Editing Existing Appointments

There are two ways to manage faculty data in UC OATS; Faculty Data Import and manually managing faculty data. This article will focus on how to manually edit faculty appointments. Please note, only one appointment can be primary and the sum of the faculty member's appointment across departments cannot be greater than 1.0 (100%). 

To manage a faculty's existing appointment,

1. Click on the "App Admin" button to open the Application Administrator workspace.
2. Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
3. Select the "Departments" tab and locate the department / unit where that faculty member should reside. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department / unit title links until you get to the appropriate location. 
4. Once you are in the appropriate department, click on the "Faculty" tab. The list of faculty within that unit will appear. Locate the faculty member.
5. Click on the "Open / close" button to open the appointment field.
6. Click on the "Edit" button to view the faculty's appointment details.
7. Edit the faculty's existing appointment. Please note, only one appointment can be primary and the sum of the faculty member's appointment across departments cannot be greater than 1.0 (100%). 

   Faculty Settings Description

   Routing Department	This field dictates the routing and approval workflow for the initial review stage for each form.
   Faculty Type	Select the term type; Academic or Fiscal. An academic term faculty will have the Summer Hours module. Fiscal year faculty are not required to report summer hours.
   APM Policy	The conflict of commitment policy governing this faculty member. Acceptable formats: 025, 671, 240.5 (Dean, General Campus), 240.1 (Dean, Health Sciences), 246.5 (Faculty Admin, General Campus), 246.1 (Faculty Admin, Health Sciences).
   Appointment %	This is the percent appointment of this faculty member to the departmental unit referenced by dept_code in this record. If a faculty is only associated with one unit (department) and is working full-time then this value will be 1.0. If a faculty has multiple department/unit appointments, then this parameter will have a value greater than  0 and less than 1.0, and there will be multiple records in this data set for the same faculty member. However the sum of percent appointments among department codes for the same faculty cannot be greater than 1.0. Faculty cannot multiple appointments within the same department.

8. Click the "Submit" button to save changes.