SIS Job Aids

Job aids and quick guides are step-by-step instructions on how to accomplish certain tasks in CalCentral and SIS Campus Solutions.

To find a certain job aid, enter key words into the search bar below. Or look for the job aid you want in our comprehensive job aids table.

Batch Assigning and Releasing Service Indicators

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This job aid will instruct staff on how to add and remove holds in SIS Campus Solutions, known as Service Indicators.

View or download a PDF of this guide with images (Updated October 2017)


Placing Service Indicators by Batch

Navigate to Main Menu > Campus Community > Service Indicator (Student) > Mass Assign.

Block (Batch) Enrollment

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

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Block Enrollment should only be used in the following TWO cases:

Concurrent Enrollment Application

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This guide aids instructors on the process for approving or denying Concurrent Enrollment Applications in CalCentral.

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Enrollment FAQs

Here are some of the Frequently Asked Questions about the enrollment process in CalCentral. Please expand the list to sort by area of interest.

Enrollment Overrides

This job aid defines and explains to staff members the overrides available on the Enrollment Request page.
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PATH: Main Menu > Records & Enrollment > Enroll Students > Enrollment Request

Generating an Academic Progress Report (UGRD)

This quick guide will walk through the Academic Progress Report, which is a useful tool for academic planning and monitoring the requirements a student has fulfilled and those that are not satisfied yet.

1. Log in to CalCentral. Look up a student. On the Student Overview page, in the Advising Resources section (lower left corner), click on the Academic Progress Report link.

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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How Graduate Students View an Academic Progress Report (APR)

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

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How to 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

How to Add New Class Sections

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This job aid explains the basic steps required to add new class sections. For a detailed description of every field on the pages referenced in this document, see the “Scheduling and Maintaining Classes” reference guide at sis.berkeley.edu/training.

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How to Batch Access Administrative Transcripts

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

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How to Calculate Tuition for a Student

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

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Campus Solutions will calculate tuition automatically when the proper conditions are met. However, there may be instances when a staff member with proper security will need to calculate tuition manually. The steps below demonstrate how to manually calculate tuition for a student.

Important Information:

How to Cancel a Class Section after Enrollment

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This job aid shows how to cancel a Class Section when there are enrolled students. Prior to student enrollment, a Class Section can be deleted using the minus button at the top right of the Basic Data tab. 

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How to Cancel a Process

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

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How to Cancel a Section Prior to Enrollment

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This job aid details the process for canceling a Section prior to enrollment.

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How to Change a Student's Variable Unit

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

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How to Change a Student’s Grading Basis

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


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1. From the Main Menu, navigate to: Records and Enrollment >Enroll Students>Enrollment Request.

How to Change a Student’s Waitlist Position

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This job aid describes how to use the Enrollment Request page to adjust a student’s waitlist position. It can be used in conjunction with checking the Auto Enroll from Wait checkbox, to have the system enroll students from the waitlist. This is a best practice for enrolling students from the waitlist without having to move each student individually.


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How to Control Enrollment using Add/Drop Consent

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


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1. From the Main Menu, navigate to: Curriculum Management >Schedule of Classes>Maintain Schedule of Classes.

How to 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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How to Drop a Student from a Class

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This job aid instructs staff on the process for dropping a student’s class(es).


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How to Edit and Delete Exceptions

This job aid instructs staff on how to edit and delete exceptions.

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How to Enroll (Add) a Student in a Class

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This job aid instructs staff members on the process for enrolling a student in a class.


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The Enrollment Request page is used to enroll (add), drop or update a student’s enrollment status. Depending on your security access, you may be able to apply additional transactions and overrides.

How to Enter Exceptions

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This quick guide will walk through the the process of entering exceptions.

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How to Generate an Academic Progress Report (APR) in CalCentral - GRD

This job aid instructs staff on how to generate an Academic Progress Report for graduate students.

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PATH: CalCentral > Student Lookup > Student Overview > Advising Resources > Academic Progress Report

How to Generate an Academic Progress Report (APR) in CalCentral - L&S UGRD

This job aid instructs students in the College of Letters and Science (L&S) and staff on how to generate and view an Academic Progress Report (APR) in CalCentral.

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How to 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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How to Print the Schedule of Classes

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This job aid illustrates 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. The Run Control configuration is required to execute a print run. 

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How to Process a Late Add/Drop Fee Waiver

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This job aid instructs staff members on the process for late add/drop fee waivers.

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How to Run a Waitlist on Demand

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This job aid illustrates for staff the steps for manually running the waitlist for a class. Waitlists run automatically every 6 hours in Campus Solutions (until end of 3rd week of fall and spring).


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Waitlists run automatically every 6 hours in Campus Solutions (until end of 3rd week of fall and spring). This job aid illustrates the steps for manually running the waitlist for a class.

How to Search for Classes

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This job aid demonstrates how to search for classes. Searches can be very specific or broad, depending on your search criteria and the results you are seeking. Options and results displayed may be limited by your security access/role.

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How to Set Up a Time Conflict Override in a Class

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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 scheduled class meeting time.

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How to Set up Combined Sections

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Combining Sections allows you to schedule more than one section of different classes in the same room, at the same time. This is most often done for cross-listed courses, but also applies to other classes that share rooms. Once set up in Campus Solutions for each term, Fall, Spring, and Summer, the Combined Sections will then be copied over into each new like term (Fall to Fall; Spring to Spring).

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How to set up SACR Defaults for Financial Aid

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

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How to submit final grades

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This quick guide will walk instructors through the process of submitting final grades, importing from a spreadsheet, and saving in the proper format.

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  1. In CalCentral, select My Academics on the top menu bar. 
  2. Click the Course Grades link for your class.

How to Use Class Permission Numbers

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

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Class Permission Numbers are used when students are approved to enroll despite not meeting certain restrictions, requirements (such as instructor/department consent), reserved seat qualifications, or career standing (UGRD to GRAD class). 

How to Use Student Specific Permissions

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Student Specific Permissions are used when a class is set to Dept/Inst Consent, Enrollment Permission Only, or when permission is granted for specific students (who otherwise would not qualify) to enroll in a class.

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How to View & Enter Milestones

This job aid instructs staff members how to look up and add milestones into a student's record.

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How to View a Student's Account in Campus Solutions

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This job aid instructs staff members on the process to view a student's account in Campus Solutions

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There are some important points to bear in mind as you view a student’s account in Campus Solutions.

How to View an Administrative Transcript

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

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NOTE: The Administrative Transcript is shows general information and may not display all of the information that you may be looking for. Please use the APR or other queries for specific records and when looking for completed university or program requirements.

How to View Class Rosters and Waitlists

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This job aid will instruct staff on the process for viewing class rosters and waitlists in SIS Campus Solutions.

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You can view the Class Roster and Waitlist for each section of a class once one student is enrolled in a class section.

How to View Grades in CalCentral

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This guide shows students how to view grades in CalCentral.


During the semester: Students can access grades with the GPA calculator in CalCentral. To do this, select the appropriate term from the semester card and look at the GPA calculator. Students’ grades are displayed when they are posted, however, please be patient: in some cases, grades may take up to one day to appear after posting.

After the semester: Final grades will appear on the Semesters card in CalCentral.

How to View Payments

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

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The View Payments component displays all payments, financial aid, waivers, deposits and write-offs posted to a Customer Account.  Additionally, there are tabs which show the how the payments were allocated and any reference numbers posted in the transaction.

How to View Returned SIR Deposit

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The purpose of this job aid is to provide staff with the steps to view if the SIR deposit payment has been ‘returned’ in Campus Solutions

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Follow the steps below to verify if a SIR deposit payment has returned. The menu options displayed in this step-by-step guide may vary from yours depending on your security access and functions.

How to View Student Swaps

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

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Students can initiate swaps through Cal Central. You can utilize enrollment audit reports through CalCentral or Campus Solutions to view which students are trying to swap into your class and which class they intend to have dropped if they are able to get in.

Revising Posted Award Entry

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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. 

There are many revisions you can make to an award, but the two most common revisions are: changing the amount a student receives and/or changing the funding source.

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Roster Management

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.

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If you want to do one of the following:

Running the What-If Report

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

Setting Up SACR Defaults for Student Financials

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

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Shortcut Key Functionality in SIS Campus Solutions

SIR Deposit: Viewing if Paid or Not Paid

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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. In other words, the SIR deposit is not a charge as it is in the old system, CARS.

The following steps show how to determine whether or not students have made their SIR deposit payment. The menu options displayed in this step-by-step guide may vary from yours depending on your security access and functions.

Transfer Credit Articulation

This FAQ instructs advisors on Transfer Credit Articulation prior to Fall 2015


Transfer course work completed prior to Fall 2015 will not be articulated according to rules in Assist.org. Courses completed prior to Fall 2015 will be articulated to a generic lower division or upper division course. No course to requirement or course to course articulation will be completed for these courses. This will cause the Academic Progress Report (APR) to not automatically pick up these courses as fulfilling requirements

Transfer Credit Report for Students

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This guide instructs staff on accessing a transfer credit report, viewing the status of transfer courses, and test credit. 

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Uploading a Spreadsheet in CalCentral

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This quick guide will walk instructors through the process of submitting final grades and uploading a spreadsheet into CalCentral, including prompts and dealing with errors.

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Follow these instructions to upload your own spreadsheet of final grades.