Release Notes Version 2.9.2.5

New Feature

Employee Stealth Management

Within the employee directory, there will be an option to categorize an employee as either Stealth or Non-stealth. By default, all employees will be classified as Non-Stealth when imported from other systems unless designated as Stealth.

Additionally, users will have the ability to set the custodian as Stealth or Non-Stealth at the Project level (this change does not require approval).

When a Legal hold is established, all custodians marked as Stealth at the Project level will automatically appear as Stealth. However, the legal user has the option to revoke and issue a Legal Hold Notification if necessary. Similarly, Non-Stealth custodians can also be converted to Stealth at the legal hold level.

New Feature

Legal Hold

Create a new legal hold from an existing hold. This functionality enables users to generate a new hold by duplicating the information from the original hold. This streamlines and accelerates the process of hold creation.

New Feature

Legal Hold

A history of legal hold edits is now available. The record of all modifications made to each field in the legal hold is preserved and presented to the user via a pop-up window for every hold.

New Feature

Legal Hold

The questionnaire has been delinked from the legal hold notice.

The questionnaire template was previously embedded within the  legal hold notice. This is now delinked as it is sent through a separate email. This enables the user to leisurely answer the questions in the template after acknowledgment.

New Feature

Legal Hold-My Hold

The questionnaire link is now provided in the MyHolds screen. As the link to the questionnaire is removed, the questionnaire templates are now shown as a distinct column in the My holds screen.

New Features

Infrastructure

In compliance to reveal policy, the Telerik reports are upgraded to latest version.

New Features

Reports

A new report, Request Fields Traceability, is now available for tracking custom fields usage.  As there can be numerous custom fields defined for different request type templates and used in various requests, this report will show the usage of all the custom fields in templates and requests.

Feature Updates

Legal Hold

The editing of legal hold templates is now allowed.  Previously, legal hold users did not have permission to modify the legal hold notice template. This field is now enabled allowing users to revoke all the pending notices of old templates, and send new templates to all custodians to acknowledge. This allows the user to avoid generating a new legal hold ID if the current legal hold's content necessitates an addendum.

Feature Updates

Project Management

Editing the Project name is now allowed. Previously, users were unable to modify project names once they received approval. Now, this field can be changed until a legal hold notice or data processing is initiated.

Feature Updates

Request Tracker

Ordering of custom fields is now allowed. Users can now define a display order for the custom fields added to the Request type template. In the request creation/view screen, the custom fields will display in the order defined.

Feature Updates

Project Management

Provision of minor feature changes to custom roles-NLU & NLR.  Project summary fields are enabled for user entry for non-legal users and non-legal reviewer roles.