Create and manage cases for a constituent or household in Public Sector Digital Services
Staff members with the location agent role can create and manage cases for constituents and households.
Before you begin
Role required: sn_customerservice.svc_location_manager, sn_customerservice_manager, admin
About this task
Staff members at a business location who have the location agent role can create cases for households and constituents.
Staff members or internal users who have a relationship with a household (based on the Relationship Manager responsibility) can create cases for that household and its members. Users with relationships to a household are listed in the following locations:
- The Household Team related list on the Household form.
- The Household Team Members list.
Relationship managers can perform the following actions on the cases that they can access:
- Add comments and work notes.
- Add attachments.
- Close cases.
When a constituent case is created or updated, the constituent receives an email notification. If a household is added to a case, the head of household is also notified when a case is created or updated.
Procedure
-
Navigate to All > Public Sector Workspace > List
-
Navigate to the related list of the type of case you want to create.
-
Under that related list, select All and select Create New.
-
Perform one of the following actions.
|
Add a constituent. |
Select a constituent in the Constituent field. - If the constituent belongs to only one household, the Household field is automatically updated.
|
|
Add a household. |
Select a household in the Household field. - If the household only has only one current member, the Constituent field is automatically updated.
|
-
If desired, add other members of the household to the watch list.
If a user with a Relationship Manager relationship is creating a case for a household or household member, this user is automatically added to the watch list.
-
Select Submit.
The case is added to the Cases related list on the Household form.
---
title: Create and manage cases for a constituent or household in Public Sector Digital Services
description: Staff members with the location agent role can create and manage cases for constituents and households.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-config-households-manage-cases.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure households, Customer data, Set up your environment, Configure, Public Sector Digital Services \(PSDS\)]
---
# Create and manage cases for a constituent or household in Public Sector Digital Services
Staff members with the location agent role can create and manage cases for constituents and households.
## Before you begin
Role required: sn\_customerservice.svc\_location\_manager, sn\_customerservice\_manager, admin
## About this task
Staff members at a business location who have the location agent role can create cases for households and constituents.
Staff members or internal users who have a relationship with a household \(based on the Relationship Manager responsibility\) can create cases for that household and its members. Users with relationships to a household are listed in the following locations:
- The Household Team related list on the Household form.
- The Household Team Members list.
Relationship managers can perform the following actions on the cases that they can access:
- Add comments and work notes.
- Add attachments.
- Close cases.
When a constituent case is created or updated, the constituent receives an email notification. If a household is added to a case, the head of household is also notified when a case is created or updated.
## Procedure
1. Navigate to **All** > **Public Sector Workspace** > **List**
2. Navigate to the related list of the type of case you want to create.
3. Under that related list, select **All** and select **Create New**.
4. Perform one of the following actions.
<table id="choicetable_cyw_rnc_gmb"><tbody><tr><td id="d64912e138">
**Add a constituent.**
</td><td>
Select a constituent in the **Constituent** field. - If the constituent belongs to only one household, the **Household** field is automatically updated.
- If the constituent belongs to more than one household, select a household from the households that a constituent belongs to in the **Household** field.
- If the constituent does not belong to a household, you can leave the **Household** field empty.
</td></tr><tr><td id="d64912e171">
**Add a household.**
</td><td>
Select a household in the **Household** field. - If the household only has only one current member, the **Constituent** field is automatically updated.
- If the household has multiple current members, select a constituent from the household members in the **Constituent** field.
</td></tr></tbody>
</table>5. Fill in the remaining fields on the [Case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/government-industry/government-service-case-form.md) form.
6. If desired, add other members of the household to the watch list.
If a user with a Relationship Manager relationship is creating a case for a household or household member, this user is automatically added to the watch list.
7. Select **Submit**.
The case is added to the **Cases** related list on the Household form.
| title | Create and manage cases for a constituent or household in Public Sector Digital Services |
| description | Staff members with the location agent role can create and manage cases for constituents and households. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/government-industry/psds-config-households-manage-cases.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configure householdsCustomer dataSet up your environmentConfigurePublic Sector Digital Services \(PSDS\) |