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Entering a New Activity


This article provides instructions on how to enter a new activity into UC OATS. Before you engage in an outside professional activity, you should add the activity into UC OATS. UC OATS will automatically determine the category type and prior approval requirements of the activity. If prior approval is required, the form(s) will populate.


To add an activity to your workspace:

  1. Select the fiscal year in which the activity will occur.
  2. Select the 'Enter an Activity' button. 
    Note: If you have not yet submitted your Annual Certification for the previous fiscal year, a pop-up will appear and confirm which fiscal year you are entering the activity. 
  3. Complete the activity form.

    1. Fiscal Year - you can add the activity into a different fiscal year by clicking the arrow(s) to toggle between fiscal years.
    2. Organization Name - Enter the full name of the organization you will be working with.
    3. Name this Activity - Provide the activity a name that will help differentiate it from other activities in your workspace.
    4. Description - Enter a description of the activity and your participation in the activity.
    5. Type - Indicate if the organization is for-profit or non-profit. If you are unsure, please select "unknown".
    6. Activity Type / Role - Select all activity types that apply to your outside professional activity. UC OATS will use your selection to determine the prior approval requirements of the activity.
    7. Student Involvement - Indicate if you plan on involving a student in the outside professional activity in any substantive way. 
    8. Help Text - Turn on the tutorial text and hover over the activity fields for a definition of each activity type.
  4. Click 'Enter' to submit the form. UC OATS will automatically determine the category type and prior approval requirements of the activity. If prior approval is required, UC OATS will automatically generate the forms for you to complete. The activity will be added to your UC OATS workspace.

Last Modified: 2022-06-30 16:46:22.146555-07