Hold privilege combinations - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

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.