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How to Maintain Advisor Holds and Overrides |
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Quicknote #38 |
October 2007 |
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Introduction:This Quicknote is written as a tool to assist University of Michigan- Flint Faculty and Staff members with maintaining Advisor Holds and issuing Registration Overrides. |
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If you wish to require students to meet with an advisor prior to registering, you must apply an Advising Hold on
each student's record. This can be done for individual students, or for all students with a specified major.
**Note: You must have a Banner ID and password (not your SIS ID and PIN) to maintain Advisor Holds.
1. Open your Web browser (e.g., Netscape or Internet Explorer)
2. In the Address or Location field, type https://birch.umflint.edu:4443/flint/holds.htm then press <Enter> on your
keyboard.
3. Click the By Student link to apply holds for individual students, or click the By Major link to apply holds for
all students with a specified major.
Applying/Releasing Holds by Student
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If you have elected to maintain holds by student, the page will appear as shown to the right: 1. In the Banner Id field, enter your Banner ID (this is the same as your Uniqname used to login to your computer). Press <Tab> on your keyboard to move to the next item. 2. In the Password field, enter your Banner password (your password may not be the same as that used to login to your computer). Press <Tab> to move to the next item. 3. In the Department field, click the arrow to display a list of department codes, and click the code for your department to select it. Press <Tab> to move to the next item. 4. Click the button next to Apply (to apply a hold) or Release (to release a hold). Press <Tab> to move to the next item. 5. In the Reason field, click the arrow to display a list of reason codes, and click the appropriate code to select it. Press <Tab> to move to the next item. 6. In the Student ID field, enter the UM ID of the student you wish to apply or release a hold for. 7. Click the Submit button to process the hold. |
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8. You will be asked to verify the action (apply or release) and the name of the student you submitted. If the information displayed is correct, click YESCONTINUE button; if it is not correct, click NO-GO BACK button and correct the action, student ID, or department, then repeat from step 7. 9. The message at the top should read, "Transaction Complete; Hold applied for Student Name," where Student Name is the name of the student you submitted.
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Applying Holds by Major If you have elected to apply holds by major, the page will appear as shown below: 1. Enter your Banner ID (this is the same as your Uniqname used to login to your computer). Press <Tab> on your keyboard to move to the next item. 2. Enter your Banner password (your password may not be the same as that used to login to your computer). Press <Tab> to move to the next item. 3. Click the arrow to display a list of department codes, and click the code for your department to select it. Press <Tab> to move to the Major field. 4. Click the arrow to display a list of major codes, then click the major you wish to apply holds for. 5. Click the Submit button to process the holds. 6. You will be asked to verify the name of the department and major you submitted. If the information displayed is correct, click YESCONTINUE button; if it is not correct, click NO-GO BACK button and correct the major or department, then repeat from step 5. 7. The message at the top should read, "Transaction Complete; Hold applied for XXX Students," where XXX is the number of the students with the selected major. **Note: If you suspect you have mistakenly applied holds for an incorrect major, contact ITS at (810)762-3123 immediately to reverse the transaction. |
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Registration Overrides are necessary in order to issue special approval to allow a student to register for a class
they are otherwise restricted from due to prerequisites, consent of instructor requirements or waitlists. Signed
Add slips are to be used only after the semester has begun (when Web registration is closed).
**Note: An override constitutes signature authority. An instructor may issue an override only for his/her own
courses via the SIS Web system, or he/she may designate a support staff member to issue the override within
the Banner system. If an override is issued by someone other than the assigned instructor, that user must
demonstrate his/her authority to issue the override on behalf of the instructor (a note or email from the instructor
or department chair is sufficient).
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Issuing Overrides in SIS 1. You must first login to SIS at http://www.umflint.edu/sis/ using your SIS ID and PIN. 2. From the main menu, select Faculty Services. From the Faculty Services menu, click Term Selection. 3. You will be prompted to select a term. Click the arrow to display a list of terms and click the appropriate term to select it. Then click the Submit button. You will return to the main menu. 4. From the main menu, select Registration Overrides. 5. You will be prompted to select a student. You may enter a student UM ID or a student’s name, then click the Submit button. 6. You will be asked to verify the name of the student you selected. Click the Submit button to proceed, or click ID Selection at the bottom of the page to re-enter the ID number. 7. The page will display a table with selections for Override type and Course. Below the overrides table, you will see a list of overrides that have already been issued for the student (if any), followed by the student’s current schedule. 8. In the first row of the table, click the arrow in the Override column to display a list of Override options. ♦ Select Pre-requisite Override to bypass any and all types of course restrictions (consent of instructor, pre-/co-requisite, or major/level/college/program restriction). ♦ Select Capacity (Waitlist) Override to allow a student into a course that has been closed due to capacity limit. ♦ Select Duplicate Section Override to allow a student to register for multiple sections of the same course. ♦ Select Override All Restrictions to bypass both course restrictions AND waitlists. 9. In the first row of the table, click the arrow in the Course column to display a list of the courses you are teaching. Select the course you wish to allow the student to register for. **Note: You may issue overrides only for courses for which you are the primary instructor. 10. Click the Submit button to process the override. 11. You will be asked to confirm the override you submitted. Click the Submit button to confirm the transaction, or click the Registration Overrides link at the bottom of the page to edit the override and repeat from step 8. |
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Once confirmed, you will return to the Permits/Overrides page and see the override you submitted listed under Current Student Overrides. To process another override, click the Menu icon at the top of the page, then click ID Selection and repeat step 5 on. 12. When finished, click the Exit icon at the top of the page to logout of SIS. |
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Issuing Overrides in Banner
1. Login to Banner using your Banner ID and Password (not your SIS ID and PIN).
2. In the Direct Access field, type SFASRPO, then press <Enter>.
3. In the key block, enter the Term and the student’s ID number, then press <Ctrl> + <Page Down>.
4. In the form, you will see any permits/overrides the student already has, followed by the student’s current
schedule. Double-click in the first available field under Permit to display a list of overrides.
♦ Select Pre-requisite Override to bypass any course restrictions (consent of instructor, pre-/co-requisite,
or major/level/college/program restriction).
♦ Select Capacity (Waitlist) Override to allow a student into a course that has been closed due to capacity
limit.
♦ Select Duplicate Section Override to allow a student to register for multiple sections of the same course.
♦ Select Override All Restrictions to bypass both course restrictions AND waitlists.
Click OK to close the list.
5. In the CRN field, type the 5-digit course reference number. If you do not know the CRN, type the subject,
course number and section number into the appropriate fields to the right of CRN.
**Note: You must be able to demonstrate your authority to issue the override on behalf of the instructor (a note
or email from the instructor or department chair is sufficient).

6. Click the Save icon in the toolbar. Your User ID will appear next to the course, indicating the transaction
has been applied.
7. To issue another permit/override, click the Rollback icon in the toolbar and repeat from step 3.
8. When finished, click the Exit icon in the toolbar to close the form. Click Exit again to logout of Banner.
ITS Quicknotes are available in the Student Computer Lab in 206 MSB, at the ITS HelpDesk in 207A MSB or
on-line at http://www.umflint.edu/helpdesk.
ITSHelpDesk@umflint.edu ¨ 810.766.6804 ¨ http://www.umflint.edu/Helpdesk