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
- Faculty with No Outside Activities (coming soon)
- Faculty with Category II Outside Activities for 2021-22 (coming soon)
- Faculty with Category I Outside Activities requiring Prior Approval in 2021-22 (coming soon)
- Faculty with Category I Outside Activities in 2022-23 requiring Prior Approval
- Step-by-step Summer Salary Set Up (coming soon)
2020-21 Reporting Year
- Faculty with No Outside Activities
- Faculty with Category II Outside Activities for 2020-21
- Faculty with Category I Outside Activities requiring Prior Approval in 2020-21
- Faculty with Category I Outside Activities in 2021-22 requiring Prior Approval
- Step-by-step Summer Salary Set Up
2019-20 Reporting Year
- Faculty with No Outside Activities
- Faculty with Category II Outside Activities for 2019-20
- Faculty with Category I Outside Activities requiring Prior Approval in 2019-20
- Faculty with Category I Outside Activities in 2020-21 requiring Prior Approval
- Step-by-step Summer Salary Set Up
2018-19 Reporting Year
- Faculty with No Outside Activities
- Faculty with Category II Outside Activities for 2018-19
- Faculty with Category I Outside Activities requiring Prior Approval in 2018-19
- Faculty with Category I Outside Activities in 2019-20 requiring Prior Approval
Quick Tips
- Quick Tips for Faculty Users General OATS system info; how to report time (effort)
- How to Access Reports and Forms in OATS
- Intellectual Property forms and policies,Technology & Industry Alliances https://tia.ucsb.edu/forms-policies/
- User Interface Update Feb 2022
Step-by-Step Directions for Reviewers and Approvers
- Reviewer's Guide to Annual Certification processing
- Approver's Guide to Annual Certification processing
- Approver's Guide to Prior Approval Forms
UCSB Webinar recordings
Systemwide Training Resources
- Introduction Video (2 minutes)
- Faculty Training Video and User Guides
- Reviewer Training Video and User Guides
- Approver Training Video and User Guides
APM 025 Policy
- APM-025, UC University Policy Regarding Academic Appointees
- Red Binder - I - 29 Conflict of Commitment and Outside Professional Activities
- Conflict of Commitment and Outside Activities Presentation
In-Person Training: UCLA-Led In-Person Training Materials as Presented in May 2019