Documents and Folders › How to Manage Documents › Work with Document Processes

Work with Document Processes

If your CA Clarity PPM administrator has created document-related processes, they are listed on the Document: Available Processes page. Document processes can be very effective when routing a document through an approval process. This is because a document process can link to any associated project or program. This allows you to send notifications and action items from the document process to the project roles and resources.

Note: See the Administration Guide for more information.

The Document: Initiated Processes page lists processes that have completed or that are running. To view this page, open the Knowledge Store, and choose Processes from the document’s Actions menu.

The steps for starting, stopping, and deleting document processes from a Document Manager page are similar to the steps described in this section.

Start a Document Process

To start a document process

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

    Choose Processes from the document’s Actions menu.
    The Document: Initiated Processes page appears.

  2. Click the Available tab.

    The Document: Available Processes page appears.

  3. Select the process you want to start and click Start.

    This takes you to the Document: Initiated Processes page, where you can view the status of the process.

Stop a Document Process

The Document: Initiated Processes page lists processes that have completed or that are running. To stop a document process, select the process you want to stop and click Cancel Process. The application stops the process.

Delete Processes

You can only delete completed or cancelled processes; not the ones that are still running.

To delete a process

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

  2. Choose Processes from the document’s Actions menu.

    The Document: Initiated Processes page appears.

  3. Select the process you want to delete, and click Delete.

    A Confirm Process Instance Delete page appears.

  4. Click Yes to confirm the deletion.