Configure QC Holds - Student Level Only

At the student level, you can Configure QC Holds and add a comment.

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

Log into the Student Financial Planning User Interface (UI)

Navigate to Student > Student Holds > QC Holds

  1. Click Configure Hold Types
  2. Select a QC Hold Type (i.e. Award Amounts Determined)
  3. Enter Comment
  4. Click Save