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 Security for more information.
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
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.
NOTE 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.