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Multiple Holds per Item

Multiple Holds per Item

Owned by RecordPoint (Unlicensed)
Last updated: Aug 04, 2017
 Article Contents

Introduction

This document outlines the process of adding multiple holds to a record or file, viewing current holds on record or file and removing a/multiple holds on the record or file.

Adding multiple holds to a Record/File

A Records Administrator can apply multiple holds on a Record/File.

To apply multiple holds on a Record/File, perform the following:

Prerequisite: Add two holds in RecordPoint

  1. Go to the Record/File browser
  2. On the drop down
  3. Select Manage Holds
  4. Select Add a Hold
  5. Choose a Hold
  6. Click Save
  7. Repeat steps 1-6 to add another hold to Record/File

The item will be added to the Queue for processing and when completed the item will have the hold applied.

Viewing current holds on a Record/File

To view the holds that have been applied on a Record/File, perform the following:

  1. Go to the Record/File browser
  2. On the drop down
  3. Select Manage Holds

The holds that have been applied to the Record/File will be displayed at the top.

Removing a/multiple holds on the Record/File

A Records Administrator can remove one or more holds on a Record/File.

A particular hold cannot be placed on a Record if the parent File already has that hold applied and a particular hold cannot be placed on a Record if the parent File already has that hold applied.

To remove one or more holds on a Record/File, perform the following:

  1. Go to the Record/File browser
  2. On the drop down
  3. Select Manage Holds
  4. Select Remove a Hold
  5. Choose a Hold
  6. Click Save
  7. Repeat steps 1-6 to remove another hold to Record/File

The item will be added to the Queue for processing and when completed the item will have the hold removed.