Documentation
Tutorials
Workflows
Kebab actions
Daily Work
Dashboard & Reports
Quality Control
ISO 17025
Reagents & Storage
Logs
Contacts
Billing
Analysis Setup
Settings
Initial Setup
Help & Reference
Architecture decisions
ISO 17025

Legal Holds

A Legal Hold freezes records so they cannot be disposed of, however long their retention period has expired (ISO/IEC 17025 §4.2.2, §8.4). It is used when a court or regulator requires it, and it also carries the evidence that the customer was told about a lawful disclosure.

Found under: ISO 17025 → Records Lifecycle → Legal Holds.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Delete — Delete the record (with confirmation)

Fields

FieldDescription
Scope / PurposeWhat the hold covers — required; locked after creation
Record TypeWhich type is held; not asked for on a global hold
Record IDThe specific record, when the scope is a single record
From / To DateThe window, when the scope is a date range — both required
ReasonWhy the hold is placed — always required
AuthorityWho imposed it, for example a court or a regulator
Expected ReleaseWhen it is expected to be lifted
Notified On · Notification Method · Notification NotesThe §4.2.2 evidence: when and how the customer was told

Scopes

ScopeWhat it holds
Single RecordOne specific record
Date RangeEvery record of the type falling in the window
All of TypeEvery record of the type
GlobalEvery record, whatever its type

Release

Releasing is done from the row action menu and asks for a Release Reason and an explicit confirmation. The confirmation exists because releasing returns the records to the normal disposition flow: on the next cycle they become candidates for destruction or archival again.

Connects to

Points at — this page does not stand without these:

Notes

  • A released hold cannot be edited or deleted. It stays as a permanent record under §8.4.
  • Scope and record type lock as soon as the hold exists.
  • The hold number is assigned automatically.
  • The Authority filter lists only the values present in the rows currently loaded.
  • See also: Retention Policies, Pending Disposition.