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Routing Assignments to users
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モジュール
Routing Assignments to users
1 トピック
25 分
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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...
Rule resolution
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モジュール
Rule resolution
5 トピック
1時間
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Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...
Securing and auditing data
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モジュール
Securing and auditing data
2 トピック
30 分
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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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モジュール
Security Checklist awareness
1 トピック
20 分
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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モジュール
Sending emails during Case processing
1 トピック
15 分
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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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モジュール
Service requests
9 トピック
50 分
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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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モジュール
Skipping a Process or a Stage
1 トピック
10 分
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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.
Tracking and auditing changes to data
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モジュール
Tracking and auditing changes to data
1 トピック
15 分
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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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モジュール
User guidance
2 トピック
15 分
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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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モジュール
Working in the Patient 360 profile
8 トピック
1時間 35 分
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...