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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...
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...
Defining a reporting strategy
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Module
Defining a reporting strategy
4 Topics
1 hr 55 mins
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Defining a reporting strategy goes beyond creating reports in Pega Platform™. Many organizations use a data warehousing solution and have distinct...
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.
Escalating late work
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Module
Escalating late work
1 Topic
10 mins
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.
Evaluating application data with Insights for Business Architects
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Module
Evaluating application data with Insights for Business Architects
1 Topic
20 mins
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As a Pega Business Architect, you understand that all organizations need to analyze their operations to understand the performance of their teams and...
Exploring application data with Insights
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Module
Exploring application data with Insights
1 Topic
15 mins
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Pega Platform™ allows you to easily explore and analyze data in your application using the Explore Data landing page. You can use Insights to...
Gaining insight into business efficiency
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Module
Gaining insight into business efficiency
2 Topics
25 mins
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Design reports to analyze Case data and provide insight into processes and workflows.
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.