Configure a service definition for Playbooks in Public Sector Digital Services

Create a service definition for use with Playbooks in Public Sector Digital Services.

Before you begin

Role required: admin

About this task

Service definitions are records used to store details about a service that is available to end customers. You can create service definitions for each public service offered by your government agency.

After upgrade to Public Sector Digital Services v8.0, Services Offered, an extension of Product Model, will no longer be used to model government services. Services Received, an extension of Sold Product, will no longer be used to model the government services that have been granted/delivered to constituents. The Service Definition table will be used to model all public services offered by governments. The following fields from the Service Offered table will be removed and replaced with Service Model fields:

• Type
• Status
• Number
• Period Start Date
• Period End Date
• Jurisdiction
• Category
• Subcategory
• Payment source

Important: When upgrading to Vancouver, any data in the Services Offered and Services Received tables will need to be manually migrated into the Service Definition table. You can do so by creating a Service Definition for each entry in the Services Offered table. Services Offered and Services Received data will not be accessible within the application until this step is completed. This is an optional task for previous releases.

Procedure

1. Navigate to All > Customer Service > Administration > Service Definitions.

2. Select New.

3. Enter the details for the Service Definition.

   Field	Description
   Name	Name of the service definition.
   ID	System-generated unique identifier for the service definition.
   Table	Table associated with the service definition. Select a case or task table based on the service.
   Customer service type	Select a service type for the service definition.
   Playbook record generator	Select a playbook record generator.
   Service Organizations offering Service	Service that the service organizations provide.
   Order	The order in which the case type appears in the interceptor.
   Active	Check box to activate or deactivate the service organization criteria.
   Description	Description of the service definition.

4. Select Submit or Update.

5. Select the new Service Definition Record.

6. In the Default Table Values field, select Service Definition.

7. Select the search icon

1. Select Submit.

   The service definition is now created and can be used with any of the playbooks in Public Sector Digital Services.