Install Social Benefits Playbook for Public Sector Digital Services

  • Release version: Washingtondc
  • Updated March 27, 2024
  • 1 minute to read

    • You can install the Social Benefits Playbook application (app-psds-social-benefits) if you have the admin role.The application includes demo data and installs related ServiceNow® Store applications and plugins if they aren’t already installed.

    Before you begin

    • Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
    • Certain features in the Social Benefits Playbook application are available based on your ServiceNow entitlements and may require installation of other ServiceNow applications and activation of specific plugins.
      Note:
      Install the Playbooks for Customer Service Management application to enable the playbook experience.
    • Review the Social Benefits Playbook application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

    Role required: admin

    About this task

    The Social Benefits [sn_gsm_social_benefits_case] table is installed with Social Benefits Playbook.

    Procedure

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the Social Benefits Playbook application (app-psds-social-benefits) using the filter criteria and search bar.

      You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.

      In the list next to the Install button, the versions available to you are displayed.

    3. Select a version from the list and select Install.

      In the Install dialog box that is displayed, any dependencies that are installed along with your application are listed.

    4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
    5. Optional: If demo data is available and you want to install it, select the Load demo data check box.
      Demo data comprises the sample records that describe application features for the common use cases. Load the demo data when you first install the application on a development or test instance.
      Important:
      If you don't load the demo data during installation, it's unavailable to load later.
    6. Select Install.