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Place Holds on Students Manually

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.

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 place holds: Education Cloud Full Access
To edit objects: Education Cloud Advanced Academic Operations Admin Access
  1. Create a case for a student who is in violation of an academic policy.
    For example, a student whose GPA is less than 2.0.
    1. From the App Launcher, find and select Contacts.
    2. Click the student's account.
    3. In the Related tab, go to Cases, and then click New.
    4. Enter the details of this case.
    5. Save your changes.
  2. Create a regulatory code violation record that represents the violation of a specific hold.
    1. From the App Launcher, find and select Regulatory Code Violations.
    2. Click New.
    3. Select a regulatory code record.

      For example, select Academic Standing Hold.

    4. Select Open as the status.
    5. Enter the date and time.
    6. Set the compliance due date to define a target timeline for the student to resolve the hold.
    7. Specify if the violation is recurring.
    8. Select Case as the assessment context, and then select the student’s case.
      This selection assigns the regulatory code violation to a student.
    9. Save your changes.
  3. Create a regulatory code violation regulation clause version record.
    This record connects the hold (regulatory code violation) to specific rules (regulation clause versions) that the student fails to meet.
    1. From the regulatory code violation record that you created, go to the Related tab.
    2. In the Regulatory Code Viol Reg Clause Versions section, click New.
    3. Select the appropriate regulation clause version.

      For example, select GPA Requirement_V1.

    4. Save your changes.
    5. To add more regulation clause versions applicable to this violation, create additional regulatory code violation regulation clause version records .
  4. Assign an action plan to the student’s case.
    1. Go to the student's case and click the Action Plans tab.
    2. Select Add Action Plan.
    3. Enter a name.

      For example, enter Create a remedial plan with your advisor.

    4. Set a start date.
    5. Select an action plan template that you defined.
    6. Select Regulatory Code Violation as the target record, and then select the record that you created for the student.
    7. Click Next and save your changes.