Install and configure the Social Benefits Playbook application

Install the Social Benefits Playbook application, which enables public sector end users to submit and track social benefit requests and provides government agents with a pre-defined process for handling and resolving these requests. You can then configure the features available for submitting requests and routing requests to agents.

As a user with the admin role, complete the following configuration tasks to set up the Social Benefits Playbook, after you install the Public Sector Digital Services Core application.

Table 1. Configuration tasks for Social Benefits Playbook

Task	Description
Install Social Benefits Playbook for Public Sector Digital Services	Install Social Benefits Playbook (app-psds-social-benefits) from the ServiceNow® Store.
Assign user personas, roles, groups, and responsibilities in Social Benefits Playbook
Configure a Social Benefits Playbook Product Model
Configure approver groups for benefit eligibility determination in Social Benefits Playbook
Configure Playbook
Configure the benefit summary for a social benefits program in Social Benefits Playbook
Automatically route social benefit requests using Advanced Work Assignment	Use the ServiceNow Advanced Work Assignment (AWA) application to route and assign social benefit requests to designated agents.
Configure the eligibility pre-screener
Configure Eligibility Rules Engine in Social Benefits Playbook	Configure the eligibility framework engine to allow agents to confirm whether an applicant is eligible for the specific social benefits requested.
Configure disclaimers, terms and conditions, or other point-in-time content for a social benefit program in Social Benefits Playbook
Create a test benefits program and case using the Social Benefits Playbook	Verify the newly-configured playbook is working as expected by creating a new social benefits program and case using the Social Benefits Playbook.