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Exceed Threshold Forms

This article describes the process of approving Exceed Threshold forms.

To review the Over Time Threshold form:

  1. Go to the Dashboard and view the "Forms in my Queue" section. The prior approval forms that have been waiting the longest will be at the top.

    UC OATS Approver Workspace

  2. Locate and select the Exceed Threshold form you want to review.
  3. Review the Exceed Threshold form. Top half of the category 1 form
  4. Check the "Notes" field for additional information and attachments.
  5. Scroll to the bottom of the form to see available actions. 

    Review Options:

    • Mark As: Approved/ Acknowledged- Select "Approved" if the form is ready to be approved and sent to the next level of review and approval, if necessary.
    • Return To: Reviewer - Selecting this option will return the form to the reviewer. 
    • Faculty - Select this option if further information is needed by the faculty member in order for you to make a decision. When this option is selected, a "Note" field will appear. Enter a detailed reason why the form is being returned to the faculty member and what you would like that faculty member to do. If the faculty member selected the wrong activity type(s), they will need to delete the activity from their workspace and resubmit the activity with the correct activity types selected. Once the faculty member makes the corrections and resubmits the form, it will process through the approval workflow again.
  6. Click the "Submit Action" button.

Last Modified: 2024-02-22 10:42:57.954098-08