| \n\nState\n\n | \n\nDescription\n\n |
|---|---|
| \n\nNew\n\n | \n\nImprovement request is created either manually, or from within an integrated application by an Improvement Requester.\n\n Integrated applications include Benchmarks, CMDB, Coaching, Demand, GRC, Major Incident Management, Problem Management, and Survey Management.\n\n **States** list:\n\n- Accepted\n- Canceled\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form: Copy Initiative.\n\n |
| \n\nAccepted\n\n | \n\nImprovement request aligns with company strategic objectives and is considered valid by the Improvement Manager.\n\n **States** list:\n\n- Assess\n- Canceled\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form: Copy Initiative.\n\n |
| \n\nCanceled\n\n | \n\nImprovement is not accepted \\(**Reject** action is selected by the Improvement Manager\\), or can be canceled directly in any state.\n\n **Note:** Any CIM tasks created for the improvement are also canceled.\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form: Copy Initiative.\n\n |
| \n\nAssess\n\n | \n\nAll improvement attributes are set by the Improvement Manager, including business process, business service, and success measurement details.\n\n The improvement is waiting to be assessed by an Approver group member for approval.\n\n **States** list:\n\n- Approved\n\n\\(only shown for an Approver group member\\)\n\n- Canceled\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form:\n\n- Copy Initiative\n- Revert to Accepted\n\n |
| \n\nApproved\n\n | \n\nThe improvement is assessed and approved by an Approver group member and is ready for implementation.\n\n The improvement is set to implement by the Improvement Manager.\n\n **States** list:\n\n- Implement\n- Canceled\n- Assess \\(for reapproval\\)\n\nIf additional tasks were added, or if the target has changed, the improvement may need to go through approval again.\n\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form:\n\n- Copy Initiative\n- Submit for Re-Approval\n\n |
| \n\nIn Progress\n\n | \n\nCIM task creation is completed by the Improvement Manager or Improvement Coordinator. CIM tasks are completed by the task owners.\n\n The Improvement Coordinator determines either that the improvement is complete and sets it to review, or that progress is halted and places it on hold.\n\n **States** list:\n\n- Monitor/Review\n- On Hold\n- Assess \\(for reapproval\\)\n\nIf additional tasks were added, or if the target has changed, the improvement may need to go through approval again.\n\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form:\n\n- Copy Initiative\n- Submit for Re-Approval\n\n |
| \n\nOn Hold\n\n | \n\nImprovement is no longer in progress but may resume at a later date.\n\n The Improvement Manager determines the outcome of the improvement including whether it should go back to implementation, or be closed or canceled.\n\n **States** list:\n\n- Implement\n- Closed\n- Canceled\n\n**Note:** When an improvement is placed on hold, all active CIM tasks \\(not closed or canceled\\) are also placed on hold, but the state can be changed manually.\n\nWhen the improvement is taken off hold, all active CIM tasks \\(not closed or canceled\\) are set to Open state \\(unless they were changed manually\\).\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form: Copy Initiative.\n\n |
| \n\nMonitor/Review\n\n | \n\nAll CIM tasks for the improvement are complete, improvements have been measured, and no further action is required by the task owners.\n\n The improvement is reviewed for closure by the Improvement Manager.\n\n **States** list:\n\n- Implement\n- Closed\n- Assess \\(for reapproval\\)\n\nIf additional tasks were added, or if the target has changed, the improvement may need to go through approval again.\n\n\n List Controls menu \\(\\[Omitted image \"cim-list-controls.png\"\\] Alt text: List icon\\) options on the Improvement Initiative form: Copy Initiative.\n\n |
| \n\nClosed\n\n | \n\nImprovement is complete and is added to the Closed Improvement Register list.\n\n |
| \n\nDelete\n\n | \n\nImprovement is removed from the Improvement Register list.\n\n Available in each state but only to the Improvement Manager.\n\n |
| \n\nState\n\n | \n\nDescription\n\n |
|---|---|
| \n\nPending\n\n | \n\nState of a CIM task added before the improvement has been approved.\n\n If a CIM task is added after the improvement is approved, the CIM task is set to Pending state until the improvement is approved again.\n\n Once approved, the CIM task is set to Open state.\n\n If rejected, the CIM task remains in the Pending state.\n\n |
| \n\nOpen\n\n | \n\nState of a new CIM task for an improvement that has been approved.\n\n |
| \n\nWork in Progress\n\n | \n\nState of a CIM task for which work has begun.\n\n |
| \n\nClosed Complete\n\n | \n\nState of a closed CIM task that has been completed.\n\n |
| \n\nClosed Incomplete\n\n | \n\nState of a closed CIM task that has been closed but not fully completed.\n\n |
| \n\nClosed Skipped\n\n | \n\nState of a closed CIM task for which no work has been done.\n\n |
| \n\nOn Hold\n\n | \n\nState of a CIM task for an improvement set to On Hold state.\n\n The state of a CIM task on hold can be manually changed to Open or Work In Progress states.\n\n**Note:** When an improvement is placed on hold, all active CIM tasks \\(not closed or canceled\\) are also placed on hold, but the state can be changed manually.\n\nWhen the improvement is taken off hold, all active CIM tasks \\(not closed or canceled\\) are set to Open state \\(unless they were changed manually\\).\n\n |
| \n\nProcess flow\n\n | \n\nRole\n\n | \n\nDescription\n\n | \n\nNext action\n\n |
|---|---|---|---|
| \n\n**Create Improvement Initiative**\n\n | \n\nImprovement Requester\n\n | \n\nThe need is determined for an improvement and an improvement request is created.\n\n | \n\nClick **Submit.**\n\n Required: Short Description\n\n |
| \n\nNew\n\n | \n\nImprovement Manager\n\n | \n\nAcceptance is determined by verifying that the improvement objective aligns to a company strategic objective, and an Improvement Coordinator is assigned.\n\n | \n\nClick **Accept.**\n\n Required:\n\n- Improvement Coordinator\n- Strategies\n\n |
| \n\nAccepted\n\n | \n\nImprovement Manager\n\n | \n\nOther attributes are set and the improvement request is ready to be assessed for approval \\(by Approver group members\\).\n\n | \n\nClick **Assess.**\n\n \\(Waiting for approval\\)\n\n Approver group members are notified.\n\n Required: Approver Group\n\n |
| \n\nAssess\n\n | \n\nCIM approver\\(member of the Approver group\\)\n\n [CIM approver states](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/continual-improvement-management/cim-reference.md)\n\n | \n\nThe improvement attributes are assessed for approval from the Approvers related list.\n\n | \n\nClick **Approved.**\n\n |
| \n\nApproved\n\n | \n\nImprovement Manager or Improvement Coordinator\n\n | \n\nImprovement Coordinator and Improvement Manager work together to determine what is needed to ready the improvement for implementation.\n\n | \n\nClick **Implement**.\n\n **Actual start date** \\(Schedule tab\\) is automatically populated.\n\n |
| \n\nImplement\n\n | \n\nImprovement Coordinator\n\n | \n\nImplementation of the improvement begins with the assigned task owners.Any problem, change, or knowledge submission is shown in the corresponding related list.\n\n | \n\nClick **Review** if implementation is complete.\n\n Click **On Hold** if the process has halted.\n\n Required: On Hold Reason\n\n |
| \n\nOn Hold\n\n | \n\nImprovement Manager or Improvement Coordinator\n\n | \n\nImplementation for the improvement has halted \\(**On Hold** state\\) but the process flow remains in **Implement**.\n\n | \n\nClick **Implement** to continue the process.\n\n Click **Close** if no further work will be done.\n\n |
| \n\nReview\n\n | \n\nImprovement Manager\n\n | \n\nThe improvement attributes are reviewed for completeness and efficacy for closure.\n\n | \n\nClick **Close**.\n\n Required: Closure Notes tab\n\n **Actual end date** is automatically populated.\n\n |