Conflict of Interest Workflow Template

Conflict of interest management is key to preserving the ethical integrity of an organization and ensuring that decisions are made in the best interest of the entity. It helps to identify and mitigate situations where personal interests might compromise professional judgment, thereby preventing biased decisions that could damage reputation, result in legal consequences, or lead to unfair competitive advantages. A strong approach to handling conflicts of interest reinforces stakeholders' trust by demonstrating that the organization prioritizes fair and objective decision-making processes over individual gains..

Key reasons for managing conflict of interest in an organization include:

• Preserving the integrity and ethical standards of the organization.
• Ensuring decision-making processes are impartial and based solely on the interests of the organization.
• Avoiding legal and regulatory issues that may arise from conflicts of interest.
• Protecting the organization’s reputation and maintaining stakeholder trust.
• Encouraging a transparent and accountable organizational culture.

Assess.one provides a conflict of interest workflow out of the box enabling you to start managing organisational conflict of interest immediately. In addition to providing a ready to use conflict of interest template, you can rest assured that your data is stored in your preferred location for compliance purposes in either Australia, USA or the European Union.

The Assess.one Conflict of Interest workflow includes the following features:

• An efficient three (3) stage workflow.
• Notifications - get notified in-app or by email when a conflict of interest is recorded.
• Acknowledgement & Agreement is mandatory prior to submitting the conflict of interest.
• Auto-assignment of the conflict of interest.
• Support any conflict of interest type. Edit the Type of Conflict field in flow builder to add or remove conflict types.
• Automatically sets conflict of interest disclosure details to read-only.
• Audit History - a complete audit history of all changes made to the conflict of interest record is available

Note that templates are generic to suit use cases at most organisations. Edit the workflow in Flow Builder to modify the workflow to meet the specific requirements of your organisation.

The Conflict of Interest workflow template is installed in seconds with a single click during signup or through the Create a New Flow page in your Assess.one workspace.

Publish Conflict of Interest Workflow on Signup

On signup, you will be presented with a list of workflow templates on signup. Simply click on the Publish button next to the Conflict of Interest workflow to immediately publish the workflow. After clicking on Continue you will be re-directed to your dashboard. To start creating conflict of interest records, simply click on the blue pencil icon to create a new conflict of interest record.

Install Conflict of Interest Workflow from your Workspace

In your Assess.one workspace:

1. Click on the Flows menu option on the left hand menu.
2. Click on the + Flows button
3. Locate the Conflict of Interest workflow template
4. Click on the Use Template button

After clicking on Use Template, you will be presented with the workflow design. Here you can modify the workflow to suit your organisation's requirements or simply click on the Publish button in the top right hand corner to publish the workflow.

Once the workflow has been published, click on the blue pencil icon on the top right hand corner of the page, select the Conflict of Interest workflow and click on the Create button to record a conflict of interest.

Create Conflict of Interest Assessments

Once your Conflict of Interest workflow is published, you and your team can start creating conflict of interest assessments. Assessments are simply the records that are created based on the workflow template design.

Click on the Blue Pencil icon in the top right hand corner of your workspace (or bottom right hand corner if on a mobile device), select the Conflict of Interest workflow from the drop-down followed by clicking on the Create button to create the assessment.

Workflow templates are designed to be generic and suit requirements for most organisations and use cases; however, it is likely that you will want to make changes to the workflow to suit your specific requirements.

The following configuration suggestions are specific to the Conflict of Interest workflow template; however you can make any desired changes to the workflow in Flow Builder as you see fit.

Editing Workflows

1. In your assess.one workspace, click on the Flows button on the left hand menu.
2. Click on the Conflict of Interest workflow.

Suggested Configuration Options

Conflict Details Stage

1. Type of Conflict field - click on the field to update, add or remove conflict type selection options.
2. Submit Conflict button - click on the button and add the action Send Email on the right hand button settings. Select an existing email template or create a new email template to send an email when the record is submitted.