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Approving work

1 Task

5 mins

 Visible to: All users
Beginner
Pega Platform '24.2
Case Management
User Experience
Constellation
English

Scenario

The MyTown services coordinator wants to review all the repairs performed as a result of a resident service request. If the repair is satisfactory, the Case is approved and then resolved. If the repair is unsatisfactory, the Case is rejected and returns to the Review Stage so that a new repair can be scheduled. Upon returning to the Review Stage, the Case Status is Open.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@mytown pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

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

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

Challenge Walkthrough

Detailed Tasks

1 Configure the Review repair Step

Note: While the approval Step is already created in this challenge instance, you can add an approval Step to a Process by clicking Step and selecting Approve/Reject.
  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter author@mytown.
    2. In the Password field, enter pega123!.
  2. In the App Studio navigation pane, click Case Types > Service Request to display the Case Life Cycle. 
  3. Click the Review repair Step. The configuration pane is displayed on the right. 
  4. In the General tab, confirm the Review repair Approve/Reject Step is routed to servicecoordinator@mytown. 
    Routing an Approve/Reject step to a specific user
  5. In the Flow tab, confirm that the If APPROVED then list is set to Continue.
  6. Set the If REJECTED then list to Change Stage to return the Case to a different Stage if the repair is rejected.
  7. Confirm that the To list is set to Review to return the Case to the Review Stage if the repair is rejected.
  8. In the Set status field, enter or select Open to change the Case Status if the repair is rejected.
    Flow tab for the Review repair Approve/Reject step
  9. In the Approval Rejection Alternate Stage, hover over the Stage to reveal the More icon.
    Highlighting the More icon on the Approval rejection stage.
  10. Click More and then Delete Stage to remove the alternate path from the Case Life Cycle.
    Highlighting the Delete stage selection of the More icon.
     
  11. Click Save to complete the configuration.

Confirm your work

  1. Click Save and run to create a new Case.
  2. In the Report problem View, select a Request type.
  3. Click Next to advance the Case.
  4. Click Next to advance the Case past the Identify location View.
  5. Click Next to advance the Case past the Identify submitter View.
  6. Click Submit to advance the Case.
  7. Click Go to schedule the repair.
  8. In the Due date, enter tomorrow’s date, and then click Submit to advance the Case.
  9. Click Go to get to the Perform repair View.
  10. In the Perform repair View, click Submit to advance the Case.
  11. Click Go to display the Get Approval View.
  12. In the Get Approval View, click Reject to return to the Review Stage.
    Highlighting the Reject button on the Get Approval view.
  13. Ensure the Case Status is OPEN. Click Go to display the Schedule repair View. 
    Highlighting the work status set back to OPEN after the approval rejection.
  14. Click Submit to advance the Case.
  15. Click Go to display the Perform repair View.
  16. In the Perform repair View, click Submit to advance the Case.
    Note: In the Resolution Stage, if you see Empty Work Item Handle, click Actions > Refresh to refresh the Case.
  17. Click Go to display the Get Approval View.
  18. Click Approve to accept the repair. Verify the Case Status is RESOLVED-COMPLETED. 
    Highlighting the Work Status of RESOLVED-COMPLETED.

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

Return to mission
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