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Administrator Guide
Last Updated: 2024-06-28
Example: Mass Assign Financial Aid Holds

Example: Mass Assign Financial Aid Holds

This example illustrates 1 way to create a custom report to define mass student hold criteria for financial aid.
You're a Workday financial aid administrator at Alma Mater University. You want to create a custom report that identifies all students who've been awarded a Federal Pell Grant. Then you want to apply disbursement and need packaging holds on the Pell award item.
  1. Access the
    Create Custom Report
     task.
  2. Enter these values:
    Report Name
    Enter
    Students with Pell Grant
    .
    Report Type
    Select
    Advanced
    .
    Data Source
    Enter
    Financial Aid Period Records
    .
  3. Clear the
    Optimized for Performance
     check box.
    If you don't clear this check box, you can use only indexed fields in field prompts.
  4. Click
    OK
     to display the
    Edit Custom Report
     task.
  5. On the
    Columns
     tab, enter this value:
    Business Object
    Field
    Financial Aid Period Record
    Student
  6. Select the
    Filter
     tab.
  7. Add a row to the
    Filter on Instances
     grid.
  8. In the
    Field
     field, enter
    Create Calculated Field for Report
    .
  9. On the
    Create Calculated Field for Report
     prompt, enter these values:
    Field Name
    Enter
    CF ESI Student Has Pell
    .
    Business Object
    Financial Aid Period Record
    Function
    Select
    Extract Single Instance
    .
  10. Click
    OK
    .
  11. On the
    Create Calculated Field for Report - Extract Single Instance
     prompt, enter these values:
    Source Field
    Enter
    Student Awards
    .
    Sort Field
    Enter
    Student Award
    .
  12. In the
    Condition
     field, enter
    Create Calculated Field for Report
    .
  13. On the
    Create Calculated Field for Report
     prompt, enter these values:
    Field Name
    Enter
    CF TF Student Has Pell
    .
    Business Object
    Student Award
    Function
    Select
    True/False Condition
    .
  14. Click
    OK
    .
  15. On the
    Create Calculated Field for Report - True/False Condition
     prompt, enter these values in the first row on the grid:
    And/Or
    Field
    Operator
    Comparison Type
    Comparison Value
    And
    Student Award Item for Student Award
    in the selection list
    Value specified in this filter
    AMU: Pell Grant
  16. Click
    OK
     to return to the
    Create Calculated Field for Report - Extract Single Instance
     prompt.
  17. Click
    OK
     to return to the
    Edit Custom Report
     task.
  18. Select the
    Filter
     tab.
  19. In the
    Operator
     field, enter
    is not empty
    .
  20. Click
    OK
    .
  21. Run the
    Mass Operation Management
     task.
  22. Enter these values:
    Mass Operation Type
    Enter
    Apply Student Hold
    .
    Input Report
    Enter
    Students with Pell Grant
    .
    Run Frequency
    Select
    Run Now
    .
  23. Click
    OK
    .
  24. On the 
    Mass Operation Management
     task, enter these values:
    Request Name
    Enter
    Test
    .
    Hold Reason
    Select
    Create Student Hold Reason
    .
    Reassign Criteria
    Select
    True/False Condition
    .
  25. On the 
    Create Student Hold Reason
     prompt, enter these values:
    Academic Unit
    Enter
    Alma Mater University
    .
    Name
    Enter
    AMU Pell Grant Students Hold
    .
    Applies to Hold Types
    Enter
    Need Packaging
     and
    Disbursement
    .
  26. Click
    OK
    .
  27. On the
    Mass Operation Management
     task, enter these values:
    Reassign Criteria
    Select
    Never
    .
    Hold Type
    Select
    Need Packaging
    .
    Context
    Select
    Select a Federal School Code
    :
    003068
    .
  28. Click
    Add
    .
  29. Enter these values:
    Hold Type
    Select
    Disbursement
    .
    Context
    Select
    Select a Federal School Code
    :
    003068
    .
  30. Click
    OK
    .
You can now select this custom report on the
Mass Operation Management
 task when you select a
Type
 of
Apply Student Hold
.
You can now view assigned holds for these students by navigating to a student profile and selecting the
Action Items
 report, then the
Active Holds
 tab.