Setting New Appointment to Non-Primary

There are two ways to manage faculty data in UC OATS; Faculty Data Import and manually managing faculty data. This article will focus on how to manually set a new appointment to non-primary. Please note, only one appointment can be primary and the sum of the faculty member's appointment across departments cannot be greater than 1.0 (100%). Also, faculty members cannot have two appointments within the same department. For example, if a faculty member is also a dean for the department, you would change the faculty type to a dean appointment (240 in 025 Context or 240 HSCP Context 671). 

To set a faculty's new appointment to non-primary:

1. Select the App Admin tab.
2. Confirm you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
3. Select the Departments button and locate the department / unit where that faculty member should reside. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department / unit title links until you get to the appropriate location. 
4. Once you are in the appropriate department, click on the Faculty button. The list of faculty within that unit will appear. Locate the faculty member.
5. Click on the Show/Hide Details button to open the appointment field.
6. Click on the Edit button to view faculty appointment details.
7. Edit the faculty information. 

   
   Faculty Settings Description

   Primary Department?	Set to "No".
   Routing Department	Select the department that should review the faculty's prior approval forms; either the current primary department or new primary department. You can also have a form routed to both departments, but that will need to be done after you save these changes.
   Faculty Type	Select the term type; Academic or Fiscal. An academic term faculty will have the Summer Hours module. Fiscal year faculty are not required to report summer hours.
   Policy	The conflict of commitment policy governing this faculty member. Acceptable formats: 025, 671, 240.5 (Dean, General Campus), 240.1 (Dean, Health Sciences), 246.5 (Faculty Admin, General Campus), 246.1 (Faculty Admin, Health Sciences).
   Appointment %	Since the faculty member has multiple appointments the parameter will have a value greater than 0 and less than 1.0 (100%).

8. Click the Save button to complete changes.