Microsoft® SharePoint® Server 2007 Bible

Suspending Record Disposition with Holds

Putting records “on hold” means suspending the process defined for that record type and ensuring that the records are not edited or deleted. To put a record type on hold you must define the parameters of the hold order. Typically this would include the identification of records types that are going to be relevant for the “hold order.” From a MOSS 2007 perspective, this process requires the creation of a new hold order in the system and the tagging of records associated with it. Often organizations don’t have the luxury of having only one hold order in effect at a time, so it is also important to be able to know which records have relevance to which hold order.

The main steps in the holds process are

• Creating a new hold order
• Searching for and putting relevant records on hold
• Releasing the hold order

Creating a hold order

In the MOSS 2007 Records Center, holds are managed in the Holds list that is included as part of the records center site template (see Figure 12.11).

Figure 12.11. Manage holds using the holds list.

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Entries in the list represent hold orders, and the hold orders are tagged with metadata such as the hold name, description, and the person responsible for tracking the hold order. Additional information is tracked automatically such as:

• Hold Status: When a hold order is Active, the matter is still in process ...