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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...
Adding optional Actions to a workflow
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Challenge
Adding optional Actions to a workflow
1 Task
5 mins
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InsCorp wants to ensure that customers can cancel service requests at any time. To support co-production, a system architect configured the Cancel...
Adding optional actions to a workflow for BAs
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Challenge
Adding optional actions to a workflow for BAs
2 Tasks
10 mins
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GoGoRoad wants to assure customers that their assistance requests can be cancelled at any time. Not only does the cancel request functionality provide...
Approving work
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Challenge
Approving work
1 Task
5 mins
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The MyTown services coordinator wants to review all the repairs performed as a result of a resident service request. If the repair is satisfactory...
Approving work for BAs
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Challenge
Approving work for BAs
5 Tasks
20 mins
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In a Directly Capture Objectives (DCO) session, a GoGoRoad SME explained that they did not always require customers to be enrolled in their membership...
Attaching PDF files to a case
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Challenge
Attaching PDF files to a case
2 Tasks
10 mins
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InsCorp wants to ensure that customers receive an email with a receipt of services, including a breakdown of the services provided. Add two...