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Improvement field descriptions

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Improvement field descriptions

Improvement Initiative form and related field descriptions.

Improvement Initiative form

Field Description
Number

Unique CIM number.

Business service

CMDB Business service improved by the improvement initiative.

Business process

Business process improved by the improvement initiative.

When a business process is selected, the improvement area Type field on the Details tab is automatically set to Process.

CIM Coordinator

User primarily responsible for ensuring the completion of the improvement initiative.

The CIM Coordinator must have the Improvement Coordinator role (sn_cim.improvement_coordinator).

Approver group

Group of users that have permission to approve the improvement initiative.

CIM Approvers group is added with Continual Improvement Management. Default is empty.

Strategies

Strategic objectives impacted by the improvement initiative. Multiple strategic objectives can be selected. Strategic objectives can be added on the fly from the lookup list.

The lookup list contains both Continual Improvement Management strategic objectives and business enterprise strategies to align with the improvement initiative.

An enterprise strategy can be added from the navigation menu Continual Improvement > Enterprise Strategies.

Also accessible through Business Planner and Organization navigation menus.
Note: If the improvement initiative does not align with a company strategic objective, you can click Reject in the header bar to reject the improvement initiative.
State
State of the improvement initiative. This field is read only.
  • New
  • Accepted
  • Assess
  • Approved
  • In Progress
  • On Hold
  • Review
  • Closed
  • Canceled
On hold reason Reason for putting the improvement initiative on hold.
Note: This field is shown only when the state is on hold.

When an improvement initiative is placed on hold, all CIM tasks are also placed on hold, but the state can be changed manually.

When the improvement initiative is taken off hold, the CIM tasks are returned back to their previous state unless they were changed manually.

Priority
Sequence in which an incident or problem is to be worked on, based on impact and urgency.
  • 1 - Critical
  • 2 - High
  • 3 - Moderate
  • 4 - Low
  • 5 - Planning
Effort estimate
Estimate of effort to complete all required tasks for the improvement initiative.
  • Small
  • Medium
  • Large
  • Extra Large
Benefits

Expected level of benefits achieved by completing the improvement initiative.

Percent complete

Percentage of work completed. The percentage is based on the completed state of the CIM phases that belong to this improvement initiative. For example, if there are five CIM phases, each contributes to 20% completion.

Short description

Brief explanation of the improvement initiative.

Business justification

Description of why this improvement is important and additional details, including metrics or KPIs, used to measure the success of the improvement initiative.

Goals tab

Field Description
Success measurement method
  • Automated: PA Indicator: An improvement KPI.
  • Survey and Assessment: An Assessment metric type.
  • Manual: All other types.
Improvement KPI

Primary KPI used to measure the improvement of the improvement initiative.

The Show Score Card icon launches the Performance Analytics score card for the improvement KPI.
Note: This field is shown only when the Success Measurement Method field is set to Automated: PA Indicator.
Breakdown
The breakdown of the improvement KPI, if one exists.
Note: This field is shown only when an improvement KPI is selected for the Automated: PA Indicator success measurement method.
Element
The element of the KPI breakdown.
Note: This field is shown only when a breakdown is selected.
2nd Breakdown
The second-level breakdown of the improvement KPI, if one exists.
Note: This field is shown only after the first breakdown is selected.
2nd Element
The element of the second-level KPI breakdown.
Note: This field is shown only when a second-level breakdown is selected.
Time Series
Time series for the improvement KPI.
Note: This field is shown only when an improvement KPI is selected.
Survey & Assessment Assessment metric type associated with the improvement initiative.
Note: This field is shown only for Survey & Assessment success measurement method.

If the improvement initiative was created from within the Survey Management application, this field is not automatically populated.

Base value

Base value of the success measurement method when the target is set.

Percentage improvement
Percent improvement target.
Note: This field is shown only when an improvement KPI is selected.

If the KPI is a percent type, then this field is calculated automatically (based on Base value and Target value fields).

Target value

Absolute target value.

Note: For the Automated: PA Indicator success measurement method, if the KPI is not a percent type, then this field is calculated automatically (based on base value and percentage improvement).

If the target value is already set on the indicator, breakdown, element, and aggregation, this field is automatically set. However, you can override this value by specifying a percent in the Percent Improvement field.

The target value set in this field is synced with the Performance Analytics indicator target for the KPI (Performance Analytics > Indicator > Targets).

Target review date
Date the goal should be achieved.
Note: For the Automated: PA Indicator success measurement method, even if the target date is already set on the indicator, breakdown, element, and aggregation, this field is not automatically set.
Expected outcomes

Tangible artifacts and updates expected by the improvement initiative (for example, updated process published in new template, work Instructions and FAQ published in knowledge base).

Details tab

Field Description
Requested for

User for which the improvement initiative was created.

Type
Area improved by the improvement initiative. One or many areas may be selected.
  • People
  • Process
  • Technology

When a value is selected for the Business Process field on the improvement initiative form, the Type field is automatically set to Process.

Watch list

Users notified when updates are made to the improvement initiative.

Parent initiative

Parent initiative associated with this child initiative.

When a parent initiative is selected, all associated child initiatives display in the Child Initiatives related list.

Source/Parent
Source or parent application from which the improvement initiative was created.
  • Coaching Opportunity (COP)

    Coaching opportunity record to which the improvement initiative is linked.

  • CMDB

    Remediate Duplicate Tasks record to which the improvement initiative is linked.

  • Demand (DMND)

    Demand record to which the improvement initiative is linked.

  • GRC issue

    Issue record to which the improvement initiative is linked.

  • Incident (INC)

    Incident record to which the improvement initiative is linked.

  • Problem (PRB)

    Problem record to which the improvement initiative is linked.

  • (Survey) Assessment Metric Type

    Assessment metric type for the survey definition record to which the improvement initiative is linked.

Note: This field is shown only when an improvement initiative has been created from Coaching, CMDB, Demand Management, GRC, Incident Management, Problem Management, or Survey Management applications.

Schedule tab

Field Description
Planned start date

Expected start date.

Planned end date

Expected end date.

Actual start date

Date the improvement initiative started.

Actual end date

Date the improvement initiative ended.

Notes tab

Field Description
Additional comments (customer visible)

Check box to show additional comments that are visible to the customer.

If checked, the Additional comments (Customer visible) field content is shown.

Work notes
Work notes relating to the improvement initiative.
Note: Required when submitting the improvement initiative for reapproval.

Closure Notes tab

Field Description
Closure code
  • Successful: Goals met.
  • Withdrawn: No longer needed/applicable.
  • Unsuccessful: Goals not met.
Achieved outcome category
  • Cost Reduction
  • Revenue Generation
  • Time Savings
  • Customer Satisfaction
  • Quality Improvement
Close notes

Notes regarding the improvement initiative closure.

CIM Phases related list

Field Description
Number

Unique CIMT phase number.

Parent

Improvement initiative to which the CIM phase belongs. There can be multiple CIM phases per improvement initiative.

The CIM phase groups the tasks, sets a planned end date, and shows the percent complete for tracking purposes.

Percent complete

Percentage of work completed.

Percentage is based on the completed state of the CIM tasks that belong to this CIM phase.

For example, if there are five CIM tasks, each contributes to 20% completion.

Planned end date

Estimated phase end date.

Actual end date

End date of the phase.

Short Description

Short description of the phase.

Description

(Required) Full description of the phase.

CIM Tasks related list

Field Description
Number

Unique CIMT task number.

Parent

Improvement phase number to which the CIM task belongs. CIM tasks consist of the work required to complete the improvement initiative.

Each CIM task is tied to a CIM phase of the improvement initiative. A CIM task can only be tied to one CIM phase.

Active

Check box that indicates whether the task is active.

Assigned to

User primarily responsible for completion of the task.

Improvement Initiative

Improvement initiative number to which the CIM task belongs.

Priority
Sequence in which an incident or problem is to be worked on, based on impact and urgency.
  • 1 - Critical
  • 2 - High
  • 3 - Moderate
  • 4 - Low
  • 5 - Planning
State
State of the task.
  • Pending
  • Open
  • Work In Process
  • Closed Complete
  • Closed Incomplete
  • Closed Skipped
  • On Hold
On Hold Reason Reason for putting the CIM task on hold.
Note: This field is shown only when the state is on hold.

When an improvement initiative is placed on hold, all CIM tasks are also placed on hold, but the state can be changed manually.

When the improvement initiative is taken off hold, the CIM tasks are returned back to their previous state (unless they were changed manually).

Planned end date

Estimated end date of the task.

Short Description

Short description of the task.

Description

Full description of the task.

Work notes

Work notes for the task.

Impacted KPIs related list

Field Description
Improvement Initiative

Improvement initiative number to which the impacted KPI belongs.

Impacted KPI

Other related KPIs (independent of the Improvement KPI) that are affected by changes made as a result of the improvement initiative.

Breakdown
The breakdown of the impacted KPI, if one exists.
Note: This field is shown only when an impacted KPI is selected.
Element
The element of the KPI breakdown.
Note: This field is shown only when a breakdown is selected.
Breakdown Level 2
The second-level breakdown of the improvement KPI, if one exists.
Note: This field is shown only after the first breakdown is selected.
Element Level 2
The element of the second-level KPI breakdown.
Note: This field is shown only when a second-level breakdown is selected.
View Scorecard

Related link to view the scorecard for the KPI.

Approvers related list

Field Description
State
State of the approval.
  • Not Yet Requested
  • Requested
  • Approved
  • Rejected
  • Canceled
  • No Longer Required
Approver

User authorized to approve the improvement initiative.

Approvers are members of the group set in the Approver Group field on the Improvement Initiative form.

Comments

Comments for the approval improvement initiative.

Created

Date the improvement initiative was created.

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