Pega Training

INTRODUCTION TO PEGA

• Introduction to Pega
• Situational Layer Cake
• How to navigate the pega platform
• Application development studios
• Roles on a pega platform

CASE MANAGEMENT : Designing a case life cycle

• Case life cycle
• How to design a case life cycle
• How to update case status
• How to add instructions to assignment

CASE MANAGEMENT : Setting a service level

• Service level agreements
• How to add SLA to assignment
• How to add SLA to a case
• How to add SLA throughout the case life cycle

CASE MANAGEMENT : Controlling the workflow

• Optional actions
• How to add Optional actions to a case
• Skipping processes and stages
• How to skip a process or stage in a workflow
• Parallel processing
• How to perform processes in parallel
• Decision points
• How to add decision points to a process

CASE MANAGEMENT: Routing work to users

• Routing work
• How to route work
• How to configure custom routing
• Case approval configuration
• How to configure a single case approval
• How to configure a cascading approval

CASE MANAGEMENT: Configure a case hierarchy

• Introduction to Configure a case hierarchy
• Rules and rule types
• Rules and rule sets
• Classes and class hierarchy
• How to create a rule
• How to update a rule
• How to reuse rules using inheritance
• Case hierarchy
• How to enforce dependency between casetypes
• Adding a child case to case

DATA MODELLING : Adding fields to a case type

• Introduction to adding fields to a casetype
• Data elements in pega application
• How to manage properties
• How to reference a property
• Defining properties
• User views
• Configuring user views

DATA MODELLING : Data in Memory

• Introduction to Data in Memory
• Data storage in memory
• pyWorkpage
• How to view clipboard data
• How to use and set property values with the keyboard

Data Modelling : Manipulating case data

• Introduction to setting values automatically
• Data Transforms
• How to set values with data transforms
• How to set default property values
• Data Transforms and superclassing

DATA MODELLING : Calculating case values

• Introduction to Calculating case values
• Declarative processing
• Declare expressions
• How to set a property value with a declare expression
• Forward and backward chaining

VALIDATION : Validating case Data

• Introduction to Validating case Data
• Methods of data validation
• How to validate case data with controls
• How to validate case data with validate rules
• Validating a flow action rule with validation rule
• How to use edit validate rules

INFORMATION EXCHANGE : Using the integration designer

• How to visualize data using an integration designer

INFORMATION EXCHANGE: Creating data types

• Application data processing using data types
• How to create a locally sourced data type
• How to configure a data source for an existing data type
• How to create an externally sourced datatype

INFORMATION EXCHANGE: Managing data pages and views

• Data views and data pages
• How to access on demand data pages
• How to configure data page sourcing options
• How to save data with a datapage

USER INTERFACE: Customizing user view layout

• Introduction to configuring a user form
• Section rules
• Guidelines for designing user views
• How to configure a section
• How to configure responsive Ui behavior

USER INTERFACE : Adding dynamic content to user views

• Introduction to adding dynamic content to user views
• Dynamic UI design
• How to configure dynamic content
• Event processing
• How to configure event processing

USER INTERFACE: Styling an application

• Introduction to styling an application
• Styling application with skin
• How to customize an application appearance with skin
• Controlling application appearance with skin

Case Management : Sending Correspondence

• Introduction to sending and configuring the correspondence
• Case communications
• Sending an email from a case
• How to configure correspondence rules

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

Reporting : optimizing report data

• Data storage in pega applications
• Property optimization
• Optimizing properties for reporting

Application Development : Unit testing rules

• Unit testing
• How to unit test arule
• How to record a unit test for automated testing

Application Development : Delegating rules

• Business Rule delegation
• How to delegate rules to business user

Advanced Topics:

• Decision Tables and decision trees
• Integration(Services and connectors)
• Activities
• Packaging
• Import/Export an application
• Creating a product rule
• Post and pre processing actions

Various shapes