---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Add fulfillment instructions and checklist for a data source

# Add fulfillment instructions and checklist for a data source {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add instructions for a data source that a task owner in a legal matter can follow to
resolve the task.

## Before you begin

Role required: sn_lg_forensics.forensics_config or admin

## Procedure

1. Navigate to AllLegal AdministrationDigital Forensics AdminData Sources.
2. Open a data source to which you want to add instructions.
3. In the Fulfillment Steps related list, click New.
4. On the form, fill in the fields.  
   {#add-fulfillments-steps-dft__table_usj_yyk_vnb__entry__2}

   | Field | Description |
   |-|-|
   | Phase | Name of the phase in which the task is created in a legal matter for a digital forensics request. |
   | Search source | Name of the data source for which you are adding the instructions. |
   | Instructions | Instructions for the assigned user to perform to resolve the legal matter task. |
   [Table 1. Fulfillment Steps form]

   {#add-fulfillments-steps-dft__table_usj_yyk_vnb}
5. Click Submit.  
   A fulfillment step record is created. The Checklist section appears.
6. **Optional:** Add to-do items in the Checklist section to provide a list of activities for the task fulfiller.
   1. Click the more actions icon (![more actions icon]()) next to the Checklist.
   2. Click Create new.
   3. Enter a description for the to-do item and press the Enter key.

   {#add-fulfillments-steps-dft__substeps_uph_5zk_vnb}  
   This checklist appears as the default to-do items in the corresponding legal matter task.
7. Click Update.

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