Place a student on hold

Once your school has created hold codes via Holds settings, an administrator with the role of Academic Holds Manager or Billing Holds Manager can place a student on hold.

There are multiple ways to place a student on hold:

  • Via the student's academic profile

  • Via the Academics hold list

  • Via the Academics dashboard

  • Via the student's Core profile

  • Via the student's Enrollment management profile

  • Via the Billing management Holds list

Only users whose role includes the task Add/Edit/Delete holds will be able to place and manage holds. Depending on your school's settings, you may also want to enable view-only access to a Holds list. For more information, see the help topic Manage holds.

  1. While in Academics, use the People Finder to find a student and open their academic profile. Any existing holds will display as alerts above their name on the profile page.

  2. On the Contact Card tab, find the panel labeled Hold history. Select + Add a hold.

  3. Select a Hold code. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  4. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  5. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  6. (Optional) Choose an end date for the hold.

  7. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  8. Select Save to apply the hold to the student(s).

  1. While in Academics, select Communication, then Holds.

  2. In the Manage holds tab, select Put someone on hold.

  3. In the Student field, start typing the student's name until you see it. Select the name.

  4. Select which Hold code to apply. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  5. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  6. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  7. (Optional) Choose an end date for the hold.

  8. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  9. Select Save to apply the hold to the student(s).

  1. While in Academics, select Home.

  2. Under Tasks, select + Put student on hold

  3. Search for a student's name under Student and select it.

  4. Select a Hold code. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  5. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  6. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  7. (Optional) Choose an end date for the hold.

  8. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  9. Select Save to apply the hold to the student(s).

  1. While in Core, use the People Finder to find a student and open their academic profile. Any existing holds will display as alerts above their name on the profile page.

  2. On the Contact Card tab, find the panel labeled Hold history. Select + Add a hold.

  3. Select a Hold code. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  4. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  5. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  6. (Optional) Choose an end date for the hold.

  7. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  8. Select Save to apply the hold to the student(s).

  1. While in Enrollment management, use the People Finder to find a student and open their profile.

  2. On the Contact card tab, find the panel labeled Hold history. Select + Add a hold.

  3. Select a Hold code. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  4. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  5. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  6. (Optional) Choose an end date for the hold.

  7. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  8. Select Save to apply the hold to the student(s).

    Unlike in other areas, existing holds do not appear above a student's name on their Enrollment management profile.

  1. While in Billing management, select Communication, then Holds.

  2. In the Manage holds tab, select Put someone on hold.

  3. In the Student field, start typing the student's name until you see it. Select the name.

  4. Select which Hold code to apply. When you make a selection, text will appear beneath it showing which restrictions are associated with that hold.

  5. (Optional) Enter a Reason. If you enter a reason here, it will override the Default Reason for this hold code as established in Holds settings.

  6. Under Dates, choose the starting date for the hold. You can either enter the date in the format MM/DD/YYYY or select the date using the calendar tool.

  7. (Optional) Choose an end date for the hold.

  8. (Optional) If the student has one or more siblings enrolled at the school, you will see the heading Siblings to hold along with the student. If you would like to place any of the siblings on the same hold, select their names below.

  9. Select Save to apply the hold to the student(s).

Transcript and report card holds also affect teachers' ability to run students' reports via the Faculty view.

Teachers can still run grading reports for an entire class by opening the Grading tab, selecting Run grading reports, and choosing either Report cards or Transcripts. However:

  • Students who are on hold with a report card restriction will not be included when bulk printing report cards, and

  • Students who are on hold with a transcript restriction will not be included when bulk printing transcripts.

In Academics, the same restrictions apply to the pages Generate report cards (old) and Generate transcripts (old).

For more information, see Manage holds and Holds settings.