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 are displayed in alphanumeric order.
3. Click the hold code or select View Details from the Action drop-down to the right of the hold code. The hold code is displayed with the Hold Details tab screen open.
4. When you have 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 are displayed in alphanumeric order.
3. Click on the Action dropdown menu to the right of the hold code and select Edit from the dropdown list.

OR

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

4. Edit the hold code.
5. When you have finished editing the hold code, click Save. Your changes are saved.
6. Click Close to return to the Manage Hold Codes screen.