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Routing work

When there is more than one operator to complete work on a case, you define who performs the work on each assignment as you model a process. Careful and appropriate assignment routing design increases business efficiency because assignments go to individuals or groups of individuals most capable of completing a specific assignment. 

For example, when creating an expense report, an employee creates the report, a manager approves it, and payroll sends the money. Three roles, either an individual or a team, are working on the same case to fulfill their part of the assigned work.

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Routing options

Current user

You route an assignment to the current user if the user who completed the preceding assignment needs to complete the current task.

Specific user

A worklist is a list of all open assignments, in order of importance, for a specific user. For example, an assignment that requires a maintenance manager to approve service requests routes to the worklist of the maintenance manager. 

You route an assignment to a specific user if an individual user must complete the assignment. 

manager worklist

Work queue

A work group identifies a cross-functional team that uses a work queue to distribute work. A work queue is a list of all open assignments, in order of importance, for a group of users. Assignments stay in the work queue until a user associated with the work queue selects an assignment, or a manager sends an assignment in the work queue to a specific user.

You create work groups to share resources across the business. For example, the following team contains members from different parts of the organization and in different roles. The shared user sees assignments in both work queues. 

workgroups
Note: Pega Platform™ refers to work groups as teams and operators as team members.

You route to a work queue if anyone in the work group can complete the assignment. For example, you route an assignment to the payroll department work queue because anyone that belongs to the group can create and send payment to an employee.

Business logic

You configure conditional routing by using business logic when you want to route work based on certain conditions. For example, in insurance underwriting, recreational vehicles (RVs) require special considerations. When prospective customers select the Are you insuring an RV? checkbox, the RVUnderwriters group work queue reviews the quote request. Otherwise, the quote request goes to the general Underwriting group work queue.

business logic routing

You can also configure additional conditions for Business logic routing. For example, quote requests for exotic cars such as the Bentley Arnage and the Lotus Esprit require the approval of the vice president for exotic cars. 

Exotic car routing logic

In the following image, click the + icons to learn more about each routing option.

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