Welcome to the UC OATS Reviewers Knowledge Base. Here you'll find guidance on reviewing activities, prior approval forms, and annual certification.
New to UC OATS? Learn the basics of your reviewer role and workspace.
What is UC OATS
Log in to UC OATS
Reviewer's Role
Workspace Overview
Fiscal Year Navigation [NEW]
Manage your Email Notifications
Daily & Weekly Summary Emails
UC OATS Training Environment
Who Do I Contact for Help?
Learn more about outside professional activities and functions within UC OATS.
Outside Activity Category Types
Adding Notes and Attachments
Category I Activities That Trigger COI Emails
Faculty's Threshold Exceeded
Report Faculty Payments
[Requires Stock Evaluator role]
Evaluate Stock Payments
[Requires Historical Data Managers role]
Back Enter Activities for Faculty
Vacate Prior Approval Forms & Annual Certification
Cancel Exceed Threshold Form while TH is Exceeded
Review the faculty's prior approval forms.
Review Category I Forms
Category I: Organization Country Verification
Review Student Involvement Forms
Review Exceed Threshold Forms
Review Retain Earnings Forms
Adding an Alternate Approver
Approval Form and AC Returned
Approvers Cannot Approve Their Own Forms
Alert for Returned Forms [NEW]
Forms Search - Include Subunits [NEW]
[Requires Category I Watchlist role]
Category I Watchlist
Administrative actions for managing faculty records.
Manage Faculty Email Subscriptions
Undelete Faculty Activities
[Requires Faculty Status Change role]
Faculty and Fiscal Status Indicator
Override Faculty Thresholds
Separate Faculty in UC OATS
Leave to Engage in Outside Activity
Add Faculty to 240-246 Report
Learn how to review the faculty's annual certification.
Review Annual Certification
Review Annual Certification in Bulk
Annual Certification Reports
Return Form & Annual Certification Together
AC with Outstanding Forms
Vacate Prior Approval Forms & Annual Certification
[Requires Historical Data Managers role]
Return Accepted Annual Certification
[Requires AC Not Submitted Watchlist role]
AC Not Submitted Watchlist
View analytics dashboards and reports.
[Requires Analytics role]
Analytics Role Overview
Unit Processing Time Report
Acknowledged/Approved Report
Category I Prior Approval Non-Compliance Report
Potential Foreign Influence Report