Legal Basis/Consent - How to Create & Edit
Migration Manager the ability to set the Legal Basis/Consent on a Matter via the More button on the Cover Page. The Basis list can be edited to add a new Basis or delete an unwanted basis.
1. Access the Legal Basis list
From the Main Menu, select Schedules, then Legal Basis.
2. Add a new Legal Basis
From the Legal Basis Schedule window, click the +Add Button.
3. Complete the Basis
Enter the description of the Legal Basis, then click OK.
The new Legal Basis will appear
Once complete, click the Close button.
Deleting a Legal Basis
To delete a Legal Basis, simply right-click on the Basis you wish to delete and select Delete Legal Basis.
Then click YES to confirm deletion.