Legal Holds Report

The Legal Hold report displays information about the records that are placed on hold. Applying a hold on a record will stop its destruction process.

1. On the Navigation menu, click Reports, then click Record Management Reports.

2. Select Legal Holds Report from the Report list.

   

3. Select a user from the User list or select All Users to display information about the records put on hold by all users.

4. Select an option from the Record Series list, to specify the record series you want to view the report for or select All Record Series to display information about all available record series.

5. Specify dates in the Hold Date boxes, to specify the duration you want to view the report for.

6. Select an option from the Status list, to specify the status you want to view the report for. The following options are available: 

   • Active Hold:  Record series that are currently on hold.
   • Non-Active Hold: Record series that have been placed on hold, but have had the hold removed.

7. Click Submit.