Historical Data Manager Role

The Historical Data Manager role allows reviewers to enter activities on behalf of faculty members. This role is primarily used when back-entering activities into UC OATS during the transition from a campus's previous conflict of commitment system to UC OATS. To assign someone as a Historical Data Manager, they must hold both the Reviewer role and the Historical Data Manager role.

For more information about roles, visit the Roles Overview article. To learn more about Historical Data Managers, refer to the APM 025 HHistorical Data Manager article or the APM 671 Historical Data Manager article. You can also learn how to manage a staff member's role.

Historical Data Managers can: 

• Enter previously approved activities into UC OATS
• Approve previously approved activities in UC OATS
• Upload supporting documentation regarding previous approval
• Cancel faculty's Exceed Threshold forms (while threshold is still exceeded)