Foundation

Australia Public Sector
Release
australia
ft:locale
en-US
ft:publication_title
Australia Public Sector
ft:clusterId
gvin
bundleId
gvin
workflow
Customer and Industry
  • Public Sector Digital Services (PSDS)
  • Explore
  • Data management
  • Playbooks and Solutions
  • Investigative Case Management
  • Grants Management
  • Rolling grant approvals
  • Playbooks
  • Social Benefits Playbook
  • License and Permit Playbook
  • Information Request Playbook
  • Service Request Playbook
  • Portals
  • Government Service Portal
  • Reviewer Service Portal
  • Grants Management Portal
  • 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
  • Grants Management
  • Install Grants Management
  • Foundation
  • Configure Restricted Caller Access (RCA) for Document Templates
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure read/write access roles
  • Toggle character count display for form fields
  • Configure a retention policy
  • Configure single-currency mode
  • Configure export application functionality
  • Configure PaCE Eligibility Framework Engine
  • Define eligibility pre-screener questions
  • Configure Eligibility Rules Engine Policies
  • Create a case API Variable
  • Create a case data collector
  • Create an eligibility policy
  • Map an eligibility policy to a grant model
  • Configure PaCE RCA Privileges
  • Configure Smart Assessment templates
  • Configure the Reviewer Service Portal
  • Configure a custom program record header
  • Set up a grant program
  • Create a results letter template
  • Configure RCA Access for results letter
  • Configure the Merit Review Scoring Framework and Rubric
  • Create custom merit scoring framework
  • Configure a scoring rubric
  • Configure the Spending Overview widget
  • Investigative Case Management
  • Install
  • Foundation
  • Assign personas, roles, responsibilities, and groups
  • Personas
  • Configure responsibility definitions
  • Case Workspace
  • Create a case team
  • Email notifications
  • Entity Management
  • Configure entity types
  • Configure information completeness rules for entity types in Investigative Case Management
  • Configure relationship types for an entity record
  • Evidence Management
  • Modify case classification codes
  • Configure relationship types for an evidence record
  • Configure terms and conditions for sign and submit in Investigative Case Management
  • 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
  • Government Service Portal
  • Portal Service Catalog
  • GOV.UK Developer Toolkit
  • Install GOV.UK Developer Toolkit
  • Configure UK GDS Service Portal
  • Configure theme
  • Configure portal record
  • Configure pages
  • Add a page to the GOV.UK Design System Service Portal
  • Registration and Log-in Pages
  • Homepage
  • User Profile page
  • Services page
  • Case List page
  • Case details (standard ticket) page
  • Configure the GOV.UK Design System Service Portal Knowledge Pages
  • FAQ page
  • Error pages
  • Configure widgets
  • Configure Portal Widgets
  • Add widgets to portal pages
  • Configure Widget Instances
  • Configure catalog items
  • Configure knowledge base
  • Configure search
  • Configure the Grants Management Portal
  • Approve contact registration
  • Extend capabilities
  • Performance Analytics and Reporting
  • Domain Separation
  • Integrate
  • Field Service Management
  • Use
  • 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
  • Investigative Case Management
  • Create a case
  • Create a case narrative
  • Using Entity Management
  • Add associated entities
  • Associate and link multiple entities
  • Using Evidence Management
  • Add related evidence to case
  • Create a chain of custody log
  • Associate and link evidence to entities
  • Assign security classifications to evidence
  • Grants Management
  • Grants Management Program Setup
  • Set up a grant program
  • Create a grant program
  • Create internal program team
  • Configure custom internal program team roles
  • Set up the Merit Review
  • Add external reviewer groups
  • Set up a results letter
  • Set up the grants program announcement details
  • Publish a grant program
  • Approve program listing
  • Grants Management Proposal Playbook
  • Screen a grant application
  • Check eligibility of an applicant
  • Verify documents uploaded to a grant application
  • Propose a decision on a grant application
  • 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
  • Apply for a grant
  • View the results of a grant application
  • Accept or decline a grant award
  • Reviewer Service Portal
  • Review and score a grant proposal
  • Business Location Service Portal
  • 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 and roles 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
  • Grants Management reference
  • Grant proposal funding statuses
  • App Dependencies
  • Budget categories in Grants Management
  • Investigative Case Management reference
  • Completeness rules by entity type
  • Investigative Case Management case forms
  • Case details form
  • Entity Management forms
  • Person form
  • Person status form
  • Location form
  • Location types form
  • Event form
  • Vehicle form
  • Property form
  • Organization form
  • Firearm form
  • Evidence Management forms
  • Evidence form fields
  • Evidence entity form
  • GOV.UK Developer Toolkit reference
  • Portal Widget Library
  • Now Assist for PSDS
  • Explore
  • Generative AI skills
  • Document screening
  • Chat Summarization
  • AI Search
  • Configure
  • Install
  • Activate Now Assist skills
  • Document screening
  • Investigative case summarization
  • Investigative case narrative refinement
  • 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

Configure Investigative Case Management

Configure the foundational details for Investigative Case Management.

Related concepts
  • Assign user personas, roles, groups, and responsibilities in Investigative Case Management
  • Investigative Case Management Personas
Related tasks
  • Configuring Investigative Case Management responsibility definitions
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