  Your own database has all employee COI questionnaires and answers to each question giving you proof of due diligence for audits.
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  Speed conflict resolution, maintain accountability, and ensure transparency with our "Incident Management Reports" to investigate and document facts.
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  Maintain higher compliance ratings, use "Corrective Action Plans" to document and monitor actions, ensuring audit-proof readiness for potential lawsuits.
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  Immutable Data: We never delete COI question sets, employee questioniares, documents, users or actions