Work on a legal request through Mobile Agent
As a member of the legal department, work on legal requests submitted by employees to resolve their issues or to answer their queries.
Before you begin
Role required: sn_lg_ops.legal_fulfiller
Procedure
- Open the Mobile Agent app on your mobile.
- In the navigation bar, tap Legal.
-
Open an assigned request you want to work on in any of the following
ways:
- In the global search bar, search for a request and tap on a request to open.
- In the Critical Requests Assigned to Me list, tap on a request applet.
- In the My Work list, tap on the Assigned Requests and then tap on a request.
- Tap Start Work to start working on the legal request.
Result
What to do next
- Create and manage checklist to track what should be done to resolve the legal request.
- Add documents, videos, images.
- Promote the legal request to a legal matter. This option is available only if you have installed the Legal Matter Management application.
- Close the legal request when the request is resolved.