This article provides an overview of the auditor workspace. The auditor role is typically assigned to individuals who need 'read-only' access to faculty outside professional activity data. The auditor workspace includes four sections:
You can filter results using the available options:
The 'Forms In Process' tab shows all prior approval forms within your assigned department/unit that have not yet received final approval/acknowledgment. In this section, you will see forms that are at different stages of the prior approval workflow.
To view all prior approval forms that are currently in process:
The 'All Activities' tab shows all activities regardless of the status.
The 'Annual Certifications' tab shows annual certification reports that have not been submitted, forms that are processing through the approval workflow, and annual certification forms that have received final approval/acceptance.
The 'All Faculty' page tab will show you the list of faculty within your unit. If you have access to more than one unit, use the filter to view different units.
Select a faculty member's name to view the Faculty Details page. The faculty details page displays the faculty's activity list, prior approval forms, thresholds, automated emails sent to faculty [Emails tab], and a list of system changes [System Messages tab].
Logging into UC OATS
Auditor Role Overview
Forms in Process
Exporting Data into a Report
Adding Notes and Attachments
Outside Activity Category Types
Prior Approval Workflow
Last Modified: 2022-04-26 14:40:16.112787-07