Application Administrator

Getting Started

Logging into UC OATS
App. Admin. Workspace Overview
UC OATS Server Environments

 

Data Management

Data Import Tab Overview
Faculty Data Import
Faculty Separation Data Import 
Staff Data Import 
Resolving Data Errors
Form Routing Labels / Approvals
End of Fiscal Year Checklist

 

Faculty/Staff

People Tab Overview
Adding New Faculty
Managing Faculty User Information
Editing Existing Appointments
Removing Existing Appointments
Adding a New Appointment
Move Faculty to New Department 
Setting New Appointment to Primary
Setting New Appointment to Non-Primary
Adding New Staff
Managing / Deleting Staff
Change Staff Email Address

Reports

Reports Tab Overview
Report 240-246
Report Became User
240/246 Inclusion Report
Potential COI Report
 

Analytics

Unit Processing Time Report
Acknowledged/Approved Report
Cat I Prior Appr. Non-Comp Report

Activities

Faculty In-Kind Contributions
System Actions by Activity Category [New]

FAQ

View UC OATS FAQ

Notifications/Email

Notifications/Email Tab Overview
Managing Email Templates
Scheduling AC Email Reminders
Email Count Summary [New]
Email Logs
Managing Faculty Notifications
Add AC URL Tag to Email Template
Campus-Specific Help Text

 

Departments

Departments Tab Overview
Department Hierarchy Overview
Adding New Units/Departments
Managing Units/Departments
Setting Time / Earnings Thresholds
Setting Summer Terms
Setting Annual Certification
Route Form to Parent Unit

 

Roles

Roles Overview
Reviewer Role
Approver Role
Alternate Approver Role
Auditor Role
Faculty Change Status Role
Stock Evaluator Role
Historical Data Manager Role
Managing Staff Roles
Analytics User Role
Cat I Approved Watchlist Role
AC Not Submitted Watchlist Role

 

APM Policies

Academic Personnel & Programs
APM-025- General campus faculty
APM-671- Health sciences faculty
APM-240- Deans
APM-246- Faculty Administrators (100% time)