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Annual Certification


This article provides an overview of the annual certification section of the workspace. Faculty members are required to file certification of adherence to the APM policy each fiscal year; even if they did not engage in any outside professional activities during the year. There are three Annual Certification reports available to you in OATS; "Forms not submitted", "Forms in process", and "Forms accepted". 
UC OATS Reviewer workspace.


To access the annual certification reports:

  1. Confirm you are in the correct fiscal year. 
    Click on the Annual Certifications button. 
  2. Use the filters to find the forms you want to view.
    Unit: Select a unit from the list. You'll have access to your assigned units.
    State: Select the queue where the form is located.
    • Forms not submitted - this report shows a list of faculty who have not yet submitted their annual certification. You will only see faculty within units you have access to.
    • Forms in process - this report shows a list of annual certification reports that have been submitted and are processing through the approval workflow.
    • Forms accepted - this report shows a list of annual certification reports that have received final acceptance.
  3. Click the Export Current Data button to export the report into a spreadsheet.

Last Modified: 2020-08-27 10:01:25.807772-07