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Annual Certification (bulk review)

This article shows you how to bulk review annual certification reports. Faculty members are required to file certification of adherence to the APM 671 policy each fiscal year; even if they did not engage in any outside professional activities during the year. When faculty submit their annual certification reports, you will receive a daily and/or weekly email notification letting you know there are items in your queue to review. To save time, annual certification reports with no outside professional activities may be bulk reviewed, rather than reviewed individually.

UC OATS Reviewer workspace.

To bulk review annual certification reports,

  1. Go to the "Fiscal Year" indicator and click the back arrow to go to the previous fiscal year. 
  2. Click on the "AP Review" button and the "Annual Certification" tab. 
  3. Annual certification reports are divided into two queues; "Without Activities" and "With Activities". Select the "Without activities" queue. 
  4. Select the "check all" button.
  5. Click the "Sign rows that are checked" button.
  6. Click the "Submit Action" button to complete the review. UC OATS Reviewer workspace.

Last Modified: 2021-08-16 14:26:17.672757-07