Add legal hold to a case

You can put an existing case under legal hold status. Use legal hold cases In Risk Management, use cases to group interactionss according to the needs of the enterprise. Interactions can reside in multiple cases simultaneously. for compliance or legal purposes. When a case is placed on Legal Hold, interactions in the case cannot be deleted from the system.

Before you begin 

Access a case that is not yet under legal hold and is not a recycle bin A recycle bin is a special type of case that serves as a temporary location for interactions scheduled for deletion based on a period of days, known as 'days until deletion.' After the number of days expire, the system permanently deletes the interactions..

Procedure 

1. On the right side of the page, open the workspace Area within an application window where the user interacts with the program. shortcut menu.

2. Click Add Legal Hold.

   • If the case is already in a legal hold status, the option is not available.

   • If you do not have the role privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access. to Enable Legal Hold, the option is not available.

3. To complete the addition of legal hold to the case, from the dialog box displayed, click Add Legal Hold.

Related topics 

Creating and managing cases

Legal hold cases