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Creating a change request in Pega 1:1 Operations Manager

Updated on January 22, 2021

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.

  1. Log in to Pega 1:1 Operations Manager as a user with the <your implementation application>:BusinessUser access group.
    The default portal for the <your implementation application>:BusinessUser user group is the 1:1 Operations Manager portal. For more information, see the Pega 1:1 Operations Manager Implementation Guide on the https://https://community.pega.com/knowledgebase/products/marketing.
  2. In the left navigation pane, click CreateChange Request.
  3. In the Change Request window, in the Name field, enter a meaningful title for your request.
  4. In the Select type section, select whether you want to create a new action, update an existing action, or whether you are unsure at this time.
  5. In the Completion date field, specify when you want the update to be completed.
  6. In the Description field, provide more details about the changes that you want to request.
    For example: Create a new action which promotes the Platinum Credit Card to customers who are part of our loyalty program.
  7. Optional: In the Attach files section, provide files related to the request by clicking Attach.
  8. Click Create.
Result: Pega 1:1 Operations Manager creates the change request and sends it by email to a user with the <your implementation application>:TeamLead user group.
Tip: If you want to withdraw a request after you create it, click ActionsChange stageWithdraw, and then specify a reason why the change is no longer required.

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