Create hold codes that override the retention fields on a box and prevent record destruction when necessary. Administrators can apply holds that span an entire record code, customer or department; users can apply hold codes on a box-by-box basis. Together hold codes and record codes form an effective, targeted retention program.

1. Select Records Management | Administration | Manage Holds. The Manage Hold Codes screen displays.
2. Click Create Hold Code. The New Hold Code screen displays with the Hold Details tab screen open.
3. Select a customer from the dropdown list.
4. Identify the hold code by entering a unique three-alphanumeric character code and an associated description.
5. Select review and approval dates and enter contact information for the requestor and approver. Supply additional information about this hold code in the Notes field.
6. Click Save. The hold code is created and you are returned to the Manage Hold Codes screen where the code is listed in alphanumeric order