Configure Public Sector Digital Services Core using guided setup

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

    • Walk through the guided setup processes to configure the Public Sector Digital Services Core application.

    Before you begin

    Install the Public Sector Digital Services Core application.

    Role required: admin

    About this task

    The Public Sector Digital Services Core application is built on the Customer Service Management application. As part of the guided setup for the Public Sector Digital Services Core application, you also use guided setup for Customer Service Management to configure foundation data and workflows.

    Procedure

    1. Navigate to All > Constituent Service > Administration > Guided Setup.
      The Welcome to Public Sector Digital Services Guided Setup page displays.
    2. Review the Getting Started and Public Sector Digital Services Pre-setup Checklist sections, which give information on the setup process and the various requirements to consider before implementing Public Sector.
    3. Select Get Started to begin configuration.
      The setup page displays the different categories of configuration tasks to be completed.
      Figure 1. Public Sector Digital Services Guided Setup
      Guided Setup page view with modules and task completion to set up Public Sector Digital Services.
    4. For each category, select Get Started and complete the tasks.

    What to do next

    After you've completed the setup tasks, you can install other public sector applications, such as the Service Request Playbook application and the Performance Analytics Content Pack for Public Sector Digital Services.