Components installed with Continual Improvement Management

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Components Installed with Continual Improvement Management

    The activation of thecom.sncimplugin installs various components essential for Continual Improvement Management (CIM) in ServiceNow. This includes user roles, scheduled jobs, and tables that facilitate effective management of improvement initiatives.

    Show full answer Show less

    Key Features

    • User Roles:
      • Improvement Requester: Can create and view their own CIM requests.
      • Improvement Coordinator: Coordinates assigned improvements with access to dashboards, but cannot create enterprise strategies or delete improvements.
      • Improvement Manager: Oversees all improvement functions, including the acceptance and closure of improvement requests.
    • Scheduled Jobs:
      • Daily CIM Data Collection: Gathers data on a daily basis.
      • Historical CIM Data Collection: Collects historical data for analysis.
    • Tables Installed:
      • Improvement Initiative: Stores all improvement initiatives.
      • CIM Task: Contains tasks related to specific improvement initiatives.
      • Impacted KPIs: Links KPIs to improvement initiatives.
      • Inbound/Outbound CIM Integration: Facilitates data integration with other ServiceNow applications.
    • Properties:
      • Approval Requirement: Controls whether manual approval is needed for improvements to progress.
      • Copy Attributes: Specifies which attributes are copied when duplicating initiatives.
      • Default Phase Creation: Enables the creation of a default phase for new initiatives.

    Key Outcomes

    By utilizing these components, ServiceNow customers can effectively manage improvement initiatives, streamline roles and responsibilities, and ensure proper data integration, all while maintaining control over approval processes. This structured approach enhances collaboration and drives continuous improvement within the organization.

    Several types of components are installed with activation of the com.sn_cim plugin, including tables, user roles, and scheduled jobs.

    Note:
    The Application Files table lists the components that are installed with this application. For instructions on how to access this table, see Find components installed with an application.

    Demo data is available for this feature.

    Roles installed with Continual Improvement Management

    Role title [name] Description Roles inherited

    Improvement Requester

    [sn_cim.improvement_requester]

    		 Able to perform these application functions:
    • Create improvement initiative
    • View My CIM requests
    • View Watched CIM requests
    • View All CIM requests

    None

    Improvement Coordinator

    [sn_cim.improvement_coordinator]

    		 Able to perform all functions for improvements to which they are assigned as Improvement Coordinator except:
    • Create Enterprise Strategies
    • Delete improvement

    Although able to perform Improvement Manager functions, an Improvement Coordinator can only perform those functions for improvements that they are assigned as Improvement Coordinator by the Improvement Manager.

    Primary responsibility is to coordinate improvements within their area of expertise (at the process or service level).

    Can access both Continual Improvement Workbench and dashboard.
    • sn_cim.improvement_requester
    • app_service_user
    • certification
    • cmdb_query_builder
    • dependency_views
    • itil

      Problem/change/incident records can be added.

    • knowledge
    • pa_analyst
    • pa_contributor
    • pa_power_user

      Existing Performance Analytics indicators can be accessed, and new ones created.

    • pa_target_admin
    • pa_threshold_admin
    • pa_viewer
    • sn_bm_client.benchmark_data_viewer
    • sn_bm_client.benchmark_recommendation_viewer

      Benchmarks data and recommendations can be viewed and an improvement initiative can be created from Benchmarks recommendations.

    • template_editor
    • view_changer
    • sn_coaching.admin
    • scrum_story_creator

    Improvement Manager

    [sn_cim.improvement_manager]

    		 Able to perform all application functions.

    The Improvement Manager is primarily responsible for all improvements, including initial acceptance of new improvement requests, assignment, and closure. The Improvement Manager also monitors the overall progress of all improvements.
    • sn_cim.improvement_coordinator
    • sn_process_optimization_viewer

    Scheduled jobs installed with Continual Improvement Management

    Scheduled job Description
    [PA Continual Improvement] Daily CIM data collection.
    [PA Continual Improvement] Historical CIM data collection.

    Tables installed

    Table Description
    Improvement Initiative

    [sn_cim_register]

    		 Contains all improvement initiatives.
    CIM Task

    [sn_cim_task]

    		 Contains the CIM tasks created for an improvement initiative.
    Impacted KPIs

    [sn_cim_related_kpi]

    		 Contains KPIs related to the CIM improvement initiative.
    Inbound CIM Integration

    [sn_cim_inbound_m2m]

    		 Contains M2M tables to integrate Continual Improvement Management with other ServiceNow applications. With an inbound CIM integration, you can create a CIM record from the application that is integrated with Continual Improvement Management.
    Outbound CIM Integration

    [sn_cim_outbound_m2m]

    		 Contains M2M tables that integrates other ServiceNow applications withContinual Improvement Management. With an outbound CIM integration, you can create an outcome based on the integrated application, for example, a story or knowledge article from a CIM record.

    Properties installed with Continual Improvement Management

    To access Continual Improvement Management properties, navigate to Continual Improvement > Administration > Properties.
    Note:
    System admin role is required to set Continual Improvement Management properties.
    Property Description
    sn_cim.need_approval Enables approval process for Continual Improvement initiatives. By default, an improvement requires approval before it can progress to the Implement state. When the check box is enabled, it indicates that manual approval is required for the improvement to progress from Accepted state to Approved state.
    • Type: Yes|No
    • Default value: Yes

    If this property is not checked, the improvement automatically progresses to Approved state once it is accepted, and the Approver group field and the Approvers related list on the Improvement Initiative form are not shown.
    sn_cim.initiative_copy_attributes When a copy of the improvement initiative is created, the list of attributes (field values) that will be copied to the new initiative.
    sn_cim.create_default_phase Enable the property to create the default phase when an improvement initiative is created.
    • Type: Yes|No
    • Default value: No