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University of California Santa Barbara
UC Outside Activity Tracking System (OATS)

Training Resources

In OATS, entering activities & reporting effort (time) are separate operations from submitting your annual certification. Faculty can enter and report effort on Category I (with prior approval) or Category II outside activities throughout a fiscal year. At the end of that year, faculty must complete and submit an annual certification to "close out" their APM 025 reporting. That annual certification will contain any activities and effort already entered in OATS. Faculty may also add information prior to annually certifying for the year.

Annual certification for a given year becomes available after that year ends. For example, 2021-22 annual certification was enabled during the first week of July 2022.
Systemwide OATS resources may be found at https://info.ucoats.org/pages/training-faculty-025

Step-by-Step Directions for Faculty

2021-22 Reporting Year

2020-21 Reporting Year

2019-20 Reporting Year

2018-19 Reporting Year

Quick Tips

Step-by-Step Directions for Reviewers and Approvers

UCSB Webinar recordings

Systemwide Training Resources

APM 025 Policy

In-Person Training: UCLA-Led In-Person Training Materials as Presented in May 2019