{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":18793,"path":"government-industry/psds-config-gmp-create-eligibility-policy.md","title":"Create an eligibility policy in Grants Management using PaCE","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create an eligibility policy in Grants Management using PaCE\n\nCreate an eligibility policy using Grants Management Eligibility Rules Engine​ to model eligibility rules that can be used to evaluate grants cases.\n\n## About this task\n\nUse Policy as Code Engine \\(PaCE\\) policies to build out the logic that will determine eligibility and grants. Policies can be saved as templates to quick-start future policy creation. You can create a policy from scratch using Policy Management, and define the logic for that policy using the Policy Builder tool. Policy logic is a set of conditions that is used for determining whether or not an applicant is eligible for one or more of the grant programs offered by your agency. You can set conditions for the policy using the condition fields.\n\n## Before you begin\n\nRole required: admin\n\n## Procedure\n\n1. From the CRM Workspace sidebar, navigate to the **Policy Home**.\n\n2. Select **All Policies** > **New**.\n\n3. Select **New blank policy** to start from a blank policy, or select from the existing policy templates.\n\n4. Select **Create**.\n\n5. On the **Create New Policy** form, fill in the fields.\n\n\n
\n\nField\n\n\n\nDescription\n\n
\n\nPolicy name\n\n\n\nThe name of the policy.**Note:** The policy name must be unique, and is used as the identifier of the policy.\n\n
\n\nCategory\n\n\n\nEnables you to group and manage policies more efficiently.\n\n
\n\nCreated\n\n\n\nDate and time when the policy was created. Auto-populated.\n\n
\n\nUpdated\n\n\n\nDate and time when the policy was updated. Auto-populated.\n\n
\n\nDescription\n\n\n\nAdditional details for this policy.\n\n
6. Select **Save**.\n\n The newly created policy contains the following tabs:\n\n\n
\n\nTab name\n\n\n\nDescription\n\n
\n\nDetails\n\n\n\nDisplays the details of the policy, including policy name, category, date created, and a description.\n\n
\n\nPolicy builder\n\n\n\nWhen you create a policy, a draft policy version is created, and must be published before it is current and can be used. Each policy version contains version metadata, a policy script, and variable input definitions, all of which can be modified. Under the **Policy builder** tab, you can:- Edit a policy version.\n\n**Note:** Published policies cannot be edited. To edit a published policy, select **Create a copy**.\n\n- View version details\n- Create a new version\n- Switch from low-code to the code editor\n- Save the policy as a template\n- Compare versions\n- Duplicate policy versions\nFor more details, see [Manage PaCE policy versions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/pace-policy-versions.md).**Note:** You must publish a policy version to make it current before it can be used.\n\n
\n\nVersion management\n\n\n\nDisplays previous versions of the policy. You can also create a new version of the policy.\n\n
\n\nMappings\n\n\n\nEnables you to define the grant model to which the policy is to be mapped.\n\n
\n\nExecutions\n\n\n\nEnables you to review the execution activity for the policy.\n\n
7. Select **Policy Builder** > **Data Sources** > **Data Collectors**, then select **Add**.\n\n8. In the search box, enter `Test Data Collector`, select it, then select **Next**.\n\n9. In the **Details** tab, add a label in the label field.\n\n10. Select the **Inputs** tab, and in the Case field, select the data pill picker icon \\(\\), then select **API variables >** > **Case Reference** > **Inputs** > **Save**.\n\n This data collector will now be executed when the policy is executed. You can access the output variables by selecting a data pill picker in any if/else condition and selecting data pill picker > Data collectors > Test data collector > Total Monthly Gross Income.\n\n11. To set qualifier conditions for the policy, select **New condition set** and enter the following information:\n\n\n
\n\nField\n\n\n\nDescription\n\n
\n\nCondition description\n\n\n\nCase constituent is empty.\n\n
\n\nSource\n\n\n\n**API variables** > **Case Reference** > **Constituent**\n\n
\n\nOperator\n\n\n\nis empty\n\n
\n\nValue\n\n\n\nValue to enter text. Select the Data picker icon to concatenate multiple text strings with multiple data pills to select a variable for the log.**Note:** If your Source is choice, you will be unable to select multiple data pills.\n\n
|Field|Description|\n |-----|-----------|\n |Decision|Non-Compliant|\n |Output type|Result|\n |Data|This case does not have a constituent.|\n\n12. Add a dependent condition by selecting **Add else**, then fill in the fields with the following information.\n\n |Field|Description|\n |-----|-----------|\n |Decision|Compliant|\n |Output type|Info|\n |Data|This case has a constituent.|\n\n13. Select **Publish**.\n\n14. Do one of the following.\n\n - To publish this eligibility policy for immediate use evaluating Grants applications:\n 1. Select **Publish**.\n 2. Select **Activate this policy** then select **Publish without testing**.\n 3. Verify that the state of the policy has changed to **Current**.\n\n Your eligibility policy is now published and can be used to evaluate any active grants cases. Verify the policy appears in the Policy Home by navigating to **Policy Home** in the CRM Workspace sidebar, and selecting**Policies** > **All Policies**.\n\n - To save this policy as a template for future use:\n 1. Select **Save as Template** > **New Template**.\n 2. On the form, fill in the fields.\n\n |Policy Template form|Description|\n |--------------------|-----------|\n |Name|Primary Applicant|\n |Template Type|Data Source|\n |Description|Predefined data source for applicant information|\n\n 3. Select **Save**\n\n Your policy template has been created, and can be used to quick-start future policy creation.\n\n .\n\n\n## Result\n\nAn eligibility policy is now created, and is ready to be mapped to one of more grant models of the Grants Management. See [Map an PaCE eligibility policy to a grant model using Grants Management Eligibility Framework](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/government-industry/psds-config-gmp-map-eligibility-policy.md) for information on how to map the published policy to a specific grant.\n\n**Parent Topic:**[Configure Eligibility Rules Engine Policies in Grants Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/government-industry/psds-config-gmp-eligibility.md)\n\n"}}