Application Administrator

Getting Started

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

 

Data Management

Data Import Tab Overview
Department Data Import [Updated]
Faculty Data Import
Faculty Separation Data Import [New]
Staff Data Import [Updated]
Resolving Data Errors
Form Routing Labels / Approvals
UC Path Instructions

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 [New]
Setting New Appointment to Primary
Setting New Appointment to Non-Primary
Adding New Staff
Managing / Deleting Staff

Reports

Reports Tab Overview
Report 240-246
Report Became User

FAQ

View UC OATS FAQ

Notifications/Email

Notifications/Email Tab Overview
Managing Email Templates
Scheduling AC Email Reminders [New]
Email Logs
Managing Faculty Notifications
Add AC URL Tag to Email Template [New]

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 [New]

Roles

Roles Overview
UC OATS Roles Matrix
Reviewer Role
Approver Role
Alternate Approver Role
Auditor Role
Faculty Change Status Role
Stock Evaluator Role
Historical Data Manager Role
Managing Staff Roles

APM Policies

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