Components installed with Continual Improvement Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Components installed with Continual Improvement Management

    Activating thecom.sncimplugin in ServiceNow installs several essential components that support the Continual Improvement Management (CIM) application. These components include tables, user roles, scheduled jobs, and configurable properties that enable organizations to manage and track improvement initiatives efficiently.

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    Roles Installed

    The CIM application installs distinct roles to manage access and functionality based on user responsibilities:

    • Improvement Requester (sncim.improvementrequester): Can create improvement initiatives and view their own, watched, or all CIM requests. This role has no inherited roles.
    • Improvement Coordinator (sncim.improvementcoordinator): Coordinates improvements within their expertise area, can perform most Improvement Manager functions but only on assigned improvements. This role inherits multiple ServiceNow roles including Performance Analytics, benchmark viewers, and knowledge contributors, allowing access to dashboards, workbenches, and related records.
    • Improvement Manager (sncim.improvementmanager): Holds full application permissions, responsible for accepting, assigning, monitoring, and closing all improvements. This role inherits the Improvement Coordinator and process optimization viewer roles.

    Scheduled Jobs Installed

    • [PA Continual Improvement] Daily data collection job for CIM metrics.
    • [PA Continual Improvement] Historical Job for collecting historical CIM data.

    These jobs automate data gathering to support ongoing performance analytics within CIM.

    Tables Installed

    The application includes critical tables to store and manage CIM data:

    • Improvement Initiative (sncimregister): Stores all improvement initiative records.
    • CIM Task (sncimtask): Contains tasks related to each improvement initiative.
    • Impacted KPIs (sncimrelatedkpi): Tracks key performance indicators related to improvements.
    • Inbound CIM Integration (snciminboundm2m): Supports creation of CIM records from other integrated ServiceNow applications.
    • Outbound CIM Integration (sncimoutboundm2m): Enables creation of outcomes (such as stories or knowledge articles) in integrated applications based on CIM records.

    Properties Installed

    Administrators with the system admin role can configure CIM properties under Continual Improvement > Administration > Properties to customize behavior:

    • sncim.needapproval: Enables or disables manual approval for improvement initiatives before progressing to implementation. Default is enabled (Yes), requiring approval to move from Accepted to Approved state.
    • sncim.initiativecopyattributes: Defines which fields are copied when duplicating an improvement initiative, supporting efficient reuse of data.
    • sncim.createdefaultphase: Determines if a default phase is automatically created when a new improvement initiative is started. Default is disabled (No).

    Practical Benefits for ServiceNow Customers

    By installing and activating the CIM plugin, customers gain a structured framework to manage continuous improvement initiatives. The predefined roles ensure appropriate access and responsibility segregation, while scheduled jobs and tables facilitate ongoing data collection and integration with other ServiceNow applications. Configurable properties allow tailoring of approval workflows and initiative management to align with organizational processes, enhancing governance and operational efficiency in managing improvements.

    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