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This guide will provide you with an overview of faculty and staff roles in UC OATS.
This section will provide you with a description of the available faculty roles.
| FACULTY ROLES | DESCRIPTION |
| General Campus Faculty [APM-025] |
Faculty governed by APM-025 must report outside activities, obtain prior approval when required, adhere to annual time limits, and ensure those activities do not interfere with University responsibilities. |
| Health Sciences Faculty [APM-671] |
Faculty governed by APM-671 must report outside activities, obtain prior approval when required, and comply with both time and earnings thresholds under the Health Sciences Compensation Plan. |
| Deans [APM-240] |
Deans are UC academic appointees governed by APM-240, which regulates outside professional activities with additional restrictions due to their leadership role, including reporting requirements, time limits (up to 48 days), and restrictions on compensated activities. |
| Faculty Administrators 100% Time [APM-246] |
Faculty administrators are UC academic appointees serving in full-time administrative roles and are governed by APM-246. |
This section provides an overview of staff roles and role modifiers in UC OATS.
Roles grant access to specific workspaces (Reviewer, Approver, Auditor).
| STAFF ROLES | DESCRIPTION |
| Reviewer Role |
The Reviewer role is typically assigned to department or unit administrative staff and serves as a prerequisite for many additional roles (e.g., Stock Evaluator, Faculty Status Change, Historical Data Manager). It is recommended to have at least two Reviewers per department or unit. Related articles: Reviewer's Role |
| Approver Role |
The Approver role is typically assigned to individuals with authority to review activities and recommend approval (e.g., Division Chair, Department Chair, Dean). The Terminal Approver (e.g., Provost, Vice Provost, Chancellor) makes the final decision and determines the approval duration. Related articles: Approver's Role |
| Alternate Approver Role |
The Alternate Approver role is assigned to individuals authorized to review activities and recommend approval. This role serves as a backup to the primary approver during absences or when delegation is needed. Related articles: Alternate Approver Role |
| Auditor Role |
This workspace provides users with read-only access to faculty data and reports:
Related articles: Auditor's Role Overview |
Role modifiers enhance functionality within a role by enabling additional features. The Reviewer Role is required for most modifiers.
| STAFF ROLE MODIFIERS | DESCRIPTION |
| Analytics *May be assigned to any staff role. |
This role provides access to the Analytics tab, which includes additional reports:
Related articles: Analytics Role Overview, Analytics Reports |
| Stock Evaluator [Reviewer role modifier] |
The Stock Evaluator role is responsible for confirming the current market value of stock payments reported by faculty. Related articles: Evaluate Stock Payments |
| Historical Data Manager [Reviewer role modifier] |
Historical Data Managers can:
Related articles: Back Enter Activities for Faculty, Cancel Exceed Threshold while TH is Exceeded, Vacate Prior Approval Forms |
| Faculty Status Change [Reviewer role modifier] |
This role allows Reviewers to manage the following areas of a faculty member's account:
Related articles: Faculty and Fiscal Status Indicator, Override Faculty Thresholds, Separate Faculty in UC OATS, Leave to Engage in Outside Activity, Add Faculty to 240-246 Report |
| Cat I Approved Watch List [Reviewer role modifier] |
Reviewers with this role can view and manage Category I Watchlist recipients. Recipients added to the watchlist will receive an email notification when a faculty member’s Category I form is approved. Related articles: Category I Watchlist |
| AC Not Submitted Watch List [Reviewer/Approver Role modifier] |
Staff assigned this role may receive email reminders to review the Not Submitted AC report in UC OATS and identify faculty with outstanding Annual Certification. These reminders are scheduled by your campus App. Admin. Related articles: AC Not Submitted Watchlist |
Application Administrator
People Tab Overview
User Roles Overview
Add and Manage Faculty Appointments
Separate Faculty in UC OATS
Reinstate Faculty Appt & Forms
Add and Manage Staff
Last Modified:2026-03-24 15:46:10.016057-07
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