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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 Recruiters 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 youre 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.

Procedure
Follow the steps below:
1. Log into the Pega 7 environment with the Username and Password listed in the Scenario.

2. Select Create Candidate Case from the Create menu.

3. In the initial screen, note the:


a. Case number that is displayed to the right of the case type (in this example, its C-3).
b. Orange asterisk that indicates a required field.
Enter information into each screen and then click the Submit button.

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.

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.

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