Holds/Permissions view

Configuration Services Holds/Permissions Holds/Permissions view

The Holds/Permissions view displays the holds and permissions that exist at the current scope level. You use a hold/permission to define a service business rule (on page 1) to set up a condition that prevents an event from occurring for the target entity.

When choosing between a hold and a permission type, the most important consideration is whether preventing the associated event from happening is a common occurrence or an exception. If it is a common occurrence, we recommend you use Permissions types to prevent an event from occurring for all target entities of a specific type.

For example, if you define a Customs Export Permission for all export containers leaving the country, it will ensure that no container leaves the terminal until the required permission is granted.

A Hold type, on the other hand, can be used for more specific situations that are not applicable to a large set of target entities.

For example, in some countries, the Customs Department randomly selects import containers arriving on a vessel to require being X-Rayed before they can be delivered. The X-Ray hold will have to be applied to the specified units while the other units will remain unaffected.

To use a hold or permission, you must define a corresponding service business rule. For more information, see Service Business Rules view (on page 1).

When a corresponding service business rule is defined, a Permission type by default:

For example, a container may require a customs permission before it can be delivered.

When a corresponding service business rule is defined, a Hold type by default:

For example, you must add a customs inspection hold to a container to prevent the container from being delivered before it is inspected.

For an existing Simple Hold or Simple Permission service business rule, you can configure an auto update rule to automatically add/release a hold or grant/cancel a permission when an event occurs. You should also consider that instead of using a Permission type, you can configure an auto update rule to automatically add a Hold type to a large set of target entities when an event occurs. For more information, see Auto Update Rule form (on page 1).

You can add holds/permissions, and edit or delete existing holds/permissions from this view.

You cannot delete a hold/permission if it is used in an active service business rule.

In addition, you can use the Actions menu to:

 

Holds/Permissions Columns

Short Label

Long Label

In Filter?

Sorting?

Applies To

Applies  To

X

X

Apply Event

Apply Event

X

X

Billing Hold

Billing Hold Required

X

X

Changed

Changed

X

X

Changer

Changer

X

X

Created

Created

X

X

Creator

Creator

X

X

Description

Description

X

X

Hold/Perm Groups

Hold/Permission Groups

X

X

ID

Id

X

X

LifeCycleState

Life Cycle State

X

X

MultipleHolds Allowed

MultipleHolds Allowed

X

X

Ref ID Required

Reference ID Required

X

X

Type

Type

X

X

Unique by RefId

Unique by Reference ID

X

X

Veto Event

Veto Event

X

X