Pega for Beginners

Pega for Beginners

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

Pega CSA

Url: View Details

What you will learn

• Pega Basics
• Pega CSA
• Pega Fundamental

Rating: 3.2

Level: Beginner Level

Duration: 12 hours

Instructor: Charmi Parekh