Back Entering Activities for Faculty

This article provides instructions on how to back-enter approved activities into the faculty's workspace. Reviewers with the Historical Data Manager role can back-enter activities and prior approval forms into a faculty member's workspace. 

To back-enter activities and approved forms into UC OATS:

1. Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
2. Click on the Faculty tab to view the list of faculty. 
3. Select the "All Faculty" button.
4. Locate and click on the faculty member's name. You will be taken to the Faculty Details page.
5. Select the Enter an Activity button. 
6. Complete the Enter an Activity form. To learn more about filling out the form, visit the Entering a New Activity article.
7. Click Enter to submit the form. UC OATS will automatically determine the category type and prior approval requirements of the activity. If prior approval is required, UC OATS will automatically generate the form(s) for you to complete.
8. If the activity is a Category I activity, fill out the form. To learn more about completing a Category I form visit the Category I Form article. 
9. Click on the Notes tab at the top of the page and upload the original Category I approval form or proof of approval and any documentation submitted by the faculty member regarding that activity. Return to Form Details.
10. At the bottom of the form under the Actions section, enter the "Approved up to" date.
11. Click the Request Approval button to submit the form.
12. The status of the form will show approved.
13. Click on the Back to faculty list button to return to the faculty list.