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Add Notes and Attachments to an Activity

This article provides a brief overview of activity notes. The activity notes field is a way for faculty, reviewers, and approvers to communicate about an activity and prior approval forms. The activity notes are available in your workspace and all prior approval forms. You will receive an email notification anytime a new note is added to a prior approval form and when notes are added to your workspace if the "Email Notification to faculty" is selected. 

To add an activity note:

  1. Locate the activity in your workspace.
  2. Click on the notes icon.
  3. Click on the 'Add Activity Note' button.
  4. Enter your message and add attachments, if necessary.
  5. Click 'Add Note' to save it. Reviewers and approvers are not notified when a note is added. They will have access to the note when they log into UC OATS and view your account.
  6. You can delete the activity note if needed.

Last Modified: 2023-08-17 16:26:25.853533-07