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Challenge

Updating assignment routing

3 Tasks

20 mins

Visible to all users
Beginner Pega Platform 8.2 English

Scenario

The Human Resources (HR) department wants the ability to add a new hire to the company payroll. The PegaHR application includes a case type to perform this work. A business architect has determined that the business process is sufficient for TGB's needs at this time. However, the process uses a work queue that does not match the organization structure at TGB. The Human Resources (HR) department has asked that you create a new work queue to match the organizational structure at TGB.

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

Role Operator ID Password
Senior System Architect SSA@TGB rules

Your assignment

Override the default work queue (PayrollReviewWB) used in the Complete enrollment process of the Payroll Setup case type in the PegaHR application. To do this:

  1. Create a new work group for processing Payroll Setup cases with the following details.

    Field Value
    Short description TGB Payroll
    Work group name Payroll@TGB
    Manager Manager@TGB
    Default work queue default@TGB
  2. Create a new work queue for routing assignments to review Payroll Setup cases with the following details.

    Field Value
    Short description TGB Payroll work queue
    work queue TGBPayrollWB
    Name TGB
    Division Finance
    Unit Accounting
    Work group Payroll@TGB
  3. Create a copy of the Complete enrollment process in the TGB-HRApps-Work-PayrollSetup class. In this new copy of the process, route the Review Selections assignment to the new TGBPayrollWB work queue.

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

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

Detailed Tasks

1 Create the work group and work queue

  1. In Dev Studio, create a work group with the following details.

    To create a new work group, select Create > Organization > Work Group.

    Field Value
    Short description TGB Payroll
    Work group name Payroll@TGB
    Manager Manager@TGB
    Default work queue default@TGB
  2. Create a payroll work queue with the following details.

    Tip: If you do not remember how to create a work queue, use the procedure outlined in the Help topic Creating a work queue.
    Field Value
    Short description TGB Payroll work queue
    Work queue TGBPayrollWB
    Name TGB
    Division Finance
    Unit Accounting
    Work group Payroll@TGB

    2 Update the assignment to route to the new work queue

    1. In Dev Studio, open the Payroll Setup case type to display the case life cycle.
    2. From the case life cycle, open the Complete enrollment process.
    3. In the upper-right corner of the Complete enrollment process, click Open process to open the process in the Process Modeler.
    4. On the rule header, click the down arrow on the Save as button, and select Specialize by class or ruleset to open the Flow Record Configuration form.
    5. In the Apply to field, enter or select TGB-HRApps-Work-PayrollSetup to create a copy of the process in the implementation layer for customization.
    6. Click Create and open to create a copy of the flow record in the implementation layer and open the flow record.
    7. Click Check in to save the record.
    8. Close both instances of the Complete enrollment process and return to the Payroll Setup case type.
    9. On the Payroll Setup case type, click Actions > Refresh to reload the case type to account for the process you copied into the implementation layer.
    10. Under the Complete enrollment process, select the Review selections step.
    11. In the contextual menu on the General tab, in the Route to drop-down, select Work queue.
    12. Route the case to TGBPayrollWB work.
    13. Click Save to update the step configuration.

    3 Confirm your work

    1. Open the Case Manager portal.
      Tip: Click Launch web interface to access the Case Manager portal.
    2. Create and complete a Payroll Setup case.
    3. On the Review selections step, the work queue name is displayed as part of the assignment.

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