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How to Add and Remove Holds in Admin Banner
How to Add and Remove Holds in Admin Banner
Tags
holds
banner
banner-student
Searching for a Student on SOAHOLD
Find the Student by Typing in the Student's Name
Find the Student Using the Person Search
Removing a Hold
Adding a Hold
Step-by-Step Guide
Searching for a Student on SOAHOLD
Log in to Admin Banner
Type
SOAHOLD
in the Search... field
In the
ID
field, type the student's M Number.
If you do not know the M Number, there are different ways to search for a student:
Find the Student by Typing in the Student's Name
With your cursor in the ID field hit the tab key and a name field will appear. Type the student's last name comma first name and hit the tab key again.
If there is only one student by this name, their M number will be populated in the ID field.
If there are multiple students by this name, a dialog box will pop up.
Click the Person Search Detail button to see the list of students with this name.
Using the detailed information provided, find the correct student and double click on their name.
Find the Student Using the Person Search
Click on the ellipse button next to the
ID
field.
In the dialog box select
Person Search.
In the
Add Another Field...
dropdown, select
Last Name.
Type the student's last name in the blank field.
In the next
Add another Field...
dropdown, select
First Name.
Type the student's first name in the blank field.
Click
Go
Press the
F8
key to execute your query or click
Go
.
The results of your search will be displayed.
Click on the name of the student you are looking for and click
S
elect
to return to SOAHOLD.
Removing a Hold
Once you have selected your student in SOAHOLD following the instructions above, click the
Go
button.
Select the hold that you wish to remove by clicking on it with your mouse.
Click the
Delete
button
Click the
Save
button or hit the
F10
key on your keyboard to save your changes.
To go to the next student, either click the
Start Over
button or hit the
F5
key on your keyboard.
Adding a Hold
Once you have selected your student, either click
Go
or hit the
Alt Page Down
buttons on your keyboard.
In the Hold Type field, enter the hold code you wish to add to the student's record.
If you do not remember the code, click on the ellipse button next to the hold type field.
A list of hold codes and descriptions will appear.
Click the hold code you wish to add and click the
OK
button.
In the Reason field, type the reason for the hold.
Please Note:
This field has character limitations and will be visible to the student.
In the origination code field, type the same code that you entered in the Hold Type field, then hit
tab
. This should populate contact information for your office.
Click the
Save
button or
F10
key on your keyboard to save.
To request help related to this article, please see our
Service Catalog
.
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Ellucian Banner Issue
A problem encountered with ERP system Ellucian Banner, which includes Admin Banner, BDM, Experience, Ethos, and Self-Service applications.
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://missouristate.teamdynamix.com/TDClient/1931/Portal/KB/ArticleDet?ID=98828">https://missouristate.teamdynamix.com/TDClient/1931/Portal/KB/ArticleDet?ID=98828</a><br /><br />How to Add and Remove Holds in Admin Banner<br /><br />Ste-by-step guide to searching for a student on SOAHOLD and finding the student by using their name and in the Person Search, and removing or adding a hold.