An application handles warranty claims. Some claims require approval from a manager. How to design an approval flow?
An application handles warranty claims.
Some claims require approval from a manager. How to design an approval flow?
Accepted Solution
Updated: 3 Jul 2024 10:05 EDT
Maantic Inc
IN
Pegasystems Inc.
GB
@SagarS98 can you please clarify - are you asking a product 'How to' question?
Did you already go through the available Academy resources and PSC questions?
In Pega, you can design an approval flow using the Approve/Reject step in the Case Management module. You can configure the consequences of approval and rejection by defining the flow. Approvals generally continue the case but can be configured to change to a specific stage. You can optionally change the case status when the assignment is approved. You can configure rejections to automatically resolve a case, continue the case, or change to a specific stage. By default, the case status changes to Resolved-Rejected when the assignment is rejected. You can assign approvals to the worklist of a specific user, a work queue, or use business logic to assign work based on custom conditions.
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Accepted Solution
Updated: 3 Jul 2024 10:05 EDT
Maantic Inc
IN
Route the assignment to a manager and use the OOTB approve/reject step on the case life cycle. If approved, the move the case to the next stage, else reject the case in an alternate stage.
@SagarS98
Route the assignment to a manager and use the OOTB approve/reject step on the case life cycle. If approved, the move the case to the next stage, else reject the case in an alternate stage.