Difference between revisions of "Configuring and extending stages, statuses, and work queues"

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{{New request
{{New request
|Request to Publish=
|Request to Publish=Yes
|Curator Assigned=shahp@pegasystems.com
|Curator Assigned=shahp@pegasystems.com
|Description=Configuring and extending stages, statuses and workbaskets in PCS
|Description=Configuring and extending stages, statuses and workbaskets in PCS

Revision as of 00:10, 27 January 2021

Curator Assigned shahp@pegasystems.com
Request to Publish Yes
Description Configuring and extending stages, statuses and workbaskets in PCS
Version as of
Application Pega Product Composer for Healthcare
Capability/Industry Area Healthcare

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Configuring and extending Stages, Statuses and workbaskets in PCS[edit]

PCS application provides a robust capability to manage various entities such as benefits, networks, product templates, products and plans. Out of the box, PCS does provide various lifecycle stages for each of these entities. Within each stage, the application also assigns predetermined statuses to these entities as they progress through each stage. And to complete the infrastructure set up, PCS also provides several work baskets where these entities are held for processing.

Lifecycle stages, statuses and workbaskets

Stages in PCS[edit]

More details on the various stages in PCS can be found at https://community.pega.com/knowledgebase/articles/pega-product-composer-healthcare-implementation-guide/85/life-cycle-management

Each of these stages can be customized and additional stages can also be added via the configuration touch points provided.

For example if for a customer, the benefits created move from development to production after approval - the 'implementation' stage can be eliminated, thereby reducing the overall time for configuring each entity.

Statuses in PCS[edit]

Out of the box PCS does provide detailed statuses for each of the entities. The statuses are based on the stage that a particular entity is in. For example in the 'development' stage, each entity will have the statuses of 'Dev-Initiation', 'Dev-PendingApproval' and 'Dev-Approved'.

The statuses of the PCS entities also drive many of the validation and processing rules. For example for the flattening process, the users can control which entities to flatten based on the status and\or stage of the entity.

Any additional statuses can also be added by the implementation team.

Workbaskets in PCS[edit]

There are several workbaskets available out of the box in PCS, and having a foundational knowledge about them is very important for the implementation teams. The most important work baskets are

Workbaskets in PCS
Development Implementation Production Retirement Other Other
Dev_Initiation Impl_Initiation Prod_Initiation Pending Auto Flatten PCS product admin
Dev_PendingApproval Impl_PendingApproval Prod_PendingApproval Retire_PendingApproval Document Approved Pending import
Dev_Approved Impl_Approved Prod_Approved Custom work plan queue Plan update failed
Entity save failed Update pending approval

Additional processing for the entities can be added once the entities are in one of these work baskets. For example if the business team would like to run any of the quoting process, they can select to run that on any one of these work baskets.

Extension for implementation teams[edit]

Having a clear understanding of the stages, statuses and workbaskets available out of the box, is a must for any member of the implementation team. Knowing how to change any of these by leveraging the extension rules, allows the implementation team to rapidly customize PCS to meet the needs of the business. Out of the box, PCS does provides the following decision rules to facilitate the customization. One can access these from Configure ---> Product Composer System --> Business Rules

Customize stage, status, wb.jpg

For example, the business may have an additional workbasket that they might to add to PCS like - Pending-Quote before moving the plans to production. By using the above decision rules, the implementation team can quickly re-use one of the workbaskets, or add a new one.

Similarly any of the stages can be renamed or removed from the flow using the customize stage names decision rule.