Alternate Approver Role

The alternate approver role is typically assigned to people who have the authority to review an activity and recommend approval. While reviewing a prior approval form or annual certification report the reviewer may select an alternate approver on the form, when necessary (approver on vacation, out of office, etc.). When an alternate approver is selected the form will route to the alternate approver's queue rather than the department/unit approver queue. The following is an overview of the alternate approver's responsibilities in UC OATS. To learn more about roles, please visit the Roles Overview article. To learn more about approvers, visit the APM 025 approver knowledge base or the APM 671 approver knowledge base. Learn how to manage a staff member's role. 

The following is an overview of alternate approver responsibilities: 

• Prior Approval Forms - look over prior approval forms to confirm they are accurate and recommend for approval. The terminal approver (Provost, Vice Provost, Chancellor, etc.) is the one who decides if a prior approval form is approved and for how long.  Please note, that alternate approvers cannot approve their own prior approval forms. OATS will automatically route the forms of an alternate approver to the next level up in the approval chain.
• Annual Certification Reports - look over annual certification reports to make sure any activities they know about are included in the report.

e.g. Alternate Approver Workspace