Managing Enterprise Applications Using Stage Based Case Design Flashcards
What is a Case Type
tasks needed to automate a business transaction (case). In Pega 7 it is a collection of Pega-related artifacts such as data elements, UI screens, processes and sub-cases, decisions and integration used to implement the tasks for a specific case.
What is effective case management?
Effective case management requires that individual contributors complete tasks in a coordinated
manner so that they can resolve a case efficiently. These tasks can be seen as entries on a checklist,
representing objectives to be completed to resolve the case.
In it’s simplest form, a case type defines the tasks and decisions needed to complete a business
transaction.
What is a stage?
It is the first-level grouping for related tasks, Stages typically represent the transfer of the case from one authority to another, or from one part of
the organization to another; or maybe a significant change in the status of the case.
Here, in particular, use names that are most meaningful and relevant to the business users.
Use a noun, or noun phrase, to describe the context of the stage. As much as possible, try to limit the stage name to no more than two words.
Consider limiting the number of stages in any given case type to 7 (plus or minus 2).
Use a noun or noun phrase to name
What are Applications
Agile solutions for automating work
Contain related case types, Most case management applications handle few to several case types, so the application is usually
given a name that is representative of the case types it contains.
Named after the solution it provides
Has singular context
How are case types typically named?
Case types represent a business transaction we want to automate, so, case types are generally
named after the business transaction they represent.
Use names that are relevant and meaningful to the business users.
If the application has a meaningful and relevant name, the name given to the case type can be short - usually only one or two words - as the context is provided by the application name.
Also, given that a case type represents a singular business transaction, we typically use a singular
context.
Do stages identify the detailed steps for completing a case?
No, and that is ok.
Can stages be defined in non sequential order?
That is fine, it may take a few passes to define the right stages in the right order.
What is the happy path?
“Primary path” stages are stages the case would pass through in a “normal course of events” and are
generally free of exceptions.
When defining the stages for any given case type, the goal is to define primary path stages, alternate
stages and resolution stages.
What are alternate stages
Alternate stages are those stages that are not part of the “normal course of events” but must be
available under certain circumstances – or exceptions to the normal course of events.
Special circumstances or exceptions
Are alternate stages automatically called?
No they must be manually called.
Care alternate stages sequenced?
No they cannot be sequenced. there is no sense of being next.
What is a resolution stage?
A stage where a case can be resolved. It is a stage behavior or classification, not a stage type. It provides a visual indicator that a case can be resolved in a particular stage.
Can there be more than one resolution stage in a case?
Yes, It is important to note that a resolution stage has no functional behavior – other than setting the stage to a manual transition. Changing the status of a case, or closing the case completely must still be
specifically called for in a step in the stage.
How can you tell what a shape means?
You could access the Legend from the Actions menu in the upper right corner of the case designer.
