A legal hold is placed by one person and released by another
Who is involved
| Role | What they do |
|---|---|
| Compliance officer | Places the hold and reads the held messages. |
| Employee | Is the person under the hold. |
| Tenant admin | Releases the hold when the case closes. |
Step by step
- Compliance officer
Opens Legal holds and places a hold on the employee, with a reason and a case reference.
What they see:The hold is listed as Active with their name, the reason and today's date.
- Employee
Edits one of their messages and deletes another.
What they see:The app shows the edit and the deletion as usual.
- Compliance officer
Opens the employee's conversation in Compliance review.
What they see:The original and the edit of the first message, and the text of the deleted one.
- Compliance officer
Tries to release their own hold.
What they see:A refusal: a different person must release it.
- Tenant admin
Releases the hold.
What they see:The hold moves to Released with their name and the date.
Who is told what
None; every step is in the access log.