Best Practice to Track Legal Hold for Assets, Hard Disks & VMs

PrajjvalSiG
Tera Expert

Hello Community,

I’m looking for best-practice guidance on handling Legal Hold scenarios in ServiceNow.

Currently, when a laptop/computer goes into Legal Hold, the HAM team collects the device, and we mark it using a custom Legal Hold checkbox on the computer asset record.

However, we now have additional scenarios:

  1. Hard Disk Swap
    • A laptop goes into Legal Hold.
    • The hard disk is removed and replaced.
    • The same laptop is reissued to another user.
    • The original hard disk must still remain under Legal Hold independently.
  2. Virtual Machines
    • Some VMs also need to be placed under Legal Hold.

Challenge:

  • The client suggested using the Computer Peripheral table for hard disks, but the same serial number as the parent computer is being used, causing duplicate serial number issues.
  • There’s also limited traceability to clearly identify what exactly is under Legal Hold (device vs disk vs VM).

Looking for suggestions on:

  • Best way to model Legal Hold for devices, components (hard disks), and VMs
  • Whether Legal Hold should be a flag on assets or a separate Legal Hold record.
  • How to avoid serial number duplication while maintaining audit and compliance tracking and what should be the unique identifiers for hard discs.
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