Share via

Create a hold

  • Article

Applies To: Office SharePoint Server 2007

This Office product will reach end of support on October 10, 2017. To stay supported, you will need to upgrade. For more information, see , Resources to help you upgrade your Office 2007 servers and clients.

 

Topic Last Modified: 2008-04-18

Create a hold on a record when you want to keep the record from expiring and being deleted. For example, in the event of an internal audit or litigation, putting the relevant records on hold ensures that those records, which you may be required to produce, will be available until the audit or litigation is completed.

Before you can place a record on hold, you must create the named hold.

Note

To create a hold, a records manager must have Add Items permission on the Holds list.

Important

Membership in the Owners group, or equivalent, is the minimum required to complete this procedure.

To create a hold

Use this procedure to create a hold.

Create a hold

  1. On a Records Center site, on the Quick Launch, click Holds to open the Holds list.

  2. In the Holds list, on the New menu, click New Item.

  3. In the Title box, type a name for the hold that you want to create. Typically, the title should identify information about the event (for example, the litigation, audit, or investigation) that is prompting the hold.

  4. In the Description box, type any additional information about the hold. For example, you can provide additional information about the event that is prompting the hold.

  5. In the Managed By box, type the user names of all the records managers who are responsible for managing the hold.

  6. Click OK.

See Also

Concepts

Search for records to add to a hold
Add a record to a hold
Put records on hold
Identify records management roles (Office SharePoint Server)