Close a legal request
- UpdatedAug 1, 2024
- 2 minutes to read
- Xanadu
- Employee Service Management
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
-
Click the list icon (
).
Result
- 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.