QC Holds
The Quality Control (QC) Holds are utilized to analyze and validate automated financial aid processing in an ongoing effort to promote better service to students, compliance, and continuous improvement to business processes and application functions.
Overview
QC Hold Statuses
Status | Description |
On Hold | Status when a QC Hold for a FAS process is in progress |
Released | Status when a QC Hold has been either released by a user or auto-released by the FAS (in the instance the QC Hold is replaced via a repackage) |
Replaced by Updated Hold | Status when hold has been replaced by an updated amount for that particular hold level for that FAS process |
Hold No Longer Valid | Status when a hold has become outdated, but the replacement hold has not yet been created due to sequence of the FAS processing |
What Student Financial Planning Does Automatically
Student Financial Planning automatically does the following things:
Initiates QC Holds
Student Financial Planning initiates a QC Hold at defined holding points in order for the Quality Control (QC) process to be completed prior to the completion of other critical financial aid processes to prevent system and/or manual errors.
When a student record has a QC Hold, subsequent processing actions are prevented from being completed and future tasks are not initiated until the QC Hold is Released. Student Financial Planning automatically documents the date the hold is initiated and displays the type of hold placed on the Student Record.
QC Hold Types
Process | Hold Type | QC Hold Trigger | Process Triggered when Hold is Released |
Awarding |
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Credit Balance |
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Disbursement |
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Title IV Funds (Excluding IASG AND Campus-Based Funds):
Non-Federal Funds, IASG, & Campus-Based Funds:
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Title IV Funds (Excluding IASG AND Campus-Based Funds):
Non-Federal Funds, IASG, & Campus-Based Funds:
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Title IV Funds (Excluding IASG AND Campus-Based Funds):
Non-Federal Funds, IASG, & Campus-Based Funds:
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R2T4 |
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Grant Overpayment |
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Post-Withdrawal Disbursement |
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Triggers QC Hold information
When a QC Hold is initiated, Student Financial Planning generates the appropriate QC Hold Information and then triggers the QC Hold Outbound Message to external systems. The QC Hold Message is specific for each hold type.
Displays QC Hold information
Student Financial Planning displays the specific QC Hold Information details, per QC Hold Type.
Triggers an Automatic Release of Holds
To prevent the QC Hold process from creating compliance and/or processing complications, Student Financial Planning automatically releases a QC Hold when either of the following occurs:
- The configured hold deadline has been met
- The student's external student ID is included in an inbound QC Hold Release message
Sets specific QC Holds on targeted student populations
Student Financial Planning utilizes the QC Holds Type Configuration Initiation (Inbound) Message to turn specific hold types On, Off, or to the system Default (global) settings for students contained in the message. On the student QC Hold screen, the details include the comments column as to why the hold was turned on or off.
Responds to QC Hold information web service request
When a QC Hold Information Web Service Request is received Student Financial Planning triggers the QC Hold Information (Outbound) Message to provide details on QC Holds currently initiated for the requested student including the hold type, ID, status, date, and associated academic year (if applicable).
Student Financial Planning sends the information when one of the following occurs:
- QC Hold Status is updated to, On Hold, Released, Replaced by Updated Hold, or Hold No Longer Valid
- Receipt of the QC Hold Information Web Service Request has been received
Configurable Attributes
Configure and Set the QC Holds Selection Indicator
Authorized users can configure the QC Holds Selection Indicators (i.e. True, False, Default).
Authorized users can set the QC Holds selection indicator per QC Hold Type globally (via QC Holds Management), for a targeted student population (via FasQcHoldInitiationConfigEvent message), or individually (via QC Holds UI) on the student record.
When the QC Hold Selection Indicator is set to:
- Default: Student Financial Planning uses the global setting found in the QC Management UI under the Administration settings
- True or On Hold: Student Financial Planning turns on
the QC Hold Type indicated for the student
- This will override the global setting
- False or No Hold: Student Financial Planning turns
off the QC Hold Type indicated for the student
- This will override the global setting
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to view the following information.
- Student
- Student Holds
See Set General Permissions Matrix for additional information.
Navigation to the Student Financial Planning User Interface Functionality
To View the QC Holds Screen