SharePoint Records Management Wizard - Place a Record on Hold

The Place a Record on Hold function places a hold on a record in the Record Center.

To place a record on hold, a Hold has to exist within the Records Center. If there are no Holds within the Record Center create a hold first.

The user configuring this wizard to place a record on Hold, needs to be a Site Collection Administrator.

Placing a record on hold can be illustrated as follows:

Placing a hold on a record will move the ExpenseClaims.docx to the specified Finances hold section. When a record is placed on hold the record will be frozen and the record can not be used or changed.

As mentioned in the caution box previously, a hold has to exist within the Records Center before a record can be placed on hold. This can be done by first making use of the Create a Hold function in this wizard. If however you have already started with the Place a Record on Hold function without an available Hold in the selected Record Center the wizard will automatically open SharePoint to add a Hold. This will however differ from the Create a Hold function found in this wizard. For step by step instructions on creating a hold in SharePoint browse to http://office.microsoft.com/en-us/sharepointserver/HA101735980133.aspx

Information required to complete this task:

The specific Record Center's URL
The Document Library in the Record Center where the record is located
The Record name
Hold ID

Optional:

Content Field