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Exceed Threshold Forms

This article describes the process of reviewing exceed threshold forms. When a faculty member exceeds their time threshold an exceed threshold form will be generated. When completing the exceed threshold form, the faculty member should provide a generous estimate of how much time they plan to devote to the activity. Once the Exceed threshold form is approved, the threshold for that specific activity will adjust. 

To review an Exceed Threshold form:

  1. Confirm you are in the correct fiscal year. Faculty can submit prior approval forms for different fiscal years, so you may need to toggle between fiscal years to view all forms in your queue or you can view all forms in the Dashboard.

    UC OATS Reviewer Workspace

  2. Click on the "Forms" button and the "Forms Need My Review" tab. The "Forms Need My Review" tab is your queue. All prior approval forms awaiting your review within the selected fiscal year will be displayed. 
  3. Locate and click on the Exceed Threshold form you want to review.
  4. Review the form.Top half of the category 1 form
  5. Check the "Notes" field for additional information and attachments.
  6. Scroll to the bottom of the form to see available actions. 

    Review Options:

    • Mark As: Reviewed - Select "Reviewed" if the form is ready to be sent to the approver (Department Chair, Dean, etc.)
    • Return To: Send Back to Faculty - Select this option if further information is needed by the faculty member in order for the approver to make a decision. When this option is selected, a "Note" field will appear. Enter a detailed reason why the form is being returned to the faculty member and what you would like that faculty member to do. Once the faculty member makes the corrections and resubmits the form, it will process through the approval workflow again.

    Additional Options:

    • Add Alternate Approver - If there is a conflict of interest between the faculty member and the approver (e.g. they are married, family, etc.), you may select an alternate approver.
      To add an alternate approver, click the "Add Alternate Approver" button and select a person from the drop-down menu. If there is no alternate approver available in the system, ask management to contact your campus OATS administrator to request the addition of an alternate approver to your department.  Alternate approver dropdown menu
  7. Click the "Submit Action" button.

Last Modified: 2023-08-10 14:17:01.722542-07