Creating Hold Sets - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier

Hold sets are groups of hold reasons that can be applied to different Folder Types. Hold reasons are reasons a folder should be placed in a frozen status and not moved through the retention plan. If a Folder Type is not assigned a hold set, then users cannot place folders of the Folder Type on hold.

  1. In OnBase Configuration, select Document | Retention Hold Sets. The Retention Hold Set Configuration dialog box is displayed.
    Tip:

    To access hold set configuration during Folder Type configuration, click Hold Sets on the Records Management tab.

  2. Enter the name of the hold set and click Create. The Retention Hold Set - Settings dialog box is displayed.
  3. Enter the description of the hold set in the Description field.
  4. Click Save.
  5. Continue to Creating a Hold Reason.
    CAUTION:

    Once a hold set is assigned to a Records Management Folder Type and a folder is created of that type, the hold set's settings cannot be edited.