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

Records Management

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

You can place a hold on a folder, making it frozen, in the web client. When a folder is on hold, you cannot add or remove documents from it, nor can you post events to 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 the folder. 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. Select the appropriate file cabinet.
  2. Select the managed folder in the folder tree or Folders pane.
  3. Right-click on the folder and select Place Hold. The Place Hold dialog box is displayed.
  4. Select the appropriate Hold reason from the drop-down list. This field is mandatory.
  5. Enter the specific Reason in the text box. This field is mandatory.
  6. Click OK. A message stating The Hold was successfully placed. is displayed.
  7. Click Cancel or the x button to exit the dialog box. When a folder has a hold placed on it, the following icon will display beside it.