Create improvement initiatives from integrated applications

  • Release version: Xanadu
  • Updated July 31, 2025
  • 1 minute to read

    • Create improvement initiatives from applications integrated with Continual Improvement Management to enable planning, implementation, monitoring, and impact assessment of improvements in a centralized framework.

    Before you begin

    Role required: sn_cim.improvement_requester

    About this task

    Records of applications integrated with CIM display the Create Improvement Initiative link in the Related Links section.

    Procedure

    1. Navigate to the application's records list.
      For example, navigate to All > Benchmarks > Recommendation Setup > All to open the Benchmarks records list.
    2. Find and open the record from which you want to create an improvement.
    3. Select Create Improvement Initiative in the Related Links section.
    4. Enter the field values in the Improvement Initiative form.
      For more information, see Improvement field descriptions.
    5. Select Submit.

    Result

    The improvement initiative is created and UI changes display on the source application record and on the initiative record. For more information, see Updates after improvement initiative creation from integrated applications.