Work on a legal matter assigned to you to conduct legal investigations and resolve an
internal complaint.
Prozedur
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Navigate to .
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Click the list icon (
).
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In the Lists tab, under Matters,
click All.
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Open a legal matter to work on.
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Click Start Work to start working on the legal
matter.
The state of the legal matter updates to Work in Progress.
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During the legal investigation, you can create and record the following
information related to the incident and involved parties.
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Add or modify an involved
party in the Involved Parties
tab.
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Add an allegation to the
matter, and associate it with one or more involved parties of the type
Subject of Allegation.
- Add documentation, interviews, and recommended actions through legal
matter tasks as you conduct investigations.
Hinweis: For a legal investigation
matter, add tasks of the following types:
- Documentation: Store documents that you
collected as part of the investigations in the legal matter. You
can also assign the task of collecting investigation
documentation to another user. For detailed instructions, see
Add a task in the legal matter.
- Interview: Conduct interviews with the
involved parties, and as needed, include other users on the
interview panel. For detailed instructions on adding interviews,
see Add an interview task to a legal matter.
- Recommended Actions: Based on the
findings of the investigations, provide recommendations for the
involved parties. For detailed instructions on adding
recommended actions, see Add a recommended actions task to a legal matter.
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Perform other general tasks on the legal matter.
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Close
the legal matter or transfer the legal matter based on the requirements.