Continual Improvement Management roles

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Assign Continual Improvement Management roles to specify what different users and user groups can see and do.

    For information about how to assign user roles, see Assign a role to a user.

    Role Description Roles inherited
    sn_cim.improvement_requester

    [Improvement Requester]

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

    None

    sn_cim.improvement_coordinator

    [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
    sn_cim.improvement_manager

    [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

    Automatic assignment of the sn_cim.improvement_requester role

    The sn_cim.improvement_requester role is automatically assigned to these roles upon Continual Improvement Management activation so these users can create an improvement request.
    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