I’m looking to create a report in Pega to identify cases where a specific step (for example, “Review”) was performed by users outside of a defined set of access groups, over the past one year.
The business team has reviewed the work history and highlighted instances where the Review step was completed by unexpected operators, and we would like to extract this data systematically.
Could you please suggest the best approach to achieve this, particularly in terms of leveraging work history and filtering this?
You can try to build a report on History-Work- for the last one year and filter it down to the history entries that represent completion of the Review step. From there, use the performer/operator ID from the history row and compare it with the approved operator/access-group list.
One thing to keep in mind is that access group is typically stored on the operator record, not directly on the history record, so you may need either a join or a secondary mapping to determine whether the performer belonged to an allowed access group.
Also, if this is an important compliance use case, I’d strongly consider adding explicit flow-action audit logging going forward rather than depending only on generic work history text.