Manage involved parties in a legal request or legal matter

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add a new involved party or modify the information of an existing involved party in a legal request or legal matter related to a complaint.

    Vorbereitungen

    Role required: sn_lg_investigate.fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    Involved parties are individuals who are directly or indirectly connected to a complaint, such as complainants, witnesses, the subjects of allegations, and other relevant individuals. These individuals can be from within or outside the organization.

    Prozedur

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Open a legal request or legal matter assigned to you in which you want to manage the involved parties.
    3. In the Involved Parties tab, add or modify an involved party.
      • To add an involved party, click New.
      • To modify an existing an involved party, open an involved party from the list.
    4. On the form, fill in the fields.
      For field descriptions, see Involved Party form.
    5. Click Save.