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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring Case locking
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Challenge
Configuring Case locking
1 Task
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Configuring Flow Action post-processing
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Challenge
Configuring Flow Action post-processing
2 Tasks
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
Configuring a coaching tip
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Challenge
Configuring a coaching tip
2 Tasks
15 mins
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You are a customer service representative (CSR) manager and have observed that your CSRs are making typos consistently when entering new addresses for...
Configuring a common phrase
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Challenge
Configuring a common phrase
2 Tasks
15 mins
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Your company wants to set up a consistent greeting for customer service agents to use when sending emails to customers. The message thanks the...
Configuring customer verification
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Challenge
Configuring customer verification
3 Tasks
15 mins
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The business wants to ensure that all customer service representative verify the identity of a customer at the start of an interaction. You have been...
Control the workflow based on business context
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Challenge
Control the workflow based on business context
3 Tasks
10 mins
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When customers submit a request for roadside assistance, a customer service representative (CSR) manually validates whether the customer is enrolled...
Creating a child case
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Challenge
Creating a child case
2 Tasks
10 mins
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InsCorp is launching a roadside assistance service as a coverage option for automobile insurance policies. Configure the Assistance request Case Type...
Creating a new service request
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Challenge
Creating a new service request
4 Tasks
10 mins
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U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Customizing the user interface for agents
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Challenge
Customizing the user interface for agents
2 Tasks
15 mins
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You have been asked to make the following changes to the Pega Customer Service user interface, which is displayed when customer service representative...