Review holds via the Holds Dashboard
Learn how to access and review revenue holds from the Holds Dashboard using either the Workbench or the Close Process dashboard
You can access the central list of holds using one of two paths:
Path 1: Via the Workbench
Navigate to Workbench > Holds. The Holds page is displayed, listing all hold records.
Use the Hold Level drop-down list to filter the grid by RC, POB, or Line-level holds.
Use the Status drop-down list to toggle between viewing Pending (active) holds or Released (historical) holds.
(Optional) To investigate the specific contract associated with a hold, hover over the hold line and click the Review RC (eye) icon. The system will navigate you directly to that Revenue Contract Detail page.
Path 2: Via the close process dashboard
Navigate to Dashboard > Close Process.
Click the Data Validation tab.
Locate the Revenue Holds row in the data grid. This row displays the total transaction count of active holds impacting the current period.
Click Summary or Details in the View column to drill down into the specific hold records and investigate the underlying contracts.