UC Outside Activity Tracking System (OATS)
Training Resources
Step-by-Step Directions for Faculty
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/
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