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Creating and tracking improvement initiatives › Use › Process Mining › Platform Analytics
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View the initiatives list

View a list of improvement initiatives created for or associated with a process project.

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. Select the Initiatives icon (

Image omitted: improve-initiative-icon.png
Initiatives icon\) in the Notes and initiatives panel.
The initiatives list displays, showing the CIM ID, short description, creation details, and current state for each initiative. You can:

-   Select whether to show:
    -   Current Model Initiatives - Shows initiatives created on the process you're currently viewing.
    -   Main Model Initiatives - From a linked process, shows initiatives created on the main process.
    -   All Linked Initiatives - Shows all initiatives created on the main and all linked processes.
-   Optionally sort the list in ascending or descending order by Created On, Created By, or State.
-   Search for a specific initiative by entering into the search field a minimum of three subsequent characters in the short description or CIM number.
  1. Select the context menu of an initiative to see further details, edit, or remove it.

Parent Topic:Creating and tracking improvement initiatives