Initiate an ad hoc approval for a legal request or its attachment
Initiate an ad hoc approval for a legal request or its attachments from a user or a user group.
Before you begin
Role required: sn_lg_ops.legal_fulfiller
About this task
As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.
Some cases where approvals can be requested for a legal request or its attachment include:
- Approval for legal contract documents from stakeholders.
- Ad hoc approval for a legal request that needs an authorization from the privacy team before it can be processed.
You can assign these approvals to any user or user group in your organization who have the legal_user role. When you initiate an approval, the approvers receive an email notification and can review and act on the approval.
Note: If a legal request or attachment already has a pending approval record, you cannot initiate another approval for the same item.
Procedure
Navigate to All > Legal Request > Legal Counsel Center.
Click the list icon (
List icon\).
- In the Lists tab, open a legal request by selecting an option under Legal Requests.
| Option | Steps |
|---|---|
| As an assignee |
The state of the legal request is Work in progress and the document is Legal review. |
| As a collaborator |
|
In the Approvers tab, click Initiate Approval.
You can also initiate an approval by clicking the more actions button (
More actions button icon.\) and selecting **Initiate Approval**.
- On the Initiate Approval dialog box, fill in the fields.
| Field | Description |
|---|---|
| Approval for | Item that needs an approval.- Request: Get approval for the entire legal request. - Attachment: Get approval for an attachment in the legal request. |
| Select attachment | Attachment in the legal request for which approval is required.This field appears only when Attachment is selected from Approval for. |
| Select document | Documents attached to the legal request for which approval is required.This field appears only when Document is selected from Approval for. Note: The Document option in the list appears only when the external storage option is enabled on the intake form of the request type. |
| Approval by | Approval required at user level or user group level.- User: Get approval from an individual user. - User group: Get approval from a set of users. The Select user field is replaced by the Select user group field. |
| Select user | User or user group who must approve the item.Note: Users or user groups with the legal_user role are listed.
|
| Approval note | Note for the selected user or user group. |
- Click Initiate.
Result
Assigned approvers are added in the Approvers tab based on the following conditions:
- If you selected User in the Approval by field, an approval record is created for the selected user.
- If you selected User group in the Approval by field, an approval record for each user in the selected user group is created. Anyone from the group can approve.
The assigned approvers get an email notification with a link to open the record for review and action.
Note:
- An attachment cannot be deleted after an ad hoc approval is initiated and is in the Requested state. To remove such attachments, either cancel the ad hoc approval request or obtain the approval first.
- When you remove an attachment from a legal request, it also deletes the associated ad hoc approval records. A work note is posted with the deletion details in the activity stream of the legal request.
The approval details appear under the Approvals tab on the Standard Ticket page.
What to do next
Approvers can review and approve or reject the requested item.
- Cancel an ad hoc approval for a legal request
Cancel an ad hoc approval for a legal request if it no longer requires any action.
Parent Topic:Work on a legal request