Job Aid - Advising

Place and Release Service Indicators

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

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Placing a service indicator From CalCentral My Dashboard, use Student Lookup to search for the student and go to the Student Overview Page. In the student’s Personal Summary section, select the Service Indicators link under...

Enter and View a Student’s Advising Notes

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This job aid is for staff members. It describes the process for creating and viewing a student’s advising notes.

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Use the Student Lookup located on your CalCentral Dashboard to navigate to the Student Overview. To do this, search for the student name and the click on the student’s name. Select Advising Notes.
The Advising Notes pages consists of 3 parts...

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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When you have a report open in HTML, the official report name is displayed at the top, left of the page. Select and drag through the report name to select it. Using Ctrl-C (Windows) or Cmd-C (Mac), copy it. Select the report browser...

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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From the Main Menu, navigate to: People Tools > Process Scheduler > Process Monitor. If this is a reoccurring process, select the Green Circular Arrow. If this is not a reoccurring process, skip the next step two steps to step number 5. Select the Stop...

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

This job aid covers the process for pulling the...

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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After logging in to CalCentral (calcentral.berkeley.edu) using your CalNet ID and passphrase, you arrive at your Cal Central My Dashboard...

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

Sign into CalCentral with...

Running the What-If Report

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This guide will instruct administrative staff on how to run a What-If report. View or download a PDF of this guide with images The What-If Report is similar to the Academic Progress Report (APR). Advisors run these reports to see what a student’s requirements would be, if a student were to change or add a plan (major/minor), sub-plan (concentration/emphasis) or requirement term(s). In this example, we will log into CalCentral, lookup a student and then...

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

1. Navigate to Graduation Tracking for Advisors
Go to the Reporting Center. In the list of reports, AA Advising section, Graduation folder,...

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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Navigate to: Main Menu>GT eForms Work Center. Select Add Academic Program/Plan Form under Student section. Enter the Student ID under Student Information or use the magnifying glass to search. Press Tab; student’s information...