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Challenge

Escalating late work

2 Tasks

10 mins

Visible to all users
Beginner Pega Platform 8.4 Case Management English

Scenario

InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Customers initiate Assistance Request cases. After the service is completed, a customer service representative must review a summary of the service provided within 15 minutes and must complete the review within 30 minutes; otherwise, the assignment is considered late. To encourage assignment completion, configure the passed deadline interval to increase the urgency of the assignment by ten every 15 minutes after the Deadline interval elapses until the urgency reaches a maximum of 100. 

Tip: For this exercise, you can adjust the goal, deadline, and passed deadline intervals to shorter durations.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@gogoroad pega123!

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Add a passed deadline interval to the service level

  1. In App Studio, from the navigation pane, click Case types > Assistance Request to open the Assistance Request case type.
  2. Click the Review service summary step.
  3. In the properties pane, click the Goal & deadline tab.
  4. Click Open SLA in Dev Studio to open the service-level agreement (SLA) in Dev Studio.
    Open SLA in Dev Studio link that is available from App Studio
  5. On the service level agreement, scroll down to locate the Passed deadline area of the record.
  6. In the Limit passed deadline events to field, enter 6 to repeat the interval until the urgency reaches 100.
  7. In the Mins field, enter 15 to set the passed deadline interval to 15 minutes.
  8. In the Amount to increase urgency field, enter 10 to increase the urgency of the assignment by 10 each time the interval elapses.
  9. Click Select Action. The Perform Action drop-down is displayed.
  10. From the Perform Action drop-down, select Notify Manager to send a notification to the manager of the assigned case worker each time the passed deadline interval lapses.
    Passed deadline configured
  11. Click Save to save the SLA.
    Note: After you add a passed deadline interval to an SLA, you can no longer configure the goal and deadline from the case type. Instead, Pega Platform™ prompts you to open the SLA rule to view and configure the SLA.

    2 Confirm your work

    1. In the header of Dev Studio, click Create > New > Assistance Request to create an Assistance Request case.
      Create new assistance request
    2. Advance the case to the Review service summary step. Confirm that the goal interval of 15 minutes is displayed in the green band under the case ID. Confirm that the deadline interval of 30 minutes is displayed under the form title. 
      Goal and deadline displayed on an assignment at runtime
    3. Wait for at least 45 minutes to elapse and refresh the assignment. Confirm that the amount of time elapsed since the deadline is displayed in the red band under the Case ID. 
      Deadline exceeded on assignment at runtime
    4. Navigate to Configure > Case Management > Tools > My Work > My WorkList to view the assignments on your worklist.
      Configure > Case management > Tools > My Work > My Worklist
    5. In the List of assignments for an operator window, locate the case ID associated with the overdue assignment. Verify that the urgency has increased by at least 10 to 50 or more.
      Tip: If you have many assignments on your worklist, filter the displayed assignments from the Select Work Type drop-down.
      Worklist urgency assistance request


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