Australia Public Sector

Release: australia
ft:locale: English
ft:publication_title: Australia Public Sector
ft:clusterId: gvin
bundleId: gvin
workflow: Customer and Industry

Public Sector Digital Services (PSDS)
Explore
Data management
Portals
Government Service Portal
Reviewer Service Portal
Grants Management Portal
Agent experience
Investigative Case Management
Playbooks
Social Benefits Playbook
License and Permit Playbook
Information Request Playbook
Service Request Playbook
Case management
Service Bridge
Policy as Code Engine (PaCE)
Analytics and insights
Configure
Set up your environment
Getting Started with Public Sector
Activate Public Sector Core
Install Public Sector Core
Plugins activated with Public Sector Core
Public Sector properties
Configure foundation data
Customer data
Configure households
Create or update a household
Add constituents to a household
Create a relationship between household members
Create and manage cases for a constituent or household
User management
Configure user roles and groups
Assign roles to Public Sector users
Configure related parties for Items Received
Product data
Optional configuration steps
Set a default view for Items Received
Configure agent workspaces
Case Management
Public Sector case types
Service Exchange
Install Service Exchange
Configure Service Exchange
Configuring Service Exchange for Providers
Create remote service catalog items
Create remote task definitions
Configure Service Exchange for Consumers
Activate remote catalog item entitlements
Set up a Service Exchange connection
Service definitions
Associate an agency location to a Public Service definition
CSM Configurable Workspace
Configure the List Menu
Configure the landing page
Activate Customer Central
Relabel CSM Workspace items after upgrade
Relabel BLSP items
Case Routing and Assignment
Configure Advanced Work Assignment (AWA)
Playbooks and Solutions
Investigative Case Management
Install
Foundation
Assign personas, roles, responsibilities, and groups
Personas
Configure role responsibilities
Case Workspace
Create a case team
Entity Management
Evidence Management
Grants Management
Install Grants Management
Configure pre-eligibility questions
Configure a retention policy
Configure single-currency mode
Configure PaCE RCA Privileges
Configure read/write access roles
Toggle character count display for form fields
Configure the Smart Assessment Engine
Configure the Reviewer Service Portal
Configure a custom program record header
Configure the Merit Review Scoring Framework
Create a results letter template
Social Benefits Playbook
Install Social Benefits Playbook
Configure Eligibility Rules Engine
Configure Preliminary Verification Checklist UI
Define Eligibility Questions
Configure Eligibility Rules Engine Policies
Configure auto-cancellation for draft cases
License and Permit Playbook
Install License and Permit Playbook
Configure Virtual Agent
Extend the License and Permit Base Case
Configure service definition catalog items
Configure eligibility framework
Configure decision tables
Create a pre-eligibility decision table
Create a pricing configuration decision table
Add pricing endorsements to the decision table
Add a price adjustment
Associate a decision table with a License & Permit case type
Create Document Templates
Define a Product Model
Configuring playbooks-on-portal for a custom case type
Information Request Playbook
Install Information Request Playbook
Configure RCA privilege settings
Configure Manage documents activity UI
Configure Similar Request Documents UI
Service Request Playbook
Install Service Request Playbook
Configure a playbook service definition
Configure a custom playbook
Configure the Similar Records Activity UI
Agent tools
Mobile Agent
Enable communication channels
Virtual Agent
Engagement Messenger
Implement intelligence
Configure AI Agents
Set up self-service
Customize the Government Service Portal
Configure the service catalog
Configure the Grants Management Portal
Approve contact registration
Extend capabilities
Performance Analytics and Reporting
Domain Separation
Integrate
Field Service Management
Use
Portals
Government Service Portal
Register
Self-register a business account
Update a constituent profile
Track cases
Submit a social benefits application
Create a service request
Create an information request
Create a license or permit request
Track the status of a request
Manage your public service cases
Email notifications
Service level agreements
Virtual agent assistance
Grants Management Portal
View the grants proposal result letter
Accept or decline a grant award
Business Location Service Portal
Playbooks
Using Social Benefits Playbook
Using the Eligibility Rules Engine
Understanding PaCE
Resolving a social benefits case
Add a beneficiary
Using License and Permit Playbook
Resolving a license and permit case
Track license and permit requests
Create a request
Using the contextual side panel
Use response templates
Using the activity stream
Viewing the dynamic related records
Viewing the ribbon information
Add Multiple Parties to a record
Create a business contact account
Manage contacts or related parties
Using Information Request Playbook
Create an information request record
Using the contextual side panel
Use response templates
Using the activity stream
Viewing the dynamic related records
Viewing the ribbon information
Track information requests
Resolving an information request case
Redact sensitive data from documents
Add Multiple Parties to a record
Using Service Request Playbooks
Create a service request record
Resolving a service request case
Using the contextual side panel
Use response templates
Using the activity stream
Viewing the dynamic related records
View the ribbon information
Customize the related records view
Track government service requests
Solutions
Using Investigative Case Management
Using Entity Management
Using Evidence Management
Create a case
Create an investigative case narrative
Add a person
Add a property to an investigative case
Add a location to an investigative case
Add an event to an investigative case
Add vehicles to an investigative case
Add an organization to an investigative case
Add firearms
Associate and link multiple entities
Create a case team
Add evidence to an investigative case
Create a chain of custody log
Associate and link evidence to entities
Using Grants Management
Create a funding program
Create a grant program
Managing grant proposals
Using the Reviewer Service Portal
Review and score a grant proposal
Create a Funding Proposal
Add points of contact to a Grant Program
CSM Configurable Workspace
Creating and resolving case tasks
Create a business record
Virtual Agent
Mobile Agent
Perform agent tasks
Using the activity stream
Track government service requests
Track information requests
Service Exchange
Document Processor
Analytics and Reporting
Constituent Service dashboard
Performance Overview
Reference
Data Model
Core
Core Tables and Flows
Service Request
Service Request Tables
Information Request
Information Request Tables
License and Permit
License and Permit Tables
Social Benefits
Social Benefits Tables
Grants Management
Grants Management Tables
Investigative Case Management
Investigative Case Management Tables
Service Applicant
Service Applicant Information Tables
Service Applicant Program Management Tables
Core Role Relationships
Components installed
Roles installed
Properties installed
Plugins installed
Service Catalog
Life cycle of a Public Service case
Forms
Public Service Case Forms
Government Service Case form
Service Request case form
Information Request case form
Public Service Profile Forms
Business Profile form
Agency Profile form
Constituent Profile form
Investigative Case Management reference
Completeness Rules by Investigative Case Management Entity Type
Investigative Case Management case forms
Entity Management forms
Person form
Location form
Event form
Vehicle form
Property form
Organization form
Firearm form
Evidence Management forms
Evidence form
Evidence entity form
Case details form
Now Assist for PSDS
Explore
Generative AI skills
Document screening
Chat Summarization
AI Search
Agentic AI
Configure
Install
Activate Now Assist skills
Document screening
Investigative case summarization
Government case summarization
Chat summarization
AI search
Configure AI Search Profiles
Activate AI Agents
Skill inputs
Use generative AI skills
Screen an uploaded document type
Summarize a government case
Summarize an investigative case
Refine an investigative narrative
Summarize a chat interaction
Use AI Search
Use agentic AI
Use AI Agents in PSDS

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