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Collaboration with users
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Module
Collaboration with users
1 Topic
20 mins
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Complete your Microjourney® faster by using the Pulse and Tags widgets to interact with other application users.
Designing an approval Process
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Module
Designing an approval Process
1 Topic
15 mins
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To enhance business reliability and accountability, configure an approval process that allows users to approve or reject tasks within the workflow.
Configuring a dashboard
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Module
Configuring a dashboard
1 Topic
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
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Module
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
2 Topics
20 mins
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Modellieren Sie die Genehmigungsverarbeitung unter Berücksichtigung einer Berichtshierarchie. So können Sie ein Modell der Genehmigungen durch das...
Configuring chat queues and routing
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Module
Configuring chat queues and routing
5 Topics
40 mins
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You use Digital Messaging so that customers can communicate with your organization in real time on any device. Chat requests can be sent to any...
Configuring Digital Messaging Manager
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Module
Configuring Digital Messaging Manager
8 Topics
1 hr 10 mins
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The Digital Messaging Manager lets you add chat connections and social messaging platforms to your Digital Messaging channel interface. The Digital...
Creating a child Case
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Module
Creating a child Case
1 Topic
15 mins
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Temporäre Cases erstellen und permanent machen
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Module
Temporäre Cases erstellen und permanent machen
3 Topics
20 mins
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Verwenden Sie temporäre Cases, um Speicherplatz zu sparen und die Systemleistung zu verbessern.
Defining a customer Microjourney
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Module
Defining a customer Microjourney
5 Topics
50 mins
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Tracking and auditing changes to data
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Module
Tracking and auditing changes to data
1 Topic
15 mins
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Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...