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Looking for instructor-led training?
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Mission
Case Management Foundation
13 Modules
13 Challenges
9 hrs 5 mins
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Begin your journey to learn about Pega’s Case Management capability.
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Mission
Case Management Intermediate
5 Modules
4 Challenges
5 hrs 55 mins
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Continue learning about case management using Pega Platform™.
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Module
Activities
3 Topics
40 mins
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Learn how to configure activities when appropriate to automate system tasks in Pega Platform™ applications.
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Module
Adding optional actions to a workflow
3 Topics
25 mins
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Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.
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Module
Approving cases with an authority matrix
2 Topics
25 mins
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Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...
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Module
Attaching PDF files to a case
2 Topics
20 mins
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Pega Platform™ provides the Create PDF automation, which allows you to attach a screenshot of a view to the case in PDF format.
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Module
Automating actions when a property value changes
2 Topics
20 mins
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Automate actions whenever the value of a property changes to implement more sophisticated case automations.
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Module
Automating decisions with decision tables
3 Topics
30 mins
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Pega Platform™ allows you to design complex decision logic by using decision tables. Decision tables are a helpful approach when you must test the...
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Module
Automating decisions with decision trees
3 Topics
25 mins
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Pega Platform™ allows you to design complex decision logic by using decision trees. Decision trees can evaluate against different test conditions and...
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Module
Automating workflow decisions
2 Topics
20 mins
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Automate decision-making to reduce processing time and ensure consistency between cases.