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Recall Category I form

This article explains how to recall a Category I form that has not yet been approved. You may need to recall a form to update information such as the activity description, your relationship with the entity, or the estimated hours.

Tutorial videos

Watch the tutorial video to learn how to recall Category I forms in UC OATS.

▶ General Campus Faculty
▶ Health Science Faculty

When a Category I form is recalled, it is removed from the approval workflow and returned to you with a status of Not Submitted, allowing you to make edits. Once you resubmit the form, it will re-enter the approval workflow from the beginning.

Note: 
  • If you have already submitted your annual certification for that fiscal year, recalling the Category I form will also return the annual certification form to you. After updating and resubmitting the Category I form, you will need to resubmit your annual certification as well.

To recall a Category I form:

  1. Select the Category I form you want to recall.
    Category I form with a Department Reviewer status
  2. Scroll to the bottom of the form and select the Recall Form button. 
    Category I form Recall Form button
  3. Enter the reason for recalling the form in the Recall Note field.
    Category I form Recall Note field
  4. Click Submit Recall

Last Modified:2026-01-08 17:01:37.462159-08

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