The Custodians tab is where users can manage custodians that have been added to the DISCO Hold system. This list is populated with custodians that have been added via integration with the company’s Active Directory/Google Directory as well as non-employee custodians that have been manually added.
Custodians List
The Custodians List shows all custodians in the DISCO Hold system. Users may locate individual custodians by using the Filters on the left side of the Custodians List as well as via the search bar located at the top of the page. For each custodian, you may access the custodian’s name, email address, open matters, and group status. Any HRIS integration information (such as Workday or SAP SuccessFactors) will appear in the Filters and the Custodian List as well — for example, whether a custodian is an active or terminated employee. Additionally, any custodian that has been manually entered can be edited by clicking the icon to the far right of their name.
By default, the custodians list is limited to 50 custodians per page. This may be changed by clicking the arrow next to Items per page. You may click the navigation arrows at the top and bottom of the custodians list to move to the next or previous page in the list.
Below is an overview of key fields in the Custodian List:
- Open Matters: By clicking the number in the Open Matters column, the user will be taken to the Matters Dashboard, which will be automatically filtered to show all matters that the custodian has been associated with.
- Sources: The Sources column should all integrations in which data on the custodian is available to be preserved
- Asset: The Asset column reflects the number of matters in which an individual custodian has been identified as having an asset on hold. See the Adding Custodians to a New Matter Knowledge Base for more detail on asset holds.