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Securing and auditing data
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Modul
Securing and auditing data
2 Themen
30 Min.
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Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...
Security Checklist awareness
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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
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Modul
Sending emails during Case processing
1 Thema
15 Min.
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
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Modul
Service requests
9 Themen
50 Min.
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Skipping a Process or a Stage
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Modul
Skipping a Process or a Stage
1 Thema
10 Min.
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Discover phase and your MLP
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Modul
The Discover phase and your MLP
12 Themen
1 Std. 55 Min.
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Modul
The Prepare phase and project kickoff
7 Themen
1 Std. 15 Min.
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
Tracking and auditing changes to data
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Modul
Tracking and auditing changes to data
1 Thema
15 Min.
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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
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Modul
User guidance
2 Themen
15 Min.
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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
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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...