Create a task for a digital forensic legal matter
Create a task for a digital forensic legal matter and add instructions and to-do items in a checklist for the task owner to work on.
Before you begin
Role required: sn_lg_matter.matter_fulfiller
About this task
As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner, Assignment group, and Assignment group permission fields.
Procedure
Navigate to All > Legal Request > Legal Counsel Center.
In the Legal Counsel Center tab, select the list icon
List icon.
- In the Lists tab, open a legal matter by selecting an option under Matters.
| Option | Steps |
|---|---|
| As an assignee |
The state of the legal matter updates to Work in Progress. |
| As a collaborator |
|
To add a matter task, in the Tasks tab, click New to add a task.
The matter task is created and Artifacts, Approvers, and Data Source Details tabs are displayed.
On the Task form, add a new data source.
In the Data Source Details tab, click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Search source | Source in which the digital evidence is to be investigated.One or more fields appear on the form based on the data source configuration. For more information, see Configure a data source for digital forensics. |
| Type | Type of data—custodial or non-custodial—to investigate. |
| Custodial data | User whose data need investigation. The list displays custodians added in the legal matter. This field appears only when Custodial Data is selected from Type. |
| Non-custodial data | Details of the non-custodial data to investigate.The list displays non-custodial data added in the legal matter. This field appears only when Non Custodial Data is selected from Type. |
| Hold notice issued | Option for indicating that the custodian has been notified of the legal hold on the data or device. |
3. Click **Save**.
A Data Source Detail record for a selected custodial or non-custodial data is added in the matter task. It appears in the **Data Source Details** tab on both the Task form and Matter form.
If there are fulfillment steps associated with the selected data source, they are added in the Task form as well.
Go back to the Task form and in the contextual side bar, add instructions and to-do items for the task.
- In the Instructions section, click Add to add instructions for the assigned user to do for completing the task.
- In the Checklist section, click Create to add to-do items to track the progress of activities in the matter task.
- Add an artifact (folder) in which you or the assigned person can upload files related to the task or its investigation.
In the Details tab of the Task form, select a user in the Assigned to field to assign the task to work on.
What to do next
The assigned user can work on the matter task by following the instructions and completing the checklist items.
Parent Topic:Work on a digital forensic legal matter