Update a privacy assessment request

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Update request details, add comments, or upload documents in a privacy assessment request you submitted while it is still in the New or Assigned state.

    Before you begin

    Role required: sn_lg_ops.legal_user

    Procedure

    1. Navigate to All > Legal Request > Legal Service Portal.
    2. Select View all from the My Requests panel.
    3. Open your submitted privacy assessment request.
    4. On the standard ticket page, review and edit the request details.
    5. From the Actions menu, select Edit Request.
    6. In the Variables form, modify the request details.
    7. Select Save.
    8. Select Back to return to the standard ticket page.
      The request is updated with the new information. The changes appear as comments in the Additional Comments section of the request.
    9. Optional: In the Activity tab, provide comments or more information about your request for the request fulfiller.
    10. Optional: Manage documents supporting your request.
      OptionSteps
      If the Attachments tab is visible
      • To upload a new document, select the add attachment icon (Add attachment icon.) and select a file.
      • To rename an attached file, select the edit file name icon (Edit file name icon.) and update the file name.
      • To remove an attached file, select the delete icon (Delete icon.).
      If the Documents tab is visible
      • To upload a new document, select Attach and select a file.

        A link to the document is listed in the External URL column of the documents list.

      • To remove an attached file, select Delete. In the Delete document dialog box, select a document from the list, and then select Delete.
    11. Optional: In the Approvals tab, view the approval details associated with the request.
      Note:
      The Approvals tab appears only when the privacy assessment request or an attachment has approval records.