Confirmation options for global hold reminders

Technote (FAQ)


Question

What are the different confirmation options for global hold reminders in Atlas?

Answer

There are 3 options for confirmation for global hold reminders:

  1. Global (aka bulk) confirmation
  2. Per-notice confirmation
  3. No confirmation, notification only

The global hold reminder confirmation is configured based on the GLOBAL_HOLD_REMINDER component. There are two parameters: (1) NOTIFICATION_ONLY and (2) USE_FOR_CONFIRMATION which control the behavior.

Global (aka bulk) confirmation

NOTIFICATION_ONLY = No
USE_FOR_CONFIRMATION = Yes

With this configuration the global hold reminder replaces the auto-reminder issuances for all holds using it. The global hold reminder will define it's own rules for confirmation. A custodian will only need to respond once to the global hold reminder and the response will be applied to all affected holds.

Per-notice confirmation

NOTIFICATION_ONLY = No
USE_FOR_CONFIRMATION = No

With this configuration the global hold reminder replaces the auto-reminder issuances for all holds using it. The global hold reminder will only control the frequency of the auto-reminder for holds, but not the confirmation mechanism. The confirmation behavior for each hold will be based on the original settings of the hold. A custodian will go to the My Holds portal to view all his/her holds and respond to each hold one-by-one.

No confirmation, notification only

NOTIFICATION_ONLY = Yes
USE_FOR_CONFIRMATION = No

With this configuration the global hold reminder acts only as an information email and does not act as an issuance of the auto-reminder. Each individual hold will still use its own reminder and confirmation rules. A custodian will continue to receive reminders from each hold and respond to holds normally.

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Document information


More support for:

Atlas eDiscovery Process Management
Holds

Software version:

6.0.1.3, 6.0.1.4

Operating system(s):

Linux, Solaris, Windows

Reference #:

1609328

Modified date:

2013-01-02

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