Advisory Management
Advisory requests can be submitted and managed as needed.
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Advisory requests can be submitted and managed as needed.
Last updated
Was this helpful?
This menu is available only to members with Advisory permissions.
The advisory process consists of five stages, from drafting to completion.
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.
Approve The administrator reviews the submitted advisory request and assigns a legal team member.
Assign Person in Charge The assigned legal team member reviews the request, checks the necessary details, and makes any needed updates.
Review Once the legal team member has completed their review, the administrator performs the final review.
Completed The advisory is marked as completed after final approval by the administrator.
This is the stage where a general member registers an advisory request and submits it for review.
1-1. Register Advisory (General Member)
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 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.”
Once a review request is submitted, the advisory cannot be modified. The advisory may also not be deleted after submitting a review request.
1-2. Approve or Reject Review Request (General Member / Approver)
There are two ways to check review requests.
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.
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.
There are two ways to check requests for person-in-charge assignment.
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.
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.
There are two ways to check advisories assigned to you as a legal reviewer.
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.
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.
There are two ways to check advisories that require legal approval.
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.
Via Advisory Management Menu
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.
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.
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.
