Configuring and extending stages, statuses, and work queues

From PegaWiki
Jump to navigation Jump to search


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

↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓ Please Read Below ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓

Enter your content below. Use the basic wiki template that is provided to organize your content. After making your edits, add a summary comment that briefly describes your work, and then click "SAVE". To edit your content later, select the page from your "Watchlist" summary. If you can not find your article, search the design pattern title.

When your content is ready for publishing, next to the "Request to Publish" field above, type "Yes". A Curator then reviews and publishes the content, which might take up to 48 hours.

↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓ The above text will be removed prior to being published ↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓

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. The business rules for changing the out of the box statuses can be found at

Statuses in PCS[edit]

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[edit]

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[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.

Customize stage, status, wb.jpg