--- title: Configuring Urban Planning & Permitting Administration description: Install the Urban Planning & Permitting Administration application, which enables investigators and supervisors to initiate and manage investigative cases, view the full context of an investigation, and get relevant recommendations. locale: en-US canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-config-uppa.html release: australia topic_type: concept last_updated: "2026-03-12" reading_time_minutes: 3 breadcrumb: [Playbooks and Solutions, Configure agent workspaces, Configure, Public Sector Digital Services \(PSDS\)] --- # Configuring Urban Planning & Permitting Administration Install the Urban Planning & Permitting Administration application, which enables investigators and supervisors to initiate and manage investigative cases, view the full context of an investigation, and get relevant recommendations. As a user with the admin role, complete the following configuration tasks to set up Investigative Case Management, after you install the [Public Sector Digital Services Core](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/install-public-sector-digital-services-core.md) application. |Task|Description| |----|-----------| |[Install Investigative Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-install-icm.md)|Install Investigative Case Management \(sn\_gsm\_icm\) from the ServiceNow® Store.| |[Assign user personas, roles, groups, and responsibilities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-config-icm-assign-user-roles-responsibilities.md)|Assign user persona roles and groups in Investigative Case Management, as well as gain an understanding of user configurations at the case level, such as case teams and responsibilities.| |[Create a case team for an investigative case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-config-icm-create-case-team.md)|Create a case team to organize a team and delegate access to users at the case level.| |[Configure the investigative case narrative refinement skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/now-assist-psds-config-nar-refin.md)|Configure the ServiceNow Otto for PSDS case narrative refinement generative AI skill that can be used in the Investigative Case Management workspace.| |[Configure the investigative case summarization skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/now-assist-psds-config-inv-case-summ.md)|Configure the ServiceNow Otto for PSDS case summarization generative AI skill that can be used in the Investigative Case Management workspace.| |[Configure relationship types for an evidence record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-config-icm-evidence-relationship-type.md)|Add or remove the relationship types used to classify the relationship between a piece of evidence and another entity related to the case.| |[Configure entity types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-config-icm-add-entity-type.md)|Configure the entity types that are displayed in the Entity Management tab.| |[Configure terms and conditions for an ICM chain of custody log](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-config-icm-pitc-terms.md)|Configure the terms and conditions that are displayed at signature when submitting a chain of custody log entry.| |[Create a test investigative case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-using-icm.md)|Verify that the newly-configured ICM workspace is working as expected by creating a test investigative case and adding personas and details.| ## Key capabilities that support the Investigative Case Management Workflows The main ServiceNow capabilities that are leveraged to support the Investigative Case Management workflows are: - ServiceNow Otto for Public Sector Digital Services \(PSDS\) - CRM Workspace: Provides a process platform for investigators to capture key details and complete key processes.​