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Removing Advising Holds

Advising holds are set on student records to enforce required advising. Academic advisors need to remove the advising hold after meeting with the student. Students will not be able to enter course requests on-line until this hold has been removed.

  • First Year Advising holds are set in September prior to drop/add, in late-October prior to spring preregistration and in April prior to fall preregistration - these holds are removed by the assigned first year advisor after meeting with the student.
  • Sophomore Advising holds are set in late-October prior to spring preregistration - these holds are removed by the assigned or selected sophomore advisor after meeting with the student.
  • Major declaration holds are set in April for rising juniors - these holds are removed by the Registrar's Office on receipt of a signed Major Declaration form.
  • Major Advising holds are set in April for rising senior majors - these holds are removed by the department academic advisor after meeting with the student.

In PeopleSoft/FACSIS, there are two navigation routes to removing holds. Route one displays hold reasons more clearly, may be better for students not assigned to you as advisees and is better if you only need to remove a hold without looking up additional information on the student. Route two may be more convenient for assigned first-year and sophomore advisees or if you also want to review academic information before removing the hold.

Route one - navigate Self Service > Student Info and Holds > Remove Advising Holds.

hold 1

To retrieve the student’s record, enter the student’s ID or search on the student’s name. For a name search:

  • Enter the student’s Last Name and at least a first initial of the first name, then click search.
  • If a search list displays multiple matches, use the student Grad Year and Status displayed in the right column to help select the appropriate student.
  • Click anywhere in the row to select the student wanted.

hold 2

A student may have multiple holds, but academic advisors are only concerned with the Advising holds.

First-Year Advisors

fy hold

Sophomore Advisors

so hold

Major Declaration

maj decl hold this one is removed by the Registrar's Office.

Major Advisors

major hold look for the hold for your academic department.

To remove the hold, look for the Advising Hold with the Reason Description approriate for the hold you should be removing, and click on the adv linklink.

adv hold 8

Click release in the upper right corner of the page.

adv hold 9

Click okay. Don't skip this step; if you sign out or click to another page without clicking okay here, the hold will not be removed.

You will return to the Manage Service Indicator page and the hold you just removed should be gone.

adv hold 10

If you select a hold for which you are not authorized, the release hold button will not be available.

adv hold 11

Click okay at the bottom of the page and look again at the advising holds and reasons to select the correct one. If you should be able to remove a hold, but do not see a release button available, contact the Registrar's Office or send e-mail to facsis@williams.edu.

If you have multiple advisees for whom to remove holds, click hold return.  On the Search page, click Clear, then enter the ID or name for the next student.

Route two

Navigate Self Service > Advisor Center > My Advisees.

view my advisees

For assigned advisees, click the view details link next to the advisee. For students not assigned as advisees, click the view other button and search by name or id.

advisee center

The advisee panels default to the student center tab. Click the general info tab.

adv hold 14

A student may have multiple holds, but academic advisors are only concerned with the Advising holds.

First-Year Advisors

fy hold

Sophomore Advisors

so hold

Major Declaration

maj decl hold this one is removed by the Registrar's Office.

Major Advisors

major hold look for the hold for your academic department.

To remove the hold, look for the Advising Hold with the Department approriate for the hold you should be removing, and click on the adv linklink.

hold 20

Click release in the upper right corner of the page.

adv hold 9

Click okay. Don't skip this step; if you sign out or click to another page without clicking okay here, the hold will not be removed.

You will return to the general info page and it will appear that the hold is still in place,

hold 18

but if you click out of the page then back, it should be gone.

hold 21

If you have another hold to remove for an assigned advisee, click back to the my advisees tab. If you have a hold to remove for an advisee not assigned to you, click returntosearch at the bottom of the page and search for the next student by name or id.

If you click the edit serv ind button on the General Info page, you will see the service indicator display as in Route One above and you can release the hold as described, then click cancel at the bottom of the Manage Service Indicators page to return to the General Info page.

If you want to review academic information on a student while in these panels, you can click the academics tab, or to see a student's schedule, click the stu center tab.


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