Concept: Student Holds

You can apply student holds:

By scheduling or running the
Mass Operation Management
task, using the
Mass Operation Type
of
Apply Student Hold
.
Automatically through the
Apply Student Hold
service step in certain business processes.
Automatically through the
Configure Past Due Balance Hold Assignments
task, secured to the
Set Up: Student Collections
domain in the Student Financials functional area.
Manually using the
Apply Student Hold
task, secured to the
Apply Student Hold Event
.

Hold reasons provide a justification for a hold you apply to students. You can configure student hold reasons using the

Create Student Hold Reason

task, secured to the

Set Up: Hold Reasons

domain in the Action Items and Holds functional area. Select the type of process that you want to block using the

Applies to Hold Types

prompt.

You can specify context when applying a student hold to determine how staff members can apply a hold. Types of hold contexts can include:

Hold Context	Description
Applies to All	Applies the hold to the student across all institutions and all records. You can hide this option using the Edit Tenant Setup - Student task if you don’t want to enable holds to apply across your entire tenant.
Select an Institution	Applies the hold to the student at a specific institution.
Select an Academic Record	Applies the hold to the student on a specific active academic record.
Select a Federal School Code	Applies the hold based on the federal school code associated with the financial status of the student.
Award Year	Applies the hold to a specified financial aid award year.
Academic Period	Applies the hold to a specified academic period. When students don't resolve their holds, they can't register for courses beyond the academic period in which they receive a hold. You can still help them register for courses. See Concept: Registration Restriction Overrides.
Award Item	Applies the hold to a specified award item so that the remainder of the financial aid package can disburse.

You can configure business processes to apply student holds automatically by adding the

Apply Student Hold

service step to these business processes:

Continuing Student Onboarding
Deceased Student Event
Student Charges Writeoff Event
Student Distribution Event
Student Onboarding Event
Non-ISIR Ad-Hoc Action Items Event

This step stops a process for students until the business process reaches the corresponding

Remove Student Hold

step in the process.

You can remove a hold when students meet the conditions for resolving the hold. You can remove student holds:

By running or scheduling the
Mass Operation Management
task, using the
Mass Operation Type
of
Remove Student Hold
.
Automatically through the
Remove Student Hold
step on these business processes:
Continuing Student Onboarding
Student Distribution Event
Student Onboarding Event
Non-ISIR Ad-Hoc Action Items Event
Automatically through the
Remove Student Hold Reason
step on the
Change Program of Study Event
business process.
By configuring the
Remove Student Holds
step on the
Request Student Appointment Event
business process.
Manually from the Action Items and Holds profile group of a student's profile.

You can also configure certain Financial Aid business processes to hold up packaging or disbursement. You can add the

Setup Student Hold

service step to business processes like

Federal Verification Event

or

Professional Judgment Event

. This step stops the hold process until the business process completes without the need for a

Remove Hold

service step.