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Form Routing Labels / Approvals

This article explains how form routing labels and approval workflows are set up in UC OATS.

Form routing is always sequential by level and skipping levels is not currently supported. A form may start routing at a higher level, but cannot skip a level mid-route. For example,

Routing that is supported: Level 3 > Level 4 > Parent Unit
Routing that is not supported: Level 3 > Parent Unit

All forms will begin at the lowest level at which a faculty member is assigned in the level hierarchy. For example,

If a faculty is assigned to a division, their forms will start at Level 4
If a faculty is assigned to a school that does not have departments, their forms will start at Level 3

Form Labels and Routing Descriptions:

Data Element Name	Description	Accepted format	Example	Note
Parent Unit	The terminal state requiring the highest level of review on any form.	Text	Unit Name: Chancellor’s Office Approver: Chancellor Reviewer: Chancellor Office’s Reviewer	Alphanumeric
Level 1	The unit before the final level of review and approval.	Text	Unit Name: Academic Affairs Office Approver: Vice Provost Reviewer: APO Reviewer	Text; spaces, hyphens, and apostrophes accepted
Level 2	An earlier level of review.	Text	Unit Name: Dean’s Office Approver: Dean Reviewer: Dean’s Office Reviewer	Alphanumeric
Level 3	An earlier level of review.	Text	Unit Name: Department Approver: Department Chair Reviewer: Department Reviewer	Alphanumeric
Level 4	The lowest level of routing supported. Only a reviewer is supported on this level.	Text	Unit Name: Division Reviewer: Division Reviewer	This may also be referred to as a departmental sub unit

Last Modified: 2020-08-27 10:01:15.261559-07

Form Routing Labels / Approvals

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