Create a regulatory code record to define a hold. The guided setup for hold definitions ties the authorities, regulation clauses, and action plan templates into one hold definition.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud license and Education Cloud Advanced Academic Operations for Experience Cloud add-on |
| User Permissions Needed | |
|---|---|
| To define holds: | Education Cloud Full Access |
| To edit objects: | Education Cloud Advanced Academic Operations Admin Access |
- From the App Launcher, find and select Regulatory Codes.
- Click New from Wizard.
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Enter a name, the subject, and a description.
For example, enter Academic Standing Hold as the name and Restrict student from course registration as the subject. Enter a description of the specific violation, if necessary.
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Select a regulatory authority.
For example, select Office of the Registrar.
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Select a value from the picklist that you defined for Regulatory Code as the type.
The Type value must match the Scope value of the regulation record that you created earlier for data preparation. See Prepare the Data for Holds.
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Set the effective start and end dates and times.
Typically, the effective period is the academic year.
- Click Next.
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Select all the reason-restriction pairs that apply to this hold.
Make sure that regulation clauses are active during the hold’s effective period.
- Click Next.
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Select an action plan and assign it to the hold.
If you don’t require the students to act on this hold, select No Actions Needed. For example, the registrar’s office places a hold on a student because it’s waiting for an external organization to act, such as a transcript from an international institution.
- If you want to remove this hold automatically when it expires, turn on Automatic Resolution.
- Save your changes.
Review the description, reasons, restrictions, and resolution tasks in the Hold Summary tab.