Work on a legal request through Mobile Agent

As a member of the legal department, work on legal requests submitted by employees to resolve their issues or to answer their queries.

Before you begin

Role required: sn_lg_ops.legal_fulfiller

Procedure

1. Open the Mobile Agent app on your mobile.

2. In the navigation bar, tap Legal.

3. Open an assigned request you want to work on in any of the following ways:

   • In the global search bar, search for a request and tap on a request to open.
   • In the Critical Requests Assigned to Me list, tap on a request applet.
   • In the My Work list, tap on the Assigned Requests and then tap on a request.
   • Tap Start Work to start working on the legal request.

Result

The state of the legal request changes from Assigned to Work in Progress.

What to do next

• Create and manage checklist to track what should be done to resolve the legal request.
• Add documents, videos, images.
• Promote the legal request to a legal matter. This option is available only if you have installed the Legal Matter Management application.
• Close the legal request when the request is resolved.