Hold registrations until a term opens

Colleges that take registrations before a term formally opens need somewhere to park them. A holding step keeps early registrations waiting until the registration window opens, and lets you release everything that has queued up in one action. For how terms are structured, see Understanding academic terms.

Before you start

Holding requires your college's registration workflow to include a holding step; DualEnroll sets that up during implementation. If you are not sure whether your workflow has one, ask the Help Desk. The term's registration window is the date range that configuration reads.

Setting the registration window

1. Go to College Admin → Academic Terms and click the term's name.
2. In the custom date fields area, type registration into the Name a custom date field, pick the START and END dates, and save. The form lists REGISTRATION START and REGISTRATION END.

While the window is closed, new registrations wait at the holding step instead of proceeding.

Releasing held registrations

A release covers the registrations held at one holding step in the term. If your college has releasing by high school turned on, see Releasing by high school below.

1. From the term's edit page, click View Held Registrations.
2. Under COMPLETION STATE, choose the holding step to release.

   Warning: Releasing sends the registrations forward in the workflow, which can notify students, parents and counselors on the next steps. Release when you mean to.

3. Click Release All Registrations and confirm.

Releasing by high school

Releasing by high school is available on request and isn't on for every college. To use it, ask DualEnroll Support to turn it on for your college. Once it's on, the Held Registrations page shows a panel for each holding step instead of the COMPLETION STATE list. Each panel lists every high school with held registrations, with a count. The high school is the student's home high school.

1. From the term's edit page, click View Held Registrations.
2. In the holding step's panel, uncheck any high school you don't want to release. Every school starts checked.
3. Click the release button, check the count, schools and holding step in the confirmation, then confirm.

A progress bar shows the release as it runs. When it finishes, the panel shows how many registrations were released and from which schools, or that the release stopped with registrations still held.

What success looks like

You return to the term's edit page with the message Background release of registrations has been queued. The release runs in the background, and a large term can take a while. Released registrations continue through the workflow from the holding step. When nothing is left to release, the Held Registrations page reads No Held Registrations.

If this doesn't work

• You don't see the "queued" message: no holding step was chosen, so nothing was released. Choose one under COMPLETION STATE, then click Release All Registrations again.
• Registrations are still held after the release: registrations that reached the holding step after the release went through were not part of it. Release again to send them on.
• The release report doesn't match the counts below it: the report stays until the next release on that holding step, however old. Check when it finished.

If registrations stay held after a second release, submit a request to the Help Desk with the term and the holding step you released.