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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...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Topic
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
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...
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.
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...
UI authoring in Constellation
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Module
UI authoring in Constellation
5 Topics
50 mins
Pega Platform '23 -
Explore how you can configure Views to create the user interface in a Constellation application.
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.
UX design fundamentals
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Module
UX design fundamentals
4 Topics
1 hr 20 mins
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Learn about the approach to UX and UX best practices that a lead system architect (LSA) applies in the creation of a Pega Platform™ application.
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...