As system administrator, I want to define new custom employee attributes

System > Directories And Servers > Employee attribute mapping

As system administrator, I want to optionally map custom and standard employee attributes to Active Directory standard/custom attributes

System > Directories And Servers > Employee attribute mapping

As system administrator, I want to synchronize employee data from Active Directory with predefined attribute mapping

All Cases > Employee List > Synchronize now with Active directory

As system administrator, I want to set up a schedule for synchronizing employee data from Active Directory with predefined attribute mapping

System > Schedules > Add button > Active Directory Discovery

As system administrator, I want import data into employee list for standard and custom employee attributes

All Cases > Employee List > Import

As system administrator, I want to export employee data into CSV and XLS format along with employees custom attributes

All Cases > Employee List > Export

As collection access enabled user, I want to search and sort employees by custom attributes

All Cases > Employee List > Filter List: and grids

As collection access enabled user, I want to search by standard and custom attributes for given time range

Employee List search with date range filter such as Name, Title, Department, Location, Email Address and all custom attributes

As collection access enabled user, I want to change employee's Unique ID value

Employee record page show the Unique ID field

As collection access enabled user, I want to view changes to custom or standard employee attributes

All Cases > Employee List > Add button > Change log tab

As collection access enabled user, I want to see all the active and archived Legal Holds the employee is part of

All Cases > Employee List > Add button > Legal hold Activity tab

As collection access enabled user, I want to see all the active and archived Collections the employee is part of

All Cases > Employee List > Add button > Collection Activity tab

As collection access enabled user, I want to generate employee report containing employee attribute values, change log of attributes, LH activity log and collection activity log

All Cases > Employee List > Export button > Generate Employee Report

Report for individual employee can be generated from employee record page.

As case administrator, I want to associate existing employees to a case as custodians

All Cases > Case > Custodians - associate custodians to case using "Add Custodians" button

As case administrator, I want to bulk associate existing employees to case as custodians using employees Unique IDs or email address

All Cases > Case > Custodians > Import/Export from CSV

As case administrator, I want to disassociate one or more custodians from case

All Cases > Case > Custodians > Action button > Delete custodians

As case administrator, I want to view a consolidated view of all custodians with their standard and custom attributes and with their LH and collection data corresponding to that case

All Cases > Case > Custodians grid shows Legal hold notices and Data collected for that case

As case administrator, I want to case specific custodian report

All Cases > Case > Custodians > Actions button > Generate custodian report

This report is same as employee report except Legal hold and Collection data being case specific

As case administrator, I want to export custodian data along with their LH and collection activity for a case

All Cases > Case > Custodians > Import/Export

As case administrator, I want receive notifications for changes to custodian attribute values

All Cases > Case > Import/Export > Set Email Digest Options

Email digest is a recurring email notification containing changes done to the case custodians since last digest.

As case administrator, I want custodians added/removed to/from legal holds and collections to be associated/disassociated with/from the corresponding case and shown in the consolidated view.

Custodians associated with Legal hold and collections would be available on corresponding case's "Custodians" page