Staff

This job aid describes the eForm process to add, drop or change an Academic Program, Plan, Designated emphasis or Subplan and the routing of the eForm once submitted.

Below are links to diagrams of the workflow routing for the Academic Program/Plan Form. Each form will route based upon the type of request and the College.

This guide is intended for staff. It describes how to enter and edit exceptions on a student’s APR. Exceptions are manual adjustments for particular students, not a change in the requirement itself.

This guide is for students and staff. It describes how to view an Academic Progress Report for undergraduate students in the College of Letters & Science (L&S), College of Engineering, and College of Environmental Design.

This job aid instructs staff members on how to access documents for a student, such as transcripts from other schools in CalCentral.  This is done through “Perceptive Content” (formerly ImageNow) and works on all major browsers.

This Job Aid covers the process for adding a minor plan using the Career Program Plan Stack (CPP) eForm.

This job aid demonstrates how to set up a Run Control for the purpose of producing a BI Publisher report.

This Job Aid covers the process for adding or making changes to an academic plan using the Career Program Plan Stack (CPP) eForm.

This job aid explains the basic steps required to add new class sections.

This guide shows how to manually added schools that students attended to their list of schools.

This job aid describes the process for adding term-specific titles, class descriptions and class notes. Campus Solutions has been configured to collect three important areas of class data in separate, specially designated class notes.

This job aid will cover how to manually add a financial aid checklist.

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This guide describes how to add a new checklist item.

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This guide shows how to add an application manually.

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This guide shows how to upload files containing admissions application information in Campus Solutions.

This guide contains admissions checklist codes for undergraduate students.

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Query Viewer is a Campus Solutions tool for running established queries and generating reports. This guide shows the OUA example of Query Viewer.

Students can submit this form to create or change their committee for a Qualifying Exam or Advancement to Candidacy. The form should be submitted at least three weeks in advance.

This job aid is for Academic Advisors and describes 4 tasks associated with Advising Appointments: syncing your bCalendar, setting up your contact information and appointment slots (your available advising times), viewing appointments students hav

This guide is for staff that provide adviser support using Campus Solutions to review student information.

This guide is for staff. It describes eligibility to access and information available on Alumni Homepage for undergraduate and graduate students that are alumni (i.e. earned a degree from UC Berkeley) or non-current students (i.e.

This guide is intended to be used for managing applications loaded to Campus Solutions (CS) through file parser

This guide demonstrates how to update an admitted applicant’s status in Campus Solutions.

This Job Aid covers the process for approving a withdrawal request form.

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This guide will demonstrate how to review and decide whether to approve or reject an award batch.

This job aid describes how to assign an advisor to a student, assign multiple advisors with the same effective date, assign multiple advisors with discrete effective dates, and replace an advisor.

This guide is for staff. It describes how to declare majors for a batch of students in one process.

This guide is for staff. It describes how to add and remove service indicators for a group of students. In Campus Solutions, holds are known as negative service indicators.

This job aid instructs staff members on the process of block enrollment, commonly thought of as a batch process.

This job aid is for students and describes how to book an advising appointment.

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AB 2248 requires students affirmatively acknowledge that Cal Grant is a 4-year program and that students should take an average of 30 units per year, including summer, to graduate in 4 years (2 years for transfer students).

This job aid instructs staff members on the process of manually calculating tuition.

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This job aid is used by class schedulers and details the process for canceling a class section prior to or after enrollment.

This job aid instructs staff how to change a student's variable unit in SIS Campus Solutions.

This job aid describes the process for changing a student's grading basis.

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This guide is intended for both graduate students and staff. Students can submit this form to create or change their committee for a Qualifying Exam or Advancement to Candidacy. The form should be submitted at least three weeks in advance.

This job aid is for staff/advisors. It describes the steps to changing a student’s minimum and maximum courseload units.

This job aid is for staff and describes how to use the Enrollment Request page to adjust a student’s waitlist position.

A Charge Priority determines what an Award will apply to on a student’s account and/or whether funds will disburse directly to a student.

See the following table for descriptions of the different Charge Priorities.

The following table shows the Checklist Codes and Descriptions found within the Financial Aid Department.

Class Requisites may be assigned to a class to restrict both enrollment and wait listing and apply to the entire class. Only one class requisite per class may be used.

This job aid describes process for approving or denying Concurrent Enrollment Applications in CalCentral.

This job aid is for staff members. It describes how to configure a whole class as requiring permission to enroll and will need to be set up before enrollment starts.

This job aid will cover how to copy an award entry batch.

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The CPPSTACK eForm is used to change an undergraduate student’s college, department, major, emphasis, or graduation term, as well as to declare a major and add a minor. This guide demonstrates how to n

This guide is intended for staff. It describes how to create a CSV file for file uploads in Campus Solutions. This may be used in various situations, especially when making changes for a group of people at one time.

This guide will demonstrate how to create a student budget. Budgets are usually created in a batch process.

The following job aid shows the steps necessary for creating a Financial Aid Item Type, as part of the Department Award Entry process to provide gift aid to students.

This guide is used by students and details the process for authorizing a parent, guardian or person as a delegate in CalCentral.

This guide is used by delegates and details the process for creating their delegate account.

This job aid will cover how to delete a financial aid checklist

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This guide is for staff. It describes how to drop a student’s class(es). It also desscribes how to enroll students in classes, often referred to as “adding”.

This guide is for staff. It describes the basic steps to edit existing class sections. It also demonstrates how to search for and update class sections.

The Eligibility Requirement report can be run to find out if students are eligible to be hired into an ASE or GSR position. This guide shows how to report on Eligibility Requirements for ASE/GSR Hiring

This job aid is for staff members. It describes three options for enrolling a student from a Wait List in to a class. Change the Wait List position to #1 and Run the Wait List, Roster Management and Drop, then enroll/add the student.

This job aid defines and explains to staff members the overrides available on the Enrollment Request page.

The following job aid shows the steps necessary for creating a Financial Aid Item Type, as part of the Department Award Entry process to provide gift aid to students.

This job aid covers how a department enters a Graduate Division award(s) to one or more students in a batch. In this example, we will enter a Block Grant award to two students.

This Job Aid covers the process for evaluating CPP eForm that has been routed to you.

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This guide is intended for staff. It describes how to view and approve interdepartmental eForms. This eForm is available to non-Law graduate students who are requesting Law School classes.

This job aid describes how instructors can access and download a class roster.

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The following steps show how a student submit a Filing Fee Status Request and how an advisor review the request.

This guide is a job aid for OUA staffs to verify a student’s Test Results or manually add a test result for a student.

Query Viewer is the Campus Solutions tool for running established queries and generating reports. This guide shows an example of Running Query Viewer.

This guide is for staff. It describes how to locate previous aid years once menu items have moved to the Financial Aid History component.

This guide will demonstrate how to look up an existing award using various criteria, then sort and filter for better results.

This guide describes how to use the eForm to submit exceptions for graduate students. This is primarily used by GSAO’s.

This job aid explains the process for using the graduation tracking pages to approve students for graduation.

This guide is intended for staff. It describes how to navigate the GSAO Homepage, which is a central place for graduate advisors to access Campus Solutions functionality, including reports, eForms, and job aids.

This job aid instructs staff how to add an approver before approving the eForm. This is a temporary fix until an automated solution is implemented.

This job aid instructs graduate students on how to View an Academic Progress Report (APR) in CalCentral.

This job aid instructs staff on how to batch access administrative transcripts.

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This job aid is for students and describes how to manage appointments with advisors.

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Campus Solutions does not have a “lock” function as did the legacy system, DB2. Therefore, there are a few things to watch out for when trying to mimic your old process in this new system. Please see the “Warnings” section.

This job aid is for staff. It describes how to search for reserve capacities by subject, section, and catalog number, using Campus Solutions’ Reporting Center.

The job aid instructs staff members on the process for viewing a student's administrative transcript.

This job aid instructs staff members on the process of viewing payments.

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This job aid instructs staff and advisors on the process for viewing student swaps in CalCentral or Campus Solutions.

The following steps show how how a student submits a request for In-Absentia Enrollment and how an advisor should approve this request.

This job aid will cover how to Review ISIR Correction Audits.

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This job aid details the process for ISIR Corrections.

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This job aid will cover how to match and load ISIRs to the correct student record in Campus Solutions (CS).

This guide is for staff. It describes how to submit an eForm to nominate a student for the Juris Award and/or Prosser Prize. This is exclusively for the Law School.

This job aid describes the process used by enrollment managers to waive a late fee for late enroll, drop, and swap actions.

The Student Lookup tool is a different feature from View As. The following steps show how to use the Student Lookup tool from within CalCentral.

This job aid will cover how to maintain a financial aid term.

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This guide will demonstrate how to Maintain Term Budgets. Students are assigned budget items on a term basis. A student must have an active FA Term record in order for a budget to be created.

This guide is intended for staff, specifically GSAOs and Advisor Delegates. This page can be used to add and remove GSAOs, GSIs, Advisor Delegates, Head Graduate Advisors, Graduate Equity Advisors and Department Chairs from your department.

This job aid is for schedulers and is used to manage combined sections that have already been set up. It shows options for managing from different pages in Curriculum Management.

This guide shows how to resolve an Admissions checklist item by uploading a file into Campus Solutions.

This job aid is for front desk staff and describes how to manage advising appointments.

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This job aid will cover how to manually update a financial aid checklist.

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The following steps show how a student submits a request for In-Absentia Enrollment and how an advisor should approve this request.

A Class Requisites can be placed on a class to restrict both enrollment and wait listing. Class Requisites apply to the entire class and only one requisite may be placed per class.

This job aid instructs staff members on how to add and remove Negative Service Indicators (also known as holds) in SIS Campus Solutions.

This guide walks through resolving potential matches that have suspended an application.

The CA Enrollment  Acknowledgement in Campus Solutions is produced by a BI Publisher Report. This job aid demonstrates how to set up a Run Control for the purpose of generating and printing a BI Publisher report.

This job aid is for staff members. It describes how to set up a Run Control ID for the purpose of printing an iteration of the Schedule of Classes and how to print a Schedule of Classes.

Students can submit this form to create or change their committee for a Qualifying Exam or Advancement to Candidacy. The form should be submitted at least three weeks in advance.

This guide is for staff. It describes how to use the Qualifying Exam Report eForm for doctoral students. This is primarily used by GSAO’s.

This guide is a report guide for advisors

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This job aid will cover the process of revising a batch entry that has already been approved and posted by making a copy of the entry and then updating the copy. 

This job aid will cover the process of revising a batch entry that has already been approved and posted by making a copy of the entry and then updating the copy. 

This job aid instructs staff on the process for dropping multiple students who are enrolled or waitlisted in a class and/or enrolling multiple students from a waitlist.

This guide is for staff. It describes how tosearch for an existing Run Control for the purpose of running a BI Publisher report.

This job aid is for staff. It shows the steps for manually running the waitlist for a class. Waitlists run automatically every six hours in Campus Solutions (until end of third week of fall and spring).

The following steps show how to run the class enrollment report via the Reporting Center, by way of CalCentral. This report shows class enrollment and Student ID, Name, Email, Career, Status, Waitlist Rank, and Grading Option.

Running a Report of Total Enrollment, Consent, Requirement Group (s), and Open/Closed/Waitlist Status - The following steps show how to run the concise class report via the Reporting Center, by way of CalCentral.

The following steps show how to search for reserve capacities, but not change their configurations.

This guide will instruct administrative staff on how to run a What-If report.

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This job aid is for staff. It explains the steps required to add a class (course offering) that was not scheduled the previous year.

This job aid is for staff. It details the steps for scheduling a report to be sent to your email or Campus Solutions folder. 

This guide is intended for staff. Cross Campus Enrollment System (CCES) classes allow students from other UC’s to enroll in Berkeley classes. All CCES classes fall under the UC-wide Innovative Learning Technology Initiative (ILTI).

The following steps show how to Scheduling a Query in Query Viewer.

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This guide demonstrates how to schedule a Query in Query Viewer

This guide will demonstrate how to search for Award Entry batches for a particular student.

This guide is for staff and shows how to search for classes, but not change the configurations.

This job aid is for class schedulers (staff). Combining Sections allows scheduling more than one section of different classes in the same room, at the same time.

This job aid is for staff members. It is intended only for scheduling non-15 week classes (Fall or Spring) in department owned rooms.

Reserve Capacity Sequences and Requirement Groups allow you to reserve seats in a class for a specified group of students. This job aid describes the steps to setting up a class using reservation capacity functionality.

This guide will instruct staff on setting a Student Administrative Contributable Relations (SACR) default for financial aid.

This job aid will instruct staff on how to set up Student Administrative Contributable Relations defaults for Student Financials.

This guide will instruct staff on setting a Student Administrative Contributable Relations (SACR) level defaults for Student Records. This will allow users to pre-populate certain fields with commonly used values.

This guide will provide staff with the steps to view if the SIR deposit in Campus Solutions has been paid or not. It’s important to note that the SIR deposit in Campus Solutions behaves as a credit on the student account.

Query Viewer is the Campus Solutions tool for running established queries and generating reports. This guide shows an example of Running Query Viewer.

This job aid for staff and is used to place Study Agreements on a student record so that tuition may be calculated correctly. Study agreement codes are commonly used to represent study abroad, exchange, and visiting programs.

This guide is for staff. Enrollment Managers can Swap enrollment (primary) and/or non-enrollment (secondary) sections in Campus Solutions on behalf of students (who can also perform swap actions using CalCentral).

This job aid will will cover how to view a student’s account in Campus Solutions.

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This job aid shows staff how to override time conflict enforcement for a class section and allow students to enroll in multiple sections during the same scheduled class meeting time.

This job aid is intended for both staff and students. It describes how to access and read the transfer credit report.

This job aid explains the different Class Types and Associated Class Number.

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This job aid describes the how to use and understand the process monitor. It also instructs staff on how to cancel a process in Campus Solutions.

This job aid is used by class schedulers and details the process for canceling a class section prior to or after enrollment.

This Job Aid covers the process for updating a CPP eForm.

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This guide is for staff. It highlights upcoming changes to the Reporting Center planned for June 10, 2022.

This guide shows how to manually update the status of an undergraduate Finalization checklist after reviewing a transcript.

This guide demonstrates how to update an admitted applicant’s status in Campus Solutions.

This job aid describes details how to update settings in Campus Solutions to ensure that APR exceptions functionality will work properly.

This job aid instructs staff how to use class permissions functionality in Campus Solutions.

This job aid is for staff members.

This job aid will cover Aggregate Aid and NSLDS Loan Data, two pages used to see the student’s loan information.

This job aid will cover how to view and add financial aid comments.

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This guide is a job aid for OUA staffs to verify a student’s Test Results or manually add a test result for a student.

Milestones are non-course requirements a student must complete toward degree progress to graduate.

This job aid will cover how to view the Annual/Term Award Summary.

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The Student Budget Summary shows an annual summary of the student’s budget, broken down by Budget Categories.

Staff in various campus offices (Advisors, Cal Student Central, Financial Aid, etc.) may have a business need to view a student's CalCentral page the way a student sees it. This feature is called "View As".

This job aid will cover how to view awards by date.

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This job aid is for staff and describes how to view a class roster or waitlist in Campus Solutions.

This job aid will cover how to view a student’s account in Campus Solutions.

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This job aid is for staff. It describes how to view the status of various student financial aid agreements in Campus Solutions (Title IV Release, Terms & Conditions, CA Enrollment Acknowledgement, and Third Party Authorization).

This job aid will cover useful Financial Aid related information about a student, as well as links to other pages.

This contains a summary of values that determine a student’s package, as well as if the student is ready to be packaged or has already been packaged.

This job aids shows how to change classes' enrollment setting in the Shopping Cart