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

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Revision as of 14:34, 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]

The Pega Composer for Healthcare application provides a robust capability to manage various entities such as benefits, networks, product templates, products, and plans. Out-of-the-box, PCS provides 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 setup, PCS also provides several work baskets where these entities are held for processing.

Lifecycle stages, statuses and workbaskets

Stages in PCS[edit]

You can customize each of these stages and add more stages by using the configuration touch points provided. ??? what are the touchpoints? We never discuss them. Extensions?

For example, you can move the benefits from development to production after approval and eliminate the implementation stage, thereby reducing the overall time for configuring each entity. More details on the various stages in PCS can be found in Life cycle management. ??? I wonder if this referenced section in the implementation guide needs to be expanded --not really a lot there. I'm not sure how/where this happens. Is this in versioning? More info here?

Statuses in PCS[edit]

Out-of-the-box, PCS provides detailed statuses for each of the entities. The statuses are based on the stage of an entity. 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, you can control which entities to flatten based on the status and stage of the entity.

Any additional statuses can also be added by the implementation team. ?? Should we tell them how or reference platform or something?

Workbaskets in PCS[edit]

Several workbaskets are available out-of-the-box in PCS. Having a foundational knowledge about them is very important for the implementation teams. ??? how do they find out about this functional knowledge? Can we reference something? In the following table, each column describes the workbaskets in the stage.

Workbaskets in PCS ??? I'm not sure that I understand this. I think more explanation is needed. So what is the Other column about?
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

You can add more processing for entities after the entities are in one of these workbaskets. For example if the business team wants to run any of the quoting process, they can run it on any one of these workbaskets. Do we need more details here? I'm not sure how it would work

Extension for implementation teams[edit]

Having a clear understanding of the out-of-the-box stages, statuses, and workbaskets is a must for any member of the implementation team. Knowing how to make changes 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 provides the following decision rules to facilitate the customization. You can access these rules by clicking Configure > Product Composer System > Business Rules in Dev Studio.

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.