Configure Service Exchange for Consumers

Yokohama Public Sector

Release
yokohama
ft:locale
en-US
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

Configuring Service Exchange for Consumers for Public Sector Digital Services

You can do the following configuration tasks to customize your Service Bridge for consumers instance, the Government Service Portal.

Related tasks
  • Activate remote catalog item entitlements for Service Exchange for Consumers in Public Sector Digital Services
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