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Updating Assignment routing

2 Tasks

10 mins

 Visible to: All users
Intermediate
Pega Platform '24.2
Case Management
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 new organizational structure at TGB. The Human Resources (HR) department has asked that you create a new Work Queue and Work Group to match the organizational new structure at TGB. To do this, make the changes in a copy of the current Complete enrollment Process.

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

Role User name Password
Senior System Architect SSA@TGB 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 Create the Work Group and Work Queue

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.

  2. In Dev Studio, create a Work Group with the following details:

    Tip: To create a new Work Group, click Create > Organization > Work Group.
    Field Value
    Short description TGB Payroll
    Work Group name Payroll@TGB
    Manager Manager@TGB
    Default Work Queue default@TGB
      
  3. Create a payroll Work Queue 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
    The following figure shows the configuration of the Work Queue:
    New payroll work queue filled in with details listed in the step 3 table
    Tip: To create a new Work Queue, click Create > Organization > Work Queue.
  4. Save your changes.

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. Open the Complete enrollment Process.
  3. Click Save as > Specialize by class or Ruleset to open the Flow Record Configuration form.
  4. 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.
  5. Click Create and open to create a copy of the flow record in the Implementation Layer and open the flow record.
  6. Save your changes.
  7. Close both instances of the Complete enrollment Process and return to the Payroll Setup Case Type.
  8. Refresh the Case Type to reload the Case Type and account for changes to the Process and Implementation Layer.
  9. Select the Review selections Step.
  10. Configure the contextual menu with the following details:
    Field Value
    Route to Work Queue
    Work Queue name TGBPayrollWB
    Set Case Status Pending-Fulfillment

    The following figure shows the configuration details of the Review selections Step:
    Contextual menu filled out with details from table in step 10
  11. Save your changes.

Confirm your work

  1. Open the User Portal.
  2. Create and complete a Payroll Setup Case.
  3. Review the Case history to verify the Case was assigned to the TGBPayroll Work Queue.
    History shows TGBPayrollWB assignment

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

Available in the following mission:

Return to mission
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