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Communicating with users for BAs

Configuring a cascading approval with a reporting structure

Configuring cascading approvals with an authority matrix

Configuring organization structure

  • Challenge

    Configuring organization structure

    6 Tasks

    15 mins

    Visible to: All users
  • For the next phase of the challenge, you configure a basic organizational structure for the MyTown application within Pega Robot Manager™. MyTown has...

Configuring Pega Robot Manager

  • Challenge

    Configuring Pega Robot Manager

    4 Tasks

    30 mins

    Visible to: All users
  • MyTown wants to assign and manage automation execution for Inquiries and Service Requests case types using a Pega Robot Manager™ application. The...

Control the workflow based on business context

Controlling the workflow based on a business context for BAs

  • Challenge

    Controlling the workflow based on a business context for BAs

    2 Tasks

    15 mins

    Visible to: All users
  • When customers request roadside assistance, a Manager manually validates whether the customer is enrolled in roadside assistance coverage. To improve...

Creating a basic automation

  • Challenge

    Creating a basic automation

    3 Tasks

    20 mins

    Pega Robotic Automation 22.1 Visible to: All users
  • Create a project that logs in to the BankerInsight application, inserts the Customer Number, and searches for a client to display account details. 

    C...

Creating a child case

Creating a child Case for BAs

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