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Service requests
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Module
Service requests
9 Topics
50 mins
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Setting chat and messaging behavior
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Module
Setting chat and messaging behavior
4 Topics
35 mins
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Chat and messaging configuration options define the properties for all the individual channels that support conversations between customer service...
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...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
Tools for debugging Constellation applications
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Module
Tools for debugging Constellation applications
2 Topics
35 mins
Pega Platform '23 -
Examine the tools that are available to assist in debugging Constellation applications.
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...
User guidance
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Module
User guidance
2 Topics
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Working in the Patient 360 profile
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Module
Working in the Patient 360 profile
8 Topics
1 hr 35 mins
Pega Care Management 8.7 -
Learn about the key concepts and best practices for configuring Patient 360, including setting the categories for tracking social determinants of...
Adding a duplicate Case search for BAs
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Challenge
Adding a duplicate Case search for BAs
4 Tasks
15 mins
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In a DCO session, GoGoRoad stakeholders said that they want to ensure that only one Assistance Request Case is processed for each customer incident...
Adding a duplicate Case Type search
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Challenge
Adding a duplicate Case Type search
3 Tasks
10 mins
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InsCorp wants to ensure that only one Assistance Request Case is processed for each request. Customers that send assistance requests might have...