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Application essentials
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Module
Application essentials
4 Topics
40 mins
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Determine what data your application requires and who will use the application. Then, set up processes to capture data, send emails, and route work.
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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...
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.
Authenticating customers using Digital Messaging
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Module
Authenticating customers using Digital Messaging
2 Topics
20 mins
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Authentication helps prevent malicious or unauthorized users from hijacking data. In this module, you learn how Pega Customer Service™ authenticates...
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...
Inviting users to an application
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Module
Inviting users to an application
1 Topic
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 Topics
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.
Best practices for building accessibility into Pega applications
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Module
Best practices for building accessibility into Pega applications
5 Topics
1 hr 15 mins
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Pega provides a variety of out-of-the-box accessibility features with Pega Platform™ that you can use to create an application that is accessible and...
Building a Data Model for Business Architects
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Module
Building a Data Model for Business Architects
6 Topics
1 hr 35 mins
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As a Pega Business Architect, you play a central role in designing the Data Model that underpins the Case Life Cycle.
Learn how Pega applications...