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

Work with Document Processes

Document processes can be effective when routing a document through an approval process. Processes are effective because a document process can link to any associated project or program. You can send notifications and action items from the document process to the project roles and resources.

The Available Processes page lists all the document-related processes that your CA Clarity PPM administrator has created. You can use this page to start or delete a process. The Initiated Processes page lists the in-progress or completed processes. You can use this page to cancel a process.

To view the Available or Initiated Processes page, open the Knowledge Store, and from the document Actions menu, click Processes.

Note: For more information, see the Administration Guide.

The steps to start, cancel, and delete document processes from a Document Manager page are similar to the steps described in this section.

Follow these steps:

1. Open the Knowledge Store page for a specific program or project, or the Document Manager page for a resource.
2. Locate the document, and from the document Actions menu, click Processes.
3. Click Available.
4. Select the process and complete one of the following steps:
   • Click Start.
   • Click Delete.