Processes › How to Create Processes

How to Create Processes

The following steps provide a high-level overview of the tasks you perform to define and run processes:

1. Plan the process before you begin creating it in CA Clarity PPM.

   Consider what you want to accomplish, how and who should do it. If necessary, learn about processes and process management to streamline and monitor your business processes.

2. Define the process properties.
3. (Optional) Add objects to the process.
4. Create the start, middle, and end steps and step actions.
5. Add an escalation to execute an action item and notify a specific resource or group if a step is not completed.
6. (Optional) Create groups to represent larger segments of the process.
7. Address any errors or warnings that occur in the process.
8. Activate the process.
9. Run the process.