Placing Holds on Records

A record with a Hold is exempt from any Disposition Actions, even if its Disposition Date is in the past.  The Hold on a record must be resolved before that record can finish going through the disposition process.

Holds can be placed on records either from the Records Disposition Screen or from within a Disposition Approval Folder.

On the Records Disposition Screen, click on the number next to Total on the policy relevant to the hold you want to place.

Adding a Hold to a Record from the Records Disposition Screen

From a Records Disposition Workflow Folder screen, click on the Held Records Tab, and then click on Find Records to Hold.

Looking for Records to Hold from within a Records Disposition Workflow

There may be no relevant records here, especially if several records under the policy already have Holds on them.  You can see in the screenshot above that there are 11 Held records for the Policy already.