About Student Financial Aid Transactions
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About student financial aid holds
You can use a hold to block a student from being packaged for aid or blocked from awards being exported to a COD Export US Department of Education’s Common Origination and Disbursement (COD) export file. A student can have their financial aid processes blocked from either a defined an Academic Hold or a defined Financial Hold.
Important:
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Prerequisites
Create holds in the Academic and/or Financial arrays (categories)
Required permissions
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Permissions for each user group must be configured for holds to be respected. See setting up holds for additional information |
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Setting Up Financial Aid Holds
Financial Aid Auto-Packaging Hold
Financial Aid Auto-packaging block can take place based on Academic and Financial holds.
Inserting a comma separated list of Hold Codes into Custom Control FA_PKGHOLD 1-1 for Financial holds and/or 1-2 for Academic Holds, if a student has any listed hold type on their account auto-packaging will be blocked.
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Module | Number | Description |
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My Info | 1052 | Allow a student to view their holds |
Parent | 723 | Allow a third-party (e.g. parent) to view their student’s holds |
Student | 475 | Allow an administrator to view a student’s holds |
Miscellaneous | 673 | Apply or remove holds to many students through the student finder |
System Admin | 293 | Configure a hold to block auto packaging and/or inclusion of student in COD export file |
Set up financial aid holds
Prevent auto packaging
When you run the auto packaging process, Campus Cafe checks to see if the student has a hold you’ve configured as a financial aid hold prior to packaging the student. If the student has a hold, Campus Cafe doesn’t package the student until you remove the hold.
The hold must be within the Academic or Financial hold category.
Go to Admin > Custom Control.
In Search enter FA_PKGHOLD.
Click the pencil.
In Parameter Value 1 enter, separated by commas, the hold codes of Financial holds that block auto packaging. For example, if you had a Verification hold with code VER and a Professional Judgement Required hold with code PJ, you’d enter VER, PJ.
In Parameter Value 2 enter, separated by commas, the hold codes of Academic holds that block auto packaging.
Click Save. Students with any of these holds are now blocked from being packaged through auto packaging.
Prevent COD export
You can tell Campus Cafe not to include students with certain holds on your COD export file. These holds must be within the Financial or Academic hold categories.
Go to Admin > Custom Control.
In Search enter FA_PKGHOLD.
Click the pencil.
In Parameter Value 3 enter, separated by commas, the hold codes of Financial holds that block students from inclusion in the export file.
In Parameter Value 4 enter, separated by commas, the hold codes of Academic holds that block that block students from inclusion in the export file.
Click Save. Students with any of these holds are now blocked from being packaged through auto packaging.
Financial Aid COD Export block can take place based on Academic and Financial holds.
Inserting a comma separated list of Hold Codes into Custom Control FA_PKGHOLD 1-3 for Financial holds and/or 1-4 for Academic Holds, if a student has any listed hold type on their account auto-packaging will be blocked.
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Next steps
Once holds are created and custom controls are set, please follow the instructions at the following documentation page:
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you can apply the hold to students.
You can apply a hold to a group of students using the student finder.