View and Analyze Hold Responses
Quickly View Responses
Hold administrators can quickly view the status of responses to a hold by logging in and navigating to Manage Holds > All Active Holds. The Tile View page lists all holds that have been sent. From this view, you can quickly search and view an accurate number of recipients who have submitted a Yes, No, or Unsure response.
Filter by Response Type
Select a specific progress bar using the toggles to quickly view which recipients have responded Yes, No, or Unsure (if applicable).
View History
This View History tab contains a detailed list of each time this particular hold notice was sent. You can find details including:
- The date and time a hold was sent
- The name of the notice that was sent
- If the hold notice was manually sent or sent as part of a scheduled task
- To whom the hold notice was sent
Questionnaire Analysis
Depending on if this particular hold has a questionnaire associated with it, you can filter the responses and view who has provided answers for specific questions (or criteria). See the example below for further detail.
- Using the dropdown against Filter responses on, user can choose the questionnaire response.
- Fill the form to see the desired questionnaire response.
- Click View Response Details to see the Custodian response matches in the following table.
