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Module

Cascading approvals

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Model a series of approvals using cascading approvals in Pega Platform™. To receive approval from people on different levels of the organizational chart, configure a cascading approval with a reporting structure. To receive approval from people in different parts or departments of the organization, configure a cascading approval with an authority matrix.

Beginner
Case Management
English

After completing this module, you should be able to:

Identify appropriate use cases for a cascading approval.
Identify the benefit of approvals using a reporting structure or authority matrix.
Configure a cascading approval using a reporting hierarchy or approval matrix.
Model conditional levels of approval within a reporting hierarchy.

Practice what you learned in the following Challenges:

Configuring a cascading approval with a reporting structure v6 Configuring cascading approvals with an authority matrix v6

Available in the following mission:

System Architect v6

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