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Standards

Standard Flow Actions:
1. 2. 3. 4. 5. 6. 7. 8. AddToCover( Local only ) – Includes the work object as sub task of cover AddToFloder( Local only ) – Adds the work object to the folder Assign ( Local/ Connector ) – Assigns the work object to the cover AttachAFile ( Local only) - Attaches a file to the work object AttachANote ( Local Only ) – Attaches a note to the work object AttachAURL ( Local Only) – Attaches the URL to the work object CancelAssignment ( Connector only ) – Cancel the current assignment ChangeAssignmentSLA ( Local only ) – Update SLA and related( goal, deadline and urgency) fields for current assignment 9. ChangeWorkSLA ( Local only ) – Update SLA and related( goal, deadline and urgency) fields for current assignment and also for work object 10. Finish ( Local / Connector ) – Update the status with notes and then save and close the work object 11. Notify ( Local / Connector ) – Generate correspondence (notifications ) from the list of templates 12. NotifyExternal ( Connector only) – Generate correspondence ( Notifications ) to a party external to process commander 13. NotifyQuick ( Connector only ) – Initiate correspondence ( Notifications) using quick template for rapid text entry 14. Reject (Connector only) – Reject work object from further consideration, resolving it with Rejection status. 15. RemoveFromCover ( Local Only ) – Remove work object from cover 16. RemoveFromFolder ( Local Only ) – Removes work object from folder 17. Resolve ( Connector only ) – Complete current assignment, resolving work object accordingly 18. Save ( Local Only ) – Update the work object without resolving it , saving the changes to the field values Standard Services 1. 2. 3. 4. 5. 6. 7. Rule-Service-COM Rule-Service-CORBA Rule-Service- DOTNET Rule-Service-EJB Rule-Service-Email Rule-Service-JMS Rule-Service-JSR94 Rule-Service-MQ

Standard Connectors 1. Rule-connect-ejb 2. Rule-connect-dotnet 3. Rule-connect-SQL

4. represented by the Assignment shape ( ) in Visio.VerifySendCorr Standard Activities Show all Assignment activities These standard Work.activities have an Activity Type of Assign. 3.NewWork Work-. 5. Rule-Connet-MQ Standard Rulesets a. They can be used in the Assignment task. Rule-Connect-JMS 6. 2. Rule-Connect-SOAP 7. Name External Purpose Creates an external assignment. NewWork Work-. Pega-InvSvcs – Supports integration services c. an instance of the Assign-External class (or a subclass of this class). Pega-Rules – Supports rules engine and rule resolution Standard Work Parties      Data-Party-Gov Data-Party-Operator Data-Party-Com Data-Party-Org Data-Party-Person Standard Built in Flows 1. Pega-ProCom – Supports business Process Management b. Pega-WB – Supports portal infrastructure d. NewWork Work-. . Work-Cover-. part of the Directed Web Access facility. FlowProblems Work-Folder-. Rule-Connect-Java 5. 4.

no standard rules have this type. represented by the Notify shape ( ). ToCorrPartyRole Route the assignment to a party referenced in correspondence. If the assignment is in a workbasket rather than a worklist. an e-mail message is sent to each operator listed in the Contacts array. represented by the Router shape ( ). found on the pyCorrPage page. Router activities These standard Work. represented by the Integrator shape ( ) in Visio. NotifyParty Send an e-mail message as correspondence to a party identified through a parameter.activities have an Activity Type of Notify. They can be used in the Notify task. . They can be used in the Router task.WorkList WorkBasket Creates a normal assignment (Assign-Worklist class) added to a user's worklist. Consult Integrating with External Systems for more information about connectors. the assignment can be routed to the current user. but only send when a threshold urgency level is reached or exceeded. an e-mail message goes to the first operator listed in the Contacts array of the Workbasket tab. Because these tasks involve external systems. after optionally checking that operator's availability. Send an e-mail message to the Process Commander user who received the assignment. Send a single e-mail message to each work party identified in the work object. Integrator activities Integrator task activities have an Activity Type of Connect. Each of these sets the value of the AssignTo parameter as its result. SampleToSkilledGroupList Demonstrates a simple use of the standard getAvailableSkilledOperatorsList() function See ToAgentWorkbasket ToAssignedOperator Routes the assignment into a workbasket (that is accessed and processed by an agent). Each uses information in the Operator ID data instance to send the assignment to a substitute operator if the assignment is to be completed during a period when the first operator is unavailable. If the workbasket doesn't exist. Name Purpose intelligent routing.activities have an Activity Type of Router. Creates a normal assignment (Assign-Workbasket class) added to a workbasket. They can be used in the Integrator task. Routes the assignment to the worklist of the operator identified in the pyAssignedOperator property. Name Notify NotifyAll NotifyAssignee Purpose Send an e-mail message as correspondence to a party identified through a parameter. NotifyAllAssignees Send an e-mail message to the Process Commander user who received the assignment. If the assignment is in a workbasket rather than a worklist. Notify activities These standard Work.

If an assignment page named newAssignPage is present. choose the manager of the work group of that operator. ToCustomer Route to a work party who is identified as a customer (work party role equal to Customer).pyUserIdentifier). ToNewWorkParty Routes to a designated party already present in the work object. choose the manager of the work group to which that workbasket belongs. If there is a current operator (the work object is not being processed by an agent). 3. . choose the operator identified in the pyAssignedOperatorID property on that page. ToDecisionMap ToDecisionTree ToDeferredWorkbasket Route to the result of a map value rule. ToLeveledGroup Supports load balancing within a work group. that workbasket is named Deferred@org. or the substitute. chooses the operator who has the least urgent work. 4. Adds the operator as a work party of type Data-Party-Person. Routes the assignment to the worklist of the user who is accessing the work object (property pxRequestor. This is not necessarily a workbasket with "default" as part of the workbasket name. ToDefaultWorkbasket Routes the assignment to the default workbasket of the work group that this user belongs to. Route to the result of a decision tree rule. This skills-based routing rule examines the skills of each operator in a work group to find a match. 5. ToCreateOperator ToCurrentOperator Route the assignment to the user who entered the work object. Finds operators in the work group who hold the required skills and are available. In all cases. ToCostCenterManager Routes the assignment to the worklist of the Cost Center manager (not the manager) of a user's organization unit.com. avoid this approach in situations where work groups may contain hundreds of operators. If a correspondence page named pyCorrPage is present on the clipboard. choose the operator who created the correspondence. If the activity parameter identifies a workbasket. Routes to the manager of the work group if the first list is empty. check operator availability and use the substitute if the selected operator is not available. Uses a map value rule RoutingRoles to identify a workbasket for current operator's organization that serves to hold deferred work objects. or to an operator identified in a parameter if the designated party is not present. To reduce processing demand. Conventionally. From those. This routing can support Directed Web access.ToCorrWorkGroupManager Routes the assignment to the worklist of the first operator found through a sequence of tests: 1. 2.

To reduce processing demand. by routing an assignment to the administrator of the current organization. ToSupportBasket Uses a map value rule named RoutingRoles to identify a workbasket that serves the current operator's organization to hold work objects relating to support. ToWorklist ToWorkParty Routes the assignment to the worklist of a specific user. This skills-based routing rule examines the skills of each operator in a work group to find a match.activities have an Activity Type of Utility. See flow problems.yyy. Routes the assignment to the worklist of the manager of the work group that this user belongs to. ToWorkbasket ToWorkGroupManager Routes the assignment to a workbasket identified in a parameter. Conventionally. The pyTaskStatus property is the output result of these activities.com.yyy identifies the name of the organization that this user belongs to. They can be used in a Utility task. where zzzz. identified through a parameter. Override to designate other operators as reviewers.ToOrgUnitManager ToOverallSLA Routes the assignment to the worklist of the manager of a user's organization unit. ToProblemFlowOperator Routes the assignment to an available operator who is designated to respond to flow problems. Utility activities These standard Work. ToSupportLead Uses a map value rule named RoutingRoles to identify an operator in the current operator's organization who is designated as a lead support person. Routes the assignment to the workbasket named default@zzzz. Adds a history instance with memo text from the value of the pyNote property. ToSkilledGroup Routes to a randomly selected operator within a specific work group who: (1) is scheduled to be available between the time the assignment starts and is due and (2) has the minimum skill proficiencies to complete the assignment. Routes the assignment to the worklist of a work party in the work object (if that operator is available). that workbasket is named QA@org. Conventionally. Name AddHistory AddNotetoHistory Purpose Add a history instance to the history of a work object. identified in a parameter. represented by the Utility shape ( ) in Visio. ToQAWorkbasket Uses a map value rule named RoutingRoles to identify a workbasket that serves the current operator's organization to hold work objects for quality assurance testing. avoid this approach in situations where work groups may contain hundreds of operators. . that workbasket is named Support@org.com. ToPolicyOverride Supports policy overrides.

Links the correspondence item on the page named pyCorrPage as an attachment to the work object. depending on a parameter. CorrAttach Supports CorrUpdate. CorrFail CorrNew May record in work object history that a correspondence operation has failed. Uses a map value rule RoutingRoles to identify a workbasket for fulfillment. based on a percentage value 0 to 100 you input as a parameter. creating a Link-Folder object and updating the work object history to record this addition. Determines the party's contact preference and address. Retrieves the correspondence rule. Requires PegaDISTRIBUTION Manager 3. DuplicateSearch FindFulfillBasket Search for other work objects that might be duplicates of this work object. For email output. The optional Priority parameter allows the outgoing mail to be marked as high or low priority in certain e-mail client programs. Send correspondence (that requires no user interaction). and save it as an attachment to the work object.StandardRequest. or for . CorrVerify Examines the correspondence rule to determine whether verification is required. Intermediate activity. Supports the standard example flow Work-. CheckIfNew ConvertAttachmentToPDF Test whether a work object has an ID assigned. such as Microsoft Outlook. CorrSend Places the correspondence item (on page pyCorrPage) into a queue to be sent out by an agent. sets the pyTaskStatus property in the work object to the value VerificationRequired. alternative to CorrNew for correspondence requiring verification. Called by CorrNew. Sends a Word DOC file attachment that is attached to the current work object to PegaDISTRIBUTION Manager (PDM) for conversion to Portable Document Format. GenerateID Computes a work object ID for a new work object. based on a party role. if required. or sends it out immediately. RandomSelection Sets the pyTaskStatus to one of two text values (RandomSelected and RandomNotSelected) randomly.AddToFolder Adds the current work object to an existing folder. Calls CorrUpdate. ProblemFlowThrowException See flow problem flow. This allows a portion of work objects to be routed to specific groups. Specify both the existing attachment category that contains the DOC file and a destination attachment category that will contain the PDF file. CorrQuickStart Supports the SendCorrespondence standard flow.5. can send all work object attachments or selected work object attachments as email attachments. INTERNAL CorrCheckForError CorrCreate Checks for messages on the pyCorrPage page.3.

UpdateStatus Changes the status of a work object (not the status of an assignment). Standard . and adds a record of this change to the history of the work object. when a work object becomes resolved.quality control sampling. Resolve Updates various properties needed for reporting.

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