Scheduling Annual Certification Emails Reminders

This article provides step‑by‑step instructions for scheduling and managing annual certification email reminders in UC OATS using the Schedule notification type. Scheduled emails are sent only to faculty with a current appointment at the time the email is sent, not to faculty who were in the system when the notification was originally scheduled.

To schedule an annual certification email reminder:

1. Select the App Admin tab.
2. Select the Notifications/Email button. 
3. Locate the email you would like to schedule and click the Manage button. Emails with the schedule 'Notification Type' may be scheduled.
4. Select the Schedule New Release button.
5. Complete the forms.
   Release Date: Enter the date and time you would like the email to be sent. 
   Parameters: Select the fiscal year for your email.
   
6. Click Submit to save changes.
   
   The scheduled email you created will appear in the list. Click the Recipients button to view the recipients of the email, or click the Delete button to remove the scheduled email. Repeat steps 5–7 for each email notification or reminder you set up.