Define Eligibility Questions in Social Benefits Playbook

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure the eligibility criteria questions for users beginning an application for social benefits.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Service Catalog > Catalog Variables > Variables Sets.
    2. In the Variable Set list view, select New.
    3. Select Single-Row Variable Set.
    4. Enter the desired title and internal name and select Submit.
    5. In the list, locate and open the newly created Variable Set.
    6. In the Variables related list, select New to create a variable for each eligibility question.
    7. Select Yes/No as the variable type.
    8. Repeat steps 6-7 until a variable is created for each eligibility question.
    9. Create a variable with the name Eligible, and enter Yes/No in the Question field.
    10. Select Yes/No as the variable type.
    11. In the Catalog UI Policies related list, select New.
    12. Enter a short description for the policy.
    13. Navigate to the When to Apply tab.
    14. Add a catalog condition to the UI policy for each eligibility question, and set the condition to is Yes.
    15. Navigate to the Script tab, and add the following scripts to the True and False conditions.
    16. Select Submit.
    17. Navigate to  All  > Service Catalog  > Catalog Definition  > Record Producers.
    18. Locate the License/Permit Record Producer and open the record.
    19. Navigate to the Variable Sets tab and then select Edit.
    20. Locate the Variable Set created for the eligibility criteria and move it to the variable sets list by selecting the right arrow button.
    21. Select Save.

    Resultado

    The eligibility criteria questions are now defined and can be used to determine if a constituent is eligible to begin a social benefits application.