CIM - New Implementation
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08-12-2024 08:36 AM - edited 08-12-2024 01:20 PM
We are implementing CIM and despite searches, there are two things which i was not able to find how to do.
I have the OoB sn_cim.improvement_manager role
1. Business Process - informational message: This record is due for review and updates (see screenshot)
once reviewed, how do we update the Next review date to clear the informational message
2. Business process - how to prevent non-published/active processes from being displayed to our user
Either 'draft, or review, or expired
at this time, these non-published process records are viewable and user selectable, and the record will save.
Best I could find for # 2 is to make the Owned by Field <empty> and filter on 'is not empty', but the filter doesn't save, and the values remain available to the user for selection.
thank you,
thank you
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Continual Improvement (CIM)