Create and manage a checklist in an assigned legal request to ensure that you complete all the items necessary to fulfill the request.

Before you begin

Role required: sn_lg_ops.legal_fulfiller

Procedure

1. In the Mobile Agent, navigate to the Assigned Requests list.
2. Open a request for which you want to create the checklist.
3. In the Checklist tab, tap Add Item to add a new checklist item.
4. In the Add Item field, enter the checklist item description.
5. Tap the submit icon ().
6. Continue to add checklist items for the necessary actions to handle the request.
7. Check off completed items by tapping the corresponding item.