Job Aid - Advising

Create a Favorite Link to a Report

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The following steps show how to make a report a “Favorite”, thus having it appear in CalCentral, on the My Dashboard’s Advising Resources section:

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Cancel a Process

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This job aid instructs staff on how to cancel a process in Campus Solutions.

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Batch Access Administrative Transcripts

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

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PATH: CalCentral Advising Dashboard > Advising Resources Card > Administrative Transcripts - Batch
OR
PATH: Campus Solutions > Records and Enrollment > Transcripts > Batch Transcripts > Process Transcripts

Assign Advisors to Students

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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.

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Access a Student’s External Documents in CalCentral

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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.

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Navigation: CalCentral > Student Lookup > Student Overview page > Advising Resources section > External Student Docs link

Running the What-If Report

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

Graduation Tracking for L&S Undergraduate Major Advisors

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

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Navigation: CAL Components > Reporting > Reporting Center

GT eForm SIM degree and EGT change

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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.


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