Update an Acad Plan (CPP eForm) - sis.berkeley.edu an Acad Plan (CPP) eForm 3/21/17 page 2 of 4 2....

Update an Acad Plan (CPP) eForm 3/21/17 page 1 of 4

UpdateanAcadPlan(CPPeForm)ThisJobAidcoverstheprocessforupdatingaCPPeForm.ForJobAidsonadding,evaluating,andviewingCPPeForms,seesis.berkeley.edu/training.

1.NavigatetotheeWorkflowfromCalCentralMyAcademics

FromyourCalCentralMyDashboard,underAdvisingResources,clickeFormsWorkCenter.

IntheStudentsection,clickUpdateanAcadPlaneForm.

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2.SearchfortheeForm

EnterallknowncriteriaoryoucanviewalleFormsthatyouhavesubmittedbyenteringyourUIDinOriginalOperatorandclickingSearch.

IfyouknowtheeFormID,youcanlocatetheexactformeasily.Thisiswhy,whenaddingeForms,youshouldalwaysmakenoteoftheeFormID(listedinthetoprightcorneroftheeForm).

Noticethatallformshaveastatusofeither“Pending”or“OnHold”.YoucannotupdateaneFormonceithasbeenapprovedandexecuted.

SelecttheeFormyouwishtoupdate.

YouwillseetheeForminstructionsthatcorrespondtothestudent’sacademicprogram.ClickNext.

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3.UpdatetheeForm

YouwillbetakentotheeForm.MakethedesiredchangesandthenclickResubmitorWithdraw:

• IfyouselectWithdraw,theformwillberemovedfromtheapprovalprocessandwillnotexecute.Youcanstillviewtheform,butitwillnolongerbeavailabletotheapproverstoevaluate.

• WhenyouResubmitaform,withtheappropriatechanges,theformwillneedtogothroughtheroutingandapprovalprocessagain.Theformmayhaveanewapprovalprocessbasedonthechangesyoumade.

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Support:Forquestionsorassistance,pleasecontacttheSISProject.

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

4.ReviewApprovalStatus/RoutingProcess

YourupdatewillbelistedintheTransaction/SignatureLog.Thestatuswillbe“Pending”.UnderAdditionalRoutingyouwillseethepathofapprovalthattheeFormmusttakebeforetheactionisexecuted.Inthisexample,theformmustgothroughtwosetsofapprovers.

Toseethelistofwhocanapprovetheform,clickMultipleApprovers.Oneofthelistedapproversmustapprovetheformateachstepintheroutingpath,inorderforittoexecute.

Reminder:NotetheeFormID,whichisaneasywaytolocatetheformatafuturedate.