Hold Codes

Use the Hold Codes page to apply or remove hold actions for students in the student groups. You can specify student groups for each hold code.

Example: To set up a hold for students that have a balance so that transcripts, diploma, or certificate are not released, assign the following hold codes in the Academic Records module and associate the hold codes with student groups at the campus:

Academic Graduation: Prevents changing the student's status to a graduation status.
Transcript Hold: Prevent transcripts for the student from being sent from the campus.

You can apply holds for these modules.

Academic Records
Career Services
Financial Aid
Housing
Student Accounts (You can put a student on hold for an NSF payment, CC hold for an expired, or otherwise invalid credit card.)

When a hold is applied to a student in a hold group, Anthology Student displays a red circle indicator for the type of hold in the header of their Student Profile.

While you can specify an expiration date for groups, the hold still applies if the group expires.

The following table describes application of the hold codes for the module. It also includes the permission that a staff member must have to override the hold, if any. (Settings > System > Staff > select or add a staff member)

Module	Hold Code / Action Name	As a Result	Permission to Override (If Any)
Academic Records	Academic Graduation	Prevents changing the student's status to a graduation status.	—
	Bookstore	Prevents students from ordering books.	—
	Online Schedule	Prevents students from accessing the master schedule of classes online.	—
	Register	Prevents the student from registering for courses.	Allow User to Override Registration Holds Select the check box to give a staff member permission to override a registration hold on their Student Courses page and register students without needing to remove these students from a registration hold group (Students > select the student > Academic Records > Student Courses > add or select a course > Register).
	Student Print Schedule	Prevents a student's schedule from being printed from the student schedule form.	—
	Transcript Printing	Prevents the student from printing the transcript.	Allow User to Override Academic Transcript Hold Group Select the check box to give a staff member permission to override the holds for students in the Academic transcript hold groups.
Career Services	Career Service Graduation	Prevents changing the student's status from enrollment to graduation.	—
Career Services	Career Service Placement	Prevents adding a placement record for the student. Students with this hold will not appear when a staff member or an employer does a candidate search.	—
Financial Aid	Attendance Violation	Prevents disbursements to students who have attendance violations. Institutions must have a process that prevents disbursements of financial aid funds to students who violated the institutions attendance policy. To accommodate the institutions that use Global, Anthology Student incorporates the use of a student group in tracking students on attendance violation.	—
	Disburse Financial Aid	Prevents financial aid from being disbursed. FA Holds apply to Title IV and non-Title IV funds. When an ISIR is flagged for a hold group, the hold will not affect disbursements for awards that are outside of the award year associated with the ISIR.	Allow FA Hold Group Override for Disbursement Approval Select the check box to give a staff member permission to override a Financial Aid (FA) hold group and approve disbursements for existing and future terms (Processes > Financial Aid > Approve Disbursements to Pay or Servicer Paid Disbursement Validation).
	Schedule Financial Aid	Prevents financial aid from being scheduled for the students.	—
	Servicer SAP Financial Aid	Sets a flag in the next weekly extract to Global indicating that the student is not making Satisfactory Academic Progress.	—
	SPE Adjustment	Prevents a student group from being evaluated by the Student Pace Evaluation (SPE) tool. Students in this group will be excluded from the auto adjustment of dates, in other words, SPE will restrict modification to any of the student's dates.	—
Housing	Housing Hold	Prevents students from being automatically matched with roommates or placed into rooms. You can still manually place individual students in the hold group by selecting Manual for Match Types on the Housing Roommate Matching page (Processes > Student Services > Housing Roommate Matching)	—
Student Accounts	ACH Hold CC Hold	Prevents the student transactions from being included when electronic drafts are processed if a student credit card (CC) is invalid or a non-sufficient funds (NSF) event has occurred for a payment type. (Processes > Student Accounts > Process Electronic Draft)
	Refunds Hold	Prevents posting refunds from the Student Ledger Card (Students > select the student > Student Accounts > Ledger Card) or from Post Refunds processes. (Processes > Student Accounts > Post Refunds)	—
	Stipends Hold	Prevents posting individual stipends to student ledger cards from Post Student Stipends processes. (Processes > Student Accounts > Post Student Stipends)	—
	Subsidiary Refunds Hold	Prevents posting refunds for a student’s subsidiary. (Students > select the student > Student Accounts > Subsidiary)	—

Prerequisites

Authorizations:

Module- Settings - Hold Codes - View (such as Financial Aid – Settings - Hold Codes - View or Academics – Settings – Hold Codes - View).
Module - Settings - Hold Codes - Save (such as Financial Aid – Settings - Hold Codes - Save or Academics – Settings – Hold Codes - Save).

You must have configured student groups (Groups tile).

Access

Settings > System > Hold Codes

Apply Hold Codes

To edit a hold code, select the Action Name.

Review the following values.

Action Select the action to be blocked while a student is a member of the hold group. Hold action options are: - Schedule Financial Aid: Financial Aid may not be scheduled for students on hold. - Disburse Financial Aid: Financial Aid may not be disbursed for students on hold. - Servicer SAP Financial Aid: When a student is in this group, Anthology Student causes the flag to be set in the next weekly extract to Global, indicating that the student is not making Satisfactory Academic Progress. When the student is removed from the group, the flag sent to Global indicates that the student is making SAP. - Attendance Violation: Institutions must have a process that prevents disbursement of financial aid funds to students who violated the institution's attendance policy. To accommodate the institutions that use Global, Anthology Student incorporates the use of a student Group in tracking students for attendance violations.

Module The various categories that pertain to functional areas within an institution. For example, Academic Records, Financial Aid, and so on. If the list contains All, it includes all areas.

Select the Groups field. Anthology Student displays the Select Groups dialog.
Select a single group or multiple groups and select Select.
Save your changes.

To remove a group, select the X icon next to the name of the group and select Save.

Review Applied Hold Codes

Select the hold code (H) indicator icon in the Student Profile header. Anthology Student displays the hold actions associated with the student.
Review the information and select Cancel.