Create application records from improvement initiatives

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create records for integrated applications from improvement initiatives or CIM tasks to transform improvement initiatives into broader, actionable efforts to enable improvements across teams and processes.

    Vorbereitungen

    Role required: sn_cim.improvement_coordinator or sn_cim.improvement_manager

    Prozedur

    1. Navigate to your improvement initiative or CIM task record.
      • Improvement initiative: All > Continual Improvement > My CIM Initiatives
      • CIM task: All > Continual Improvement > CIM Tasks
    2. Find and open the Improvement Initiative or CIM task record from which you want to create an application record.
    3. Create an application record by selecting the corresponding application record link in the Related Links section.
      Hinweis:
      Related links are visible only when a CIM task is in the Open, Work in Progress, or On Hold state.
      Record type Link to select
      Demand Create Demand
      Project Create Project
      Coaching opportunity Create Coaching Opportunity
      Knowledge base articles Create Knowledge
      Agile Development story Create Story
      Performance Analytics automated indicator Create PA Indicator
      Change Create Change
      Hinweis:
      You must have the following roles to view and create change requests:
      • change_read, change_write, or ITIL roles to view the Create Change link.
      • change_write or ITIL roles to create change records.
      If you have not been assigned the required roles, contact your system administrator.
      Hinweis:

      Default field values set in the sn_cim.initiative_copy_attributes property are populated in the application record form. Contact your administrator to edit this property by adding or deleting fields. For more information, see Configure CIM integration property.

    4. Select Submit.

    Ergebnisse

    The application record is created and UI changes display on the source improvement initiative or CIM task record and corresponding application records. For more information, see Updates after application record creation from improvement initiatives.