Updates after improvement initiative creation from integrated applications

UI changes display on the source application record and on the initiative record when you create an improvement initiative from an integrated application.

• Benchmarks

  Benchmarks recommendation candidate	Improvement initiative
  Create Improvement Initiative related link is replaced by the CIM number related link once an improvement initiative is created.	Benchmarks recommendation KPI is added to the Improvement KPI field on the Goals tab.

• Coaching

  Coaching opportunity	Improvement initiative
  Improvement Initiatives related list is added that contains the improvement initiative (CIM) record.	Coaching opportunity record to which the improvement initiative is linked is added to the Source/Parent field in the Details tab.

• Configuration Management Database (CMDB)

  Remediate Duplicate Tasks record	Improvement initiative
  Improvement Initiatives related list is added that contains the improvement initiative (CIM) record.	Remediate Duplicate Tasks record to which the improvement initiative is linked is added to the Source/Parent field in the Details tab.

• Demand Management

• Governance, Risk, and Compliance

  Issue record	Improvement initiative
  Improvement Initiatives related list is added that contains the improvement initiative (CIM) record.	Issue record to which the improvement initiative is linked is added to the Source/Parent field on the Details tab.

• Incident Management

  Incident record	Improvement initiative
  You must customize the Incident form to show the Improvement Initiatives related list that contains the improvement initiative (CIM) record.	Incident (INC) record is added to the Source/Parent field on the Details tab.

• Problem Management

  Problem record	Improvement initiative
  You must customize the Problem form to show the Improvement Initiatives related list that contains the improvement initiative (CIM) record.	Problem (PRB) record is added to the Source/Parent field on the Details tab.

  The following are the corresponding states of the Problem record and the Improvement Initiative.

  Problem record state	Improvement initiative state
  Open	New
  Pending change	In Progress
  Closed/Resolved	Closed

• Survey Management

  Survey definition record	Improvement initiative
  Improvement Initiatives related list is added that contains the improvement initiative (CIM) record.	Survey definition (Assessment Metric Type [Survey view]) record is added to the Source/Parent field on the Details tab.

Parent Topic:Continual Improvement Management reference