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Configuring Case locking

Archived

1 Aufgabe

10 Min.

Sichtbar für: All users Applies to: Pega Platform 8.6
Mittel
Case Management
Englisch
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Szenario

At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a candidate in parallel processes. The Human Resources (HR) department determined that multiple interviewers and all HR personnel need to access and potentially update the candidate case at any time. Human Resources (HR) requests that the application prompts the user to reload or close the case without saving if changes have already been committed by another user. 

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

Role User name Password
Senior System Architect SSA@TGB rules
Recruiter Recruiter@TGB rules
Employee Employee@TGB rules
Hinweis: 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.

Challenge-Schritte

Genaue Übungsschritte

1 Modify the case type to allow multiple stakeholders

  1. Log in as the SSA@TGB user with password rules.
  2. In Dev Studio select the Candidate case type.
  3. In the Settings tab, click Locking to select a concurrent access strategy.
  4. Click Allow multiple users to allow the first user to submit the case and notify all other users working on the case to review the changes before submitting new updates.
    case-locking
  5. Save your changes.


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