Alternate Approver Role

The Alternate Approver role is assigned to individuals with the authority to review activities and recommend approval. This role serves as a backup for the primary approver in cases such as vacations, out-of-office periods, or other circumstances requiring delegation. When reviewing a prior approval form or annual certification report, a reviewer may assign an Alternate Approver on the form. Once assigned, the form will be routed to the alternate approver's queue instead of the primary department/unit approver's queue.

For more information about roles, visit the Roles Overview article. To learn more about approvers, explore the APM 025 approver knowledge base or the APM 671 approver knowledge base. You can also learn how to manage a staff member's role. 

The following is an overview of Alternate Approver responsibilities: 

• Prior Approval Forms - Review prior approval forms to ensure accuracy and provide a recommendation for approval. The terminal approver makes the final decision, including the duration of approval. Approvers cannot approve their own forms; UC OATS will automatically route an approver's forms to the next step in the workflow.
• Annual Certification Reports - Review annual certification reports to ensure all known activities are accurately included and properly documented.