Viewing and Editing a Hold Code
Administrative Functionality > Hold Codes > Viewing and Editing a Hold Code

Viewing a Hold Code:

  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. Click the hold code or select View Details from the Action dropdown to the right of the hold code. The hold code displays with the Hold Details tab screen open.
  4. When you are finished viewing the hold code, click Close to return to the Manage Hold Codes screen.

Editing a Hold Code:

  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. Click the Action dropdown to the right of the hold code and select Edit from the dropdown list.

OR

Click the Action dropdown to the right of the hold code and select View. Next, click the Edit button at the bottom of the screen.

  1. Edit the hold code.
  2. When you are finished editing the hold code, click Save. Your changes are saved.
  3. Click Close to return to the Manage Hold Codes screen.

See Also
Creating a Hold Code

 

 

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