Create an improvement in Vendor Management Workspace

Create an improvement initiative for a vendor to track and manage tasks for improving a service, process, or tasks related to vendors.

Before you begin

The Continual Improvement Management (com.sn_cim) plugin must be activated. For more information on activating the plugin, see Request Continual Improvement Management.

You can view your vendor initiatives by navigating to Vendor Management > Improvement Initiatives.

Role required: sn_vlm.vendor_manager, sn_vlm.vendor_admin, or admin

Procedure

1. Navigate to Vendor Management > Workspace.
2. Click the Vendor Home icon.
3. From the list, go to Vendors > All Vendors.
4. Select a vendor to create the improvement initiative.
5. Create an improvement initiative.

   To create an initiative	Do this
   From the vendor profile	Select the Improvement Initiatives tab. Click New.
   From an indicator	On the vendor profile screen, click the indicator for which you want to create the initiative. On the indicator screen, click the ellipses icon and then select Create CIM Initiative. The Improvement KPI field is automatically populated with the name of the selected indicator.
   From a vendor success indicator	Click the Success Indicators icon (). Select an indicator. Click Create CIM Initiative.

6. In the Vendor field, select the vendor for which you want to create the initiative.
7. In the Service offering field, select the service offering for which you want to set improvement goals.
8. Fill in all required fields to complete the initiatives.
   For information on field descriptions, see Improvement field descriptions
9. Optional: If you want to add supporting documents, click Browse and select the file.
10. Click Save.