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Case Management Intermediate

  • Mission

    Case Management Intermediate

    5 Modules

    5 Challenges

    6 hrs 5 mins

    Visible to all users
  • Continue learning about case management using Pega Platform™.

Approving cases with an authority matrix

  • Module

    Approving cases with an authority matrix

    2 Topics

    25 mins

    Visible to all users
  • Pega Platform™ provides the ability to include single and cascading approvals when designing case types. You learn how to convert a single approval to...

Case view configuration with Pega Cosmos design system

  • Module

    Case view configuration with Pega Cosmos design system

    4 Topics

    1 hr 5 mins

    Visible to all users
  • In the Pega Cosmos design system, the information architecture of a case is optimized so that users can quickly understand the case's most critical...

Configuring cascading approvals with an authority matrix

Conducting usability testing

  • Module

    Conducting usability testing

    2 Topics

    15 mins

    Visible to all users
  • Usability testing is a method for determining how easy an application is to use by testing the application with real users in a controlled setting...

Configuring new case creation

  • Module

    Configuring new case creation

    2 Topics

    35 mins

    Visible to all users
  • Pega Cosmos design system introduces a new end-user experience for the case creation form. You also learn how to customize the layout and behavior of...

Decision tables and trees

  • Module

    Decision tables and trees

    7 Topics

    1 hr 40 mins

    Visible to all users
  • Decision tables and decision trees are fundamental to enforcing business decisions. You can use these decision rules in flows, routers, activities...

Designing reports with multiple sources

  • Module

    Designing reports with multiple sources

    6 Topics

    1 hr 5 mins

    Visible to all users
  • Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...

Gaining insight into business efficiency

Duplicate and temporary cases

  • Module

    Duplicate and temporary cases

    4 Topics

    30 mins

    Visible to all users
  • Learn how to configure the search duplicate cases feature to identify duplicate cases in the system. This feature allows users to decide which case is...

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