APM 671 UC OATS Resources and FAQs

APM 671 - UC OATS Resources and FAQs

The following items were developed by UC OATS technical team and are provided below. They cover the current system functionality available in UC OATS. You can also access these resources at the UC OATS Training Overview website

Users

The following training resources are available for faculty, deans, and full-time faculty administrators who are subject to APM 671:

Overview: UC OATS Workspace (video - 2mins., 28 seconds)

UC OATS Faculty User Guide (pdf)

Tip Sheet: How to Add Notes and Attachments to an Activity (pdf)

Tip Sheet: How to Add Student Involvement to an Activity (pdf)

Reporting and Tracking Outside Professional Activities (video - 2mins., 25 seconds)

UC OATS Faculty Annual Certification User Guide (pdf)

Completing your Annual Certification (video - 2mins., 10 seconds)

Reviewers

The following training resources are specifically for individuals responsible for reviewing APM 671 prior approval requests for Category I Activities, prior approval for student involvement requests, and annual certification reports:

UC OATS Reviewer User Guide (pdf)

Tip Sheet: How to Add Notes and Attachments to an Activity (pdf)

Reviewing Outside Professional Activity Forms (video - 4mins., 26 seconds)

Approvers

The following training resources are specifically for individuals responsible for approving APM 671 prior approval requests for Category I Activities, prior approval for student involvement requests, and annual certification reports:

UC OATS Approver User Guide (pdf)

Tip Sheet: How to Add Notes and Attachments to an Activity (pdf)

Approving Outside Professional Activity Forms (video - 3 mins., 25 seconds)

Additional Resources

UC OATS is equipped with helpful popup tutorial text and tooltips. Users are able to turn the tutorial test on and off.

FAQs

coming soon