About Holds
Records of the Holds entity enable blocking of functions such as class registration, disbursement of financial aid, printing a transcript, and so on. The records can affect the following business areas:
- Academic Records
- Admissions
- Career Services
- Financial Aid
- Housing
- Student Accounts
- Student Services
Example
A Hold can be applied to students who have overdue bills to prevent the student from receiving a transcript or borrowing books from the library.
In the hold record, the Impact field lists areas that a hold can apply to.
Holds associated with contacts can be viewed by users with appropriate permissions. For example:
- Users in the Finance department can view Hold records on financial aid only.
- Users in the Housing department can view Hold records specific to dormitory room allotment.
Note: In the contact form, associated hold assignment records are displayed in the Hold Assignments grid. This enables the advisor to quickly view hold assignments that are set for the student.