Configuring and extending stages, statuses, and work queues
|Request to Publish|
|Description||Configuring and extending stages, statuses and workbaskets in PCS|
|Version as of|
|Application||Pega Product Composer for Healthcare|
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Configuring and extending Stages, Statuses and workbaskets in PCS
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.
Stages in PCS
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. The business rules for changing the out of the box statuses can be found at
Statuses in PCS
Is it necessary to plan anything in advance, or are external steps using other tools required to achieve the goal? If any specific configuration procedures (how-tos) exist on Pega Community pages, you can link to those assets here by providing the URL.
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'.
Workbaskets in PCS
What do individuals need to know to achieve the outcome? What do individuals need to know to achieve the outcome? Enter the precise steps to guide the user to achieving the desired outcome. Remember to always state where in the software the user must perform an action, before giving the action.
If “How To…” documents exist for specific configuration procedures please link (using the url) to those assets on the community **
Extension for implementation teams
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.