Mission
Case Management Foundation
15 Modules
14 Challenges
8 hrs 40 mins
Begin your journey to learn about Pega’s Case Management features.
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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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...
Designing a Case Life Cycle
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Challenge
Designing a Case Life Cycle
8 Tasks
30 mins
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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
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Module
User guidance
2 Topics
15 mins
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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.
Setting Case Status
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Challenge
Setting Case Status
1 Task
20 mins
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After reviewing the progress on the service request Case development, the MyTown Mayor and the Services Coordinator see additional areas for...
Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
25 mins
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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...
Routing work to users
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Challenge
Routing work to users
2 Tasks
10 mins
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Specific members of the city government perform Assignments on service request Cases. The services coordinator identifies three Assignments that must...
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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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.
Approving work
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Challenge
Approving work
1 Task
5 mins
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The MyTown services coordinator wants to review all the repairs performed as a result of a resident service request. If the repair is satisfactory...
Completing work on time
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Module
Completing work on time
2 Topics
25 mins
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Set goals and deadlines on Steps, Processes, Stages, and entire Cases to enforce the timely completion of work.
Enforcing Service-Level Agreements
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Challenge
Enforcing Service-Level Agreements
1 Task
15 mins
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You are developing an application MyTown311 to capture and manage requests for city services. Ensure that service request repairs are scheduled...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Topic
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Sending emails during Case processing
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Challenge
Sending emails during Case processing
1 Task
15 mins
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The mayor of MyTown wants users to receive email updates when the reported issue is resolved.
Note: The framework of this challenge uses the Constellation...
Adding optional Actions to a workflow
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Module
Adding optional Actions to a workflow
1 Topic
15 mins
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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
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Challenge
Adding optional Actions to a workflow
1 Task
5 mins
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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
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Module
Automating workflow decisions
1 Topic
15 mins
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Automate decision-making to reduce processing time and ensure consistency between Cases.
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
10 mins
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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
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Module
Automation shapes in the Case Life Cycle
1 Topic
20 mins
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Pega Platform™ provides different Automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the Case...
Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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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 a child Case
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Challenge
Creating a child Case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Identifying duplicate Cases
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Module
Identifying duplicate Cases
1 Topic
10 mins
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Tasks
10 mins
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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
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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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.
Skipping a process based on business context
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Challenge
Skipping a process based on business context
1 Task
10 mins
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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
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Module
Pausing and resuming Case processing
1 Topic
15 mins
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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
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Challenge
Pausing and resuming Case processing
1 Task
10 mins
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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
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Module
Calculating fields using Decision tables
1 Topic
25 mins
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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
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Challenge
Calculating fields using Decision tables
2 Tasks
15 mins
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GoGoRoad stakeholders want to ensure customer satisfaction by allowing the application of discounts based on whether the service provider is on time...
Collaboration with users
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Module
Collaboration with users
1 Topic
20 mins
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Complete your Microjourney® faster by using the Pulse and Tags widgets to interact with other application users.
Collaborating with Pulse and Tags
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Challenge
Collaborating with Pulse and Tags
2 Tasks
10 mins
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Throughout the Case Life Cycle of the GoGoRoad application, members of the CSR team must stay in contact with one another. One of the most efficient...