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Module

Pega case management for designers

10 Topics

1 hr 50 mins

 Visible to: All users
Beginner Pega Platform '24 Pega Platform '23 Pega Platform 8.8 Pega Platform 8.6 Pega Platform 8.5 Case Management User Experience English

In this module, you learn about the case management capabilities of Pega Platform™ as they apply to user experience designers.

After completing this module, you should be able to:

Identify the elements of a case life cycle: stages, processes, and steps.
Identify the role of case status in case processing.
Articulate the purpose of the Approve/Reject step in a workflow.
Identify how goals and deadlines establish expectations for completing work.
Identify the value of assigning and routing tasks to users.
Differentiate between a user and a work queue.
Describe automated correspondence in a workflow.
Describe how the search duplicate cases logic identifies duplicate cases.
Describe how child cases can model work performed by different parties.
Translate your design ideas into a Pega Platform workflow.

Available in the following mission:

Pega Constellation View-Based UI for Designers v2

Topics

Case management for UX/UI designers

5 mins

Pega Express basics for designers

5 mins

Case life cycle basics for designers

15 mins

Case status basics for designers

5 mins

Service-level agreement (SLA) basics for designers

10 mins

Basics of routing work for designers

15 mins

Basics of case approval for designers

10 mins

Email correspondence for designers

15 mins

Case hierarchy and structure considerations for designers

10 mins

Translating your design ideas to the Pega case

10 mins

Module Quiz

10 mins

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