Create an eligibility policy template

Create eligibility policy templates for the Social Benefits Playbook policy forms that you use frequently.

About this task

You can save some policies as templates to quick start the creation of other policies.

Before you begin

Role required: admin

Procedure

1. From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
2. Navigate to Templates > All Templates.
3. Select New.
4. In the Create New Template form, fill in the fields.

   Table 1. Create New Template form

   Field	Description
   Name	Name of the policy template.
   Template type	Template type organized by category. Template types enable you to select a category, if you have multiple types of policy templates. You can create a template type by following these steps: Navigate to Templates > Template Type. Select New. Fill in the Name and Description field. Select Save. The type can be selected from the Template type field.
   Description	Additional details for this template.
   Is low code	Select this check box if the policy template will be written in low-code. Note: You can switch to the code editor from low-code when you create the conditions, but you’ll be unable to switch back to low-code.
   Updated	Date and time when the policy template was updated.
   Updated by	User who updated the policy template.
   Created	Date and time when the policy template was created.

5. Select Save.
   New templates are inactive by default. Select the inactive filter box on the new policy page to view the inactive template.
6. Select the Template Builder tab and fill in the conditions in the Policy logic section, then select Save.
   For more information about the parameters and condition fields, see Passing parameters to PaCE policies and Policy logic condition fields.

What to do next

Before you activate your template, you can create a policy to test the template.

1. Navigate to Policies > My Policies.
2. Select New.
3. Select Preview to verify the information is correct.
4. Select Save.
5. Select the template that you wish to create a policy with, then select Create.
6. Fill in the fields, then select Save.
7. Select the new draft of the policy and select the Test Playground tab to test the policy.
8. Navigate back to Templates > All Templates. Select the template that you tested, then Activate.

Note:

Updating a template won’t affect policies created previously with that template.

Activate a Pace policy template

short desc.

Before you begin

Role required: admin

Procedure

1. From the CSM Configurable Workspace sidebar, navigate to the Policy Home.
2. Select Templates > All Templates.
3. Select the desired template.
4. Select Activate.
5. On the Activate Template pop-up modal, select Activate.