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The Enhanced Time Tracking Stalker – Resource workflow process is used to notify resources who failed to submit a timesheet for the prior time period they must take action. The workflow checks for active resources (by using the hire and termination dates, their track mode and that they are open for time entry). Each resource who meet the criteria receives an email asking them to submit their outstanding timesheet(s). The email includes a table that contains this information: time period, timesheet status and any hours currently saved on the timesheet. All outstanding timesheets are included in the table with links to the timesheet in the Modern User Experience side of Clarity. This process helps to ensure the timely submission of timesheets.
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The Enhanced Time Tracking Stalker – Resource workflow process is used to notify resources who failed to submit a timesheet for the prior time period they must take action. The workflow checks for active resources (by using the hire and termination dates, their track mode and that they are open for time entry). Each resource who meet the criteria receives an email asking them to submit their outstanding timesheet(s). The email includes a table that contains this information: time period, timesheet status and any hours currently saved on the timesheet. All outstanding timesheets are included in the table with links to the timesheet in the Modern User Experience side of Clarity. This process helps to ensure the timely submission of timesheets.
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The Email Process Instance Errors workflow process will email a selected group within Clarity informing them of process errors that are currently in the system. The selected group is input through a gel parameter so it may be easily changed. This workflow helps to resolve errors quickly by emailing group members of the errors within the system so they may take action immediately.
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The Email Process Instance Errors workflow process will email a selected group within Clarity informing them of process errors that are currently in the system. The selected group is input through a gel parameter so it may be easily changed. This workflow helps to resolve errors quickly by emailing group members of the errors within the system so they may take action immediately.
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The Email Process Instance Errors workflow process will email a selected group within Clarity informing them of process errors that are currently in the system. The selected group is input through a gel parameter so it may be easily changed. This workflow helps to resolve errors quickly by emailing group members of the errors within the system so they may take action immediately.
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Course description: “Do you have users that just want an XLS or CSV file emailed to them with data? This session will be a hands-on lab to create a workflow process that will pull data from CA PPM and email that data in a file to a user or group of users.” Download file is the slide deck used during the presentation.
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This Tech Trick allows the ability to link anywhere within the larity environment from a custom portlet link, even if it is not a standard OOTB link option. For example, you could link to a Departments page or directly to a timesheet even though these are not standard OOTB links to choose from when creating custom portlets. This trick works in Clarity versions 12, 13 , 14 and 15 for both SQL and Oracle environments.
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Course description: “How are other companies storing or managing documents? This session will discuss options for using native CA PPM, linking to SharePoint, connecting directly to SharePoint, using Google docs, as well as other options. This session will also discuss options for document approval workflows within CA PPM for both collaborative documents and attachment fields.” Download file is the slide deck used during the presentation.
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A presentation slide deck from Rego University 2022. An overview of Rego’s Digital Ecosystem Assessment offering. A holistic assessment that evaluates the current state of your project management practices across the following 4 key business areas to compare against industry best practice. Rego will then develop recommendations for a future state.
- People
- Process
- Technology
- Governance