Create records for integrated applications from improvement initiatives or CIM tasks to transform improvement initiatives into broader, actionable efforts to enable improvements across teams and processes.
Before you begin
Role required: sn_cim.improvement_coordinator or sn_cim.improvement_manager
Procedure
-
Navigate to your improvement initiative or CIM task record.
- Improvement initiative:
- CIM task:
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Find and open the Improvement Initiative or CIM task record from which you want to create an application record.
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Create an application record by selecting the corresponding application record link in the Related Links section.
Note: Related links are visible only when a CIM task is in the Open, Work in Progress, or On Hold state.
| Record type |
Link to select |
| Demand |
Create Demand |
| Project |
Create Project |
| Coaching opportunity |
Create Coaching Opportunity |
| Knowledge base articles |
Create Knowledge |
| Agile Development story |
Create Story |
| Performance Analytics automated indicator |
Create PA Indicator |
| Change |
Create ChangeNote: You must have the following roles to view and create change requests:
- change_read, change_write, or ITIL roles to view the Create Change link.
- change_write or ITIL roles to create change records.
If you have not been assigned the required roles, contact your system administrator. |
Note:
Default field values set in the sn_cim.initiative_copy_attributes property are populated in the application record form. Contact your administrator to edit this property by adding or deleting
fields. For more information, see Configure CIM integration property.
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Select Submit.