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Case Management 18%

PCSSA v8

QuestionAnswer
What is used to identify duplicate cases? basic conditions and weighted conditions compare specific property values with cases already present in the system
What does search duplicate cases process use to compare specific properties or values with cases already in the system? Search duplicate cases uses weighted conditions. Each condition has a relative importance defined by a weighting value.
What is the purpose of temporary cases? Save storage in the Pega database
What are the types of parallel processing configurations? Split Join, Split For Each, Spinoff
Split Join call multiple independent processes that operate in parallel and then later rejoin
Split For Each can run one subprocess multiple times by iterating through a set of records stored in a page list or page group. While the items on the list have been processed, the main flow continues.
Spinoff in the Subprocess shape allows you to run the subprocess in parallel with the main flow. It’s an advanced feature in the Subprocess shape and is accessed in the flow diagram.
Which type of Smart Shape would you use to start an interview processes based on a list of employees who must interview a job candidate? A Split For Each allows you to iterate over a list of employees to start an interview process for each employee.
What are the join conditions for Split For Each and Split Join shapes? Any, All, Some
In an equipment selection process, you want the Facilities Setup and IT Setup processes to run in parallel using a smart shape. Which smart shape would you choose? You would choose a Split Join because it lets you call multiple subprocess that run in parallel.
In what order are preprocessing actions invoked by the system? first applies a data transform, next runs an activity, and finally runs an automation
In what order are postprocessing actions invoked by the system? first invokes an automation, next applies a data transform, and finally runs an activity
When does Pega perform a preprocessing action? whenever a user selects the flow action as well as each time the user is presented with the assignment
When should a action be added to a flow action? when the action needs to be performed every time
If a flow action includes a pre-processing data transform or activity, when does Pega perform the action? Pega performs the pre-processing action each time the flow action is presented to the user.
When is a decision table a good approach? When you use a set of properties or expressions to arrive at a decision.
What is the main reason for using a decision table rather than a when rule for automating a decision? You use a decision table when you need to test the values of multiple properties to make the decision.
What is a condition in a decision table? They specify the property or expression to make the decision
What is an action in a decision table? They will return the decision based on the conditions
What are Decision Trees? Built to handle logic that calculates a value from a set of test conditions (if then else logic)
What is the structure of a decision tree? Set up as Comparison, Action, Next value
How can you unit test a decision table or decision tree? Test for Logic , Test for conflicts , Test for completeness
What does it mean to Test for Logic? enter test values and run the rule to observe the results
What does it mean to Test for conflicts? Checks if your decision rule prevents one or more of its rows or branches from ever being used.
What does it mean to Test for completeness? system adds rows to indicate values that will not be evaluated
What are the Cascading approval models? Reporting structure and Authority matrix
What is the Reporting structure model? Moves up the submitter's reporting structure or a defined list
What is the Authority matrix model? uses a decision table determines the approvers using a list of operators stored in a Page List, and a single value property that identifies the approver
When using a decision table with an authority matrix, what setting do you use to make sure that multiple people can approve a request? Evaluate all rows. Otherwise, the decision table returns only one result.
Besides a decision table what are the other rules you can use to populate a list of approvers for an authority matrix? Data page, data transform, activity or using a process flow by selecting the Cascading Approval Smart Shape from the Smart Shapes menu in the process modeler
What is the purpose of a cascading approval step? A cascading approval step simplifies the configuration of a process that requires multiple approvals. You can base the cascading approval on a reporting structure or an authority matrix.
What is the difference between the authority matrix and reporting structure cascading approval models? The authority matrix model works best when the approval chain is directed by a set of rules to individuals both inside and outside of the organization of the submitter. The reporting structure model works best when approvals always move up a defined list.
What is an organizational record? a structure that is built with standard data instances
How is the organizational structure organized? Top: Organization, Middle: Division, Bottom: Unit
Can a Division have more than one unit? yes
Can a Division have subdivisions? no
What does a unit contain? operators who perform work specific to their organization
Can a unit have child units? yes
True or false. The organizational structure in Pega should be the same as the organizational chart for the company. False
What is an organizational rule? They refer to the work that users perform and the levels of access they have in Pega applications
What is a work queue? an organization rule but is not part of the organizational hierarchy. A __ belongs to a unit, a division, and an organization.
True or False. A Work queue is the same thing as a Work Basket True
What is a Work group? It identifies a cross-functional team that contains a manager, a set of operators, and a work queue
Steps to update an organization structure 1. Add a new unit to the hierarchy. 2. Create a new work group. 3. Create a new work queue. 4. Associate the work queue with the work group. 5. Associate the unit and work group with an operator.
True or False. A work queue must be created before the work group. False, a work queue or a work group must already exist before either instance can be created.
How do you get to the organizational chart? Dev Studio menu, select Configure > Org & Security > Organization > Organizational Chart
A requirement states that you must add a new division to your organization. What approach allows you to see where in the organization hierarchy you are adding the division? Select the organization in the organization chart and use the chart menu to add the division.
Created by: den34
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