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.
Only the Records Manager and Records Administrator can place
holds on entities. To allow other users to place holds, they need
the following privileges. See
FileNet P8 security for
more information.
- The user or group must have Owner Control rights on the entity.
- For DoD and Base data models, the user or group must have Add
Marking and Remove Marking rights on the Prevent RM Entity Deletion
marking on Prevent Delete value and use Marked Objects on Default
Value. For the PRO data model, the user or group must have Add Marking
and Remove Marking rights on the Prevent RM Entity Deletion PRO marking.
- The user or group must have Create Instance rights on the RM Folder
Hold Link and Record Hold Link classes.
The following procedure describes how to place a disposition
hold. Before you can complete this procedure, you must have added
disposition holds to the system.
To place a disposition hold:
- Navigate to or search for the entities you want to manually
place on hold.
- Select the check box beside one or more entities. (You
can also right-click a single entity and use the context menu instead.)
- From the Multi-Select Actions menu
(or the context menu), select Place On Hold. The Place Entities on Holds page displays.
- 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.
- Click Hold to place the selected
holds or click Exit to cancel the procedure
and close the page.
- Click OK on the confirmation page.
After you (or the Hold Sweep process) have successfully placed
a disposition hold on an entity, the
Hold icon
displays beside the entity name on the
Browse page.
The
Hold icon looks like this:

.
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 will reapply the hold, setting it to a conditional hold that can
only be removed by Hold Sweep. To remove the hold, you will need to
select Initiate Remove Hold Request from the
entity's context menu. The hold will be removed during the next Hold
Sweep run.