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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...

Conduct usability testing

  • Module

    Conduct usability testing

    3 Topics

    20 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 cascading approvals with an authority matrix

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...

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...

Enabling accessibility features in applications

Extending service-level agreement configurations

  • Module

    Extending service-level agreement configurations

    4 Topics

    40 mins

    Visible to all users
  • In Dev Studio, you can configure more complex service-level agreements to meet business needs that require delayed processing of an assignment...

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