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Routing Assignments to users
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Módulo
Routing Assignments to users
1 Tema
25 minutos
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Securing and auditing data
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Módulo
Securing and auditing data
2 Temas
30 minutos
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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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Módulo
Security Checklist awareness
1 Tema
20 minutos
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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Módulo
Sending emails during Case processing
1 Tema
15 minutos
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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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Módulo
Service requests
9 Temas
50 minutos
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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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Módulo
Skipping a Process or a Stage
1 Tema
10 minutos
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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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Módulo
The Discover phase and your MLP
12 Temas
1 h 55 minutos
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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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Módulo
The Prepare phase and project kickoff
7 Temas
1 h 15 minutos
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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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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...
User guidance
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Módulo
User guidance
2 Temas
15 minutos
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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.