Continual Improvement Management roles

Roles are added with installation of Continual Improvement Management.

Table 1. CIM roles

Role	Description	Contains roles
Improvement Requester [sn_cim.improvement_requester]	Can perform the following application functions: Create improvement initiative View and track improvement initiatives they've submitted View all CIM requests within the organization Follow and monitor improvements by adding them to the Watched CIM Initiatives list	None
Improvement Coordinator [sn_cim.improvement_coordinator]	Can perform Improvement Manager functions for improvements that they’re assigned to as Improvement Coordinator. Coordinate improvements within their area of expertise at the process or service level Access the Continual Improvement Workbench Improvement Coordinators can’t perform these functions: Create enterprise strategies Delete improvement	sn_cim.improvement_requester app_service_user certification cmdb_query_builder dependency_views approver_user cmdb_read knowledge pa_analyst pa_contributor pa_power_user Can assess existing Performance Analytics indicators and create new ones. pa_target_admin pa_threshold_admin pa_viewer sn_bm_client.benchmark_data_viewer sn_bm_client.benchmark_recommendation_viewer Can view Benchmarks data and recommendations and create improvement initiatives from Benchmarks recommendations. template_editor view_changer sn_coaching.admin scrum_story_creator
Improvement Manager [sn_cim.improvement_manager]	Can perform all application functions and is responsible for all improvements. Accept new improvement requests Assign improvements to Improvement Coordinators for implementation Access the Continual Improvement Workbench Monitor the progress of improvements Review and close improvements	sn_cim.improvement_coordinator

Automatic assignment of the Improvement Requester role

The Improvement Requester (sn_cim.improvement_requester) role is automatically assigned to the roles listed in the following table when CIM is activated.

Application	Role
Strategic Portfolio Management (only if SPM plugins are active)
Agile Development	scrum_master
Demand Management	it_demand_manager
Portfolio Management	it_portfolio manager
Program Management	it_program_manager
Project Management	it_project_manager
Test Management	tm_test_manager
ITSM
Benchmarks	sn_bm_client.benchmark_admin sn_bm_client.benchmark_recommendation_viewer
Change Management	change_manager
Coaching	sn_coaching.admin
Incident Management	incident_manager
ITSM	itil
Survey Management Assessments	survey_admin survey_reader
Performance Analytics and Reporting
Performance Analytics	pa_admin pa_power_user pa_viewer

Email notifications by role

Email notifications are sent when the state of the improvement request changes or when the target date is breached based on the user role.

Table 2. Email notification list by role

Improvement action	Improvement Manager	Improvement Coordinator	Improvement Requester	Watch list	Task assignee
Canceled	No	Yes	Yes	Yes	No
Approved	Yes	Yes	No	Yes	No
Closed	Yes	Yes	Yes	Yes	No
Target review date is breached	Yes	Yes	No	Yes	No
CIM task assigned	No	No	No	No	Yes
CIM task closed	No	Yes	No	No	Yes