Continual Improvement Management roles

reference australia Updated Sep 10, 2026 1 min read cim-roles.md
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Roles are added with installation of Continual Improvement Management.

Role

Description

Contains roles

Improvement Requester[sn_cim.improvement_requester]

Can perform the following application functions:- Create improvement initiative

  • View and track improvement initiatives they've submitted
  • View all CIM requests within the organization
  • Follow and monitor improvements by adding them to the Watched CIM Initiatives list

None

Improvement Coordinator[sn_cim.improvement_coordinator]

Can perform Improvement Manager functions for improvements that they’re assigned to as Improvement Coordinator. - Coordinate improvements within their area of expertise at the process or service level

  • Access the Continual Improvement Workbench

Improvement Coordinators can’t perform these functions:

  • Create enterprise strategies
  • Delete improvement
  • sn_cim.improvement_requester
  • app_service_user
  • certification
  • cmdb_query_builder
  • dependency_views
  • approver_user
  • cmdb_read
  • knowledge
  • pa_analyst
  • pa_contributor
  • pa_power_user

Can assess existing Performance Analytics indicators and create new ones.

  • pa_target_admin
  • pa_threshold_admin
  • pa_viewer
  • sn_bm_client.benchmark_data_viewer
  • sn_bm_client.benchmark_recommendation_viewer

Can view Benchmarks data and recommendations and create improvement initiatives from Benchmarks recommendations.

  • template_editor
  • view_changer
  • sn_coaching.admin
  • scrum_story_creator

Improvement Manager[sn_cim.improvement_manager]

Can perform all application functions and is responsible for all improvements.- Accept new improvement requests

  • Assign improvements to Improvement Coordinators for implementation
  • Access the Continual Improvement Workbench
  • Monitor the progress of improvements
  • Review and close improvements

sn_cim.improvement_coordinator

## Automatic assignment of the Improvement Requester role

The Improvement Requester (sn_cim.improvement_requester) role is automatically assigned to the roles listed in the following table when CIM is activated.

Application

Role

Strategic Portfolio Management (only if SPM plugins are active)

Agile Development

scrum_master

Demand Management

it_demand_manager

Portfolio Management

it_portfolio manager

Program Management

it_program_manager

Project Management

it_project_manager

Test Management

tm_test_manager

ITSM

Benchmarks

  • sn_bm_client.benchmark_admin
  • sn_bm_client.benchmark_recommendation_viewer

Change Management

change_manager

Coaching

sn_coaching.admin

Incident Management

incident_manager

ITSM

itil

Survey ManagementAssessments

  • survey_admin
  • survey_reader

Performance Analytics and Reporting

Performance Analytics

  • pa_admin
  • pa_power_user
  • pa_viewer
## Email notifications by role

Email notifications are sent when the state of the improvement request changes or when the target date is breached based on the user role.

Improvement action Improvement Manager Improvement Coordinator Improvement Requester Watch list Task assignee
Canceled No Yes Yes Yes No
Approved Yes Yes No Yes No
Closed Yes Yes Yes Yes No
Target review date is breached Yes Yes No Yes No
CIM task assigned No No No No Yes
CIM task closed No Yes No No Yes

Parent Topic:Continual Improvement Management reference

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