Adding records and record folders from the File Plan to a hold - Alfresco Governance Services - 23.4 - 23.4 - Ready - Alfresco - external

Alfresco Governance Services

Platform
Alfresco
Product
Alfresco Governance Services
Release
23.4
License

Users with the appropriate capabilities can add records, and record folders to a hold to freeze them. Holds prevent changes to on hold items, which have their retention schedules suspended until the hold is removed.

Note: Smart folders can’t be added to a hold. Adding system files to a hold is also not supported and could create errors, this includes data dictionary files.

A hold allows objects on hold for a particular reason to be tracked as a set.

Note: When you add a record folder to a hold, all records within the folder are also added to the hold. The records can’t be removed from the hold individually, they can only be removed from the hold by removing the entire folder.
Note: This functionality isn’t available if at least one hold hasn’t been set up or you don’t have permission to put records on the existing holds.
  1. Hover over a record or record folder in the File Plan and click More and then Add to Hold.

    To add more than one item to a hold at the same time, select each one and click the Select Items drop down list and then select Add to Hold.

    The Add to Hold screen displays.

  2. Select one or more holds and click OK.

    A message displays confirming that the record or record folder is on hold, and it displays the Hold icon.

    Note: Records and folders remain on hold until they have been removed from all the holds they’re added to.

The record remains in its place in the File Plan. It is also shown in the Holds area of the explorer panel.

To remove a record from a hold hover over it in the File Plan or the Holds area and select Remove from Hold.