Create an improvement initiative from Process Mining

Create an improvement initiative associated with the project you're analyzing in Process Mining.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

Procedure

1. Open the project view.
2. Open a new Improvement Initiative from one of the following ways:
   • Select the overview panel menu and select New Improvement Initiative.
   • From the Notes and initiatives panel:
   1. Select the Initiatives icon ().
   2. Select Create > New Initiative
   A new Improvement Initiative form displays in a separate tab.
3. Fill in the form fields.

   All mandatory fields in the form are prefilled for ease of use.

   

   For more information the fields, see: Create an improvement initiative.

4. Optional: If you want to attach a supporting document, select Browse and select the file.
5. Select Save.
6. From the project view, select the Initiatives icon to refresh the list.

Result

You can view the improvement initiative created for the project.

What to do next

To change a record, from the CIM record:

• Update a record: Make a change on the record, then select Save.
• Delete an initiative: From the record, select the menu icon and select Delete.