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  • Module

    Adding optional actions to a workflow

    3 Topics

    25 mins

    Visible to all users
  • Allow users to decide whether to perform additional actions on a case, such as updating account information or cancelling a case.

  • Module

    Attaching PDF files to a case

    2 Topics

    20 mins

    Visible to all users
  • Pega Platform™ provides the Create PDF automation, which allows you to attach a screenshot of a view to the case in PDF format.

  • Module

    Automating decisions with decision tables

    3 Topics

    30 mins

    Visible to all users
  • Pega Platform™ allows you to design complex decision logic by using decision tables. Decision tables are a helpful approach when you must test the...

  • Module

    Automating decisions with decision trees

    3 Topics

    25 mins

    Visible to all users
  • Pega Platform™ allows you to design complex decision logic by using decision trees. Decision trees can evaluate against different test conditions and...

  • Module

    Automating workflow decisions

    2 Topics

    20 mins

    Visible to all users
  • Automate decision-making to reduce processing time and ensure consistency between cases.

  • Module

    Case Management

    11 Topics

    1 hr 35 mins

    Visible to all users
  • Learn about Pega’s Case Management capability

  • Module

    Completing work on time

    2 Topics

    25 mins

    Visible to all users
  • Set goals and deadlines on steps, processes, stages, and entire cases to enforce the timely completion of work.

  • Module

    Configuring cascading approvals with a reporting structure

    2 Topics

    20 mins

    Visible to all users
  • Model approval processing involving a reporting hierarchy to model managerial approvals that are applied consistently to cases.

  • Module

    Creating a child case

    2 Topics

    20 mins

    Visible to all users
  • Create child cases to model work that different parties perform, that follows different reporting options, that follows different reporting frames...

  • Module

    Creating and managing teams of users

    3 Topics

    25 mins

    Visible to all users
  • Create work groups and work queues to allow cross-functional teams of users to work from a shared pool of assignments and improve process efficiency.

    ...

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