Holds

To set up new registration holds and edit existing registration holds, navigate to Holds Defined in the Systems hub. Any hold created here will have the same effect when assigned, preventing a student for registering for classes.

To create a new hold, click the Add button.

Create a name to describe the hold in the second Hold field (50 character limit) and an abbreviated version of that description in the first Hold field (12 character limit).

Holds can be given a greater level of severity by checking the Enhanced box. Enhanced holds will appear in the Student Portal and will prevent students from both viewing their schedule and running a degree audit.

Check the Email Required box if an email should be sent to the student alerting them that they've been placed on hold.

Add a Memo to further explain the hold type if needed and click Submit to save the changes.

To edit a hold, click on the hold name. The hold name is locked in, but the other data can be changed from here, including adding or taking away enhancement. In addition, administrators can disable the hold to prevent it from being used or delete it altogether.

Click Submit to save the changes.

In addition to the registration-specific holds that can be created here, the SONIS system comes with four predefined holds:

Archive: Prevents a student status from being changed into alumni in Graduated Student Archiving.

Financial Aid: Prevents a student from receiving financial aid disbursement.

Roster: Notified faculty that a student needs to see an administrator before beginning class.

Transcript: Prevents a student from receiving transcripts and viewing their grades online.

To add a hold from an Excel spreadsheet, first prepare an Excel spreadsheet with the students to be added. The source file must be a Microsoft Excel 97-2003 Workbook (*.xls) file. It must contain a header row where the header for the first column is SONIS ID. The values contained in the first column are to be the nine character SONIS ID of each student. Additional columns can be included to make it easier to identify whose ID it is in the first column (fist name, last name, etc.), but only the first column values are used in the process.

Once the list is formatted properly, at the top of the Bulk: Add/Remove Holds page, select From Excel and click Submit.

On the following page, click Browse, select the correct Excel file, and click Upload Excel File to continue.

Once the file has been uploaded, select a Hold and click Submit.

On the next page, the number of students in the list is displayed at the top of the page. This note is a clickable link that displays the students on the list in a pop-up window.

To continue, select a staff member to authorize the hold from the Authorized By dropdown and edit the Start Date if necessary.

A Memo field for internal viewing and a Hold Notes for Student Viewing field are included. These fields are optional. Click Submit to add the hold.

To remove a hold from an Excel file, scroll down to the Remove Hold section, select From Excel, and click Submit

On the following page, click Browse, select the correct Excel file, and click Upload Excel File to continue. As noted at the top of the page, anyone with the hold to be processed who is in the uploaded XLS file will have their hold marked as completed whether their hold was created in this bulk process or individually.

Select the hold type from the Hold dropdown and click Submit.

The number of students to be removed is listed at the top of the next page and again, this is a clickable link that displays the individual students in the list in a pop-up window.

To continue, select a staff member to authorize the hold from the Authorized By dropdown and edit the Start Date if necessary.

A Memo field for internal viewing and a Hold Notes for Student Viewing field are included. These fields are optional. Click Submit to remove the hold.

To add a hold by list, select From List at the top of the page and click Submit.

Select a List Name, a Hold and click Submit.

On the next page, the number of students in the list is displayed at the top of the page. This note is a clickable link that displays the students on the list in a pop-up window.

Select a staff member from the Authorized By list and, if needed, edit the Start Date.

A Memo field for internal viewing and a Hold Notes for Student Viewing field are included. These fields are optional.

Click Submit to add the hold. If a student already has an active hold for the selected hold code, no additional hold will be created for that selected hold code.

To remove a hold from the members of a list, scroll down to the Remove Holds section of the page, select From List and click Submit.

Select the appropriate List Name along with the Hold to be removed. Click Submit to proceed.

The number of students to be removed is listed at the top of the next page and again, this is a clickable link that displays the individual students in the list in a pop-up window.

Select a staff member to authorize the hold removal from the Authorized By drop and, if necessary, edit the Stopped date.

A Memo field for internal viewing and a Hold Notes for Student Viewing field are included. These fields are optional. Click Submit to remove the hold.

To create a new hold of this type, click the Add button.

Describe the hold in the Hold Description field. This field has a 50 character limit.

You can choose to narrow down the list of students to receive the hold by selecting one or options from the Level, Division, and/or Department menus. Leave the All Selected option if you don't wish to limit the hold.

Check the Disabled box to simple create the hold for later or leave it unchecked if you want to activate it immediately.

If a Memo to provide further details on the hold to administrators who view it from this utility if needed and click Submit.

Once you've added a Semester Hold, click on the hold name to make changes. You can edit the name or memo and pick different filters to change who the hold applies to. You can also check the Disabled box to remove the hold from all students.