Work on a task for a digital forensic legal matter

Follow the instructions and complete the to-do items in the checklist of a legal matter task assigned to you.

Before you begin

Role required: sn_lg_ops.legal_user

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.
2. Click the list icon ().
3. In the Lists tab, under My Work, click Tasks to do.
4. In the Tasks To Do list, open a task you want to work on and mark as complete.
5. Follow the instructions listed in the Instructions section on the form and complete the to-do items in the Checklist section.
6. Update the data source details with required information.
   1. In the Data Source Details tab, click the value in the Hold notice issued column to open the data source details record.
   2. On the Data Source Details form, fill in the required fields.
      Note:

      The Data Source Details form has a different set of fields as configured in the data source. For more information, see Configure a data source for digital forensics.
   3. If you have notified the custodians of their data or device being on legal hold, select Hold notice issued.
   4. Upload relevant documents from the Attachments section.
   5. Click Save.
7. Optional: In the Activity section of the task, enter comments or add attachments.
8. Click Mark as Complete.

Result

The matter task is completed and sent to the matter owner for approval.