--- schema_version: "1" id: 09bace34dae30c539abbd6561ae142ee03b6667039f740661feff57e09cc7bff title: Holds and Blocks collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_holds_and_blocks.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_holds_and_blocks.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d4a73a752becc90e678caa1be5aa78a34fc78a867fc76137f6c0d422f62ed4da description: Holds and Blocks enforce academic policies on the student body. Registrars can place holds on students who don’t meet specific criteria or requirements to block them from the administrative or academic processes. Students can manage and resolve holds in the Action Center to make sure that they comply with institution-specific policies. products: - Education release: "264" --- # Holds and Blocks Holds and Blocks enforce academic policies on the student body. Registrars can place holds on students who don’t meet specific criteria or requirements to block them from the administrative or academic processes. Students can manage and resolve holds in the Action Center to make sure that they comply with institution-specific policies. ### 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
Here's a scenario. Your institution has an enrollment eligibility policy that requires students to meet certain minimum academic requirements. One of the minimum requirements is a minimum cumulative grade-point average (GPA) of 2.0 for all coursework completed at the university. To enforce this policy, the registrar defines an academic hold that represents all relevant rules and requirements. They then place this hold on students who don’t have the minimum GPA. A student with this hold can’t register for courses. They also receive a task assignment in the Action Center. This task requires the student to meet with their advisor and develop a personalized remedial strategy. After the student completes the task, their advisor clears the hold, and the student can enroll in courses for the next term. ![The Hold Summary tab in the Academic Standing Hold regulatory code record, showing the description, reasons, restrictions, and resolution tasks of this hold.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/regulatory_code_hold_summary.png) Students view all current and past holds placed on them in a dedicated section in their Action Center on the Education Cloud site. A student with holds needs to clear the restrictions before they can proceed with actions such as registering for courses, applying for financial aid, or borrowing books from the library. ![The Restrictions details in the Action Center, showing the description and a task related to a hold that’s currently placed on a student.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/action_center_hold_view.png) To enforce your institutional policies with Holds and Blocks, first prepare your data. Then use a guided setup to define holds. Finally, create records to place holds and prompt students to resolve the holds. Education Cloud provides invocable actions to help you build flows that implement policy rules and enforce holds on a group of students. Registrars can create these policy rules based on expression sets in Business Rules Engine. These rules evaluate students’ compliance with institutional policies and then use invocable actions to place holds on those who fail to meet them. Registrars can also manually place a hold on individual students under specific circumstances, such as a pending financial-aid decision or transcript from an international institution. - **[Holds and Blocks Framework](https://help.salesforce.com/s/articleView?id=sfdo.ec_holds_and_blocks_framework.htm&release=264.0.0&type=5)** Regulatory authority, regulation and regulation clause, hold definition, and hold violation objects provide the framework for defining, placing, and resolving student holds. Compliance control objects support rule-based hold creation and assignment at scale. - **[Prepare the Data for Holds](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_data_for_holds.htm&release=264.0.0&type=5)** Create records that populate the reasons, restrictions, and resolutions of your holds. - **[Define Holds](https://help.salesforce.com/s/articleView?id=sfdo.ec_define_holds.htm&release=264.0.0&type=5)** 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. - **[Automate Hold Placement on Students](https://help.salesforce.com/s/articleView?id=sfdo.ec_automate_hold_placement.htm&release=264.0.0&type=5)** Build an automation flow by using invocable actions. Run the flow to run expression sets that evaluate students for hold violations and assign holds to a group of students. - **[Place Holds on Students Manually](https://help.salesforce.com/s/articleView?id=sfdo.ec_place_holds_manually.htm&release=264.0.0&type=5)** Identify the students who are in violation of a regulation clause and create a case for each student. Then create a regulatory code violation record that corresponds to the hold and assign it to each student. - **[Resolve Holds on Students](https://help.salesforce.com/s/articleView?id=sfdo.ec_resolve_holds.htm&release=264.0.0&type=5)** Manage and resolve holds in each student's case. - **[Make Hold Details Available to Experience Cloud Users](https://help.salesforce.com/s/articleView?id=sfdo.ec_hold_details_in_exp_cloud.htm&release=264.0.0&type=5)** Assign the right permissions to students and add hold details to your Experience Cloud site for students to resolve their holds.