Yokohama Public Sector

Release: yokohama
ft:locale: English
ft:publication_title: Yokohama Public Sector
ft:clusterId: gvin
bundleId: gvin
workflow: Customer and Industry

Public Sector Digital Services (PSDS)
Explore
Playbooks
Portals
Government Service Portal
Reviewer Service Portal
Grants Management Portal
Agent experience
Service Bridge
Agentic AI
Configuring Public Sector Digital Services
Set up your environment
Install and configure the Public Sector Digital Services Core application
Install Public Sector Digital Services Core
Configure Public Sector Digital Services Core using guided setup
Optional configuration steps for Public Sector Digital Services Core
Set a default view for Items Received in the Public Sector Digital Services platform
Configure related parties for items received
Configure User Roles in Public Sector Digital Services
Components installed with Public Sector Digital Services Core
Properties installed with Public Sector Digital Services
Plugins installed
Configure Agent Workspaces
Playbooks
Grants Management
Install Grants Management for Public Sector Digital Services
Configure pre-eligibility questions in Grants Management
Configure a retention policy for grant cases in Grants Management
Configure a single currency in Grants Management
Configure PaCE Restricted Caller Access Privileges
Configure read/write access roles for the Grants Management Internal Program Team
Toggle character count display for form fields in Grants Management
Configure the Smart Assessment Engine for Grants Management
Configure Reviewer Service Portal
Configure a custom program record header
Configure the Merit Review Scoring Framework
Social Benefits Playbook
Install Social Benefits Playbook for Public Sector Digital Services
Configure Eligibility Rules Engine in Social Benefits Playbook
Configure Preliminary Verification Checklist UI in Social Benefits Playbook
Define Eligibility Questions in Social Benefits Playbook
Configure Eligibility Rules Engine Policies in Social Benefits Playbook
Configure auto-cancellation for draft cases
License and Permit Playbook
Install License and Permit Playbook for Public Sector Digital Services
Configuring Virtual Agent for License and Permit Playbook
Extend the License and Permit Base Case
Configure service definition catalog items for License and Permit Playbook application
Configure Eligibility in License and Permit Playbook
Configure decision tables for License and Permit Playbook
Create a Pre-Eligibility Decision Table in License and Permit Playbook
Create pricing configuration decision table for License and Permit
Add an endorsement field to a pricing configuration decision table
Add a price adjustment to a decision table
Associate a decision table with a License & Permit case type
Create Document Templates
Define a Product Model for License and Permit Playbook
Configuring Playbooks-on-portal for a custom case type
Information Request Playbook
Install Information Request Playbook for Public Sector Digital Services
Configure Mobile Agent for Information Request Playbook
Create or edit a legal, review, or final review assignment group
Configure Restricted Caller Access privilege settings in Public Sector Digital Services
Configure the Manage documents activity UI in Information Request Playbook
Configure Similar Request Documents UI in Information Request Playbook
Service Request Playbook
Install Service Request Playbook
Configure Mobile Agent for Service Request Playbook
Configure public sector roles and permissions for Mobile Agent app
Configure a service definition for Playbooks in Public Sector Digital Services
Configure a custom playbook in Service Request Playbook
Configure the Similar Records Activity UI in Service Request Playbook
CSM Configurable Workspace
Configure the List Menu for Public Sector Digital Services
Configure the Public Sector landing page with UI Builder
Activate Customer Central for viewing profile information
Relabel CSM Workspace items for Public Sector
Relabel Business Service Location portal items for public sector use after upgrade
Case Management
Service Bridge
Install Service Exchange for Public Sector Digital Services
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 between a Provider and a Consumer
Defining the processes and data for a Public Service case
Service definitions for Public Sector Digital Services
Associate an agency location to a Public Service definition
Case Routing and Assignment
Configure Advanced Work Assignment for Public Sector Digital Services
Enable communication channels
Virtual Agent
Engagement Messenger
Implement Intelligence
Configure AI Agents
Set up Self-Service
Customize the Government Service Portal
Configure the service catalog for a constituent, business, or agency
Configure the Grants Management Portal
Approve business contact or organization registration
Extend capabilities
Install the Performance Analytics and Reporting Solution for Public Sector Digital Services
Integrating Public Sector Digital Services with other applications
Field Service Management
Document Processor
Using Public Sector Digital Services
Using Portals
Using Government Service Portal
Register for the Government Service Portal
Self-register a business account in the Public Sector Digital Services government service portal
View or update a constituent profile in the government service portal
Track your cases from the Government Service Portal in Public Sector Digital Services
Submit a social benefits application in the Public Sector Digital Services Government Service Portal
Creating a government service request with Public Sector Digital Services
Create an information request with Public Sector Digital Services
Create a license request in the Public Sector Digital Services Government Service Portal
Track the status of a public service request from the Government Service Portal
Manage your government service cases from the Government Service Portal
Email notifications for the Service Request Case Type
Service level agreements for government service cases
Get help with Public Service requests using Virtual Agent
Using the Grants Management Portal
View the results letter for a grant program application
Accept or decline an award for a grant program using Grants Management Portal
Using the Business (Agency) Location Service Portal
Using Playbooks
Using Grants Management
Create a grant program
Managing grant proposals using the Grants Proposal playbook
Using the Reviewer Service Portal
Review and score a grant proposal
Create a Funding Proposal
Add points of contact to a Grant Program
Using Social Benefits Playbook
Resolving a social benefits case using Social Benefits Playbook
Add a beneficiary to a social benefits application
Using License and Permit Playbook
Resolving a license and permit case using License and Permit Playbook
Track license and permit requests by using License and Permit Playbook
Create a License and Permit request on behalf of a constituent or business
Using the contextual side panel in Public Sector Digital Services License and Permit Playbook
Use response templates in License and Permit Playbook
Using the activity stream in License and Permit Playbook
Viewing the dynamic related records in License and Permit Playbook
Viewing the ribbon information in License and Permit Playbook
Add Multiple Parties to a record in License and Permit Playbook
Create a business contact account from license or permit application data
Edit or remove a business contact or related party from a License and Permit Application
Using Information Request Playbook
Create an information request record by using Information Request Playbook
Using the contextual side panel in Public Sector Digital Services Information Request Playbook
Use response templates in Information Request Playbook
Using the activity stream in Information Request Playbook
Viewing the dynamic related records in Information Request Playbook
Viewing the ribbon information in Information Request Playbook
Track government information requests by using Information Request Playbook
Resolving an information request case by using playbooks in Public Sector Digital Services
Redact data from documents
Add Multiple Parties to a record in Information Request Playbook
Using Service Request Playbooks
Create a service request record by using playbooks in Public Sector Digital Services
Resolving a service request case by using playbooks in Public Sector Digital Services
Using the contextual side panel in Public Sector Digital Services Service Request Playbook
Use response templates in Service Request Playbook
Using the activity stream in Service Request Playbook
Viewing the dynamic related records in Service Request Playbook
Viewing the ribbon information in Service Request Playbook
Customizing the related records view in Service Request Playbook
Track government service requests by using Service Request Playbook
Life cycle of a Public Service case
Using CSM Configurable Workspace
Creating and resolving case tasks as a government service agent in CSM Configurable Workspace
Create a business record in CSM Configurable Workspace
Using Virtual Agent
Using Mobile Agent
Using the Mobile Agent to perform agent tasks
Using the activity stream in the Mobile Agent
Track government service requests with the ServiceNow Mobile Agent app
Track information requests with the Mobile Agent
Analytics and Reporting Solutions for Public Sector Digital Services
Constituent Service dashboard
Public Services Performance Overview dashboard
Public Sector Digital Services reference
Public Sector Data Model
Using the Data Model
Public Sector Core Role Relationships
Public Sector Service Catalog
Public Sector 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
Agency Service Constituent Profile form
Now Assist for PSDS
Explore
Chat Summarization
AI Search
Configure
Configure a Now Assist skill
Configure chat summarization
Configure case summarization
Enabling and configuring AI Search
Enable AI Search
Configure AI Search Profiles
Skill inputs and triggers
Use
Summarize a chat
Summarize a case
Using AI Search
Using agentic AI
AI Agents in PSDS

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