Assign a legal request through Mobile Agent
As a legal group manager or a practice area lead, assign a legal request to a legal department's member to work on.
Vorbereitungen
Role required: sn_lg_ops.legal_fulfiller
Warum und wann dieser Vorgang ausgeführt wird
When an employee submits a legal request, it is 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 triage the request themselves or assign it to another member of the group.
Prozedur
- In the Mobile Agent, navigate to the Practice Area Work list.
- Tap Unassigned Requests to open the list of unassigned requests.
- Tap a request item to assign it to a legal department's member.
- In the Details tab, tap Assign.
- In the Assigned to list, select the user to whom you want to assign the request.
-
Tap the submit icon (
).