Create Student Hold

Owned by Ethan Presberg (Unlicensed)
Last updated: Mar 23, 2023 by patricia.cabero
2 min read

Author

@Juan Carlos Yujra / @Ethan Presberg (Unlicensed) / Joy Youngman

Creation date

8/1/2022

Last revision date

1/4/2022

Status

Done

Industries

Higher Ed

Summary

The student hold template allows university administrators with permissions to create a hold for students. Holds are added to students' records for a variety of reasons. Generally, they indicate that a University office needs the student to resolve something (pay a bill, return a book), do something (orientation), or see someone (advisement).

https://youtu.be/8hXpxCshMCY

Demo Video

Script

  • This is the Create Student Hold process. 

  • In this process the administrator starts a request within the PM application to place a Hold on a Student’s record and sends it to the approver.  (There is no webentry for this process).

  • ProcessMaker sends the approver an email with a link to the request.

  • The approver approves, rejects, or requires more information from the requester. 

  • If the approver rejects the request, the system sends an email to the requester with the rejection reasons. 

  • If the approver accepts the request the process goes to the task “Create Student Hold in the E R P”, where the administrator manually registers it. 

  • If the request needs clarification, ProcessMaker sends it to the requestor along with an email asking to resubmit the Student Hold request.

Credentials

Instance URL: https://universitydemo.pm4trial.processmaker.net/

Requestor:

Academic Advisor (Andrew Artois)

Username: advisor

Approver:

Regina Registrar

Username: registrar

The password for all users are stored in 1Password.