View the initiatives list

View a list of improvement initiatives created for or associated with a process project.

Before you begin

Role required: sn_process_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

1. Open the project view.
2. Select the Initiatives icon () in the Notes and initiatives panel.
   The initiatives list displays, showing the CIM ID, short description, creation details, and current state for each initiative. You can:

   • Select whether to show:
     • Current Model Initiatives - Shows initiatives created on the process you're currently viewing.
     • Main Model Initiatives - From a linked process, shows initiatives created on the main process.
     • All Linked Initiatives - Shows all initiatives created on the main and all linked processes.
   • Optionally sort the list in ascending or descending order by Created On, Created By, or State.
   • Search for a specific initiative by entering into the search field a minimum of three subsequent characters in the short description or CIM number.
3. Optional: Select the context menu of an initiative to see further details, edit, or remove it.