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CA PPM - Process Management

( Duration: 3 Days )

This CA PPM - Process Management training course is targeted to users who want a hands‐on training in process management. Topics include creating a process; adding a variety of actions to process steps; creating splits, joins, and conditions; and finalizing a process. You will also leverage process techniques, perform process maintenance, and monitor the process engine.

By attending CA PPM - Process Management workshop, delegates will learn to:

  • Create processes using the Process Management feature to optimize and standardize processes across the entire organization
  • Maintain processes to cater for changes in company procedures

  • Good working knowledge of the core components of CA PPM

The CA PPM - Process Management class is ideal for:

  • Project Managers
  • IT Managers
  • Financial Managers
  • Project Management Office (PMO)



Define Process Management

  • Describe process management benefits
  • Identify OOTB processes
  • Modify process flow diagram settings

Create Processes

  • Define process properties
  • Associate a process with an object and a template
  • Define Start options

Create the Step Structure

  • Edit Start and Finish steps
  • Create groups
  • Create Middle steps
  • Organize steps

Add Manual and System Actions to Process Steps

  • Add a manual action to a process step
  • Add a system action to a process step

Add Job, Script, and Subprocess Actions to Process Steps

  • Add a job action to a process step
  • Add a script action to a process step
  • Add a subprocess action to a process step

Define Notifications and Rules

  • Define a process‐step notification
  • Define a step‐specific escalation rule

Create Splits and Joins

  • Create split and join types
  • Connect steps with a split
  • Connect steps with a join

Create Conditions

  • Verify the process build using the process flow diagram
  • Create conditions

Finalize a Process

  • Define a default escalation rule
  • Identify benefits of process validation

Leverage Additional Process Techniques

  • Create a process in an object
  • Associate linked objects in a process

Perform Process Maintenance

  • Start a process
  • Monitor a process
  • Resolve process errors

Monitor the Process Engine

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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.