Approver Role

This article will give you an overview of the approver role. The approver role is typically assigned to people who have the authority to review an activity and recommend approval (Division Chair, Department Chair, Dean, etc). The terminal approver (Provost, Vice Provost, Chancellor, etc.) is the person who decides if a prior approval form is approved and for how long. 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.

Approver Responsibilities

The following is an overview of approver responsibilities: 

• Prior Approval Forms - look over prior approval forms to confirm they are accurate and to 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, approvers cannot approve their own prior approval forms. UC OATS will automatically route the forms of an approver to the next of the approval workflow.
• Annual Certification Reports - look over annual certification reports to make sure any activities they know about are included in the report.

Multiple Roles

Users can be assigned more than one role in UC OATS based on their position on campus. For example, a dean who also teaches university courses would be both an approver and a faculty member in UC OATS. When the dean logs into UC OATS there will be a button that toggles between the approver and faculty workspaces. 

e.g. Dean workspace toggle