Creating a Hold Reason - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Premier
Essential

Once a hold set is created, hold reasons can be added to the set. Hold reasons can be created and configured even if the hold set is already assigned to a Folder Type that has existing folders. Hold reasons also can be deleted if they currently are not assigned to a folder.

  1. Select a hold set in the Retention Hold Set Configuration dialog box.
  2. Click Holds. The Retention Hold Set - Hold Reasons dialog box is displayed.
  3. Enter the name of the hold reason and click Create. The Hold Reason Settings dialog box is displayed.
  4. Enter the reason text. This text will be displayed as the default text in the Client when a hold is placed on a folder.
  5. Click Save.
    CAUTION:

    If a hold is placed on folder that an event with a delay has been posted on, when the hold is removed, the event will occur immediately if the delay time period has elapsed.