Create a Pre-eligibility Decision Table in License and Permit Playbook
The License and Permit Playbook incorporates the use of pre-eligibility criteria, a series of questions that may be posed to an applicant to determine whether they are eligible to apply for a license/permit. This aims to deflect applications in which the applicant is not eligible to obtain a license/permit.
Before you begin
Role required: admin
About this task
Pre-eligibility criteria is established by performing the following activities:
- Configuring a new pre-eligibility Decision Table.
- Update the Public Sector Digital Services Pre-eligibility Configuration decision table
Procedure
- To configure a new pre-eligibility Decision Table, Navigate to All > Workflow Studio.
- Select New.
- Select Decision Table.
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On the form, fill in the fields with the following information:
Field Entry Decision Table Drivers License Pre-eligibility Application License and Permit Playbook Accessible from All Application Scopes Draft Authoring Selected - Select Build decision table.
- Select Add an input.
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On the form, fill in the fields with the following information:
Field Entry Label applicant_over_age_18 Type String - Repeat steps 6-7 for all pre-eligibility questions that will appear on the first activity of the playbook.
- Select Add condition column.
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On the form, fill in the fields with the following information:
Field Entry Condition Column Label applicant_over_age_18 Input applicant_over_age_18 Default Operator is - Select Done.
- Select the field below the newly created condition column, and enter the value Yes or No depending on the expected response for eligibility.
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Select the
icon and select Add condition column.
- Repeat steps 10-13 for all input values that determine the eligibility.
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Select the icon and select Add result column.
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On the form, fill in the fields with the following information:
Field Entry Result Column Label Eligibility Result Type True/False - Select Done.
- Update the Eligibility result field to be True if all conditions are met, and select OK.
- Select Save.
- Select Publish.
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Select Publish.
The status of your decision table should be set to Active.
- To update the Public Sector Digital Services pre-eligibility configuration decision table, navigate to All > Workflow Studio.
- Select Decision tables.
- Select Public Sector Digital Services Pre-eligibility Configuration.
- Select Create Draft.
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Select the icon to add a new decision row.
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On the form, fill in the fields with the following information:
Field Entry Description Table sn_gsm_drivers_license_case (or the name of the extended L&P Table) The column name (not the column label) for the associated pre eligibility question that exists on the license and permit case table or extended table. Product Model Drivers License Product model for the particular license/permit. Description Confirm the applicant’s eligibility by answering the questions below. The description that displays at the top of the pre-eligibility activity in the playbook. Form Header Shows a form header above the eligibility questions. Error Header Not eligible Error header in the first playbook activity that stating that the applicant is not eligible after clicking “Start Application”. Error Message Each license/permit has certain criteria that must be met to apply. Review your answers to ensure accuracy. Error message in the first playbook activity that stating that the applicant is not eligible after clicking “Start Application”. Help URL Link to a ServiceNow® Page Presents a Learn more link within the error message if the applicant is found to be ineligible. The value in this field will be a link to a ServiceNow® page. Eligibility Drivers License Pre-Eligibility The eligibility decision table created in the previous section for this particular product model. - Select Save.
- Select Publish.
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Select Publish.
The status of your decision table should be set to Active.