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Adding optional actions to a workflow
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Module
Adding optional actions to a workflow
1 Topic
15 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.
Attaching PDF files to 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.
Approvals and SLAs
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Module
Approvals and SLAs
3 Topics
35 mins
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Automate more advanced business processes such as obtaining approvals, configuring alternate stages, and establishing agreed-upon goals and deadlines...
Cascading approvals
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Module
Cascading approvals
1 Topic
15 mins
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Model approval processing involving a reporting structure to model managerial approvals that are applied consistently to cases. Pega Platform provides...
Completing work on time
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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.
Architecture and design during the Prepare phase
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Module
Architecture and design during the Prepare phase
6 Topics
1 hr 30 mins
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Architecture and design decisions in the Prepare phase ready your team for the Build phase. During Prepare, you refine the business and technical...
Automating decisions with decision tables
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Module
Automating decisions with decision tables
2 Topics
20 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...
Automating decisions with decision trees
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Module
Automating decisions with decision trees
4 Topics
30 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...
Automating workflow decisions
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Module
Automating workflow decisions
1 Topic
15 mins
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Automate decision-making to reduce processing time and ensure consistency between cases.
Automation shapes in the case life cycle
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Module
Automation shapes in the case life cycle
1 Topic
20 mins
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Pega Platform™ provides different automation shapes, which can be used across the application. Each shape has a specific purpose and usage in the case...