Users with the appropriate capability (Extend Retention Period Or Freeze) permissions can
freeze records and folders. This places a hold on the object. A hold allows objects frozen for
a particular reason to be tracked as a set. Holds prevent changes to frozen objects, which
have their retention schedules suspended until the hold is removed. When you freeze a folder,
all records within that container are also frozen.
- In the File Plan, locate the record folder you want to freeze.
- In the item list, position the cursor over the folder of interest to display the available actions.
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Click Freeze.
The Reason for Freeze dialog box displays.
-
Enter the reason you are freezing the record folder and click Freeze
Record.
A message displays confirming that the folder is frozen.
The folder remains in its place in the File Plan. However, it also now appears in the
Holds space.