How does the Freeze Lists setting work?


    • Independent Consultants - Large Practice Solution
    • High Schools


    By default, student accounts expire on December 31st and will be frozen. If a high school counseling office wishes to do so, they can “freeze” students' lists before then by specifying a freeze date in the ADMIN section of the counselor site.

    What happens when student plans are Frozen? 

    When student plans are frozen, senior students will be set into view-only mode, and only counselors will be able to modify student plans. 

    Students will be able to log in and view the MY PLAN page, including the Summary View, Requirements View, Need-Based Aid View, and Merit Aid View.  These views reflect the latest version of the student plan, including any counselor changes after the Frozen List date.

    Two weeks before the Frozen List date, both the senior students and the counselors will see a warning message on their dashboards indicating the freeze date. This reminds students and allows them the chance to modify their plans before the lists are frozen. 

    Student view:


    Counselor view:FinalListDate5.png


    Starting on the freeze date, both the seniors students and counselors will get a message on their dashboards indicating that students' accounts are frozen. At this point, students will be set into view-only mode, and only counselors will be able to modify student plans.

    Student view:


    Counselor view:


    Counselors are able to update plans for all students, including those who have accounts are in student-owned mode, using the rocket ship icon in the Actions column of the Student Summaries.



    How do I change the Freeze Date? 

    To set a Frozen List Date, click on the ADMIN menu and then click on the green SETTINGS button. Enter the desired freeze date in the Freeze Lists panel and click SAVE.

    NOTE: Only the Senior class will be affected by Freeze Lists


    You will be able to either select a specific date on which to Freeze all student accounts or choose to never freeze the accounts.


    NOTE: You must select a future date within the current calendar year.

    After clicking APPLY to set the freeze, if you hover over the panel, a tooltip will pop up with text showing your current configuration.





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