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Designing an approval Process
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Módulo
Designing an approval Process
1 Tema
15 minutos
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
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Módulo
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
2 Temas
20 minutos
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Modellieren Sie die Genehmigungsverarbeitung unter Berücksichtigung einer Berichtshierarchie. So können Sie ein Modell der Genehmigungen durch das...
Configuring common phrases for agents
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Módulo
Configuring common phrases for agents
1 Tema
10 minutos
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Creating a child Case
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Módulo
Creating a child Case
1 Tema
15 minutos
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Creating custom tabs
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Módulo
Creating custom tabs
2 Temas
25 minutos
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Temporäre Cases erstellen und permanent machen
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Módulo
Temporäre Cases erstellen und permanent machen
3 Temas
20 minutos
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Verwenden Sie temporäre Cases, um Speicherplatz zu sparen und die Systemleistung zu verbessern.
Defining a customer Microjourney
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Módulo
Defining a customer Microjourney
5 Temas
50 minutos
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Customizing the customer service user interface
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Módulo
Customizing the customer service user interface
2 Temas
15 minutos
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Tracking and auditing changes to data
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Módulo
Tracking and auditing changes to data
1 Tema
15 minutos
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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...
Decision tables and trees
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Módulo
Decision tables and trees
4 Temas
35 minutos
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...