Category I Watchlist

This article explains how to add individuals to the Category I Watchlist. The Watchlist enables approvers with the "Cat I Approved Watch List" role to view and manage the list of individuals who should be notified about Category I approvals. Once a faculty member's Category I form is approved, everyone on the Watchlist will receive an email confirmation.

To add someone to a Category I Watchlist:

1. Go to the Dashboard and view the Forms in my Queue section. The prior approval forms that have been waiting the longest will be at the top.
2. Select the Category I form you want to review.
3. Scroll to the bottom of the form and select the Watch List Email(s) button.
4. Enter the individual's name and email address into the form and click the Add to Watch List button. The individual does not need to have a UC OATS account to be added to the WatchList. Click close once complete. 
5. Continue reviewing the Category I form. Once the form is approved, the individuals on the Customer Watchlist will receive an email.