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Annual Certification

This article shows you how to review annual certification reports. Faculty members are required to file a certification of adherence to the APM 025 policy each fiscal year; even if they did not engage in any outside professional activities during the year. When faculty submit their annual certification reports, you will receive a daily and/or weekly email notification letting you know there are items in your queue to review. 

Please note: 
  • The system will verify that all prior approval forms for a faculty member are approved/accepted before you can approve/accept the annual certification report. The 'Approve' and 'Acknowledgment' options will not be available if there are prior approval forms still processing through the approval workflow.

To review and approve annual certification reports:

  1. Go to the 'Fiscal Year' indicator and click the back arrow to go to the previous fiscal year. UC OATS Reviewer workspace.
  2. Click on the 'Annual Cert.' button. 
  3. Annual certification reports are divided into three queues; 'All', 'Without Activities', and 'With Activities'. Select a queue. 
  4. Click on the annual certification report. 
  5. Review the annual certification report and the 'Notes' field for additional information and attachments.UC OATS Reviewer workspace.
    Academic year faculty: The Annual Certification report for academic year faculty includes summer information.
    UC OATS Reviewer workspace.
  6. Scroll to the bottom of the form to see available actions. 
    • Accepted - Select Accepted if the annual certification report is accurate and no additional information is needed.
    • Send Back to Faculty - Select this option if further information is needed in order for you to make a decision. When this option is selected, a 'Note' field will appear. Enter a detailed reason why the form is being returned to the faculty member and what you would like that faculty member to do. Once the faculty member makes the corrections and resubmits the form, it will process through the approval workflow again.
    • Send Back to Reviewer - Select this option to return the form to the reviewer in your department/unit. Enter detailed notes regarding the reason for return and what you would like the reviewer to do.
  7. Click the 'Submit Action' button.

Last Modified: 2024-01-12 16:43:58.947962-08