General Campus Reviewer (APM 025)

Workspace

Logging into UC OATS
Reviewer Role Overview
Workspace- Dashboard 
Workspace- Faculty 
Workspace- Forms
Workspace- Activities
Workspace- Annual Cert.
Managing Email Notifications
Daily & Weekly Summary Emails
UC OATS Training Environment

Reviewing Forms

Category I Forms 
Category I Watchlist 
Category I Activities that Trigger COI Emails
Student Involvement Forms 
Exceed Threshold Forms 
Adding an Alternate Approver
Approver Cannot Approve Their Own Form [New article]
Adding Notes and Attachments
Exporting Data into a Report
Outside Activity Category Types
Activity Type Descriptions
Prior Approval Workflow

APM Policies

Academic Personnel & Programs
APM-025- General campus faculty
APM-671- Health sciences faculty
APM-240- Deans
APM-246- Faculty Administrators (100% time)

Faculty Account Details

Faculty & Fiscal Status Indicators
Overriding Faculty's Time Threshold
Back Entering Activities for Faculty
Separating Faculty in UC OATS
Leave to Engage in Outside Activity
Including Faculty in 240-246 Report
Managing Fac. Email Notifications
Returning an Accepted Annual Certification Report

Analytics

Annual Certification

Annual Certification 
Annual Certification (Bulk Review)
Annual Certification Reports
Return Form & Annual Certification Together
Return Approved Annual Certification
AC with Outstanding Forms
AC Not Submitted Watchlist

FAQ

Who do I contact for help with UC OATS?
View UC OATS FAQ