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Circumstancing Case processing
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Module
Circumstancing Case processing
4 Topics
50 mins
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Create variations of a Rule that can be run in specific circumstances, to better tailor application behavior to variations identified by the business.
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.
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 common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...
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...
Creating custom tabs
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Module
Creating custom tabs
2 Topics
25 mins
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Learn how to create your own customer composite tabs. Customer composite tabs are used to display a logical group of information to a user in Pega...
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...
Customizing the customer service user interface
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Module
Customizing the customer service user interface
2 Topics
15 mins
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Learn how to configure various aspects of the Pega Customer Service™ UI. Customize the layout for a service case, add a field to display, and modify...