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Exercise: Use the Case Manager to Process a Case

Scenario

The Case Manager portal can be used by Pega 7 work users who will manage cases that flow

through a Pega 7 application. The HR Services application gives users an opportunity to view the

default Pega 7 Case Manager portal. This sample does not contain all of the complex features

available from Pega 7. Its purpose is to demonstrate a sample case type that can be created by the

application design wizard and Pega Designer Studio. In this exercise, you will log in as an HR

Recruiter who is processing a candidate for an open job position.

Role:  HR Recruiter

User Name:  HR_Recruiter

Password:  password

Approach

Log onto the Pega 7 system and become familiar with the Case Manager portal for an HR Recruiter.

From the HR Recruiter’s Case Manager portal, try the following:

  Create a “Candidate” case.

  Note the different types of field validation options available from Pega

Hints

1.  The Case Manager in the header indicates you’re using a Case Manager portal (and not

Designer Studio).

2.  Create is used to create a new instance of a case type.

3.  The Next Assignment allows a case manager to work on the next available assignment.

4.  An asterisk (*) indicates a required field.

5.  The calendar icon indicates a date field.

ProcedureFollow the steps below:

1.  Log into the Pega 7 environment with the Username and Password listed in the Scenario.

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2.  Select Create Candidate Case from the Create menu.

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3.  In the initial screen, note the:

a.  Case number that is displayed to the right of the case type (in this example, it’s C-3).

b.  Orange asterisk that indicates a required field.

Enter information into each screen and then click the Submit button.

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4.  In the Collect Professional Info screen:

a.  Note that at least one entry is required.

b.  Use the Add Item icon to add additional entries

Enter job information for the Candidate and then click the Submit button.

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After candidate information (personal, professional and educational) has been entered, the case is

moved to a Recruiter Workbasket. To continue testing flow, click the Conduct telephone interview

(Qualify) link in the case contents table.

As you continue to create the new Candidate case, also note:

  Radio buttons are used to note relevant experience level in Screen Candidate, and to select

interview rating levels in Conduct Interview.

  A TrueFalse field is used by the ‘Referred by an Employee’ property in the Collect Personal

Info step.

  A dropdown list, populated by a data page, is used to select from available positions in the

Collect Personal Info step.

  A dropdown list, populated by a local list, is used to select Screener Feedback in the Screen

Candidate step.