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.

  1. Receive the hold notice with the matter and date range.
  2. Flag every box and series in that scope.
  3. Remove those boxes from the destruction queue.
  4. Notify the vendor if off-site storage is used.
  5. Release only on a written lift from counsel or the records officer.
  6. Do not ‘clean house’ during an active hold.