---
schema_version: "1"
id: bb135b3121ae917be217f42a6c5076e541d5d7137967bf29f8b79246b3df020b
title: Place Holds on Students Manually
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_place_holds_manually.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_place_holds_manually.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 45336b71fcb3d8e6324e95590f81e9ed1d7d0e8a42c96b4749dbaf0f0426c351
description: 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.
products:
  - Education
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud license and Education Cloud Advanced Academic Operations for Experience Cloud add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d121750e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d121750e71 ">To place holds:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d121750e71 ">Education Cloud Full Access</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d121750e71 ">To edit objects:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d121750e71 ">Education Cloud Advanced Academic Operations Admin Access</td>

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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.

SEE ALSO:

- [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.")
- [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.")