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Using UC OATS

Sign into your UC OATS account to request prior approval for an APM 025/APM 671 Category I outside professional activity (OPA), request prior approval to involve students in an OPA, document and report time engaged in APM 025/APM 671 Category I and II OPAs, and complete your Annual Report of Outside Professional Activities.

The approval routing for your request is based on your title and department. You will receive email notifications, updating you on the status of your request. You can also return to your UC OATS portal to review the progress and decision.

Requesting Prior Approval to Engage in a Category I OPA

The OATS activity form will facilitate your request for prior approval to engage in an APM 025/APM 671 Category I OPA. The request will route to the Provost and Executive Vice Chancellor for final decision.  

Requesting Prior Approval to Involve Students in an OPA

Whether your OPA is Category I, II, or III, the OATS activity form will facilitate your request for prior approval to involve students. The student involvement request will route to your Department Chair and then to your Dean.

This requirement applies to students that the faculty member has, or expects to have, academic responsibility (instructional, evaluative, or supervisory). It applies regardless of whether the faculty member is compensated for or has a financial interest in the activity. Involvement of students means any substantive activity in which the student participates, whether the student is compensated or uncompensated.  

Enter Activities and Report Time

Once a Category I OPA has been approved, you can report the hours you engage in that activity throughout the reporting period. You can also enter and report hours on your Category II activities throughout the reporting period.

Based on your responses to certain prompts on the activity form, OATS  will determine if your OPA is Category I, II, or III.  A Category I OPA will move through the appropriate approval route. A Category II OPA will remain in your OATS record for you to return to and report the hours you engage in the activity.

If, based on your responses, OATS determines that your activity is Category III, a message will appear confirming that your activity is Category III and therefore does not require prior approval or reporting. However, if you indicated that you will be involving a student in your Category III activity, OATS will prompt you to complete the Student Involvement Form which will route to the Department Chair and then to the Dean. (See above "Requesting Prior Approval to Involve Students in an OPA" for more details on this prior approval requirement.)

Annual Certification

After the close of the reporting period (June 30), you will receive a notification to complete your Annual Report of Outside Professional Activities. This annual certification will be due by January 31.