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Use caseUC0042

Check an agency's expiring records for holds before destruction

A records series reaches the end of its retention, but a legal hold, an audit or an open records request may still freeze it. This app reads each review, names the hold that freezes the series, and flags one already queued for destruction.

For the records officerCross-domain · Government & Public Sector

Why it matters

Today's manual process, and the same job with the app

A records officer at a government agency, working through series whose retention period has ended.

✕Today's manual process

1Open each review and read every line of the hold registry.
2Judge each hold's scope against the series' category, project and closed date.
3Follow every continued hold back to the one it continues, then check the dates.
4One miss destroys records under a live hold, or nothing is ever destroyed.
Every hold read and judged manually

✓With the app

1Each review is read, and twelve fields are filled in, each showing where it came from.
2Each hold's scope is judged against this series, and the hold that freezes it is named.
3Continued holds are followed back, so a released hold with a live successor still counts.
4Frozen series in the queue are flagged to pull out. A records officer approves every release.
The officer reviews proposals and flags only

See it work

One real case, read by the app, step by step

Series RS-2018-8284, Bell Harbor financial files: the officer's note says nothing is outstanding, but hold PR-2025-041 still covers it.

Check an agency's expiring records for holds before destructionReference appBuilt to be shaped to your process
  1. 1The record series Bell Harbor financial files, read straight from the review.
  2. 2Retention has ended December 2025, so the series is up for destruction review.
  3. 3The hold that binds PR-2025-041, an active hold that covers this series.
  4. 4What does not count the officer's note says nothing is outstanding. The hold says otherwise.
  5. 5Pull it out frozen, yet already queued for destruction. A records officer must act.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
16 of 16frozen series caught in the destruction queuemeasured in 06 Evals →
55 of 55reviews named the right freezing holdmeasured in 01 Business case →
28 of 28frozen series kept from releasemeasured in 06 Evals →
12.6¢to check all 55 reviewsmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour retention schedule, your hold types and what counts as a live hold.
Your recordsYour hold registry, hold notices and the review forms your officers already file.
Your systemsReads your records system and destruction queue, with no delete control anywhere.
Your screensThe fields, wording and layout your records team already uses.

Want this for your team?

Talk to us

We can run this on your own hold registry and retention schedule, inside your environment.

Talk to us →
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