Embed Size (px)
Citation preview
S
Evaluate a Student eForm 3/21/17 page 1 of 3
EvaluateanAcadPlan(CPP)eFormThisJobAidcoverstheprocessforevaluatingCPPeFormthathasbeenroutedtoyou.ForJobAidsonadding,viewing,andupdatingCPPeForms,seesis.berkeley.edu/training.
1. NavigatetotheeWorkflowfromCalCentralMyAcademics
FromyourCalCentralMyDashboard,underAdvisingResources,clickeFormsWorkCenter.
IntheStudentsection,clickEvaluateaAcadPlaneForm.
2.SearchfortheeForm
SearchforthedesiredeFormbyenteringallknowncriteria.
IfyouleaveallfieldsblankandclickSearch,youwillseealistofalleFormsthatrequireyouraction.
IfyouknowtheeFormID,youcanlocatetheexactformeasily.Thisiswhy,whenaddingeForms,youshouldalwaysmakenoteoftheeFormID(listedinthetoprightcorneroftheeForm).
SelecttheeFormyouwishtoevaluatebyclickingthelinkinanyofthefields.
S
Evaluate a Student eForm 3/21/17 page 2 of 3
3.ReviewtheeForm
TheeFormwillpopulate.
TheStudent’sInformationislistedatthetopoftheeForm.YoucanhidetheRequestInstructionsbycheckingtheHideInstructionsbox.
TheRequestTypedescribestheactionbeingtakenontheCareerProgramPlanStack(CPPSTACK).Inthisexample,theeFormreflectsachangeofmajor.
TheChangeCareerProgramInfoshowsasummaryofthechangesbeingmadetothestudent’scareerplan.Inthisexample,thestudentischangingmajorsfromChemicalEngineeringBStoChemEng/NEJointMajorBS.
YoucanclickViewtoseeanyattachmentsthathavebeenuploadedtotheeForm.ClickNext.ClickthearrownexttoCommentstoleavecommentsontheeForm.
S
Evaluate a Student eForm 3/21/17 page 3 of 3
4.ApproveorDenytheCPPeForm
OnceyouhavereviewedtheeFormandaddedanyadditionalcomments,selecteitherApproveorDeny.
IfyouApprovetheeForm,itwillbeabletomoveontothenextstepintheapprovalpath.
Inthisexample,AdvisorTwohasjustapprovedtheform.TheactionisdocumentedintheTransaction/SignatureLog.TheeFormisawaitingapprovalfromthefinalsetofapprovers.ThechangewillexecuteonceanadvisorfromthethirdstepapprovestheeForm.
IfclickDeny,theroutingpathwillnotdisplaybecausetheapprovalpathhasbeenterminated.TheTransaction/SignatureLogwilllistyouraction.
Support:Forquestionsorassistance,pleasecontacttheSISProject.
• Call510-664-9000(pressoption6toreachSISsupport)• Email:[email protected]• Submitaticket:https://shared-services-help.berkeley.edu/new_ticket/it
