Configuring Grants Management
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.
| 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.