Adding agreements and activity plans from the PGP landing page

3 Tasks

20 mins

Visible to: All users

Beginner English

Scenario

GrantsCo. want to get the consent of local residents, with their e-signatures, as part of their new public awareness program. GrantsCo. also needs to devise a plan for their public awareness program that includes goals and tasks for each step. 

As a system administrator, add the Consent Agreement and Activity plan components, and then configure the Activity plan tab as part of the application workflow. Then, as a system manager, confirm and resolve tasks created as part of the Activity plan.

The following table provides the credentials that you need to complete the challenge:

Role	User name	Password
Admin	pgpcosmossysadmin	rules
Manager	pgpcosmosmanager	rules

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create the Consent agreement

1. In the navigation pane of App studio, click Case types and then click the Grant case type.
2. On the Workflow tab, in the Create stage, click + Step > More > Processes.
3. In the Processes list, click Consent Agreement and then click Select.
4. In the Step configuration pane, In the Source list, select By name.
5. In the Consent agreement template list, select Federal Consent Agreement, and then select the Is e-signature required? checkbox.
6. In the header of App Studio, click Save and run to run a new instance of the Grant case type.
7. In the New Grant window, In the Person ID list, select PERSONS-6, and then click Submit.
   1. In the New Grant window, in the Passport row, click + Attach.
   2. In the Add document window, in the Name field, enter Passport.
   3. In the Content field enter Passport and then click Submit.
8. In the New Grant window, in the License row, click + Attach.
   1. In the Add document window, in the Name field, enter License.
   2. In the Content field enter License doc and then click Submit.
9. In the document intake pane, click Submit.
10. In the New Grant window, in the Federal Consent Agreement section, use your mouse to enter a signature in the field below, and then select the I Agree check box.
11. Click Accept below the signature field and then click Submit.
    
     
12. In the Review checklist window, in the Checklist section, select the Identification document, Land registration document, and Finance document check boxes.
13. Click Submit to submit the checklist. 
14. In the Evaluate section, in the Score column, use the sliders to increase the Score value for Financial Criteria to 91, and the Score value for Personal Criteria to 96.
    1. Wait for the circular Approve graph to finish filling, and then click Submit.
15. In the Verify Document section, click Go.
16. Select the Approve radio button and then click Submit to verify the documents.
17. Expand the Utility pane and check that the signature file and other documents are displayed in the File & documents section.

 

2 Create the Activity plan

1. In the navigation pane of App studio, click Case types and then click the Grant case type.
2. On the Workflow tab, in the upper-right corner, click Optional Actions.
3. In the Review stage, click + ACTION, and then click Process.
4. Rename the process to Activity Plan. 
5. Delete the Review (1) step. 
6. Click + Step > More > Processes > Add activity plan, and then click Select.
7. Click Save.
8. In the header of App Studio, click Preview.
9. In the left pane, click Activity Plan.
10. Click the TASKS tab, and then click Add task. 
11. In the New task dialog box, enter the following information:

    Task Name	Due in	Unit	Description
    Provide Clean water	10	Days	Providing clean water

12. Click Submit.
13. Click the GOALS tab, and then click Add goal. 
14. In the New goal dialog box, enter the following information:

15. Goal Name	Due in	Unit	Description
    Clean water drive in the neighborhood	10	Days	Clean water drive in the neighborhood

16. Click + Add task.
17. Select the Select existing task radio button and then, in the Task list, select the Provide Clean Water task.
18. Click Submit.
19. Click the ACTIVITY PLANS tab, and then click Add activity plan. 
20. In the New plan template dialog box, enter the following information: 

    Activity Plan Name	Due in	Unit	Description
    Grant activity plan	15	Days	This activity plan drives clean water

21. Click Submit.
22. In the New plan template window, click + Add task.
23. In the New task dialog box, select the Create custom task radio button, and then enter the following information:

    Task Name	Due in	Unit	Description
    Sanitation Drive	10	Days	Sanitization drive in the community

24. Click Submit.
25. In the New plan template window, click Submit.
26. In the header of App Studio, click Exit Preview.
27. In the upper-right corner, click Save and run.

3 Create the Activity plan view

1. Click Save and run to run a new instance of the Grant case type.
2. Run through the case to the Review Checklist window, and in the View pane, in the upper-right corner, click Configure this view.
   
3. In the Case information pane on the right, expand the Case information list and then select Case Main Inner.
4. In the Main content (Grouped - Default) section, click the + icon to view a list of available tabs.
5. In the Add... pane, in the Activity plan tab row, click the + icon. 
6. Click Close to return to the Case main inner pane.
7. In the Activity plan tab row, click the Edit icon.
8. In the Activity plan tab pane, in the upper-right corner, click Settings.
9. In the Section pane, in the Container settings section, select the Include Icon or value check box.
   1. Click the Icon or value type list and select Property value.
   2. In the Property value field, enter or select .Plancount. 
   3. Click Apply.
   4. Click the Close button to return to the Activity plan tab.
10.  Click Actions > Refresh. 
11. In the left pane, click Activity plan, and  then click Add activity plan.
12. In the Add goals and tasks window, select the Select existing activity plan template radio button. 
13. In the Activity plan list, select Grant activity plan, and then click Submit. 
14. Expand the Assigned to list and select PGP Cosmos Manager. 
15. Click Submit.
16. In the Assign work window, in the Plan tasks section, click Grant activity plan and then, in the Activity plan: Grant activity plan section, click Add goals and tasks.
17. In the Add goals and tasks window, in the Plan goals section, in the Assigned to field, select PGP Cosmos Manager.
18. Click Submit.
19. In the New goal window, select the Select existing goal radio button.
20. In the Goal field, select Clean water drive in the neighborhood.
21. Click Submit. 
22. In the Add goals and tasks window, in the Plan goals section, in the Assigned to list, select PGP Cosmos Manager.
23. In the Tasks section, in the Assigned to list, select PGP Cosmos Manager.
24. Click Submit.
    
     
25.  Expand the Grant activity plan list and select the Grant case type.
    
26. In the lower-left corner of App Studio, click the user icon, and then click Log off.

Confirm your work

1. Log in to the Grants Management Application as a Manager:
   1. In the User name field, enter pgpcosmosmanager.
   2. In the Password field, enter rules.
2. In the My worklist section, in the Perform task row for Sanitization Drive, click Go.
3. In the Completion notes field, enter Completed and then click Submit.
4. Ensure that the task has the Resolved-Completed status.
5. In the TASK details pane on the left, click Grant activity plan.
6. On the Create goals and tasks tab, in the upper-right corner, click Go.
7. In the Completion notes field, enter Completed and then click Submit.
8. In the TASK details pane on the left, expand the TASK number and then click Grant in the menu.
9. In the Grant window, in the details pane on the left, click Activity plan.
10. Check that the task details are correct.
11. Expand the Grant activity plan row and check that the task details are correct.

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