Cancel an ad hoc approval for a legal matter

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

    • Cancel an ad hoc approval for a legal matter if it no longer requires any action.

    Before you begin

    You can only cancel an ad hoc approval that is in the Requested state.

    Role required: sn_lg_ops.legal_fulfiller

    About this task

    As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. In the Legal Counsel Center tab, select the list icon (List icon).
    3. In the Lists tab, open a legal matter by selecting an option under Matters.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a legal matter to work on.
      3. If the legal matter is newly assigned to you, select Start to start working on it.

        The state of the legal matter updates to Work in Progress.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a legal matter to work on.
    4. In the Approvers tab, click Cancel Approval.
    5. In the Cancel Approval dialog box, select the approval record from the Approval for field that you want to cancel.
    6. Enter comments for canceling the approval record and click Confirm Cancellation.

    Result

    The approval record is canceled and its state updates to Cancelled and comments are added to the approval record. If the approval was requested from a user group, then the corresponding approval records for all users in the user group are canceled.