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Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Rubriques
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Role of a Pega Business Architect
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Module
Role of a Pega Business Architect
2 Rubriques
30 mins
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The Pega Business architect serves as a liaison between the business function and the technical development team to ensure that the Pega solution...
Securing and auditing data
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Module
Securing and auditing data
2 Rubriques
30 mins
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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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Module
Security Checklist awareness
1 Rubrique
20 mins
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...
Sizing a Pega Platform project
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Module
Sizing a Pega Platform project
2 Rubriques
25 mins
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Rubrique
15 mins
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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...
Adding dynamic functionality to a button
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Défi
Adding dynamic functionality to a button
2 Tâches
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Adding fields to Views
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Défi
Adding fields to Views
4 Tâches
20 mins
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...
Auditing changes to the value of fields
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Défi
Auditing changes to the value of fields
1 Tâche
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Configuring a coaching tip
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Défi
Configuring a coaching tip
2 Tâches
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...