Content Manager 25.1 Content Manager

# Creating Holds

1. On the Manage ribbon, click Holds.

   Alternatively, click File - New, select the Other tab and then click the Hold icon.

2. Right-click and select New Hold

   The Hold dialogue box appears.

3. Enter the details for the new Hold:

   - Hold Title - type the name for the Hold
   - Contact - use KwikSelect to choose a contact Location for the Hold
   - Active From - type the date of commencement for the Hold or click the calendar button to display the calendar to select a specific date.
   - Active To - type the date of completion for the Hold or click the calendar button to display the calendar to select a specific date.
   - Only prevents changes to the disposition of Records - indicates that this Hold will only affect changing disposition, deleting the record or deleting the document on a record.

     Change Record Disposition To in the Retention Details dialogue will be unavailable if the record has a Hold that only affects disposition changes.

     Therefore, you can apply other normal functions to records in a Hold with this option selected, for example, attach Actions to records that are currently in one or more Holds - this would enable Content Managers to send and reset reminders to the department or other regulatory groups that the Hold is still in place and remind them that it is due for review.

   - Search Criteria for Records under this Hold - the Content Manager search criteria, in string-based format, to find records that should be under this Hold.

     When there are search criteria in this field, you can right-click this Hold and click Run attached Query to find the records to add to this Hold.

     See Using search criteria with a Hold.

     Use the string-based search editor to find the records and paste the query into this field.

     See Using the string-based search editor.

   - Notes tab - information to the Hold. This may be the Hold's description or details for its use.

     See Notes.

   - Access Controls tab - this tab allows for access controls to applied to the Hold. For Holds, there is a specific Access Control type Can View Details, using this Access Control will define who can view the details of the Hold. If a user is not a part of this Access Control, Access Denied will be displayed when viewing the All Hold property on a record in the view pane.
     See Applying Access Controls to functions for details.
4. Click OK.

   Content Manager saves the new Hold.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Creating Holds