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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: 2021-03-17 17:04:35.210851-07