If you have been named as the custodian of any holds you may receive instructions or obligations for each hold as an email notification, and/or you may be required to acknowledge a hold security memo.

Viewing holds

Select My Holds from the navigation bar  to access the My Holds page. Here you can view a list of all holds on which you have been named as a custodian.

The list contains overview information for each hold, and you can filter it as required.

Any holds that require your acknowledgement are displayed with  on the row of the hold.

Viewing hold details

To view additional details about a hold, select a hold from the My Holds list. The Hold Details page appears.

On this page you can see:

  • Hold status, including the expiry date of the hold, if applicable.
  • Hold authorizer.
  • Count of hold items.
  • Count of hold custodians.
  • Hold security memo with details of obligations, and if applicable, option to acknowledge.

Viewing hold items

To view hold items:

  1. Select a hold from the My Holds list. The Hold Details page appears.
  2. Select the Items tab. The Items page appears, showing all of the items under the hold that apply to you.

Viewing hold custodians

To view hold custodians:

  1. Select a hold from the My Holds list. The Hold Details page appears.
  2. To view the (other) hold custodians, select the Custodians tab. The Custodians page appears, showing all of the custodians of the hold. For holds where acknowledgement is required, acknowledgement status is also displayed.

Acknowledging hold obligations

Any holds that require your acknowledgement are displayed with  on the row of the hold on the My Holds page.

To acknowledge:

  1. Select on the row of a hold. The Hold Details page appears. 
  2. The Hold Security Memo panel contains the information that you must read and acknowledge.
  3. To confirm acknowledgement, select Acknowledge. A confirmation message appears.
  4. Repeat this process for any other holds that you must acknowledge the security memo of. To return to the holds list to view all holds, select My Holds from the navigation bar.