Hold or freeze

Freezing a document or Folder means to temporarily suspend any lifecycle instructions that would normally apply. In particular, the action of record destruction is not permitted when a record is frozen.

If a Folder that has been frozen is due for cutoff, for example, the Folder delays the cutoff action until the freeze has been removed. Similarly, if an item exceeds its retention period while it is frozen, it will not advance to the next step of the disposition until the freeze has been removed.

Once a record has been frozen, it stays in its current location in the File Plan and is marked as being frozen. A frozen record cannot be modified. If a Folder is frozen, the records within the Folder inherit the freeze, and no records can be moved from that Folder, even if the records were added to the Folder after the freeze occurred.

Responding to a hold request

The terms freeze and hold have the same meaning. Very often, the reason for putting a freeze on records or Folders is due...