---
sourceDocument: Zurich Public Sector
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/government-industry

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Grants Management

# Configuring Grants Management {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://www.servicenow.com/docs/F4qT2l1_nqKJKw7utrDDFA "You can install the Public Sector Digital Services Core application (sn_gsm) if you have an admin role. The application includes demo data.") application.{#configuring-grants-management-playbook__table_cmk_mdm_fwb__entry__2}

| Task | Description |
|-|-|
| [Install Grants Management for Public Sector Digital Services](https://www.servicenow.com/docs/kOEO39pdXdrGdtBOky_47w "You can install the Grants Management application (com.sn.gsm_grants) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plug-ins if they aren’t already installed.") | 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](https://www.servicenow.com/docs/1USS32UzRa~leuIwhnZqug "Allow secure, controlled access for generating results letters.") | Allow secure, controlled access for generating results letters. |
| [Assign user personas, roles, groups, and responsibilities in Grants Management](https://www.servicenow.com/docs/MVau6sUewNahiR62LNXYOw "By default, Grants Management comes with roles, personas, and responsibilities that can be assigned to existing users on the platform.") | 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](https://www.servicenow.com/docs/54R6SiF2K3gH2tVQ5u_pdw "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 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](https://www.servicenow.com/docs/3grSmcteBo9oP~FvW0WcTA "Configure the Grants Management Reviewer Service Portal for merit reviewers to track, score, and review grants proposals.") | 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](https://www.servicenow.com/docs/5e6oJFTC8grQfefQ0n8ueQ "Set up and configure the details of a new grant program using Grants Management.") | Set up and configure the details of a new grant program using Grants Management. |
| [Create a test grant program and grant proposal](https://www.servicenow.com/docs/Urby8H6~gL5VAQlb4PuZKA "Use Grants Management for Public Sector Digital Services to set up and award grants, and screen proposals for them​.") | 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. |
[Table 1. Configuration tasks for Grants Management]

{#configuring-grants-management-playbook__table_cmk_mdm_fwb}

## Key capabilities that support the Grants Management Workflows {#configuring-grants-management-playbook__section_fr4_rdy_dfc}

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](https://www.servicenow.com/docs/gnI7dzA5AZcsHHvvrdgpMA "A playbook provides government service agents with step-by-step guidance through the life cycle of a public service request case. Use Playbooks to fulfill requests for licenses and permits, government records and other public information, or non-emergency service requests."): Provide a visual, step-by-step guide for applicants and agents to complete key processes.
* [Policy as Code Engine (PaCE)](https://www.servicenow.com/docs/access?context=pace-managing-policies&version=zurich&pubname=zurich-servicenow-platform&ft:locale=en-US): 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](https://www.servicenow.com/docs/u5_gwiEjB6mYfgNIWMeYTg "Create a new Smart Assessment template, which would show up in the compliance assessment field in the proposal playbook. The Smart assessment template is used to collect compliance information from applicants during proposal submission."): Improve the creation and maintenance of application questions.
* [Decision Trees](https://www.servicenow.com/docs/xzHTKmNCftLEWPeuBzvfvA "The Grants Management Program Setup enables grant program managers to use decision trees to define a series of pre-eligibility questions to check if the applicants qualify for the program."): Provide a structured, step-by-step approach for pre-screening potential applicants.
{#configuring-grants-management-playbook__ul_f1s_k15_yxb}