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Administrator Guide
Last Updated: 2023-06-23
Steps: Mass Remove Student Holds

Steps: Mass Remove Student Holds

You configure a mass operation to remove holds on a group of students, based on the criteria you define. You create a segment-based security group granting users access to the
Remove Student Hold
 mass operation segment. Then add the security group to the
Mass Operation Management
 domain. You create a custom report for the mass operation and specify the criteria for removing a hold.
You can remove holds based on the hold reason only, or both the hold reason and hold type. The hold reason is the broadest criteria. If you need more granular control, then select a hold type with a hold reason. Workday looks for an exact match of the hold reason and hold type on the hold assignment in order to remove the hold.
Example: You have a mass action to apply holds on students with undeclared majors, preventing them from full registration. You can then create a mass remove action when students meet the criteria.
  1. Select
    Remove Student Hold
     from the
    Access to Segments
     prompt.
  2. Edit Domain Security Policies for the
    Mass Operation Management
     domain.
    Grant your segment-based security group
    View
     and
    Modify
     permissions in the System functional area.
  3. Create reports to define the criteria for removing various holds.
    Select
    Advanced
     for
    Report Type
    .
    Build a report from any of these data sources:
    • Academic Records
    • Financial Aid Records
    • Student Charges
    • Student Course Registration Records
    Build reports to mass-remove the same holds that you mass applied.
    You can use calculated fields in the report.
    When you run the report, make sure it runs within 5 minutes otherwise it will stop running.
    Security:
    Custom Report Creation
     domain in the System functional area.
  4. Access the
    Mass Operation Management
     task.
    As you complete the task, consider:
    Option Description
    Mass Operation Type
    Select the
    Remove Student Hold
     mass operation.
    Workday displays this option only if you're a member of this segmented security group.
    Input Report
    Select the custom report you created.
    Hold Reason
    Example: Select a
    Hold Reason
     of
    Major Declaration Required
    .
    You can only see the hold reasons that you have permission to view.
    Hold Types
     are based on the Hold Reason. Example:
    Registration Add
    .
    Security:
    Access Hold Reasons
     domain in the Action Items and Holds functional area.
    Hold Removed Notification
    Configure or select an action for the hold removal. Example: Meet with an advisor.
    Review Notification Settings
    (Optional) Configure a review of the event. Examples:
    • Who reviews
    • Delay in review
    • Default review action
    Configure the hold removal notification to send students.
    Security:
    Mass Operation Management
     domain in the System functional area.
Upon meeting the criteria for removing the hold, Workday automatically:
  • Removes the hold on the students who meet the criteria.
  • Sends a notification about the removal of the hold to the student, if you've configured notifications.
Run the
View Scheduled Mass Remove Hold Runs
 report to review the conditions when Workday will remove mass student holds.