Place or Release Student Record Hold via UI
You can Place Student on Hold and Release Student Hold through the Student Financial Aid User Interface (UI).
Overview
You can also trigger a Fraud Letter. When the Trigger Fraud Letter indicator is set to Yes, and a letter is configured, a Student Record hold letter is triggered when the letter batch job runs.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.
- Student Holds
- Student Holds Modify
See Set General Permissions Matrix for additional information.
Manual Processing Steps
Place Student Record Hold via UILog into the Student Financial Aid User Interface (UI)
- Enter the student's external student ID number in the search field located in the upper right-hand corner
- Navigate to
- Click Place Student on Hold.
- Choose Student Record Hold Type.
- Enter Comments.
- Click Save.
- Confirm Student Record Hold has been placed .
Processes that are prevented with a Student Record Hold
- SAP Evaluations
- Packaging
- Originations
- Disbursing
- Credit Balance
Processes that are allowed with a Student Record Hold
- ISIR Processing
- R2T4 Processing
- Enrollment/Program Information Updates
- Course updates are displayed in the UI, but a SAFI will not trigger packaging.
- NSLDS Processing
- The NSLDS is visible in the UI, but will not trigger packaging.
Release Student Record Hold via UI
Log into the Student Financial Aid User Interface (UI)
- Enter the student's external student ID number in the search field located in
the upper right-hand corner.
Navigate to
. - Click Release Student Hold.
- Add Comment.
- Click Save.
- Confirm Student Record Hold is Released.