CA Clarity PPM Basics User Guide

Documents

3. Open the document version Actions menu, and click Copy.

The copy document page appears.

4. Select the folder to copy the document to, and click Copy.

Work with Document Processes

If your CA Clarity PPM administrator has created document-related processes, they are listed on the available processes page. 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.

Note: See the Administration Guide for more information.

The initiated processes page of document lists the in-progress or completed processes.

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

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

Follow these steps:

1. Open the knowledge store or the document manager page for a specific program, project, or resource.

2. Locate the document, and from the document Actions menu, click Processes.

The list of initiated processes appears.

3. Click the Available tab.

The list page appears.

4. Select the process to start, and click Start.

Cancel a Document Process

The initiated processes page of document lists the in-progress or completed processes.

To stop a document process, select the process to stop, and click Cancel Process. The application stops the process.

Chapter 6: Documents and Folders 69

Documents

Delete a Process

You can delete completed or canceled processes but not processes that are running.

Follow these steps:

1. Open the knowledge store or the document manager page for a specific program, project, or resource.

2. Locate the document, and from the document Actions menu, click Processes.

The list of initiated processes appears.

3. Click the Available tab.

The list of available processes appears.

4. Select the process, and click Delete.

A confirm process instance delete page appears.

5. Click Yes to confirm the deletion.

70 Basics User Guide