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Launching a revision change request

Updated on August 4, 2022

As a revision manager, launch a change request by first creating a new revision, and then adding an associated change request within that revision.

Pega Customer Decision Hub
Note: For operations change requests launched by business users through Pega 1:1 Operations Manager, the corresponding revision is created automatically. As a revision manager, you do not need to manually create it.
  1. Log in to the Pega Customer Decision Hub portal as an operator with the RevisionManager access role.
  2. In the left navigation panel, click Revision Management.
  3. On the Revision Management landing page, click New revision.
  4. On the Set up new revision screen, select Create new revision option is selected.
  5. Enter the name of the revision, for example, Set the Apple iPhone price to 200.
  6. Define the revision objective, for example, Modify product pricing info.
  7. Define the priority of the revision by modifying the Urgency setting.
    The lower the urgency value, the more priority is assigned to the revision.
  8. Assign the deadline for completing the revision by configuring the Due by setting.
  9. Click Continue.
  10. Select the rules that you want to include in the revision, or specify the type of rule that you want to create.
  11. In the Change request section, click Edit.
  12. In the Edit Change Request Details window, in the Assign to section, select Operator.
  13. From the drop-down menu, select the operator that you want to assign to the change request.
  14. Provide the name of the change request, for example, Update the Apple iPhone price to 200.
  15. Optional: To associate this change request with an objective that is different than the revision objective, modify the Associate an objective field.
  16. Optional: In the Description field, provide additional details, for example, Modify the Price property.
  17. Optional: Define the change request priority in the Urgency field.
  18. Optional: Define the completion deadline for this change request in the Due by field.
    The default value is seven days.
  19. Click Submit.
  20. In the Refine selection section, include the propositions whose configuration you want to update.
  21. Click Submit.
Result: The change request advances to the Open stage. A strategy designer who has the necessary access rights to work on the tasks required to complete the request may now start working to build the necessary changes. For more information, see Completing change requests.

Tags

Pega Customer Decision Hub 8.5 Decision Management

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