Category I Watchlist

The Category I Watchlist allows reviewers and approvers to designate individuals to receive a carbon copy (CC) of the final decision email sent to faculty when a Category I form is approved/accepted, or denied. Once the form reaches a final decision, all individuals listed on the Category I Watchlist will automatically receive a copy of the notification email.

e.g., Approval Email

e.g., Denied Email

Add to Category I Watchlist

To add someone to a Category I Watchlist:

1. Navigate to the Dashboard and locate the Forms in My Queue section. The prior approval forms are organized with the oldest forms displayed at the top, ensuring the most time-sensitive items are prioritized.
2. Select the Category I form you want to review.
3. Scroll to the bottom of the form and select the Watch List Email(s) button.
4. Enter the individual's name and email address into the form and click the Add to Watch List button. The individual does not need to have a UC OATS account to be added to the WatchList. Click Close once complete. 
5. Continue reviewing the Category I form. Once the form is approved/acknowledged or denied, the individuals on the Customer Watchlist will receive an email.