Financial Aid Holds

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 US Department of Education’s Common Origination and Disbursement (COD) export file. A student can have their financial aid processes blocked from either an Academic Hold or a Financial Hold.

Prerequisites

  • Create holds in the Academic and/or Financial arrays (categories)

Required permissions

Permissions for each user group must be configured for holds to be respected. See setting up holds for additional information.

Module

Number

Description

Module

Number

Description

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.

  1. Go to Admin > Custom Control.

  2. In Search enter FA_PKGHOLD.

  3. Click the pencil.

  4. 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.

  5. In Parameter Value 2 enter, separated by commas, the hold codes of Academic holds that block auto packaging.

  6. 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.

  1. Go to Admin > Custom Control.

  2. In Search enter FA_PKGHOLD.

  3. Click the pencil.

  4. In Parameter Value 3 enter, separated by commas, the hold codes of Financial holds that block students from inclusion in the export file.

  5. 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.

  6. 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.

Next steps

Once holds are created and custom controls are set, you can apply the hold to students.