Advising Systems & Tools

This page brings together a curated collection of video tutorials, step-by-step guides, and other resources to support academic advisors in navigating commonly used MSU systems. Resources are available for the Student Information System (SIS), Electronic Student Academic Folder (ESAF) and Office of the Registrar resources, and Transfer Credit Equivalency System.

Explore the collections below to find tutorials, guides, and other tools to help you work confidently and efficiently in each system.


Popular Guides

Start with some of our most frequently used guides and resources.

EASE Report Guide for Educators

This guide provides an overview of the EASE Report process, including timelines for submitting and responding to EASE reports, sample messages and email templates, and advisor and instructor perspectives.

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Satisfactory Academic Progress (SAP) Guide for Academic Advisors

Refer to this guide to learn how to locate, review, and submit the academic advisor portions of SAP appeals.

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Obtaining Appointment Data in SIS

Learn how to access and retrieve appointment data using the SIS Reports function.

SIS Appointment Data

Student Information System Training Resources

The Campus Solutions Student Information System (SIS) is a vital resource that serves the entire academic community, facilitating essential administrative processes that are pivotal for the matriculation and graduation of Spartans every year. Within the SIS, students and advisors are provided with comprehensive support throughout the student’s academic journey, which includes tasks such as managing financial aid offers, accessing MSU's Class Search, overseeing enrollment, submitting grades, and facilitating degree conferral. 

Select the tabs below to access job aids, guides, and video tutorials on a wide range of components within the Student Information System.

The Office of the Registrar manages security requests for Student Records Access in Campus Solutions. Resources include security roles and rows, TDX forms resources, an dFERPA training/Ability resources.

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Academic Advisor Dashboard

  • The Advisor Dashboard functions as a single location in the Student Information System (SIS) for advisors to access advising resources and tools.
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Student Services Center (Advisor View)

  • The Student Services Center serves as the repository for key components of a student's record, such as class schedules and shopping cart information, transfer and exam credits, administrative holds, academic program enrollment, and personal data. A job aid can be found attached to the video in Mediaspace.
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SIS Student View Tutorial

  • This video provides an overview of the different tools that students can access under the Student View of the Student Information System. Find a job aid attached to the video in Mediaspace.
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Creating and Managing Student Appointments

  • Explore a collection of video tutorials designed for both academic advisors and students, offering step-by-step guidance on how to effectively use the advising and tutoring appointment system.
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Creating Individual Impromptu Appointments

  • This job aid provides steps for entering individual impromptu appointments, which are unscheduled appointments (such as drop-ins).
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Editing Impromptu Appointments

  • After creating an impromptu appointment, either through the Create Impromptu Appointment form or by Bulk Impromptu Upload, submissions can be edited.
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Bulk Upload for Impromptu Appointments

  • This video and job aid provide step-by-step instruction for loading impromptu appointments as a single bulk upload.
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Creating NSO Appointment Blocks

  • In this video, learn how to create appointment time blocks specifically for New Student Orientation.
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Video Tutorial for Students to Schedule NSO Appointment

  • This video can be provided to incoming students during New Student Orientation and provides steps for locating and scheduling their NSO advising appointment.
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Obtaining Appointment Data in SIS

  • Learn how to access and retrieve appointment data using the SIS Reports function.
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Advisors can access a students' transfer credits through the Student Information System, which includes details about the number of credits transferred and the specific MSU equivalencies to which the transferred courses are applied. Watch the video below to learn how you can view a student's transfer credit details in SIS.

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Service Indicators

  • This video and job aid provides instructions on viewing, applying and releasing service indicators, as well as auditing
    a student’s service indicator history.
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Student Groups

  •  Student groups are tagging or classification features in SIS. They allow students to be categorized in SIS based on programs or activities. For example, NSO Student, Current Student, Honors Student, etc.
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Batch Milestone Processes

  • The following instructions can be used to assign and/or update milestones for a population of students in batch.
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Degree Audit Tutorial for Undergraduate Advisors

  • This tool is designed to meticulously track an undergraduate student's major and minor requirements, offering a clear overview of what has been completed, is currently in progress, or remains outstanding. Find a job aid attached to the video in Mediaspace.
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Degree Audit Tutorial for Graduate Advising 

  • This tool is designed to track a graduate's student's degree plan, offering a clear overview of what has been completed, is currently in progress, or remains outstanding.
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Unmet Degree Requirements Report Job Aid

  • The Unmet Degree Requirements report is a live representation of what a student has left to complete in their degree and excludes courses in which a student is already enrolled, has in their planner, or has in their shopping cart.
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Hiding Degree Requirements

  • When a student has multiple in-progress degrees on their record, it may be necessary to hide the requirements of one degree in the degree audit so that the other can be conferred.
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Substitutions Job Aid

  • a substitution allows an academic advisor to replace a required course or standard university requirement (such as Integrative Studies) with an alternative course that the student has completed.
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What If Reports Tutorial

  • The What-If report will allow advisors to assist a student who is considering a particular program of study or major. Using this report, you can set up a What-If scenario based on different academic programs. Find a What If Reports job aid attached to the video in MediaSpace.
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Degree Clearance Job Aid

  • Degree Clearance is the administrative process of evaluating a student’s academic records within their Student Information System (SIS) to verify that all requirements for graduation have been met.
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Make Student Eligible for Graduation

  • In some cases, a student may need to be made eligible to apply for graduation manually.
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Move Expected Grad Term/Application

  • When a student is not going to graduate during the semester for which they applied, they should be moved by the departments/college adviser. 
    *NOTE: If a student has applied to graduate, moving their expected grad term will also move their graduation application*
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Remove a Student's Graduation Application

  • When a student has been denied (DENY) conferral or is not going to graduate in the next few semesters, the student's application to graduate should be removed.
  • *IMPORTANT* Navigate to the Student Degrees tab and set the Degree Checkout Status from “Applied for Graduation” to blank. This is the action that will remove the graduation application.
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CPP Overview Video Tutorial

  • This video covers the basics of viewing and editing a student’s Career, Program, Plan (CPP) stack. Depending on your security roles, you may only have access to view these changes.
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CPP Job Aid

  • This job aid covers the basics of viewing and editing a student’s Career, Program, Plan (CPP) stack. Depending on your security roles, you may only have access to view these changes.
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CPP Overview D2L Self-Paced Course

  • This course covers viewing and editing a student’s Career, Program, Plan (CPP) stack. Depending on your security roles, you may only have access to view these changes.
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Class Search

  • This video and job aid provides an overview of the different components of the Class Search, which allows advisors and students to search for course offerings each semester.
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Class Roster

  • Learn how to view class rosters in SIS, which includes full class enrollment and waitlists for individual courses.
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Enrollment Request Search and Student Enrollment Appointment Video

  • View enrollment processes completed by students or administrators with enrollment request access.
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When a graduate student is admitted, matriculated, and becomes eligible to enroll for classes, they will not have an advisor assigned to them. This video provides instructions on how staff assign an advisor, change an advisor, or assign multiple advisors to a student in the Grad career.

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Electronic Student Academic Folder (ESAF) and the Office of the Registrar Resources

The Electronic Student Academic Folder (ESAF) is a system designed to record and track interactions with students, obtain student data including EASE reports and Satisfactory of Academic Progress (SAP) appeals information, and progress toward degree completion. 

Access video tutorials and guides related to using ESAF below, as well as additional resources shared by the Office of the Registrar.

This video is designed to help you become familiar with the ESAF system. Topics covered relate mainly to preparing for student appointments.

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This guide has been created to assist academic advisors in documenting student interactions.

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This video will guide you through creating queries and obtaining student data through the Student Information Generator (SIG).

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This guide provides an overview of the EASE Report process, including timelines for submitting and responding to EASE reports, sample messages and email templates, and advisor and instructor perspectives.

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Refer to this guide to learn how to locate, review, and submit the academic advisor portions of SAP appeals.

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This short guide is designed to help educators understand options for postponement of grading, with a primary focus on the a commonly used option: the Incomplete grade. This guide reviews postponement of grading policies and procedures in detail, followed by an overview of other academic policies that may be more appropriate for students in certain situations.

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Students should be instructed to complete the Registrar Appeal form for tuition refund requests to initiate the committee review process.  In situations where the department needs to reach out on a student's behalf (i.e. avoid retraumatizing), please be aware the required documents associated with reasons are still expected.  Staff does not have access to the form and should attach the required documents, details of circumstance, and personal statement in an email to roreview@msu.edu.  

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The following video will walk you through the process of accessing and examining transfer credits and transcripts within ESAF.

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In fall 2023, the RO launched town hall sessions where campus partners can join to learn, view demonstrations, and ask questions about the RO processes being presented.

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Transfer Credit Equivalency System Tools and Resources

The Transfer Equivalency System serves as a valuable resource that assists advisors and students in accessing information regarding MSU course equivalencies at other educational institutions. The content in this section is to provide an understanding of the systems used to view transfer credit equivalencies. 

Learn how to review and locate transfer credit equivalencies using the Transfer Credit Equivalency System.

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With ongoing goals of defining and refining practices, the Office of the Registrar has implemented an updated transcript key as of January 1, 2026.

The previous transcript key was printed on the back of each transcript in its entirety, lacked crucial information, and was only viewable in PDF format on the RO’s website. Now, the back of each transcript includes a summary of important information which includes a link to the entire, updated transcript key on the RO’s website in a webpage format to make it more accessible.

Improvements to the transcript key itself include providing clear guidance and outlining items such as definitions, grading systems, withdrawal, etc. more effectively. Additional information about professional colleges has been added as well.

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The Transfer Credit Evaluation (TCE) Forms System supports the submission, review, routing, approval, and tracking of transfer course equivalency requests.

The system serves as the official system of record for all transfer course equivalency decisions and directly supports student progression, institutional data integrity, and operational efficiency.

The updated platform is designed to be intuitive and user-friendly. Most requests can be completed using the guided prompts within the system.

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The following video will walk you through the process of accessing and examining transfer credits and transcripts within ESAF.

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Advisors can access a students' transfer credits through the Student Information System, which includes details about the number of credits transferred and the specific MSU equivalencies to which the transferred courses are applied. Watch the video below to learn how you can view a student's transfer credit details in SIS.

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Students can earn credits by exam, including Advanced Placement (AP), International Baccalaureate (IB) Diploma Program, College-Level Examination Program (CLEP), Dantes Subject Standardized Tests (DSST), and International A Level examinations. Certain scores in these exams may lead to course waivers or the award of course credits. Please watch the following video to learn more about credit by exam, and review the important reminders below:

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