Update an existing conflict of interest disclosure request
Update an existing conflict of interest disclosure request to obtain the legal clearance again before it expires. You might want to get fresh approvals for an extension of the period or for the revised conditions that might pose a risk of potential conflict with the primary employer duties.
Before you begin
Role required: sn_lg_ops.legal_user
Procedure
Navigate to All > Employee Center.
Note: If you’re using Legal Service Portal, open a request by navigating to the Legal Service Portal and selecting My Requests > View all requests from the header.
Select My Requests from the header.
Open the conflict of interest disclosure request.
From the Actions menu, select Edit Request.
On the form, update the fields and click Submit.
Note: You cannot update a few fields on the form, and so they show up as inactive.
Manage documents supporting your request.
| Option | Steps |
|---|---|
| If the Attachments tab is visible | - To upload a new document, select the add attachment icon \( Image omitted: add-attachment-icon.png - To rename an attached file, select the edit file name icon \( Add attachment icon.\) and select a file. Image omitted: rename-icon.png - To remove an attached file, select the delete icon \( Edit file name icon.\) and update the file name. Image omitted: delete-icon.png Delete icon.\). |
| If the Documents tab is visible |
A link to the document is listed in the External URL column of the documents list.
|
Result
The conflict of interest disclosure request is updated and the state is set as New.The Activities stream shows the details of the updated fields. The request is sent for approval. The approval flow for the selected conflict type controls the request to go through the required number of approval levels. Approvers assigned at each approval level can approve the request. After the approval flow gets triggered, the state of the request updates to Work in Progress.
The approval details appear under the Approvals tab on the Standard Ticket page.
Parent Topic:Using Legal Conflict of Interest