Close a legal request

You can close a legal request assigned to you when you've resolved it.

Before you begin

If you've installed Legal Matter Management and have a legal request promoted to a legal matter, the system closes legal requests automatically when the matter owner chooses to close the related requests while closing the matter.

Note: A legal request cannot be closed if there are any open ad hoc approval records for it or its attachments.

Role required: sn_lg_ops.legal_fulfiller

About this task

As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.

2. Click the list icon (

1. In the Lists tab, open a legal request by selecting an option under Legal Requests.

1. Attach files that are a solution for the request or a link to the knowledge base article as reference material for the requester.

2. Close the request based on the work done on the request:

   • If your work on the request resolved the request, click Close Complete.
   • If you have done some work on the request but were unable to resolve the request, click Close Incomplete.
   • In the dialog box, enter comments to explain why the request was closed in the Additional comments field.

3. Click OK.

Result

The legal request is closed based on the system property sn_lg_ops.allow_request_closure_with_open_matters and whether or not there is a legal matter associated with the request.

• If the property is set to false and there is an open associated legal matter, the request is closed only after the legal matter is closed.
• If the property is set to true, the request is closed regardless of the state of the associated legal matters.

The state of the request changes to Closed Complete or Closed Incomplete, depending on the option selected.

Parent Topic:Work on a legal request