Assign a legal request

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Assign a legal request to yourself or to someone in your assignment group.

    Before you begin

    Role required: sn_lg_ops.legal_fulfiller

    About this task

    When an employee submits a legal request, it is automatically assigned to a group or user in the legal 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.

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Legal Requests, click Unassigned.
    4. In the list of unassigned requests, open a request by clicking the request number.
    5. 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. The assigned user can then work on the legal request.
      • 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.
      Assignment Group Permission field of a active Legal Request Record can be edited by:
      • Practice area lead, Assignment group manager, Assigned to, and delegated users.
      • Any Assignment group member, if the record is in New state or Assignment group permission is edit or Configured options have assigned_to_field_not_mandatory in it.
    6. Based on the permission option, assign the request to yourself or to another member from the assigned group.
      • To assign the request to yourself, click Assign to me.
      • To assign the request to another member, on the Details tab, select a user in the Assigned to field and click Save.

    Result

    The state of the request updates to Assigned.

    What to do next

    The assigned user can start working on the legal request.