Enable and Disable QC Holds via UI

An administrator can Enable and Disable a QC Hold through the Student Financial Planning User Interface (UI).

Overview

When you enable the QC Holds through QC Holds Management, the hold is set globally for every student. Anytime the triggering action occurs, the hold will be set.

The global setting can be overridden by using the FasQcHoldInitiationConfigEvent message. See Enable and Disable QC Holds via Event Message for more details.

Tips for Manually Updating QC Holds

QC Holds on the Current and Prior Enrollment

When a student changes programs, both the prior program and the current program may have pending QC Holds.

• It is important to release Ready to be Canceled QC Holds on prior enrollments within same PP immediately upon COP.
• If you fail to do so, it may result in COD Rejects; for example, 039, 167: Prior Enrollment Cancellation Holds for COP within same PP need to be released before a new program can be originated.

Suggested Order to Release Pending QC Holds:

• Release holds in the prior program before the current enrollment.
• Release Ready to be Returned QC Holds prior to Ready to be Canceled QC Holds. This allows any returns to be completed prior to cancellation of funds (if applicable).
• If you release cancel holds before return holds, it may result in rejected disbursements.

Don't Let QC Holds Stay On Hold Too Long

Note: There are downstream impacts to not releasing QC Holds:

• When there is a QC Hold, all downstream processing is prevented.
• If QC Holds for prior enrollments aren't released before releasing QC Holds for the current enrollment disbursements may not disburse correctly and may get Rejected.
• Student may become ineligible for funds if QC Holds aren't released when an award year closes.

Releasing "Ready to be Canceled" QC Holds on "Closed Award Years"

If you release a Ready to be Canceled QC Hold after an Award Year has closed, the application attempts to Originate those disbursements.

Note: You should not Originate Pell Funds after an Award Year has closed.

• Use Disbursement Administration to prevent the origination from being sent out.
• Before releasing the QC Hold, confirm if the Disbursement in question has been reduced to zero on the COD website:
  • If the amount has been reduced to Zero, release the hold.
  • Before the Originations Batch Job is triggered, update the disbursement using Disbursement Administration.
    • Update the disbursement sequence: Disbursement sequence should be equal to 66 or greater, but should match COD.
    • Update the disbursement status: Disbursement Canceled.
    • Update the cancellation reason and date: Date should match the date the cancellation occurred.
    • Delete a disbursement: Delete any extra disbursement that is created as a result of the QC Hold being released.
    • Update the disbursement status from Ready to Send to COD to Disbursement Canceled or other as appropriate.

Note: You should not release Ready to be Canceled holds on funds associated with a closed award year if you don't have permissions to view disbursements on COD or to use disbursement administration.

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.

• Administration
• Configure QC Hold

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

1. Navigate to Administration > FAS Management > QC Holds Management
2. Select the QC Holds you want to enable
3. Click Save