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Cascading approvals
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Module
Cascading approvals
1 Rubrique
20 mins
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Model a series of approvals using cascading approvals in Pega Platform™. To receive approval from people on different levels of the organizational...
Routing Assignments to users
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Module
Routing Assignments to users
1 Rubrique
25 mins
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Completing work on time
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Module
Completing work on time
2 Rubriques
25 mins
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Set goals and deadlines on Steps, Processes, Stages, and entire Cases to enforce the timely completion of work.
Automating actions when a property value changes
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Module
Automating actions when a property value changes
1 Rubrique
15 mins
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Automating actions whenever the value of a property changes allows for more sophisticated case automation.
Automating workflow decisions
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Module
Automating workflow decisions
1 Rubrique
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 Rubrique
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...
Background processing
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Module
Background processing
4 Rubriques
50 mins
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Learn how the background processing capabilities in Pega Platform™ allow you to offload tasks to help improve throughput and efficiency. Learn how to...
Inviting users to an application
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Module
Inviting users to an application
1 Rubrique
10 mins
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Add Personas and Channel interfaces to an application and assign users to Personas based on how they interact with a Case.
User guidance
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Module
User guidance
2 Rubriques
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Creating and managing teams of users
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Module
Creating and managing teams of users
1 Rubrique
15 mins
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Work Groups and Work Queues allow cross-functional teams of users to work from a shared pool of Assignments and improve Process efficiency.