update an acad plan (cpp eform) - sis.berkeley.edu an acad plan (cpp) eform 3/21/17 page 2 of 4 2....
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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.
Update an Acad Plan (CPP) eForm 3/21/17 page 2 of 4
2.SearchfortheeForm
EnterallknowncriteriaoryoucanviewalleFormsthatyouhavesubmittedbyenteringyourUIDinOriginalOperatorandclickingSearch.
IfyouknowtheeFormID,youcanlocatetheexactformeasily.Thisiswhy,whenaddingeForms,youshouldalwaysmakenoteoftheeFormID(listedinthetoprightcorneroftheeForm).
Noticethatallformshaveastatusofeither“Pending”or“OnHold”.YoucannotupdateaneFormonceithasbeenapprovedandexecuted.
SelecttheeFormyouwishtoupdate.
YouwillseetheeForminstructionsthatcorrespondtothestudent’sacademicprogram.ClickNext.
Update an Acad Plan (CPP) eForm 3/21/17 page 3 of 4
3.UpdatetheeForm
YouwillbetakentotheeForm.MakethedesiredchangesandthenclickResubmitorWithdraw:
• IfyouselectWithdraw,theformwillberemovedfromtheapprovalprocessandwillnotexecute.Youcanstillviewtheform,butitwillnolongerbeavailabletotheapproverstoevaluate.
• WhenyouResubmitaform,withtheappropriatechanges,theformwillneedtogothroughtheroutingandapprovalprocessagain.Theformmayhaveanewapprovalprocessbasedonthechangesyoumade.
Update an Acad Plan (CPP) eForm 3/21/17 page 4 of 4
Support:Forquestionsorassistance,pleasecontacttheSISProject.
• Call510-664-9000(pressoption6toreachSISsupport)• Email:[email protected]• 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.