Updates after improvement initiative creation from integrated applications

reference brazil Updated Sep 10, 2026 2 min read ui-updates-initiative-from-app.md
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UI changes display on the source application record and on the initiative record when you create an improvement initiative from an integrated application.

  • Benchmarks

    Benchmarks recommendation candidate Improvement initiative
    Create Improvement Initiative related link is replaced by the CIM number related link once an improvement initiative is created. Benchmarks recommendation KPI is added to the Improvement KPI field on the Goals tab.
  • Coaching

    Coaching opportunity Improvement initiative
    Improvement Initiatives related list is added that contains the improvement initiative (CIM) record. Coaching opportunity record to which the improvement initiative is linked is added to the Source/Parent field in the Details tab.
  • Configuration Management Database (CMDB)

    Remediate Duplicate Tasks record Improvement initiative
    Improvement Initiatives related list is added that contains the improvement initiative (CIM) record. Remediate Duplicate Tasks record to which the improvement initiative is linked is added to the Source/Parent field in the Details tab.
  • Demand Management

Demand record

Improvement initiative

Improvement initiative (CIM) record is set in the Improvement field.

Demand record to which the improvement initiative is linked is added to the Source/Parent field in the Details tab.Note: When the improvement is closed, the demand record is set to complete.

- Governance, Risk, and Compliance
|Issue record|Improvement initiative|
|------------|----------------------|
|Improvement Initiatives related list is added that contains the improvement initiative \(CIM\) record.|Issue record to which the improvement initiative is linked is added to the **Source/Parent** field on the Details tab.|
  • Incident Management

    Incident record Improvement initiative
    You must customize the Incident form to show the Improvement Initiatives related list that contains the improvement initiative (CIM) record. Incident (INC) record is added to the Source/Parent field on the Details tab.
  • Problem Management

    Problem record Improvement initiative
    You must customize the Problem form to show the Improvement Initiatives related list that contains the improvement initiative (CIM) record. Problem (PRB) record is added to the Source/Parent field on the Details tab.

    The following are the corresponding states of the Problem record and the Improvement Initiative.

    Problem record state Improvement initiative state
    Open New
    Pending change In Progress
    Closed/Resolved Closed
  • Survey Management

    Survey definition record Improvement initiative
    Improvement Initiatives related list is added that contains the improvement initiative (CIM) record. Survey definition (Assessment Metric Type [Survey view]) record is added to the Source/Parent field on the Details tab.

Parent Topic:Continual Improvement Management reference

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