Manage a checklist for a legal request through Mobile Agent

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 (

1. Continue to add checklist items for the necessary actions to handle the request.

2. Check off completed items by tapping the corresponding item.