Enter: Academic Forms Online
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Background
Forms Online is a web-based system to accomplish a variety of academic approvals through electronic routing. This system is designed to replace a number of paper forms, providing easy access and tracking of requests for faculty and staff.
Available Forms
The following forms are currently available for initiation by the academic appointee:
- Requests for all types of Leaves (replaces UPAY 573 form) including upload of a sabbatical leave report after return from leave
- Outside Professional Activities Requests (APM 025 and UCD 025)
- Outside Professional Activities Annual Reports (APM 025 and UCD 025)
The following request forms are currently available for department staff initiation:
- Department requests for Junior Specialist and Courtesy without salary appointments
- Requests for recall to active service after retirement for academic appointees
- Requests for waivers of search for appointments
- Requests for the Partner Opportunity Program (POP)
- Requests for Visiting appointments
User Roles
The User Roles for departments may be updated by the Dean's office analyst or by Academic Affairs staff. Academic appointees are automatically recognized upon login and given access to Forms based on their Home Department affiliation in Payroll. The department staff and Chair roles must be assigned. Automatic emails are generated to those reviewing and approving actions to simplify the tracking of an action. Additional information of the Forms On-line user roles may be found at this link.
Training
Department or Cluster training may be scheduled by contacting Everett Wilson (ewilson@ucdavis.edu) or Bobbie Lasky (rllasky@ucdavis.edu).
Additional Training and Resource Materials:
Resource instructions for using the system:
- Using the Forms On line Interface
- Review Tab (staff)
- Administration Tab (staff)
- User Roles
- User Emulation by Dean's Staff
Resource instructions for specific forms:
- Jr. Specialist/Courtesy WOS Overview
- Leave/Sabbatical Overview
- Sabbatical Report
- Leave/Sabbatical Sample Form
- Recall Appointment Overview
- Search Waivers Overview
- Visiting Appointment Overview
- Outside Activity: Request
- Outside Activity: Annual Reporting
Additional Campus Resources