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UC OATS Roles Matrix

This article provides an overview of the roles and permissions in UC OATS. 

ACTIVITIES AND ANNUAL CERTIFICATION Faculty Reviewer Approver/
Alt. Approver		 Auditor Faculty Status
Change		 Historical Data
Manager		 Stock Evaluator

App Admin
Report outside activity X              
Submit prior approval forms X              
Add activity notes X X X X        
Report earnings & effort X              
Report summer hours X              

Copy Activity to new fiscal year

 X              

Submit annual certification report

 X              
REVIEWING  Faculty Reviewer Approver/
Alt. Approver		 Auditor Faculty Status
Change		 Historical Data
Manager		 Stock Evaluator

App Admin

Review prior approval forms

   X            

Review annual certification reports

   X            
View deleted activities   X            
Manage faculty email notification settings   X            

View automated emails sent to faculty

   X            

View system messages/changes to faculty's account

   X            

Report HSCP plan payments

   X            

Add alternate approver to prior approval & annual certification forms

   X            

Change faculty's status (on leave)

         X      

Add faculty to 240-246 report

         X      

Override faculty's earnings/time threshold(s)

         X      

Manage personal email notifications

   X X          

Back-enter prior approval forms & annual certification forms on behalf of faculty

           X    

Activate annual certification form for separating faculty

         X      

Approve/Acknowledge/Deny prior approval forms

         X      

Approve/Acknowledge/Deny annual certification reports

         X      
Evaluate stock payments             X  
APPROVING Faculty Reviewer Approver/
Alt. Approver		 Auditor Faculty Status
Change		 Historical Data
Manager		 Stock Evaluator

App Admin

Approve/Acknowledge/Deny prior approval forms

     X          

Approve/Acknowledge/Deny prior annual certification forms

     X          
AUDITING Faculty Reviewer Approver/
Alt. Approver		 Auditor Faculty Status
Change		 Historical Data
Manager		 Stock Evaluator

App Admin
View prior approval forms (view only)       X        

View annual certification reports (view only)

       X        

View faculty workspace details (view only)

       X        
ADMIN FUNCTIONS Faculty Reviewer Approver/
Alt. Approver		 Auditor Faculty Status
Change		 Historical Data
Manager		 Stock Evaluator

App Admin

Create user account (faculty, staff)

               X

Manage user accounts (Roles, appointments, etc.)

               X

Data import (department, faculty, staff)

               X

Access 240-246 report

               X

Access Became User report

               X

Manage system email templates

               X

View email logs

               X

Manage department time and earnings thresholds

               X

Manage summer term

               X

Manage annual certification

               X

 

 

 

 

Last Modified: 2021-03-18 10:57:09.47785-07

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