Add fulfillment instructions and checklist for a data source

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add instructions for a data source that a task owner in a legal matter can follow to resolve the task.

    Antes de Iniciar

    Role required: sn_lg_forensics.forensics_config or admin

    Procedimento

    1. Navigate to All > Legal Administration > Digital Forensics Admin > Data Sources.
    2. Open a data source to which you want to add instructions.
    3. In the Fulfillment Steps related list, click New.
    4. On the form, fill in the fields.
      Tabela 1. Fulfillment Steps form
      Field Description
      Phase Name of the phase in which the task is created in a legal matter for a digital forensics request.
      Search source Name of the data source for which you are adding the instructions.
      Instructions Instructions for the assigned user to perform to resolve the legal matter task.
    5. Click Submit.
      A fulfillment step record is created. The Checklist section appears.
    6. Opcional: Add to-do items in the Checklist section to provide a list of activities for the task fulfiller.
      1. Click the more actions icon (more actions icon) next to the Checklist.
      2. Click Create new.
      3. Enter a description for the to-do item and press the Enter key.
      This checklist appears as the default to-do items in the corresponding legal matter task.
    7. Click Update.