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Question

 Kohei Morishita (KoheiM19)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP
KoheiM19 Member since 2017 21 posts
EY Advisory & Consulting Co., Ltd.
Posted: Jun 20, 2018
Last activity: Jun 26, 2018
Posted: 20 Jun 2018 3:11 EDT
Last activity: 26 Jun 2018 8:53 EDT
Closed

How to enable the new OperatorID to browse the cases which is related to the previous OperatorID

Is it possible to enable the new OperatorID to browse the cases which is related to the previous OperatorID when an employee's OperatorID is changed?

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Case Management

Posted: 6 years ago
Posted: 20 Jun 2018 3:38 EDT
Raju Botu (Raju Botu)
Aaseya IT Solutions
AVP
Aaseya IT Solutions
IN
You can use transfer wizard to transfer the cases from one worklist to another. If the new operator can be made as team lead for the old operator, then he can see the cases. Lot of options are there, are you trying to deal with one specific user ? Please provide some more details.
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Posted: 6 years ago
Posted: 20 Jun 2018 7:58 EDT
Kohei Morishita (KoheiM19)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP

Thank you for your reply.

How do I use "transfer wizard?" Where is the menu?

I would like to transfer the cases from one worklist to another.

Also, I want to enable the new OperatorID to browse the resolved cases that were assigned to the previous OperatorID.

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Posted: 6 years ago
Posted: 20 Jun 2018 19:20 EDT
Hitesh Jain (Hitesh Jain)
Aaseya IT Services Pvt Ltd
Architect
Aaseya IT Services Pvt Ltd
SA

There is OOTB Bulk Transfer functionality available in pega. You can customize the same according to your requirement.

 

 

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Posted: 6 years ago
Posted: 20 Jun 2018 21:42 EDT
Kohei Morishita (KoheiM19)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP

Sorry, but I cannot understand which rule "OOTB Bulk Transfer functionality" is.

Please let me know it.

Best Regards,

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Posted: 6 years ago
Posted: 21 Jun 2018 2:44 EDT
Venkata SuryaPrakash Arvapalli (VenkataSuryaPrakA16898379)
Coforge Technologies

Coforge Technologies
AU

Hi,

You can use the existing Navigation rule pyCaseManager where it provides an option for BulkActions and you can customize the sections based on your needs.

Thanks

Surya

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Posted: 6 years ago
Posted: 26 Jun 2018 8:53 EDT
Kohei Morishita (KoheiM19)
EY Advisory & Consulting Co., Ltd.

EY Advisory & Consulting Co., Ltd.
JP

Thank you for sharing the information.

But the OOTB Bulk Transfer functionality cannot meet our requirement.

We enable the operators who approved or rejected the cases to browse the cases.

I think that the OOTB Bulk Transfer functionality enables us to change the assigned operator but it does not enable us to change the previous assigned operator.

So we cannot enable the new operatorID to browse the cases which the previous operatorID approved or rejected.

Please let me know how to satisfy our requirement by using OOTB Bulk Transfer functionality.

Best Regards,

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