Hold Request (Used for Viewing)

Once you create a hold request, the Hold Request screen allows you to:

  • View the details of the hold request

  • Add entities in the hold request

  • Add processes in the hold request

  • Edit the details of the hold request

  • Edit the entity details of the hold request

  • Edit the end dates of all the entities at once in the hold request (mass edit)

  • Delete an entity from the hold request

  • Delete the hold request

  • Discard the hold request (i.e., future dated hold request)

  • Submit the hold activation request for approval

  • Approve or reject the hold activation request

  • Request to resubmit the hold activation request for approval

  • Release the hold request

  • Approve the hold release request

  • Request to resubmit the hold release request for approval

  • View the log of the hold request

  • Add a log entry for the hold request

This screen consists of the following tabs:

Related Topics

For more information on... See...
How to add a person in a hold request Adding a Person in a Hold Request
How to add an account in a hold request Adding an Account in a Hold Request
How to add a bill in a hold request Adding a Bill in a Hold Request
How to edit a hold request Editing a Hold Request
How to edit the entity details of a hold request Editing the Entity Details of a Hold Request
How to update the end date of all the hold entities at once in a hold request Updating the End Date of All the Hold Entities (Mass Edit)
How to delete an entity from a hold request Deleting an Entity from a Hold Request
How to delete a hold request Deleting a Hold Request
How to discard a hold request Discarding a Hold Request
How to submit a hold request Submitting a Hold Activation Request
How to approve a hold activation request Approving a Hold Activation Request
How to reject a hold activation request Rejecting a Hold Activation Request
How to request to resubmit a hold activation request for approval Requesting to Resubmit a Hold Activation Request for Approval
How to release a hold request Releasing a Hold Request
How to approve a hold release request Approving a Hold Release Request
How to request to resubmit a hold release request for approval Requesting to Resubmit a Hold Release Request for Approval
How to view the log of a hold request Viewing the Log of a Hold Request
How to add a log entry for a hold request Adding a Log Entry for a Hold Request

Parent topic: Hold Request