Configuring Grants Management

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Install the Grants Management application, which enables users to submit and track grants management requests and provides government agents with a predefined 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 Grants Management, after you install the Public Sector Digital Services Core application.
    Table 1. Configuration tasks for Grants Management
    Task Description
    Install Grants Management for Public Sector Digital Services Install Grants Management from the ServiceNow® Store.
    Enable publishing of grant programs, as well as authorized representative activities.
    Configure Restricted Caller Access (RCA) for Document Templates Allow secure, controlled access for generating results letters.
    Assign user personas, roles, groups, and responsibilities in Grants Management

    Assign roles to members of your grants organization Grants Management application so that your users can have delegated access to Grants Management features, capabilities, and data.
    Configure PaCE Eligibility Framework Engine for use with Grants Management Configure the eligibility framework engine, powered by PaCE, to allow agents to confirm whether an applicant is eligible for the specific grant being requested.
    Configure the Reviewer Service Portal Configure the Grants Management Reviewer Service Portal for merit reviewers to track, score, and review grants proposals.
    Set up a grant program in Grants Management Set up and configure the details of a new grant program using Grants Management.
    Create a test grant program and grant proposal Verify the newly-configured grant program setup and grant proposal playbooks are working as expected by creating a new grant program and test grant proposal using the Grants Management.

    Key capabilities that support the Grants Management Workflows

    The main ServiceNow capabilities that are leveraged to support the Grants Management workflows are:
    • Document Processor​: Manage internal docs with version control, security, & workflow integration. Request and verify docs from applicants​.
    • Playbooks​: Provide a visual, step-by-step guide for applicants and agents to complete key processes.​
    • Policy as Code Engine (PaCE): Streamline the creation, maintenance, and use of screening criteria with a low-code rules engine.
    • Configurable Portal Widgets: Use pre-built UI components for easy portal set up and modification.
    • Smart Assessment: Improve the creation and maintenance of application questions.
    • Decision Trees: Provide a structured, step-by-step approach for pre-screening potential applicants.​​​