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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...
Sizing a Pega Platform project
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Module
Sizing a Pega Platform project
2 Topics
25 mins
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Determine project cost and schedule by estimating staffing and timelines with the Estimator tool. The Estimator is a discovery tool that provides an...
The Discover phase and your MLP
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Module
The Discover phase and your MLP
12 Topics
1 hr 55 mins
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Discover is the first phase within the Pega Express™ delivery approach, based on design thinking. Design thinking plays a key role and helps your team...
The Prepare phase and project kickoff
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Module
The Prepare phase and project kickoff
7 Topics
1 hr 15 mins
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The Prepare phase follows the Discover phase with key activities such as conducting a sales to delivery handoff meeting and a project kickoff event...
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...
Adding dynamic functionality to a button
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Challenge
Adding dynamic functionality to a button
2 Tasks
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Adding fields to Views
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Challenge
Adding fields to Views
4 Tasks
20 mins
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Now that the Stages, Steps, and data objects for the MyTown 311 Service Request Case Life Cycle are configured, the Mayor and the Services coordinator...
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...
Configuring a Case suggestion
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Challenge
Configuring a Case suggestion
5 Tasks
15 mins
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Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...
Configuring a chatbot with web messaging
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Challenge
Configuring a chatbot with web messaging
5 Tasks
15 mins
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The business wants to allow its customers to make payments using a digital messaging channel. The chatbots can handle this type of request and allow...