# Advisory Management

{% hint style="warning" %}
This menu is available only to members with Advisory permissions.
{% endhint %}

## Advisory status <a href="#workflows" id="workflows"></a>

The advisory process consists of five stages, from drafting to completion.

<figure><img src="/files/RtegvKl0LuvMyKWUwOoF" alt=""><figcaption></figcaption></figure>

1. Draft\
   This is the stage where the advisory request is written. It is divided into two steps.\
   \- The requester drafts the advisory request.\
   \- The administrator reviews the draft.
2. Approve\
   The administrator reviews the submitted advisory request and assigns a legal team member.
3. Assign Person in Charge\
   The assigned legal team member reviews the request, checks the necessary details, and makes any needed updates.
4. Review\
   Once the legal team member has completed their review, the administrator performs the final review.
5. Completed\
   The advisory is marked as completed after final approval by the administrator.

***

## **Advisory Process**

### **1. Draft (General Member)**

This is the stage where a general member registers an advisory request and submits it for review.

1-1. Register Advisory (General Member)

{% @arcade/embed flowId="GAjk0kX7Qw1jJr2dLOmA" url="<https://app.arcade.software/share/GAjk0kX7Qw1jJr2dLOmA>" %}

* At the top of the Advisory Management menu, click the \[Register Advisory] button.
* Enter the required information for the advisory request.
* After entering the advisory title, you can click \[Save as Draft] to modify it later.
* Select the advisory type.\
  You can select from the default advisory types provided, or create new types as needed. (Multiple selections allowed)
* You can link related advisory, case, or contracts already registered in allibee.
* You can upload related attachments.
* Click \[Save as Draft] to continue editing later. It will appear in the list with the status “Draft Saved.”
* Click \[Request for Review] to send the advisory to the designated approver for review. It will appear in the list with the status “Review in Progress.”

{% hint style="danger" %}
Once a review request is submitted, the advisory cannot be modified.\
The advisory may also not be deleted after submitting a review request.
{% endhint %}

1-2. Approve or Reject Review Request (General Member / Approver)

{% @arcade/embed flowId="EGHiyB4oSbcv8A7wbHv2" url="<https://app.arcade.software/share/EGHiyB4oSbcv8A7wbHv2>" %}

There are two ways to check review requests.

1. Via Email

* When designated as the reviewer, the administrator receives a review request email.
* Click \[Check Link] in the email to directly access the advisory.

2. Via Advisory Management Menu

* In the advisory list, find items marked with the “Review in Progress” status.

The reviewer (administrator) checks the request and either approves or rejects the review

* If the advisory is valid, click \[Confirm Review Request] to proceed to the person-in-charge assignment step.
* If revisions are needed, click \[Reject Review Request] to return it to the requester for correction.

### 2. Approve (Administrator)&#xD;

{% @arcade/embed flowId="dEuqaKBdYNHvrU2Wn8Od" url="<https://app.arcade.software/share/dEuqaKBdYNHvrU2Wn8Od>" %}

There are two ways to check requests for person-in-charge assignment.

1. Via Email

* Once the review request is approved, the administrator receives an email to assign a person in charge.
* Click \[Check Link] in the email to directly access the advisory.

2. Via Advisory Management Menu

* In the advisory list, find items marked with the status “Assigning Owner.”

The administrator checks the advisory and either assigns or rejects a legal team member.
\
There are two ways to assign a person in charge.

* Access the advisory details page to assign or reject a legal team member.
* Go to the Assign to Legal Department menu to view unassigned advisories and assign or reject a legal team member.

{% hint style="info" %}
Once a legal team member is assigned or rejected, a notification email is sent to the requester.
{% endhint %}

### 3. Assign Person in Charge (Legal Team Member)

{% @arcade/embed flowId="n4pr7fbsC1HC7UJGXMES" url="<https://app.arcade.software/share/n4pr7fbsC1HC7UJGXMES>" %}

There are two ways to check advisories assigned to you as a legal reviewer.

1. Via Email

* When designated as a reviewer, you will receive a notification email regarding the assignment.
* Click \[Check Link] in the email to directly access the advisory.

2. Via Advisory Management Menu

* In the advisory list, find items marked with the status “Under Review.”

You can review the registered advisory details and write your review opinion.

* Click \[Save as Draft] to save your input and edit it later.
* In the Opinions & History section, you can check the advisory’s past records or add additional comments.
* After completing your opinion, click \[Complete Review Draft] to submit your review.
* Once submitted, the review request is sent to the administrator for final review.
* Click \[Reject Reviewing] to reject the advisory review.

### 4. Review (Administrator)

{% @arcade/embed flowId="1IDFoh1nJx8hf1qxgUJF" url="<https://app.arcade.software/share/1IDFoh1nJx8hf1qxgUJF>" %}

There are two ways to check advisories that require legal approval.

1. Via Email

* When a legal team member submits their review opinion, a legal approval request email is sent to the administrator.
* Click \[Check Link] in the email to directly access the advisory.

2. Via Advisory Management Menu
3. In the advisory list, find items marked with the status “Under Legal Review.”

The administrator reviews the advisory and either gives final approval or rejects it.

* Check the review opinion submitted by the legal team member.
* Click \[Approve Final Review] to approve the advisory.
* Click \[Reject Final Review] to return it to the legal team member for revision and resubmission.

### 5. Completed

{% @arcade/embed flowId="79txPP17eXDjWJ0FHyjf" url="<https://app.arcade.software/share/79txPP17eXDjWJ0FHyjf>" %}

* Once the administrator gives final approval, the advisory process is completed and the status is changed to “Completed.”
* When an advisory is approved, a completion notification email is sent to the requester.
* You can view advisories marked as “Completed” in the advisory list.

{% hint style="success" %}
If the advisory is rejected at any stage, it will appear in the advisory list with the status “Rejected.”\
The requester can revise the content and re-enter the Preferred Due Date to resubmit the advisory.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.allibee.ai/en/elm/advisory.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.