Configure Legal Simple Privacy
Configure the foundation data to enable submitting a privacy impact assessment request to the legal department.
As an administrator, review the installed components and modify them or add new ones as applicable.
- Create or modify a practice area
- Set up the practice areas specific to law practices such as Intellectual Property, Privacy, or Compliance. Associate categories to the practice area and assign a legal department user as the practice area lead.
- Create or modify a legal catalog category
- Create catalog categories to group legal services that employees can use to find a specific legal service request on the Legal Service Portal.
- Configure an external storage system for legal requests and legal matters
- Configure an external storage system to store documents attached to the Legal Simple Privacy requests by the requester or the fulfiller, which enables your organization to have a centralized documentation management and retention policy.
- Create or modify a response template for legal services
- Configure a response template with a reusable message that legal fulfillers can use to send users quick and consistent messages through work notes, comments, emails, or chat conversations.
For chat response templates, you can specify a short name that can be used as a shortcut to present the response message to a user quickly.
- Create an email notification
- Create or modify email notifications that are sent when specific events occur,for example, when a request is assigned, closed, or canceled, or a message has been posted to request additional information.
- Configuring the form layout
- To track dispositions from Legal Simple Privacy requests, add the Legal Disposition [sn_lg_ops_legal_disposition] table as a related list to any Legal Simple Privacy Request form.