Create or modify a legal catalog category

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

    • Create or modify a catalog category to organize your legal catalog items into logical groups in the Legal Operations Catalog.

    Before you begin

    Role required: sn_lg_ops.legal_catalog_admin

    Procedure

    1. Navigate to All > Legal Administration > Legal Catalog > Maintain Categories.
    2. Create or modify a catalog category.
      • To create a catalog category, click New.
      • To modify an existing catalog category, open the catalog category from the list.
    3. On the form, fill in the fields.
      Table 1. Category form
      Field Description
      Title Unique name of the catalog category.
      Catalog Name of the catalog to which the category belongs.

      Select Legal Operations Catalog.
      Location Location relevant for the category.
      Description Description about the category.

      The description appears under the catalog category name when you select the category on the Legal Service Portal.
      Application Application scope in which the category is applicable.
      Active Option for making the category available on the portal.
      Parent Legal catalog category that is the parent for this category.
      Desktop image Large image that appears with the category on the portal.
      Icon Small icon that appears next to the category name when the category is listed as a subcategory.
      Header icon Icon that appears next to the category header when the category is a top-level category.
    4. Click Submit.

    Result

    The service catalog category is created. The catalog categories are listed in the Service catalog category field on the Practice Area form.

    What to do next

    • Associate a record producer with the category using the Catalog Item related list.
    • Associate the catalog category with a practice area to map the practice area, record producer, and catalog category together. This mapping helps employees to use the relevant categories to submit legal requests. In turn, these requests are assigned to the correct groups or users through the associated practice area.

      For more information, see Create or modify a practice area.