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Add an Acad Plan (CPP) eForm 3/21/17 page 1 of 7

AddanAcadPlaneForm(CPPeForm)ThisJobAidcoverstheprocessforaddingormakingchangestoanacademicplanusingtheCareerProgramPlanStack(CPP)eForm.Belowisachartwiththepossibleactionsyoucantakeonastudent’sacademicplanusingtheeForm.Thismaybeausefulreferencewhenfillingouttheform.WewillgooverwheretoinputActionandRequestTypelaterinthisjobaid.

DesiredAction Action RequestType

Addanewcollegeandmajortoastudent'sacademicplan(Advisoronly) Add CollegeAddamajortoastudent'sacademicplan(ifyouareaddingtheirfirstmajor,useDeclare**Seebelow**) Add Major

Addaminortoastudent'sacademicplan Add Minor

Addasubplantoastudent'sacademicplan Add Subplan

Changethestudent'scurrentcollegeandmajor Change College

Changethestudent'scurrentexpectedgraduationterm Change ExpGradTermChangethestudent'smajor(thestudentmustalreadyhavedeclaredamajor) Change Major

Changethestudent'sminor Change Minor

Changethestudent'ssubplan Change Subplan

Declarethestudent(addingtheirfirstmajor) Declare Major

Dropacollegefromthestudent'sacademicplan Drop CollegeDropamajorfromthestudent'sacademicplan(usechangetosimultaneouslyaddanewmajoranddroptheoldmajor) Drop Major

Dropaminorfromthestudent'sacademicplan Drop Minor

Dropasubplanfromthestudent'sacademicplan Drop Subplan

Add an Acad Plan (CPP) eForm 3/21/17 page 2 of 7

1.NavigatetotheeFormsWorkCenterfromCalCentralMyAcademicsFromyourCalCentralMyDashboard,underAdvisingResources,clickeFormsWorkCenter.

IntheStudentsection,clickAddanAcadPlaneForm.Then,clickNexttobegintheform.

Add an Acad Plan (CPP) eForm 3/21/17 page 3 of 7

2.SearchfortheStudent

IntheStudentInformationsection,theSIDdefaultisyourown.Searchforastudentbyenteringthestudent’sSIDorclickingthemagnifyingglasstosearchforthestudentbyvalue(SID)ordescription(name).

Selectthecorrectstudent.

Thestudent’sinformationwillpopulate.

NOTE:TheeFormIDislistedinthetoprightcorner.YoumaywanttosavethisIDsothatyoucanquicklylocatetheformatafuturedate.

Add an Acad Plan (CPP) eForm 3/21/17 page 4 of 7

RequestInstructionswillpopulatebasedonthestudent’sacademiccareer.YoucancollapsetheseinstructionsbycheckingtheHideInstructionsbox.3.FillouttheeForm

RequestTerm:First,entertheterminwhichtherequestwillbeeffective.

Actions:Next,choosethedesiredaction.**Seechartabove**• Add:Addacollege,major,minor,orsubplan.

• Change:DropandaddanewCollege,Major,MinororSubplaninonerequest.YoucanalsouseChangetochangethestudent’sexpectedgraduationdate.

• Declare:Todeclareastudent’sfirstMajor.

• Drop:DropaCollege,Major,MinororSubplanfromthestudent’sacademicplan.

RequestType:ThepartoftheCPPStackyouwishtotakeactionon.

Inthisexample,wearechangingthestudent’smajortooneinadifferentcollege,soaction=ChangeandRequestType=College.

Add an Acad Plan (CPP) eForm 3/21/17 page 5 of 7

Youcanseealistofthestudent’scurrentactiveprogram(s)here:

Sincewearechangingthestudent’scollege,wewillneedtoinputthecurrentprogramaswellasthenewprogramandplan.

YoucanlooktotheAcademicProgramsandPlanstableforthelistofthestudent’scurrentprogram(s).

SelecttheNewProgram/College.

UsethedropdowntoselecttheNewPlan/Majoryouwishtoadd.

Ifyouareaddingasecondmajor,youcanthenaddOverlapCourses,whicharecoursesthatthestudentwishestousetofulfillrequirementsforbothmajors/minors.

Add an Acad Plan (CPP) eForm 3/21/17 page 6 of 7

Iftherearesupplementaryfilesyouwishtoinclude,youcanuploadthosehere.ClickUploadtochoosethefileandincludeadescriptionoffileyouhaveattached(optional).ClickAddFileAttachmenttoaddadditionalfiles.ClickDeletetodeleteuploadedfiles.

Example:Ifthestudentturnsinapaperformrequestingamajordeclaration,youcanincludethatherewiththedescription“MajorDeclarationPacket”.

Ifyouwouldliketoleaveanycomments,clickthedownarrowtoexpandthecommentsbox.Thestudentwillbeabletoviewthesecommentswhenhe/shenavigatestoViewSubmittedeFormsintheStudentResourcessectionontheirCalCentralMyDashboardpage.

Onceyouhavereviewedalloftheinformation,clickSubmit.

Add an Acad Plan (CPP) eForm 3/21/17 page 7 of 7

4.ReviewApprovalStatus/RoutingProcess

YouwillthenseetheeFormstatus.UnderAdditionalRoutingyouwillseethepathofapprovalthattheeFormmusttakebeforetheactionisexecuted.Inthisexample,theformmustgothroughthreesetsofapprovers.

ToseethelistofwhocanapprovetheeForm,clickMultipleApprovers.Oneofthelistedapproversmustapprovetheforminorderforittoexecute.

TheTransaction/SignaturelogshowsallactionsthathavebeentakenontheeForm.

Reminder:TheeFormIDisinthetopright.Ifyouhavenotalready,makenoteoftheID.

Support:Forquestionsorassistance,pleasecontactCampusSharedServicesIT.

• Call510-664-9000(pressoption6toreachSISsupport)• Email:sishelp@berkeley.edu• Submitaticket:https://shared-services-help.berkeley.edu/new_ticket/it