Before implementing Process Manager, make sure you have completed all the planning steps recommended. You must have Process Manager or System Administrator privileges to set up Process Manager.
We highly recommend that you build a prototype first in a test environment and later in a live environment. This gives you the opportunity to check that all test examples (role members, security groups, process engines, and users) have been removed from the system before going live.
To implement Process Manager, you will:
1. Assign users to project security roles.
2. Create or edit process types, if needed.
3. Create default action plans.
4. Set up output processes and reports.