Assign a Legal Content Review request
Assign a Legal Content Review request to yourself or to someone in your assignment group.
Vorbereitungen
Role required: sn_lg_cont_review.content_fulfiller
Warum und wann dieser Vorgang ausgeführt wird
When an employee submits a legal request, it's automatically assigned to a group or user in the legal department based on the assignment rules configured for the intake form of the associated practice area. If the request is assigned to a legal group, any member from the group can assign the request to themselves or assign it to another member of the group. For more information, see Assignment rule to automatically assign legal requests or matters.
The Assignment group permission level must be Read or Edit to view or change the permission level of the legal request for the users. By default, the permission level is set to Read. To change it to Edit, first select Assign to me.
Prozedur
Ergebnisse
Nächste Maßnahme
The assigned user can start working on the legal request. For more information, see Work on a legal request.