Place archived records on legal hold by creating a legal hold request in the Archive managed package. Records can be placed on hold multiple times. For example, if a company is facing litigation, any archived records mentioning the involved individual can be placed on legal hold.
Once records are under legal hold, they can't be unarchived, deleted, or removed—whether accessed through the RTBF SDK or the user interface.
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Go to the Archive Search tab.
The Archive Search page is displayed.
- Search the Archive base for any ID, text string: word, term, name, etc, for the individual whose records you wish to put on hold, or select the desired Object and Field from the dropdown list.
- If necessary, click Add Date Range to select a date range to narrow your record search.
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Press Enter or click the search icon.
The results are displayed.
Click the down arrow to view, export, or unarchive the record.
Note Records under legal hold are marked with a lock icon. Hovering over the lock reveals the number of hold requests associated with the record. -
At the top-right of Archive Search, click the Settings icon to open
the dropdown menu, and select Perform Legal Hold.
Note If the option to select Perform Legal Hold is unavailable, please get in touch with your System Administrator to grant you the necessary permissions.Note The total number of held records may be higher, as Own also archives related child records.
The Hold Records in Archive window displays the number of root records that are held.
- Enter an Operation Name.
- Enter a Description for the record.
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Click Hold.
A success message appears.
Legal Hold Report
You can view a list of the legal hold requests performed in the Legal Hold Report.
Find the report using one of these options.
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On the Archive Home Page, click Legal Holds Requests.
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At the top-left of the page, click the menu icon, and filter by typing "Legal Hold Report". Then select Legal Hold Report.
The Legal Hold Report features this information.
- Legal Hold Date
- Name
- Number of Records
- Description
- Status
Unhold a Request
- On the Archive Home Page, click Legal Hold Requests Legal Hold Report.
- Click the arrow next to the record you wish to unhold, and select Unhold. The Unhold Confirmation window is displayed.
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Click Confirm.
A success message appears.
Legal Hold Dropdown
You can click the down arrow to view, unarchive and export a record.
- View: You can view additional information about the record. If the record is an archived record, and it is legally held, an additional Related Legal Hold Requests tab is displayed showing the list of jobs that are holding the record.
- Unarchive: If any of the records are legally held, this option is unavailable.
- Export: Exports the specific record.