IBM Enterprise Records, Version 5.1.2    

Placing entities on hold (manual)

Disposition holds can be placed on entities by the Hold Sweep process when holds are conditional, but you can also place disposition holds manually. A hold interrupts the normal disposition process, usually for litigation or audit purposes. Entities on hold cannot be deleted manually either. You can place holds on one or more record categories, record folders, volumes, or records. You can place a disposition hold before the cutoff date or during any of the phases after the cutoff date.

About this task

Only the Records Manager and Records Administrator can place holds on entities. To allow other users to place holds, they need the following privileges. For more information, see the FileNet P8 security topic. The following procedure describes how to place a disposition hold. Before you can complete this procedure, you must add disposition holds to the system.

Procedure

To place a disposition hold:

  1. Go to or search for the entities you want to manually place on hold.
  2. Select the check box for one or more entities. You can also right-click a single entity and use the menu instead.
  3. From the Multi-Select Actions menu, select Place On Hold.
  4. From the list of available holds, select one or more check boxes representing the holds that you want to place on the entity. You can view the details of a hold by clicking its Get Info icon.
  5. Click Hold to place the selected holds or click Exit to cancel the procedure and close the page.
  6. Click OK on the confirmation page.

Results

After you or the Hold Sweep process places a disposition hold on an entity, the Hold icon displays next to the entity name on the Browse page: Place on hold icon. If the Hold icon does not display immediately, click the final link in the path to refresh the browse page.
Important: If you manually place a conditional hold on an entity that matches the conditions in the hold, the next hold sweep run reapplies the hold. The sweep sets it to a conditional hold that can be removed only by Hold Sweep. To remove the hold, select Initiate Remove Hold Request from the menu of the entity. The hold is removed during the next Hold Sweep run.


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Last updated: November 2013
place_a_disposal_hold.htm

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