Acknowledged on Behalf of

Lists users for whom security memo acknowledgement was performed by another person. Information in the report includes:

• Details of user acknowledged on behalf of
• Acknowledging user
• Reason for adding user to staffing
• Date of acknowledgement
• Acknowledgement reason
• Type of item that the acknowledgment was performed on—for example matter or hold. 
• Asset name, ID, type, and security policy.
  Parent asset details are also provided.

Administrators

Lists all asset (that is, client, matter, client group, case) and collection administrators in iManage SPM. The report is sorted by user and provides useful information, including asset type and details, and administrator type.

You can also run the report for a single user, that lists all assets that the specified user is an administrator of. You can use this, for example—to understand the administrative responsibilities of a given attorney.

Lists all assistants and their timekeepers.

A detailed report containing all information relevant to a given user, including information on team memberships, asset and collection exclusions, and assigned assistants. The visibility of users in active opposing team sets, the reason they're added, the side that they are on, and the side details, depends on your role as well as the auction settings.

Lists security policies where excluded systems are specified.

Lists users who have access to specific systems.

Memo Acknowledgement

Lists users with outstanding security memo acknowledgement requests.

Memo Acknowledgement Verification

Lists users and the verification status of their security memo acknowledgement requests. Includes status and date of memo acknowledgement for each relevant user.

Opposing Set Floating Users

Lists users who can't be excluded by their presence on more than one side of an active or inactive opposing team set. The report details include user information and reasons for addition.

Provides a list of:

• All clients, matters, and cases that are opposing a specified client, matter, or case.
  Or (depending on option selected)
• All opposing team sets, across all clients and matters. This report includes details about all sides of opposing team sets, including their constituent item types (such as matter, case) and whether that side has custom staffing or not.
• Details on the opposing team set and relevant assets, including:
  • Opposing team set name
  • Asset name
  • Asset security policy
  • Client name—in the case where the asset is a matter
  • Client ID—in the case where the asset is a matter
  • Set created by
  • Set created date
  • Security memo—which denotes whether a security notification requiring acknowledgement is configured to be sent to a user added to that asset.
  • Set Security memo—which denotes whether a security notification requiring acknowledgement is configured to be sent to a user added to that set.
  • Opposing team set status—active or inactive

The availability of these reports, and visibility of the data in them depend on your role and the auction settings (as applicable).

Overdue Hold Reviews

Lists holds reviews that are overdue.

Lists all timekeepers and their assigned assistants.

Upcoming Hold Reviews

Lists holds reviews that are due within the next 30 days. This report can help facilitate resource planning for corresponding workloads.

Lists policy reviews that are due in the next 30 days. This report can help facilitate resource planning for corresponding workloads.

Lists users who are added to more than one side of an active or inactive opposing team set. The availability of this report, and visibility of users in active opposing team sets, the reason they're added, the side that they're on, and the side details, depends on your role and the auction settings.