Placing Holds on Folders - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

You can place holds on folders, thereby freezing them, from the File Cabinets window or the Records Management Administration window. When a folder is on hold, you cannot add or remove documents from it. Events that take effect while the folder is on hold will be processed when the hold is removed. The retention plan cannot be run on it. Keyword-based retention plan updates are not processed until the hold is removed. Placing a hold does not stop a folder from going through its retention period, however. Placing a hold does not stop the time from accumulating. Once a hold is removed, if the time has expired for the retention period, the folder will immediately go to its final disposition.

Note:

You must have the appropriate rights to perform this action. Contact your system administrator regarding questions about your rights.

To place a hold on a folder:

  1. Right-click on the appropriate folder(s) and select Place Hold. The Place Hold dialog box is displayed.
  2. Select the type of hold from the Hold drop-down list.
  3. Enter the reason for the hold in the Reason field. Text may be entered by default.
  4. If you selected multiple folders to place on hold, the Apply to All Selected Folders of This Type option is available. Select this option to apply the selected hold to all folders of the same Folder Type.

    If you selected multiple types of folders, or if you did not select the Apply to All Selected Folders of This Type option, you are prompted with this dialog box for each folder/folder type.

    Note:

    By default, this check box is selected.

  5. Click OK. Once the hold is placed, the folder is frozen and the following icon is displayed:
    Note:

    You cannot edit keyword values on a folder that is on hold. You cannot add or remove documents from a folder that is on hold.

Note:

You can not place more than one hold of the same type on a folder, but you can place different types of holds on a folder. Different users can place a second hold of the same type on a folder.