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Looking for instructor-led training?
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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
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 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.
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Module
Case Management
11 Topics
1 hr 35 mins
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Learn about Pega’s Case Management capability
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Module
Completing work on time
2 Topics
25 mins
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Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.
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Module
Configuring cascading approvals with a reporting structure
2 Topics
20 mins
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Model approval processing involving a reporting hierarchy to model managerial approvals that are applied consistently to cases.
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Module
Configuring security policies
4 Topics
40 mins
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Learn about the types of attacks that malicious hackers use to gain unauthorized access to Pega Platform, and how to configure security policies to...
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Module
Creating a child case
2 Topics
20 mins
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Create child cases to model work that different parties perform, that follows different reporting options, that follows different reporting frames...