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Presenting suggestions for agents
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Module
Presenting suggestions for agents
4 Topics
35 mins
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During customer interactions, CSRs receive suggestions through notification cards in the Interaction Portal of Pega Customer Service™. They represent...
Promoting rule reuse with relevant records
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Module
Promoting rule reuse with relevant records
1 Topic
15 mins
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Developers designate rules as relevant records to promote rule reuse by other developers. Leveraging relevant records helps developers build high...
Reviewing log files
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Module
Reviewing log files
3 Topics
30 mins
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Pega Platform™ provides logs that record system events such as application errors and performance and security issues. Use log files to identify and...
Rule resolution
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Module
Rule resolution
5 Topics
1 hr
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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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Module
Securing and auditing data
2 Topics
30 mins
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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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Module
Security Checklist awareness
1 Topic
20 mins
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...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Topic
15 mins
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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...
Assessing application performance
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Challenge
Assessing application performance
2 Tasks
10 mins
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The Human Resources (HR) department has noticed that the open positions screen of the candidate case type has been loading the list of positions...
Auditing changes to the value of fields
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Challenge
Auditing changes to the value of fields
1 Task
5 mins
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HRApps provides payroll setup for employees. For the Payroll Setup Case Type, an employee provides their bank information for direct deposit. When the...
Automating actions when a property value changes
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Challenge
Automating actions when a property value changes
2 Tasks
15 mins
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The Payroll Department at TGB reports that some employees enter an incorrect bank name when enrolling in direct deposit. The payroll department...