Assign a hold code to a record code or to a department:
Assigning 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.
- Select Records Management | Administration | Manage Holds. The Manage Hold Codes screen opens.
- Select a customer. Existing hold codes for that customer are displayed in alphanumeric order.
- Select Assign Hold to Record Codes from the Action drop-down to the right of the appropriate hold code. The Assign Hold Code screen opens.
- Click the tick box to the left of one or more record codes. Use the multi-select tick box at the top left-hand side of the screen to quickly select all record codes.
- Click Continue.
- Review the record codes that you have selected to place on hold.
- Click Assign Hold.
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NOTE: Click <Record Codes to return to the previous screen and select different record codes. |
- The hold code is assigned 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.
- Select Records Management | Administration | Manage Holds. The Manage Hold Codes screen opens.
- Select a customer. Existing hold codes for that customer are displayed in alphanumeric order.
- Select Assign Hold to Departments from the Action drop-down to the right of the appropriate hold code. The Assign Hold Code screen opens.
- Select the parts of the organisation 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 tick box 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 are displayed. Select one or more divisions to view the departments within that division; click the tick box to the left of one or more departments to place them on hold.
- Click Continue.
- Review the departments that you have selected to place on hold.
- Click Assign Hold.
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Click <Departments to return to the previous screen and select different departments. |
- The hold code is assigned to the departments, and all boxes that belong to those departments are automatically placed on hold.
See Also
