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 UI

Log into the Student Financial Aid User Interface (UI)

1. Enter the student's external student ID number in the search field located in the upper right-hand corner
2. Navigate to Student Record > Student > Student Holds > Student Record Holds
3. Click Place Student on Hold.
4. Choose Student Record Hold Type.
5. Enter Comments.
6. Click Save.
7. 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)

1. Enter the student's external student ID number in the search field located in the upper right-hand corner.

   Navigate to Student Record > Student > Student Holds > Student Record Hold.

2. Click Release Student Hold.
3. Add Comment.
4. Click Save.
5. Confirm Student Record Hold is Released.