evaluate an acad plan (cpp eform) - home | student … · · 2017-07-19evaluate a student eform...
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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.
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3.ReviewtheeForm
TheeFormwillpopulate.
TheStudent’sInformationislistedatthetopoftheeForm.YoucanhidetheRequestInstructionsbycheckingtheHideInstructionsbox.
TheRequestTypedescribestheactionbeingtakenontheCareerProgramPlanStack(CPPSTACK).Inthisexample,theeFormreflectsachangeofmajor.
TheChangeCareerProgramInfoshowsasummaryofthechangesbeingmadetothestudent’scareerplan.Inthisexample,thestudentischangingmajorsfromChemicalEngineeringBStoChemEng/NEJointMajorBS.
YoucanclickViewtoseeanyattachmentsthathavebeenuploadedtotheeForm.ClickNext.ClickthearrownexttoCommentstoleavecommentsontheeForm.
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4.ApproveorDenytheCPPeForm
OnceyouhavereviewedtheeFormandaddedanyadditionalcomments,selecteitherApproveorDeny.
IfyouApprovetheeForm,itwillbeabletomoveontothenextstepintheapprovalpath.
Inthisexample,AdvisorTwohasjustapprovedtheform.TheactionisdocumentedintheTransaction/SignatureLog.TheeFormisawaitingapprovalfromthefinalsetofapprovers.ThechangewillexecuteonceanadvisorfromthethirdstepapprovestheeForm.
IfclickDeny,theroutingpathwillnotdisplaybecausetheapprovalpathhasbeenterminated.TheTransaction/SignatureLogwilllistyouraction.
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