Skip to main content

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.

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

UC OATS is an Enterprise Systems Renewal Faculty System. Additional training resources, videos, and a link to the UC San Diego UC OATS dedicated portal will be available soon.

FAQ

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. 

Systemwide Resources for Approvers

This user guide and video are training resources specifically for individuals responsible for APM 025 prior approval requests for Category I activities, prior approval for student involvement requests, and annual certifications:

UC OATS Approver User Guide (pdf)

Approving Outside Professional Activity Forms (video)

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.

 

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. 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.

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

Systemwide Resources for Reviewers

This user guide and video are training resources specifically for individuals responsible for reviewing APM 025 prior approval requests for Category I activities, prior approval for student involvement requests, and annual certifications:

UC OATS Reviewer User Guide (pdf)

Review Outside Professional Activity Request Forms (video)

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 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.  

UCSD OATS IN PERSON/VIRTUAL TRAINING SCHEDULE, AUGUST 15, 2019

Date

Time

Location

Presenter

End User Training

Aug 15

9:00 – 10:30 AM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Reviewer

(ENROLL NOW)

Aug 15

10:30 – 12:00 PM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Approver

(ENROLL NOW)

BREAK FOR LUNCH, 12:00 – 1:00 PM

Aug 15

1:00 – 2:30 PM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Reviewer

(ENROLL NOW)

Aug 15

3:00 – 4:30 PM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Approver

(ENROLL NOW)

Aug 15

5:00 – 6:30 PM

In person (BSB Liebow Auditorium) & Zoom

COI, APM 025&671 SMEs, UC OATS (demo 671 interface) 

HS Faculty

(ENROLL NOW)

UCSD OATS IN PERSON/VIRTUAL TRAINING SCHEDULE, AUGUST 16, 2019

Aug 16

8:30 – 10:00 AM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Reviewer

(ENROLL NOW)

Aug 16

10:30 – 12:00 PM

In person (Forum, Price Center East) & Zoom

COI, APM 025&671 SMEs, UC OATS 

Approver

(ENROLL NOW)

BREAK FOR LUNCH, 12:00 - 1:00 PM

Aug 16

1:00 – 2:30 PM

In person (Forum, Price Center East) & Zoom

COI, APM 025 SME, UC OATS (demo APM 025 interface)

GC and SIO Faculty

(ENROLL NOW)

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)

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.

UC San Diego Log-In Portal

Coming soon.