Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...

Pega Platform™ uses a Rule resolution process and various Rule statuses to determine the most appropriate Rule instance to apply in a situation...

Pega Platform™ provides multiple ways to ensure the integrity of and ability to audit application data. Applications automatically track Actions...

• What is the Security Checklist?
• How do I access the Security Checklist?
• How to use the Security Checklist?/What is the purpose?
• What happens if I...

Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...

This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...

Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility. 

Pega Platform™ automatically tracks actions performed, such as which operators worked on a case and when. You can enhance this capability by using...

Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.