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University of California Outside Activity Tracking System (UC OATS) Resources

The UC OATS initiative delivers a single, comprehensive platform to serve the University's need for electronic submission, reviewing, approving, and reporting compliance to the University of California's Conflict of Commitment policies.  Please view the brief video below, featuring Executive Vice Chancellor Elizabeth Simmons, Vice Chancellor David Brenner, and Vice Chancellor Margaret Leinen, about how this system will benefit faculty here at UC San Diego.

 

UC OATS currently supports data submission, reporting, and tracking for faculty subject to the following policies:

See a new brief infographic for an at a glance view of conflict of commitment categories, expectations, and deadlines, or log in below to enter  outside professional activities, annual disclosures, Category I and student involvement requests: 

FAQ

A link to a robust updated FAQ for Conflict of Commitment and UC OATS will be made available soon. 

Please visit the systemwide FAQ here.

Please visit the local Health Sciences Conflict of Commitment and Outside Activities of Health Sciences Compensation Plan Participants – FAQs under APM 670 and APM 671 here


 

Q: Are both domestic and foreign engagements subject to Conflict of Commitment reporting?

A: Outside professional activities, as outlined in the category definitions in APM 025, include both domestic and foreign activities. As there has been increased scrutiny from the federal government regarding the appropriate disclosure of foreign engagements, it is critical that you report both your domestic and foreign engagements while completing the OATS forms. Such engagements include, but are not limited to, visiting professorial or research appointments and directorship of labs or programs, whether compensated or not. Please refer to the definitions of Category I and II activities in APM-025 for reference on the academic and professional activities that must be disclosed. 

How Conflict of Commitment and Conflict of Interest Differ

Download as a .pdf file with functional inks here:


COC-vs-COI-Infographic-FINAL.png

Live Training Dates and Webinars

Click your selected training session's End User Training link/s below to enroll at the UC Learning Center.  Each user need only enroll for and attend one training session in any format.   Links for enrolling for on-demand, virtual UC OATS training will be available mid to late September.  

The UC Learning Center team may be reached at lms-support@ucsd.edu for support with enrollment issues or questions.  Contact the UC OATS Team anytime for policy or UC OATS system questions.  

UC OATS LIVE WEBINAR SESSIONS TRAINING SCHEDULE, OCTOBER 21, 24, 28
Oct 21 11:00 - 12:30 PM Zoom, Link provided upon enrollment COI, APM 025 SME, UC OATS (demo APM 025 interface)

GC & SIO FACULTY

(ENROLL NOW)

Oct 24 3:00-4:30 PM Zoom, Link provided upon enrollment COI, APM 025 SME, UC OATS (demo APM 025 interface)

GC & SIO FACULTY

(ENROLL NOW)

Oct 24 5:30-7:00 PM Zoom, Link provided upon enrollment COI, APM 025&671 SMEs, UC OATS (demo 671 interface) 

HS FACULTY

(ENROLL NOW)

Oct 28 11:00-12:30 PM Zoom, Link provided upon enrollment COI, APM 025&671 SMEs, UC OATS (demo 671 interface) 

HS FACULTY

(ENROLL NOW)

On Demand Training Available

On Demand training is now available for UC OATS Faculty, Reviewers, and Approvers.*  To select the course you need, click a link below:

06SED-AP-671A

Academic Personnel: UC OATS APM 671 Approver Training

ENROLL NOW

06SED-AP-671F

Academic Personnel: UC OATS APM 671 Faculty Training

ENROLL NOW

06SED-AP-671R

Academic Personnel: UC OATS APM 671 Reviewer Training

ENROLL NOW

06SED-AP-025F

Academic Personnel: UC OATS APM 025 Faculty Training

ENROLL NOW

*025 Reviewer and Approver courses will be available soon.  

Systemwide Resources for Approvers

025 Approver Training

UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling faculty to easily comply with the University of California Conflict of Commitment policies. This training is specific to department chairs, deans, vice provosts, or similar responsible for approving Outside Professional Activity request forms for general campus faculty. Approvers responsible for faculty participating in the Health Sciences Compensation Plan may click here.

Tutorials

View our short video series to get started with UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.

 

671 Approver Training

 UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling faculty to easily comply with the University of California Conflict of Commitment policies. This training is specific to Department Chairs, Deans, Vice Provosts, or others responsible for approving Outside Professional Activity request forms for faculty participating in the Health Sciences Compensation Plan. Approvers responsible for general campus faculty may click here.

Tutorials

View our short video series to get started with UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.

Systemwide Resources for Faculty

025 Faculty Training

UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling you to easily comply with the University of California Conflict of Commitment policies. This training is specific to general campus faculty. Faculty participating in the Health Sciences Compensation Plan may click here. For a short local tutorial for how to log no annual disclosures click here.

Tutorials

View our short video series for a quick overview of UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.

The following user guides are for General Campus Faculty, Deans, and 100% Faculty Administrators,


671 Faculty Training

UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling you to easily comply with the University of California Conflict of Commitment policies. This training is specific to faculty participating in the Health Sciences Compensation Plan. For a short local tutorial for how to log no annual disclosures, click here

Tutorials

View our short video series to get started with UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.

The following user guides are for Health Science Compensation Plan Participants (APM 671 policy) Faculty, Deans, and 100% Faculty Administrators,

Systemwide Resources for Reviewers

025 Reviewer Training

UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling faculty to easily comply with the University of California Conflict of Commitment policies. This training is specific to staff and administrators responsible for reviewing Outside Professional Activity request forms for general campus faculty. Reviewers responsible for faculty participating in the Health Sciences Compensation Plan may click here.

Tutorials

View our short video series to get started with UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.


671 Reviewer Training

 

UC OATS is an interactive web-based system that facilitates the reporting of outside professional activities and determines appropriate review and approval requirements, enabling faculty to easily comply with the University of California Conflict of Commitment policies. This training is specific to staff and administrators responsible for reviewing Outside Professional Activity request forms for faculty participating in the Health Sciences Compensation Plan. Reviewers responsible for general campus faculty may click here.

Tutorials

View our short video series to get started with UC OATS.

User Guides

The user guide below shows all current system functionality available in UC OATS. Some features of the application may not be in use at your campus. Please consult with your local campus contacts for additional questions.

Timelines for Local and Systemwide Implementation

Visit the UC San Diego ESR UC OATS pages for information about status and the timeline for the local launch or visit the systemwide Milestones page for information about all scheduled campus launches.

Training Slide Deck

The policy presentation slides used in the August in-person UC OATS training session are available now.  

This training presentation was designed in collaboration with subject matter experts in Academic Personnel Services, Health Sciences, Conflict of Interest (COI) and Export Control.   Please contact Lynn Field-Karsh at lfield@ucsd.edu or (858) 822-4032 with questions.

UC San Diego ESR Page and UC OATS Team

Please visit our ESR UC OATS page for additional project information or contact our team with any questions.