The privilege tables in this topic describe the individual privileges required for administering various aspects of retention holds.
Create a retention hold
To create a new retention hold, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Department > Manage > Retention Holds | You can access the Retention Holds area in Retention Policy Manager. |
Modify a retention hold
To modify the name, description, and duration of a retention hold, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Department > Manage > Retention Holds | You can access the Retention Holds area in Retention Policy Manager. |
Assign a retention hold
To apply a retention hold to a document type, you must have the privileges listed in the following table. You cannot perform this operation for record types.
Privilege | Result |
---|---|
Department > Manage > Retention Holds | You can access the Retention Holds area in Retention Policy Manager. |
Document Type > Documents > Open | You can view documents of the selected type. |
Remove a retention hold
To permanently delete a retention hold from Retention Policy Manager, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Department > Manage > Retention Holds | You can access the Retention Holds area in Retention Policy Manager. |
Search for documents on hold
To search for documents that are under a direct or inherited hold, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Drawer > Content > Search | You can open the contents of a drawer and display search results in a list. |
Hold > Search for Items on Hold | You can search for items that are under a direct or inherited hold. |
Search for records on hold
To search for records that are under a direct or inherited hold, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
File Plan > Content > Search | You can open the contents of a file plan and display search results in a list. |
Hold > Search for Items on Hold | You can search for items that are under a direct or inherited hold. |
Apply a hold to a document
To apply a hold to a document in ImageNow Explorer, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Drawer > Content > Search | You can open the contents of a drawer and display search results in a list. |
Hold > Apply Retention Hold | You can apply the hold directly to items from Perceptive Content. |
Apply a hold to a record
To apply a hold to a record in ImageNow Explorer, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
File Plan > Content > Search | You can open the contents of a file plan and display search results in a list. |
Hold > Apply Retention Hold | You can apply the hold directly to items from Perceptive Content. |
Remove a hold from a document
To remove a hold from a document in ImageNow Explorer, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
Drawer > Content > Search | You can open the contents of a drawer and display search results in a list. |
Hold > Remove Retention Hold | You can remove the hold from ImageNow Explorer. |
Remove a hold from a record
To remove a hold from a record in ImageNow Explorer, you must have the privileges listed in the following table.
Privilege | Result |
---|---|
File Plan > Content > Search | You can open the contents of a file plan and display search results in a list. |
Hold > Remove Retention Hold | You can remove the hold from ImageNow Explorer. |