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Case Management Foundation

14 モジュール

14 チャレンジ

7 時間 55 分

Visible to: All users
初級 Pega Platform 8.7 Case Management 英語

Begin your journey to learn about Pega’s Case Management capability.

Defining a customer Microjourney

  • モジュール

    Defining a customer Microjourney

    5 トピック

    50 分

  • 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...

Designing a Case Life Cycle

  • チャレンジ

    Designing a Case Life Cycle

    8 タスク

    30 分

  • The mayor of MyTown wants to increase resident engagement and improve the town’s responsiveness to issues raised by residents.

    To achieve this goal...

User guidance

  • モジュール

    User guidance

    2 トピック

    15 分

  • Guide users through the case life cycle by identifying the current status of a case and adding instructions to enable users to complete assigned tasks...

Setting Case Status

  • チャレンジ

    Setting Case Status

    1 タスク

    20 分

  • After reviewing the progress on the service request case development, the MyTown Mayor and the Services Coordinator see additional areas for...

Completing work on time

  • モジュール

    Completing work on time

    2 トピック

    25 分

  • Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.

Enforcing Service-Level Agreements

  • チャレンジ

    Enforcing Service-Level Agreements

    1 タスク

    10 分

  • You are developing an application MyTown311 to capture and manage requests for city services. Ensure that service request repairs are scheduled...

Routing Assignments to users

  • モジュール

    Routing Assignments to users

    1 トピック

    25 分

  • Assign responsibility for completing a task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Routing work to users

  • チャレンジ

    Routing work to users

    2 タスク

    10 分

  • Specific members of the city government perform assignments on service request cases. The services coordinator identifies three assignments that must...

Designing an approval Process

  • モジュール

    Designing an approval Process

    1 トピック

    10 分

  • To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.

Approving work

  • チャレンジ

    Approving work

    1 タスク

    5 分

  • The MyTown services coordinator wants to review all the repairs performed as a result of a resident service request. If the repair is satisfactory...

Sending emails during Case processing

  • モジュール

    Sending emails during Case processing

    2 トピック

    20 分

  • Generate and send automated emails during the case life cycle to notify customers and users of changes to a case.

Sending emails during Case processing

  • チャレンジ

    Sending emails during Case processing

    1 タスク

    15 分

  • The mayor of MyTown wants users to receive email updates when the reported issue is resolved. 

    The following table provides the credentials you need...

Adding optional Actions to a workflow

  • モジュール

    Adding optional Actions to a workflow

    1 トピック

    15 分

  • Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.

Adding optional Actions to a workflow

  • チャレンジ

    Adding optional Actions to a workflow

    1 タスク

    5 分

  • InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...

Automating workflow decisions

  • モジュール

    Automating workflow decisions

    1 トピック

    15 分

  • Automate decision-making to reduce processing time and ensure consistency between cases.

Control the workflow based on business context

  • チャレンジ

    Control the workflow based on business context

    3 タスク

    10 分

  • When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...

Automation shapes in the Case Life Cycle

  • モジュール

    Automation shapes in the Case Life Cycle

    1 トピック

    20 分

  • Pega Platform™ provides different automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the case...

Attaching PDF files to a case

  • チャレンジ

    Attaching PDF files to a case

    2 タスク

    10 分

  • InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...

Creating a child Case

  • モジュール

    Creating a child Case

    1 トピック

    15 分

  • Create child cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...

Creating a child Case

  • チャレンジ

    Creating a child Case

    2 タスク

    10 分

  • InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request case type...

Identifying duplicate Cases

  • モジュール

    Identifying duplicate Cases

    1 トピック

    10 分

  • Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.

Adding a duplicate Case Type search

  • チャレンジ

    Adding a duplicate Case Type search

    3 タスク

    10 分

  • InsCorp wants to ensure that only one assistance request case is processed for each request. Customers that send assistance requests might have...

Skipping a Process or a Stage

  • モジュール

    Skipping a Process or a Stage

    1 トピック

    10 分

  • Skip processes and entire stages that are unnecessary in certain situations so that cases can process with increased efficiency and flexibility. 

Skipping a process based on business context

  • チャレンジ

    Skipping a process based on business context

    1 タスク

    10 分

  • Roadside assistance requests are covered for customers who have opted for the higher membership coverage level. Configure the Enter payment...

Pausing and resuming Case processing

  • モジュール

    Pausing and resuming Case processing

    1 トピック

    15 分

  • Enforce dependencies using the Wait step. The Wait step allows you to pause and resume case processing when the case meets conditions that you define...

Pausing and resuming case processing

  • チャレンジ

    Pausing and resuming case processing

    1 タスク

    10 分

  • InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. During the Service stage, the customer...

Calculating fields using Decision tables

  • モジュール

    Calculating fields using Decision tables

    1 トピック

    25 分

  • In App Studio, Pega Platform™ allows you to calculate the value of a field using a decision table. Decision tables are a helpful approach when you...

Calculating fields using decision tables

  • チャレンジ

    Calculating fields using decision tables

    2 タスク

    15 分

  • GoGoRoad stakeholders want to ensure customer satisfaction by allowing the application of discounts based on whether the service provider is on time...

mission badge: Case Management Foundation

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