When creating materials:
For materials listed in the Mandatory Review section, a review by the Legal & Corporate Affairs Team is always required.
For all other materials, a review is not required provided the materials comply with:
The DRI is responsible for ensuring materials are compliant. If you're unsure whether certain materials need to be reviewed, or have a question about compliance with the SAFE Framework, the IP Guidelines, or the Checklist, reach out in the #safe Slack channel.
Review is always required for:
This process should never be used for:
The Legal & Corporate Affairs Team will not review materials sent in Slack because Slack should not be used for obtaining approval; follow this Materials Legal Review Process instead.
External use means materials made available to any company or individual who is not a GitLab team member, including media, marketing audiences, prospects, customers, partners, vendors, community members, and conference attendees. Materials published with public visibility on the GitLab Unfiltered YouTube channel, or on any GitLab social media channel, are external.
Internal use means materials made available solely to GitLab team members.
Sometimes, legal review entails two separate reviews:
The Legal & Corporate Affairs Team aims to complete single material reviews within two business days of submission. The turnaround time for multiple materials reviews will depend on the volume of material submitted for review.
This process is divided into two tracks - follow the track which applies to your situation:
Follow this process to obtain legal review of a single piece of material. A slide deck, script, and video for one presentation are considered a single piece of material.
### Materials to be reviewed
<!-- Link (for Google Docs) or upload (for other file types) the material for review here. -->
### Is this material for internal or external use?
<!-- Delete as appropriate, and refer to the definitions of `external use` and `internal use` in the Materials Legal Review Process. If there are plans to use the material, or any part of it, externally in the future, chose `external`. -->
- external @sfriss @LeeFalc
- internal @sfriss
### Will the materials be made available on GitLab Unfiltered, Edcast, or anywhere else?
<!-- Delete as appropriate to state whether some or all of the materials being submitted for review will be made available anywhere. If they will, give details of the visibility the materials will have. -->
- yes <!-- if yes, give details -->
- no
### Is the material subject to mandatory review?
<!-- Delete as appropriate and refer to the definition of mandatory review: https://about.gitlab.com/handbook/legal/materials-legal-review-process/#mandatory-review -->
- yes <!-- if yes, identify the type of material from the list of materials subject to mandatory review -->
- no
### Does the material comply with the [SAFE Framework](https://about.gitlab.com/handbook/legal/safe-framework/) and the [Guidelines for Use of Third-party IP in External Materials](https://about.gitlab.com/handbook/legal/ip-public-materials-guidelines/)?
<!-- Delete as appropriate -->
- yes
- no
- I'm not sure
### If the material is not subject to mandatory review and complies with the SAFE Framework and IP Guidelines, legal review is not mandatory. However, if you have specific questions regarding the material, set those out here, identifying the aspect(s) of the material to which the questions relate.
<!-- if the materials are subject to mandatory review, or do not comply with the SAFE Framework or IP Guidelines, skip to the next question -->
### Due date for review
<!-- State the due date for review, noting that the Legal & Corporate Affairs Team requires at least two business days to complete a review. -->
If no working issue already exists, complete the single material legal review issue template, following the instructions in the template.
@sfriss
for internal materials, and @sfriss
and @LeeFalc
for external materials). IP review is not required for materials created for internal use, only SAFE review is required. Internal use and external use are defined here.If the review request is subject to mandatory review for a video not yet produced, review is required in respect of both (i) the slide deck, storyboard, and script (as appropriate, and in final form) before recording, and (ii) the final cut. Request review at each stage as set out in this process.
The Legal & Corporate Affairs Team will review the material, making comments and requests for changes in the document, or an issue comment thread, and provide context for any requested changes in accordance with the say why, not just what operating principle.
Once legal review is complete, a Legal & Corporate Affairs Team member will tag the issue creator and comment Legal review complete
. Review is complete only once Legal review complete
has been commented; comments like SAFE review complete
and IP review complete
do not indicate review is complete.
If any changes are made to the material after legal review, another legal review is required. Tag the appropriate reviewers ((@sfriss
for internal materials, and @sfriss
and @LeeFalc
for external materials)) in the issue, or issue comment, created in step 1, requesting review of the amended material. As repeat reviews are inefficient, ensure materials are finalized before submitting for legal review.
Legal review complete
.Follow this process to obtain legal review of multiple pieces of material with a related purpose, like several slide decks being prepared for one event.
The Legal & Corporate Affairs team will review the material, making comments and requests for changes in the document, or the applicable comment thread in the issue, and provide context for any requested changes in accordance with the say why, not just what operating principle. Ensure that all discussion relating to a given piece of material takes place in replies to the relevant comment thread; do not create a new comment thread each time you comment.
Once legal review is complete, a Legal & Corporate Affairs Team member will tag the creator of the comment thread and comment Legal review complete
in the relevant comment thread. Legal review is complete only once Legal review complete
has been commented; comments like SAFE review complete
and IP review complete
do not indicate review is complete.
If any changes are made to the material after legal review, another legal review is required. Tag the appropriate reviewers (@Scott Rissmiller
for internal materials, and @Scott Rissmiller
and @LeeFalc
for external materials) in the issue comment created in step 2, requesting review of the amended material. As repeat reviews are inefficient, ensure materials are finalized before submitting for legal review.
Once legal review of the amended material is complete, a Legal & Corporate Affairs Team member will once again tag the issue creator and comment Legal review complete
in the relevant comment thread.