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Welcome to the UC OATS Approver Knowledge Base. Use the sections below to find guidance on reviewing prior approval forms and annual certification.
Learn the basics of your approver role and workspace.
What is UC OATS
Log in to UC OATS
Approver's Role
Alternate Approver Role
Workspace Overview
Switch to Faculty Workspace
Email Notifications
Who Do I Contact for Help?
Review and monitor faculty activities.
Activity Types & Help Text
Add Activity Notes
Category I Activities that trigger COI emails
Faculty's Threshold Exceeded
Review faculty's prior approval forms.
Review Category I Forms
Category I Watchlist
Review Student Involvement Forms
Review Exceed Threshold Forms
Review Retain Earnings Forms
Approved vs. Acknowledged
Cannot Approve your Own Form
Review faculty's annual certification submissions.
Review Annual CertificationView analytics dashboards and reports.
[Requires Analytics role]
Analytics Role Overview
Unit Processing Time Report
Acknowledged/Approved Report
Category I Prior Approval Non-Compliance Report
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