Pega 1:1 Operations Manager User Guide
Pega 1:1 Operations Manager is a new module of Pega Customer Decision Hub. Use Pega 1:1 Operations Manager in conjunction with Revision Management to push business changes into production. In Pega 1:1 Operations Manager 8.5, users can create and deploy new actions to production, as well as request updates to existing actions.
Pega 1:1 Operations Manager requires an overlay application and supports using multiple overlays at the same time. For more information, see the Pega 1:1 Operations Manager Implementation Guide on the Pega Customer Decision Hub product page. The application is not intended to be deployed to production.
Understanding the relationship between Pega 1:1 Operations Manager and Revision Management
Pega 1:1 Operations Manager extends the standard Revision Management capabilities of Pega Customer Decision Hub by providing a simple process where a business change request is triggered by a non-technical team member with the use of a transparent user interface. In this way, Pega 1:1 Operations Manager makes it possible to quickly record and process standard, high-volume change requests related to actions.
Pega 1:1 Operations Manager uses the same flows and activities as standard Revision Management. Because of that, it seamlessly integrates with Revision Management and complements normal Revision Management operations. For example, if a change request is withdrawn or rejected in Pega 1:1 Operations Manager, the status also changes in Revision Manager. If a revision is withdrawn or rejected in Revision Manager, the status change is reflected in Pega 1:1 Operations Manager.
Understanding the change request flow in Pega 1:1 Operations Manager
The Pega 1:1 Operations Manager change request flow consists of the following stages:
- Request - In this stage, any team member in your Operations Manager implementation application, can request a change. For example, an analyst can request an update to a marketing action, or the creation of a new action to cover a business requirement. For more information, see Creating a change request in Pega 1:1 Operations Manager.
- Approve - In this stage, a team lead in the <your Operations Manager implementation application>:TeamLead access group receives the change request, reviews the detail, and indicates whether or not the requested change should be implemented. For more information, see Approving a change request.
- Plan - In this stage, after the change request has been approved by a team lead, it is sent back to the original requester for additional grooming. For more information, see Grooming a change request.
- Build - In this stage, a technical team member in the <your Operations Manager implementation application>:NBASpecialist access group works on the tasks required to complete the request. For more information, see Working on the change request.
- Test - This stage is an extension point where you can implement your own testing process. In future versions of Pega 1:1 Operations Manager, a default testing process will be implemented.
- Deploy - In this stage, a team lead reviews the implemented changes, and then submits them for deployment. For more information, see Deploying the change request.
- Creating a change request in Pega 1:1 Operations Manager
Pega 1:1 Operations Manager gives non-technical teams the ability to request changes to business-as-usual operations, such as the update of an action, or the creation of a new action. As a Pega 1:1 Operations Manager user, you can create a change request in the Pega 1:1 Operations Manager portal.
- Approving a change request
As a team leader, review and approve change requests to ensure that they are in line with the requirements of your organization.
- Grooming a change request
In the Plan phase, as a business user, you define additional requirements, context, eligibilities, and channel details.
- Working on the change request
In the Build phase, a user in the <your implementation application>:NBASpecialist access group does the changes required to complete the change request.
- Deploying the change request
Once the changes are completed, as a team leader, review the list of changes and submit them to a revision manager, who can deploy them to production.
- Troubleshooting Pega 1:1 Operations Manager
Use the following troubleshooting tips to help solve issues related to Pega 1:1 Operations Manager.
Next topic Creating a change request in Pega 1:1 Operations Manager