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

 

See a new brief infographic for links to policies and 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

Additional live training and webinar training dates will be added as they are scheduled. 

If immediate training is desired, please visit the On Demand training drawer below.

On Demand Training Available

On Demand training is now available for UC OATS Faculty, Reviewers, and Approvers.  To select the course you need, click the link by policy followed and select the UC OATS training module by your role in the system.

Academic Personnel: UC OATS APM 025 Training for Faculty, Reviewers, and/or Approvers

Academic Personnel: UC OATS APM 671 Training for Faculty, Reviewers, and/or Approvers

Common Action Tutorials & Tips

Below are some at a glance tutorials for processing common actions in the UC OATS system and screenshots to help faculty, reviewers, and approvers navigate UC OATS features that may not seem intuitive. Feel free to suggest additional topics at esr-oats@ucsd.edu, for 025 related requests, or at HS-UCOATS@ucsd.edu for 671 related requests.  

 For APM 025 General Campus Faculty:

 For APM 671 Health Science Faculty:

 For All Faculty:

 For Reviewers:

 For Approvers:

General User Interface Tips

Logging In: 

When you're trying to log in and get this screen, please email the team at esr-oats@ucsd.edu for help with the APM 025 interface  or HS-UCOATS@ucsd.edu for help with the APM 671 interface.  We know the listing of a no reply email address on this screen can be frustrating and have requested a revision, but since this is a systemwide screen, this may take time to change. :

 

When you accidentally lock yourself out of logging into UC OATS with Business Systems and get this screen, please do toggle the log in controls and sign in with your Active Directory account:

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Reviewers:

The following UC OATS articles will show you hot to review faculty annual certification reports.


Approvers: 

How to Toggle Between your Faculty and Approver Workspace

When you want to enter your own activities rather than approving and reviewing the activities of others, please toggle to your own activities with the "Faculty's View" button below:


For All Users: 

Prior Approval Form Status:

When you want to see the processing status for an activity, read the status on the far right of the activity listing line.

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Here is the legend to clarify activity status designations:

Resources for Approvers

UC OATS is an interactive web-based system that facilitiates 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 departmetn chairs, deans, vice provosts, or similar responsible for approving Outside Professional Activity request forms.

The following UC OATS articles will show you how to approve outside professional activities, annual certification, and much more.

Resources for Faculty

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.

The following UC OATS articles will show you how to approve outside professional activities, annual certification, and much more.

Resources for Reviewers

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.

The following UC OATS articles will show you how to review outside professional activities, annual certification reports, and must more.

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 OATS Team Email

Please email esr-oats@ucsd.edu with any system questions.  A member of our team will respond within 1-2 business days.