Configure Student Holds

About Student Holds

Holds prevent a student from undertaking a certain action until the hold is removed. Often referred to as holds or blocks, these restrictions may be placed for academic, financial, or other reasons.

Add Hold to System

Each hold is tied to a category (source). For example, an immunization hold may be tied to the category (source) Health Services. The five categories (sources) delivered with the system may not be changed.

The code is the specific hold. For example, an immunization hold. Code options are added in STParm Maintenance using the parameter code corresponding to the category. The STParm long description shows to students and, as such, may be an ideal place to explain to the student why the hold was placed and how to resolve it.

Category (Source)

STParm to Add Code

Academic

SMAHLD

Health

SMSHLD

Financial

SMFHLD

Housing

SMHHLD 

Student

SMCONS

Array Source Fields*

XPSRCE

*Array Source Fields are required for the Student Holds Maintenance Screen to be able to define hold restrictions.

After making adjustments, run the Refresh Data Cache by navigating to Admin > Refresh Data Cache to see the change immediately.

Configure Hold Impact

  1. Navigate to Registrar > Student Holds

  2. In the hold category box, choose a category (source) that aligns with the business process reason for the code

  3. In the hold code box, choose a hold (code)

  4. Click in the Function to Restrict box to open a list of options for what to block

  5. Click Select next to the function to prevent

  6. Click Submit

  7. A server restart is required for this to go into effect. Restarts occur automatically every night.

Permissions

For holds to be effective, users must have access to place them and permissions should be adjusted so users not authorized to place or remove holds cannot.

Due to the inter-dependencies of permissions, Campus Café encourages thorough testing of how holds apply to enrollment attempts.

Administrative Staff

Permission

Description

410

If set to NA user cannot view transcript if student has a hold that blocks transcript viewing.

475

NA disables the link to the Hold Codes Button from My Student Info and the Advisor Student Options Link

674

RO removes the ability to Add/Remove Academic Holds, NA removes the ability to see them. 

675

RO removes the ability to Add/Remove Financial Holds, NA removes the ability to see them.

676

RO removes the ability to Add/Remove Student Codes, NA removes the ability to see them.

768

RO removes the ability to Add/Remove Housing Holds, NA removes the ability to see them.

769

RO removes the ability to Add/Remove Health Codes, NA removes the ability to see them.

599

Check for holds on enrollment attempt. Set to NA to not check for holds.

595

Ability to Override Add Enrollment Restriction. NA means user can not override the code restriction hold.

596

Ability to Override Drop Enrollment Restriction. NA means user can not override the code restriction hold.

597

Ability to Override Replace Enrollment Restriction. NA means user can not override the code restriction hold.

Parent Module

Campus Cafe recommends that users with access to override holds do not have the parent module in their permission group. This module is designed for parents to access information for others using third-party access and may cause conflicts with overrides.

Students

Permission

Description

Recommend Setting

1052

NA disables the link to the Hold Codes Button from My Student Info and the Advisor Student Options Link

Allow

1035

RO removes the ability to Add/Remove Housing Holds, NA removes the ability to see them.

 

RO

1036

RO removes the ability to Add/Remove Health Codes, NA removes the ability to see them.

 

RO

1037

RO removes the ability to Add/Remove Academic Holds, NA removes the ability to see them.

 

RO

10398

RO removes the ability to Add/Remove Financial Holds, NA removes the ability to see them.

 

RO

1039

RO removes the ability to Add/Remove Student Codes, NA removes the ability to see them.

 

RO

647

If NA then when a transcript is held due to a code array restriction, the grades on the Degree Audit, Grade Comments PDF, and Student Schedule will not be held.

Allow (not NA or RO)

598

Check for holds on enrollment attempt. Set to NA to not check for holds.

Allow (not NA or RO)

413

Ability to Override Add Enrollment Restriction

NA

414

Ability to Override Drop Enrollment Restriction

NA

415

Ability to Override Replace Enrollment Restriction

NA

Financial Aid Auto-Packaging and Export Blocking

After creating Academic or Financial holds to be associated with financial aid, please review the following documentation page:

https://campuscafesoftware.atlassian.net/wiki/spaces/KB1/pages/511868939