Assign a privacy assessment request
Assign a legal privacy assessment request to yourself or to someone in your assignment group.
Before you begin
Role required: sn_lg_simple_priva.privacy_fulfiller
About this task
When an employee submits a legal request, it is automatically assigned to a group or user in the legal privacy department. The assignment is done 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. For more information, see Assignment rule to automatically assign legal requests or matters.
Procedure
- Navigate to .
-
Select the List icon (
).
- In the Legal Requests section, select Unassigned.
- In the list of unassigned requests, open a request by selecting its request number.
- Optional:
Update the Assignment group permission to change the permission level of the legal request for the users.
- No Access: Only the practice area lead, group manager, and user in the Assigned to field can access the legal request and assign it to one of the members in the assignment group.
- Read: All members from the assignment group can only view the legal request. This option is the default permission level.
- Edit: All members from the assignment group can view and work on the legal request. The Assigned To field becomes optional if this option is set.
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Based on the permission option, assign the request to yourself or to another member from the assigned group.
- To assign the request to yourself, select Assign to me.
- To assign the request to another member, on the Details tab, select a user in the Assigned to field and select Save.
Result
What to do next
The assigned user can start working on the legal request. For more information, see Work on a legal request.