This article provides an overview of the Dashboard. When you log into UC OATS, the Dashboard will be your homepage. The Dashboard includes prior approval forms and annual certification reports across fiscal years, arranged by the number of days a form has been in your queue. The Dashboard also includes queue summaries and an annual certification status chart!
The Dashboard has four sections: Forms in My Queue, Annual Certifications in My Queue, Summary, and Annual Certification pie chart report. The following will provide more information about each section.
The forms and annual certification queues:
Before you can approve/acknowledge an Annual Certification, all forms for that fiscal year must be approved/acknowledged or denied. Annual certifications that cannot yet be processed due to outstanding prior approval forms will be placed in the "Annual Certifications with Outstanding Forms" section. This section will provide the faculty members name, fiscal year, which forms have not been processed and the the name of the person who has the forms in their queue.
The Summary section will show how many forms and annual certification reports are waiting for your review in each fiscal year. Select the form number to go to that specific fiscal year's queue. Use the filter to view a summary of specific departments.
The annual certification pie chart report displays how many annual certification reports have not been submitted, are in process, or have been accepted. The bottom right corner will show the total number of faculty within the departments you have access to. Use the filter to view the pie chart report for faculty within specific departments.
Gen. Campus Approver (APM 025)
Logging into UC OATS
Approver Role Overview
Alternate Approver Role Overview
Workspace - Review/ Approval
Workspace - Annual Certification
Outside Activity Category Types
Activity Type Descriptions
Prior Approval Workflow
Email Notifications & Disclaimers
Last Modified: 2023-04-04 16:47:03.573598-07