Category I Watchlist

This article provides instructions on how to add individuals to the Category I Watchlist. The Watchlist is a feature available to reviewers with the “Cat I Approved Watch List” role, allowing them to view and manage the list of individuals who should be notified when a faculty member's Category I form is approved. When someone is added to the Watchlist, they will receive an email confirmation once the Category I form is approved.

To add someone to a Category I Watchlist:

1. Navigate to the Dashboard and locate the Forms in My Queue section. The prior approval forms are organized with the oldest forms displayed at the top, ensuring the most time-sensitive items are prioritized.
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.