Update Holds/Permissions form (Unit)

You can access the Update Hold/Permission form from the Actions menu in most views in the Operations menu and in their corresponding inspectors.

The Update Holds/Permissions form enables you to add/release holds, or grant/cancel permissions for the selected entities.

Prerequisites

• In this form, you can select a hold/permission in step 2 only if it exists at the current scope level and has a service business rule defined. For more information, see Holds/Permissions view.

To update a Hold/Permission:

1. From the Action drop-down list, select one of the following options:

• Add Hold: Add a hold for the selected entity/entities.

• Release Hold: Release an ACTIVE hold for the entity/entities.

• Grant Permission: Grant a REQUIRED permission for the entity/entities.

• Cancel Permission: Cancel a GRANTED permission for the entity/entities.

2. From the Hold/Permission drop-down list, select the hold that you want to add/release or the permission that you want to grant/cancel.

The values listed depend on the selected entity and the option selected in step 1.

The Description and Target Entity Type fields are view-only and display information about the selected hold/permission.

3. From the Relation to Referenced Guardian drop-down list, select the guardian entity type for the selected hold/permission.

For a list of target entities and the related guardian entity types, see Target and guardian entity types (on page 1).

4. From the Referenced Guardian Entity drop-down list, select the specific guardian entity for the hold/permission. The values in the drop-down list depend on the option selected in step 3.

The Relation to Referenced Guardian and Referenced Guardian Entity drop-down list are enabled only for guarded holds/permissions. For more information, see Rule types.

The Has Unique Reference Id and Reference Id Required check boxes are read-only and display the options set at the time the hold/permission was defined. For more information, see Hold/Permission Type form.

5. If the Reference Id Required check box is selected, you must enter a reference ID in the Reference ID field, and if the Has Unique Reference Id check box is selected, the reference ID entered in the Reference ID field must be unique for the entity and hold/permission combination.

6. Optionally, in the Note field, enter a note for any special considerations for the hold/permission.

7. Click OK.

When updating a hold/permission:

• If you select multiple entities in a list view and a validation prevents you from applying the hold/permission to one or more selected entities, N4 still applies the hold/permission to the other selected entities.

The Job Progress window shows the total number of units selected and gets refreshed for every 25 unit updates.

• If the selected hold/permission already exists as an ACTIVE hold or a REQUIRED permission for a selected entity, N4 does not apply the same hold/permission twice.

• If a hold/permission that requires a unique reference ID already exists as an ACTIVE hold or a REQUIRED permission for a selected entity, N4 does not apply the same hold/permission twice if the reference ID that you specify is the same as the reference ID that already exists.

Notes

• You can edit the Reference ID and the Note fields for an active/released hold or a granted/canceled permission. However, you cannot edit a required permission. For more information, see Update Hold/Permission form (Edit mode) (on page 1).