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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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_mining_analyst, sn_process_mining_power_user, or sn_process_mining_admin

Procedure

  1. Open the project view.

  2. Open a new Improvement Initiative from one of the following ways:

    • Select the overview panel menu
Image omitted: workbench-project-menu-icon.png
Project overview panel menu and select **New Improvement Initiative**.
-   From the Notes and initiatives panel:
1.  Select the Initiatives icon \(
Image omitted: improve-initiative-icon.png
improve initiative icon\).
2.  Select **Create** > **New Initiative**

A new Improvement Initiative form displays in a separate tab.
  1. Fill in the form fields.

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

Image omitted: imp-initiative.png
Prefilled improvement initiative page
For more information the fields, see: [Create an improvement initiative](../../it-service-management/continual-improvement-management/create-cim-request.md).
  1. If you want to attach a supporting document, select Browse and select the file.

  2. Select Save.

  3. 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.

Parent Topic:Creating and tracking improvement initiatives