Submit a new conflict of interest disclosure request

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

    • Submit a request to obtain the legal clearance before you involve in any activity that might pose a risk of potential conflict with the primary employer duties.

    Before you begin

    Role required: sn_lg_ops.legal_user

    Procedure

    1. Navigate to All > Legal Request > Legal Service Portal.
      Note:
      If you’re using Employee Center, you can submit a legal request by navigating to the Employee Center portal and selecting a request from the Legal services > Browse Legal services menu.
    2. Click Service Catalog to view all available request categories.
    3. Search for the conflict of interest disclosure request item.
    4. Click Conflict of Interest Disclosure.
    5. In the Conflict type field, select the type of conflict.
      The following options are available to select:
      • Board Service: A conflict of interest when a board member's interest might compromise the organization's interest or derive a financial or personal gain from a direct or indirect relationship.
      • Outside Employment: A conflict of interest when employees take up a second job that might be in conflict with the primary job duties.
      • Personal Relationship: A conflict of interest when employees having personal relationships also have a professional relationship within the organization.
      Based on the selection, more fields appear to fill in the required information.
    6. On the form, fill in the fields and click Submit.

    Result

    • A conflict of interest disclosure request is created in the New state and is sent for approval. The approval flow for the selected conflict type controls the request to go through the required number of approval levels. Approvers assigned at each approval level can approve the request. Once the approval flow gets triggered, the state of the request updates to Work in Progress.
    • The Standard Ticket page displays that has the following tabs to perform different tasks:
      • Activity: Track the activity history of the request and post messages for the fulfiller working on the request.
      • Attachments or Documents: Upload and manage the documents in the legal request.
        Note:
        If the external storage option is enabled, the Documents tab is displayed. Otherwise, the Attachments tab is displayed.

      • The approval details appear under the Approvals tab on the Standard Ticket page.

      • Request Details: Review request details.