(DTERP-2302) Legal Hold

Owned by SNP
Feb 10, 2023
2 min read

Due to legal reasons, it can happen that you need to temporarily hold particular archived data from Retention management.

Management

With the following steps, you can get to the main screen of functionality.

  1. Go to cockpit transaction /DVD/EM

  2. Click on the Retention management button

  3. Double click on Legal hold item

Here you can find a list of already created Legal holds and you could further drill down to document that is holding.

Create new

If you already registered documents into Retention management you could create a Legal hold for these documents. New Legal hold can be created by clicking on the New button in the Legal hold transaction /DVD/CRP_RMI_LH.

Now you can fill your selection on which you want to create a Legal hold.

This selection contains the following parameters:

  • Source ID

  • Document

  • Arch. key

  • Archiving object

  • Document ID

  • Retention date

  • Legal entity

  • Created on

  • Creation user

  • Changed on

  • Change user

Functionality support also test mode so you can see how much data would be processed if you executed in production mode.

Once the Legal hold is created, respective documents cannot be marked for deletion or deleted until this hold is not released. Documents also cannot be re-registered.

Release

If you created a Legal hold and reasons, why it was created, are not valid anymore then you could release it as follows:

  1. Go to Legal hold transaction /DVD/CRP_RMI_LH

  2. Chose row of Legal hold which you want to release

  3. Confirm that Legal hold can be released

Now Legal hold is released and documents will be marked for deletion during the next execution of the retention scan.

Please note that one document can be held by multiple Legal holds, so it means it will be released only after last o these Legal hold is released

Delete

When you release your Legal hold release date will be set but it will remain on the management list. If you want to clean up this list it is able to delete already released Legal holds.

Authorisations

In order to be able to execute mentioned actions you need to have assigned role /DVD/CRP_ADMIN or specifically need to have assigned authorisation object /DVD/CRP_R with field REPORT filled with value /DVD/CRP_RMI_SET_LEGAL_HOLD.

This will allow you to Create, Release and Delete legal hold.