Support Information

  • General Information
    Gaining Access

    Access to UC OATS is limited to faculty and those individuals who are directly involved in the management of conflict of commitment and outside professional activity and who require access to conflict of commitment data. Additionally, those individuals with access to UC OATS must clearly understand that they are accountable for ensuring the security and privacy of this data when viewing, retrieving, and exporting information within the system.

    UC Riverside Faculty and Staff Administrators who access UC OATS must have a UCR NetID. Users login to UC OATS using their UCR NetID and password. A user must also have an assigned role.

    To log-in to OATS, have your UCR NetID and Password and click on this link: Should you need assistance or cannot log-in, please send an email to

    For questions or assistance regarding UC OATS access and/or roles, please contact your organization's Subject Matter Expert (SME): ( or the UCR OATS support team at

    UCR Guidelines and Procedures
    • General Information on Conflict of Commitment (05/01/2020) (pdf)
    • APM 025 and APM 671 Category I Prior Approval Request Instructions (07/15/2021) (pdf)
    • Category I Prior Approval Checklist (07/15/2021) (pdf)
    • UC OATS UCR Approval Workflows (May 2020) (pdf)
    UC Forms
    • APM 025 FORM -Category I Prior Approval Form (pdf)
    • APM 025 FORM - Paper Annual Reporting Form for CATI & CATII Activities (pdf)
    • APM 671 FORM - Category I Prior Approval Form (pdf)
    • APM 671 FORM - Paper Annual Reporting Form for CATI & CAT II Activities (pdf)
    Frequently Asked Questions

    UCR’s FAQs for Conflict of Commitment and UC OATS (06/11/2021) (pdf)
    Please visit the systemwide FAQ here.
    For policy information, please visit the policy page available here.

  • Contacts

    First Level Support: Subject Matter Expert (SME). SME within each College/School/Org will interact with one another and provide first line support for both staff and faculty. For a list of SMEs for your organization, see the list below.

    Second Level Support: Academic Personnel Office (APO). If the SMEs cannot resolve an issue, it will be escalated to the OATS Administrators within APO. Please send an email to If the OATS Administrators cannot resolve the issue, it will be escalated to UCLA/DGIT Support for resolution.

    If you need to update a “Reviewer” or “Approver” role, please send the request to

    Subject Matter Experts (SMEs): For first level support and questions on OATS, please contact the staff members below.

    Bourns College of Engineering (BCOE)

    Angie Jones-Butler
    Phone: (951) 827-2972

    College of Humanities Arts and Social Sciences (CHASS)

    Eric Chong
    Phone: (951) 827-5271

    College of Natural and Agricultural Sciences (CNAS)

    Andrew Herrera
    Phone: (951) 827-3983

    School of Education (SOE) and School of Public Policy (SPP)

    Dorria Burgess
    Phone: (951) 827-5828

    School of Medicine

    Margi Burnett
    Phone: (951) 827-2079

    Wydette E Morales
    Phone (951) 827-7677

    School of Business

    Ana Kafie
    Phone: (951) 827-2909

    Office of Vice Provost for Undergraduate Education (VPUE)

    Annette Brock
    Phone: (951) 827-1842

  • Resources and Tutorials

    Watch the UC OATS Introduction



    Faculty:  Click here to access user guides and video tutorials – General Campus Faculty (APM 025): and Health Sciences Faculty (APM 671)

    Reviewer (mostly for administrators and staff reviewers): Click here to access user guides and video tutorials for designated reviewers – General Campus Reviewers (APM 025) and Health Sciences Reviewers (APM 671)   

    Approver (mostly for Department Chairs, Deans, Provosts): Click here to access user guides and video tutorials for designated reviewers – General Campus Reviewers (APM 025)  and Health Sciences Reviewers (APM 671)

    Auditor: Click here to access the user guides and video tutorials for designated auditors:



    Take a look at what's new in UC OATS!  Click here to access the release notes:



    UCLA and APO provided training sessions to faculty and staff on March 25, 2020 and March 26, 2020.  Below are the links to the webinar sessions.

    APM 025 Webinars


    APM 671 Webinars



    UCLA and APO will provide additional webinars and "remote office hour sessions" (wherein users can drop in to ask questions). These will be scheduled during the fall quarter.  For questions or assistance, please send an email to For policy questions, please send an email to