Introduction to Case Design

Introduction to Case types

What is a Case life cycle

Design a case type

User context

Updating Case status

How to add instructions to assignments

Controlling Case workflow

Parallel processing

How to perform processes in parallel

Alternate Paths

Optional actions

Adding optional actions to a case

Skipping processes and stages

How to skip a process or stage in a workflow

Smart Shapes, Flow Action, Sections

Introduction to Smart Shapes

Process Flow Rule

Flow Action Rule

Introduction to Section.

Layouts & Controls in Section

Creating Work Object & Tracking WO

Where am I

Flow Action Processing, Operator Profile

Introduction to flow action pre- and post-processing

Pre- and post-processing in flow actions

Configuring pre- and post-processing for flow actions

Operator Profile

Application and Access groups

Data Elements , Data Types

Introduction to adding fields to a case type

Data elements in Pega applications

Page Mode & Value Mode properties

How to manage properties

How to reference a property

Defining properties

User views

Configuring user views

Data Modelling, Clip board Structure

Introduction to data in memory

Data storage in memory

Clipboard

Types of Pages in Clipboard

pyWorkPage

How to view clipboard data

How to use and set property values with the Clipboard

Tracer

Types of Inheritances

Inheritance Types in PEGA

What is Direct Inheritance & Pattern Inheritance

Concept of Dual Inheritance

Introduction to Class Structures

Configuring Data Transforms

Manipulating case data

Introduction to setting property values automatically

Data transforms

How to set values with data transforms

How to set default property values

Data transforms and super classing

Data Pages

Introduction to Data Pages

How to configure a Data Page

Source data to Data Elements with Data Pages

Load Management

Introduction to Activity

Using Activity to define Business logic

Configuring Activity

How to Call One Activity from Another Activity

Various methods in Activity

Understanding the Difference between Call, Branch & Queue

Routing Assignments to Users

Routing work to users

How to route assignments

Introduction to Worklist & Work Baskets

How to configure custom routing

Case approval configuration

How to configure a single level approval

How to configure cascading approvals

Creating workgroup & workbasket

Configuring Decision Rules

Decision points

How to add a decision point to a process

Decision Rules in PEGA.

How to call Decision Rules

When rule, Decision Table, Decision Tree & Map Value

Using Fork option in Decision Shape of Flow

Configuring a when rule, decision table, decision tree & Map Value

Unit testing the Decision rules

Decision Shape in Flow, Activity Methods & Declare

Expression Functions.

Rule Delegation

Configuring Declare Rules

Introduction to Declarative Processing

Declare Expressions

Declare Constraints

Declare On Change

Declare Trigger

Declare Index

Declare Collection

Forward Chaining & Backward Chaining

Property Optimization

Declare Index.

Introduction to optimizing report data

Data storage in Pega applications

Property optimization

Optimizing properties for reporting

Report Definitions

Reporting: Creating business reports

Introduction to creating business reports

The role of reports

Business and process reports

The Report Browser

How to create a report

How to organize report results

Creating a report

Organizing report results

Service level agreements

Setting a service level

Service level agreements

How to add a service level to an assignment

How to add a service level to a case

How to add service levels throughout the case life cycle

Rule sets

What is Ruleset

Rule Set and Versioning

How to create a new rule-set version

How to lock a rule set version

About Check-in, Check-out & Private edit

Validate Rules

Introduction to validating user data

Methods of data validation

Validate rule

Edit validate rule

Configure validate rule and edit validate rule

Validating a flow action using validate rule

Designing the Sections and Layouts

How to build a section rule

How to build a section for reuse

Creating dynamic layouts in a section

Using different types of layouts and controls

Correspondence

Introduction to configuring and sending correspondence

Case communications

Sending an email from a case

How to configure correspondence rules

Delegating rules

Delegating Rule management to Business Users

Business Rule delegation

How to delegate rules to business users

Application Debugging

Application Debugging Tools

Clipboard

Tracer

Reviewing Log files

Live UI

Analyzing application performance

Security

Application Security

Managing Access control

Adding roles to an access control model

Managing access to individual rules

Managing user access with access groups

Styling an Application

Introduction to styling an application

Styling an application with skins

How to customize an application appearance with skins

Controlling application appearance with a skin