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Scheduling Annual Certification Not Submitted by Faculty Email Reminders

This article provides details on how to schedule and manage the "Annual Certification Not Submitted by Faculty" email reminders in UC OATS. This email reminder includes a link to the “Not Submitted” AC report in UC OATS, to encourage staff to use the report to locate faculty who have not submitted their Annual Certification. This email is only sent to reviewers and approvers with the “AC Not Submitted Watch List” role.

  • Variables must be enabled for a template before they are added to an email template. Contact the UC OATS technical partner for assistance with adding or removing variables from email templates.

To schedule the email:

  1. Select the "App Admin" button to open the App Admin workspace.Application Administrator workspace page
  2. Select the "Notifications/Email" tab.
  3. Locate the "Annual Certification Not Submitted by Faculty" email and click the "manage" button.
  4. Select "Schedule New Release".Schedule new release
  5. Enter the date and time you would like the email sent in the "Release Date" field and enter the fiscal year into the "Parameters" field. Then click "Submit". 

    Note: The fiscal year parameter should be the first part of the fiscal year. For example fiscal year 2023 - 2024 would be as follows: fiscal_year 2023.  Schedule new release
  6. The scheduled email you created should be listed. Select the "Recipients" button to view who will receive the email and select the "Delete" button to delete the scheduled email. Follow steps 5-7 for each email notification/ reminder that you set up. **Remember, only reviewers and approvers with the “AC Not Submitted Watch List” role will receive the email.
    Schedule new release

Last Modified: 2024-04-05 16:27:04.361859-07