Key Highlights
Sticky Grids – Allows user to save changes to metadata column grid view so that their custom views are now persistent.
Enhanced Workday Integration – Bi-directional update now allows Reveal Hold to update a custom flag in Workday to show that an employee is on Legal Hold.
Mandatory Questionnaire – Users can now make completion of questionnaires mandatory before legal hold notice can be acknowledged.
Edit Legal Hold Templates - Allow users to edit legal hold notice templates in a Legal Hold without the need to generate an entirely new hold in project.
History - Enhanced legal hold auditing features.
Release Details
Item Type | Category | Description |
|---|---|---|
New Feature | Employee Directory | Bi-directional update now allows Reveal Hold to update a custom flag in Workday to show that an employee is on Legal Hold. |
New Feature | Grids | Sticky Grids now allows user to save changes to metadata column grid view including sort order so that their custom views are now persistent. This has been implemented for the grids below:
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New Feature | Grids | When exporting grid information, any changes made (visible columns, sort order, etc.) will now export as viewed. This has been implemented for the grids below:
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New Feature | Employee Stealth Management | Within the employee directory, there is now 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 at time of import. 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 within the user interface. 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-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 Feature | 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 | Legal Hold | More flexibility is now available for questionnaire responses with the ability to set mandatory completion status through a new configuration option. Option 1 – Custodian must complete a questionnaire before acknowledging legal hold. Option 2 – Custodian does not have to complete a questionnaire before acknowledging legal hold. |
Feature Updates | Request Tracker | The link in Request email messages would previously send users to the list of all requests. This functionality has been changed to send them directly to the detail of the request it was generated from. |
Feature Updates | Employee Directory | A new field called “Employee Type” has now been added to the Employee Directory synchronization from Azure Active Directory. |
Feature Updates | Reports | The scheduling of reports at both the Global and Project levels has now been fully enabled. |
Feature Updates | Connect and Collect | SharePoint site identification has been enhanced to eliminate the requirement to have Read-Only access to each SharePoint site. |