Apply a records-retention hold in a paper file room
Practice the sequence you already learned for “Apply a records-retention hold in a paper file room” until the order feels automatic. Practice ARMA / records-hold order from records-management training. Boxes on hold are not sent to destruction even if their retention date has passed.
- Receive the hold notice with the matter and date range.
- Flag every box and series in that scope.
- Remove those boxes from the destruction queue.
- Notify the vendor if off-site storage is used.
- Release only on a written lift from counsel or the records officer.
- Do not ‘clean house’ during an active hold.