Searching by Hold Status

A search can be performed that will return all record folders that are under a hold or those that are not under a hold. You can also refine a search to search for documents under specific holds or with specific hold due dates. Or, search for records under hold using advanced search syntax.

To search for record folders by hold status

  1. Open the Search Pane by clicking Search on the toolbar.
  2. From the Records Management Search drop-down menu, select Holds.
  3. Do one of the following:
    • To find all records that are not under a hold, select Find items without holds.
    • To find all records that are under a hold, select Find items with holds.
    • To find records with specific holds, select Find items with holds and specify a hold reason, a due date, or both.
  1. Click Search at the bottom of the Search Pane.
  1. Open the Advanced Search page by clicking Advanced at the top of the folder browser.

  2. In the Add search type drop-down menu, point to Records Management and select Holds.

  3. In the Holds search block, select one of the following:
    • To find all records that are under a hold, select Any holds.
    • To find records that have a specific hold, select Specific holdsand specify a hold reason, a due date, or both.
    • To find all records that are not under a hold, select No Holds.
  4. Click Search at the bottom of the Search Pane.