The Banner page SOAHOLD displays information regarding student account Holds -- for example, a Financial Hold or Advising Hold. A Hold can affect a student's ability to register for classes, receive transcripts, obtain financial aid, or apply for graduation.
Directions for both viewing and entering / updating holds are detailed below. Users must have the appropriate Banner access in order to remove a hold or enter data into SOAHOLD.
Enter SOAHOLD into the field on the Banner "AppNav" home page and either click the screen name when displayed or press 'Enter'.
1. Enter the Banner student ID (ex. R00123456) and click 'Go' (right side of screen).
Hint: if you click once in the ID field, then press the Tab button, you can enter the student's last name, first name then Tab again and the information will be populated. Then click 'Go'.
If you do not know the student ID (ex. R00123456), you can also click the 3 dots (...) next to the ID field. This will display a method to search by person.
Enter the search criteria such as last name, first name and click 'Go' on the right of the screen. You can enter wildcard search criteria using the percent character (ex. Last Name = Morr%). Then click 'Go' (right side of the screen).
View your search results, select the desired row (student) from your search results. You may see multiple rows for a given student with an ID that does not begin with 'R', select the row with the ID that begins with 'R'. To select, double click the ID field and you will be returned to the SOAHOLD home page.
2. Click the 'Go' button (upper right).
A list of holds will appear for the student selected, if the student has had holds on their account.
If you have the appropriate security role, you can add holds to the student's account.
3. Interpreting the Results
If holds appear on the student's account, check the "To:" Date field to determine whether the holds are still in effect.
- "To:" dates in the past reflect previous holds that have been resolved and released.
- "To:" dates in the future (for example, 31-DEC-2099) reflect holds which are still in effect.
4. Entering Hold Information
In order to add or remove hold information, you must have access permission. Contact your managing supervisor to obtain permission; they can work with the RMU IT Help Desk to request this access on your behalf.
To enter hold information:
- Click the insert button [+]Insert (upper right)
- Today's date, the date DEC-31-2099, and your Banner username will automatically default into the record.
- Enter the hold code for the desired hold. To search for a type of hold click on the 3 dots (...) to display the list of valid hold codes.
- Enter a descriptive 'Reason', this will be displayed to the student when viewing the hold information.
- Ensure the From and To dates are correct.
- Click the Save button on the lower right and side to save.
Note: If the Release Indicator on the Hold Information (SOAHOLD) page is checked for the hold assigned to the student, only the originator of the
hold is permitted to release that hold.
5. To release or remove a hold, change the 'To" date field to a date in the past. Press 'Save' (bottom right) when done.
It is best not to Delete a student's Hold using the [-]Delete option. Banner stores Hold data to provide a history of student interactions with University personnel.
Requesting Access to Release / Remove Holds
In order to add or remove hold information, you must have the appropriate security role. Contact your manager to request permission; you or your manager can email the request to the RMU IT Help Desk (help@rmu.edu).