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Freezing records

Users with the appropriate capabilities can freeze records and folders. This places a hold on the record or folder. 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 the folder are also frozen.
  1. Hover over a record in the File Plan and click More then Freeze.

    The Reason for Freeze dialog box displays.

  2. Enter the reason you are freezing the record folder and click Freeze Record(s).

    A message displays confirming that the record is frozen, and the record now displays the Frozen icon.

The record remains in its place in the File Plan. It is also shown in the Holds area of the explorer panel.