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Workspace - Review / Approval


This article provides a high-level introduction to the approver workspace. The approver workspace consist of two sections; Review/Approval and Annual Certification. This article will focus on the Review/Approval section.


Forms Approval Pending

The "Forms Approval Pending" tab is your queue. This is where you will find prior approval forms that are awaiting your review and approval. The forms listed will be for the current fiscal year, however, you may toggle between fiscal years to view forms in other fiscal years that may be waiting for your approval.

The Review-Approval section of the UC OATS workspace

  1. Activity List - List of activities in need of approval.
  2. Activity Notes - The notes field is a way for faculty, reviewers, and approvers to communicate about an activity. Notes are not private and may be read by faculty, reviewers, and approvers with access to the activity. When an activity note has been added, the notes icon will turn gold and display the number of notes on the icon. 
    e.g. Activity Notes

  3. Form - These are the forms awaiting your approval. The current status of the prior approval form is listed on top of the form.

  4. Export Current Data - Click this button to download the data into an spreadsheet.
    e.g. Export Current Data Report

     

Forms Approved

The "Forms Approved" tab shows all prior approval forms that have received final approval. 

  1. Form -  List of forms that are currently processing through the approval workflow. Forms with a white status bubble are read-only.
  2. Open/Close button -  Click the "Open" button to view reported activity effort. Click "Close" to hide the effort.


All Activities

The "All Activities" tab shows all prior approval forms that have not yet received final approval. In this section you will see forms that are at different stages of the prior approval workflow.

 

Last Modified: 2021-08-17 09:36:12.532799-07