Search
Presenting suggestions for agents
-
Modul
Presenting suggestions for agents
4 Themen
35 Min.
-
During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Routing Assignments to users
-
Modul
Routing Assignments to users
1 Thema
25 Min.
-
Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Security Checklist awareness
-
Modul
Security Checklist awareness
1 Thema
20 Min.
Platform -
- What is the Security Checklist?
- How do I access the Security Checklist?
- How to use the Security Checklist?/What is the purpose?
- What happens if I...
Sending emails during Case processing
-
Modul
Sending emails during Case processing
1 Thema
15 Min.
-
Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Skipping a Process or a Stage
-
Modul
Skipping a Process or a Stage
1 Thema
10 Min.
-
Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Tracking and auditing changes to data
-
Modul
Tracking and auditing changes to data
1 Thema
15 Min.
-
Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...
User guidance
-
Modul
User guidance
2 Themen
15 Min.
-
Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
-
Modul
Working in the Patient 360 profile
8 Themen
1 Std. 35 Min.
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
-
Challenge
Adding a duplicate Case search for BAs
4 Aufgaben
15 Min.
-
In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
-
Challenge
Adding a duplicate Case Type search
3 Aufgaben
10 Min.
-
InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...