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Case Management
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Module
Case Management
11 Topics
1 hr 35 mins
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Learn about Pega’s Case Management capability that allows you to create applications using a business process like interface.
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.
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.
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
Controlling Case workflow for Business Architects
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Module
Controlling Case workflow for Business Architects
6 Topics
1 hr 25 mins
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As a Pega Business Architect, understanding Pega's out-of-the-box features for controlling the workflow allows you to design for multiple pathways...
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 custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...
Decision tables and trees
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Module
Decision tables and trees
4 Topics
35 mins
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
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...