Assigning a Hold Code
Administrative Functionality > Hold Codes > Assigning a Hold Code

Assign a hold code to a record code or to a department: 

ShowAssigning a Hold Code to a Record Code

Assign a hold code to a record code. All boxes that the record code is assigned to are automatically placed on hold.

  1. Select Records Management | Administration | Manage Holds. The Manage Hold Codes screen opens.
  2. Select a customer. Existing hold codes for that customer display in alphanumeric order.
  3. Select Assign Hold to Record Codes from the Action dropdown to the right of the appropriate hold code. The Assign Hold Code screen opens.
  4. Click the checkbox to the left of one or more record codes. Use the mutli-select checkbox at the top left of the screen to quickly select all record codes.
  5. Click Continue.
  6. Review the record codes that you have selected to place on hold.
  7. Click Assign Hold.
NOTE:  Click <Record Codes to return to the previous screen and select different record codes.
  1. The hold code is assigned d to the record codes and all boxes that are assigned the record code are automatically placed on hold.

Assigning a Hold Code to a Department

Assign a hold to a department. All boxes that belong to that department are automatically placed on hold.

  1. Select Records Management | Administration | Manage Holds. The Manage Hold Codes screen opens.
  2. Select a customer. Existing hold codes for that customer display in alphanumeric order.
  3. Select Assign Hold to Departments from the Action dropdown to the right of the appropriate hold code. The Assign Hold Code screen opens.
  4. Select the parts of the organization that are being placed on hold. The screen layout and process for selecting departments varies based on the customer’s account profile settings:
  • If the customer is not division-enabled, only departments display. Click the checkbox to the left of one or more departments to place them on hold.
  • If the customer is division- and department-enabled, both divisions and departments display. Select one or more divisions to view the departments within that division; click the checkbox to the left of one or more departments to place them on hold.
  1. Click Continue.
  2. Review the departments that you have selected to place on hold.
  3. Click Assign Hold.
Click <Departments to return to the previous screen and select different departments.
  1. The hold code is assigned to the departments and all boxes that belong to those departments are automatically placed on hold.
See Also
Creating a Hold Code
Viewing and Editing a Hold Code
Removing a Hold Code

Boxes

Putting a Box on Hold
Removing a Hold from a Box
Determining Why a Box is on Hold

Pickup Orders

Managing Box Holds

 

 

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