CIM new implementation

[Diane22]

We are implementing CIM and i am testing in our QA environment.

Here is the failing cenario:

1.  create a CIM initiative (works great)

2.  move from new to accepted and saved

      added strategy and target review date

3.   created a task for the Initiative coordinator to move to Assess and save

       the improvement initiative field is not present on the form

       scrolling town to the CIM task section of the form ... no task linked

4.   tested using the incident integration (from incident -> create continual improvement initiative)

       still cannot move to assess - 

5.   tried creating a phase as a first step, then a task

       the task is now visible in the task section of the initiative form

       but the task is associated with the phase and not the initiative and ... still cannot move to assess.

ideas ???  ... attached are the screenshots

[Diane22 · Accepted solution]

two things here :

1.  It seems that the OOTB UI policy called 'Hide fields for phase' has Visible set to false for ‘Priority' and ‘Configuration item'. I have changed it to True and now you can see them on the form when creating a new Phase. Also, the reason why the fields showed on the CIM task is that this UI policy is set tun run when the CIM Task Type -> is -> CIM Phase, which is what we were creating during our Zoom call. I have also added a video showing the issue being resolved and the UI policy.

2.  The issue was that the 'Parent' field was not on the CIM Task form which is required for CIM Task record to be associated with the Initiative. Removal of the 'Parent' field from CIM Task form will result into CIM Task not being associated with the Initiative and instead the system will create a new initiative with same number as the CIM task and associate the CIM Task to that initiative.