Can I add or change a custodian interview to an existing hold?
Yes. If you edit an existing interview template that is attached to an active legal hold, the changes to the template will be reflected for any custodians that are completing surveys after that point. You can also add or change an interview template when editing an existing hold notice. Once you’ve completed your edits, you can either reissue the notice to all custodians (which will reset their acknowledgement status back to “pending”). Alternatively, you can save the changes without sending the edited hold, then use the “Send Interview” selection to send the custodian interview to any active custodian associated with that hold. If an interview template was previously associated with the hold, the “Send Interview” selection will send a reminder just to those that have not previously completed an interview form.
Related Questions
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