WCM - Configuration and Steps

Work Clearance Management: Configuration Guide

Configuration:-
Defining Application Profile
Defining Enhancement Model
Defining Additional Application for Hot Work
Defining Number Range for Work Approval
Defining Number Range for Application
Defining Number Range for WC Documents
Defining Number Range for Tags
Assigning Number Ranges
Maintaining Usage for Work Approval
Defining Default Usage for Work Approval
Maintaining Usage for Applications
Defining Default Usage for Application
Defining Code Group for Catalog Types - Defining Code Group
Defining Code Group for Catalog Types - Defining Codes
Defining Catalog Profile - Catalog
Defining Catalog Profile - Catalogs / Code Groups
Assigning Catalog Types and Catalog Profile
Copying SAP Script Forms from Client
Generating Print Settings
0 Defining Shop Papers and Layout for Printout
Generating Basic Setting for Data Transfer
Defining Permit Categories
Maintaining Approvals for WCM Objects
Maintaining Usage for Work Clearance Documents
Defining Default Usage for Work Clearance Documents
Assigning Approvals
Defining Block Issuing of Approval Dependent on System Status
Defining Hierarchy for Approvals
Defining Cross-Document Approval Process
Activating Work Clearance Management for Maintenance Orders
Defining Operational Groups 0
Defining Operational Conditions 0
Defining Operational Types
Maintaining Operational Conditions (Combined with Operational Type)
Defining Print Format for Operational Tags
Maintaining Conflict Rules
Defining User Field Profile
Defining Workstation Application
Downloading Operational Document to Local PC
Master Data
Creating Document Master Record for WCD
Creating Work Clearance Document (WCD) Template - Header
Maintenance Screen of WCD Template
Creating Task List Group - Header
Creating Task List Group - Operation

Process Overview Table:-

Process step External Busines Business Trans- Expected results
process s role action
reference conditio code
n

Creating Chemicals: IW31 Maintenance order is

Maintenance Maintenanc created.
Order with e Specialist
WCM
Requirement

Creating Chemicals: IW32 The work approval is

Work Maintenanc created.
Approval e Specialist
from
Maintenance
Order

Creating PM-WCM: WCT The WC application is

Work Maintenanc B created
Clearance e Planner
Application
(WCA) from
Process step External Busines Business Trans- Expected results
process s role action
reference conditio code
n

Work
Approval
(WAP)

Creating an PM-WCM: WCT The application for hot

Additional Maintenanc B work is created.
Application e Planner
for Hot Work
from WAP

Creating PM-WCM: WCTL Operational WCD is

Operational Maintenanc created.
Work e Planner
Clearance
Document
(WCD) from
WCA

Assigning PM-WCM: WCT7 External document is link

External Maintenanc to operational WCD.
Document to e Planner
Operational
WCD

Setting WAP PM-WCM: WCT The WAP is set to "PREP".

to Maintenanc B
"Prepared" e Planner

Setting WCA PM-WCM: WCTL The WCA is set to PREP.

to Maintenanc
"Prepared" e Planner

Setting the PM-WCM: WCTI The Hot work is set

Hot Work Maintenanc to Prepared
Application e Planner
to
"Prepared"

Approving PM-WCM: WCTL The

Tagging for Maintenanc permit YU_TAGAPR cann
WCA before e Planner ot be issued if hot work
Hot work is has not been approved
Process step External Busines Business Trans- Expected results
process s role action
reference conditio code
n

Approved yet.

Approving PM-WCM: WCTI In Hot Work, all permits

Hot Work Maintenanc are issued and traffic light
Permit e Planner turns green

Approving PM-WCM: WCTL The

Tagging for Maintenanc permit YU_TAGAPR was
WCA after e Planner issued.
Hot Work is
Approved

Setting WCD PM-WCM: WCT7 The Operational WCD is

to Maintenanc set to PREP.
"Prepared" e Planner
to Start
Tagging

Performing PM-WCM: WCT7 In WCD, all permits are

Tagging Maintenanc issued and traffic light
e Planner turns green.

Approving PM-WCM: WCTL In WCA, all permits are

Safety Maintenanc issued and traffic light
Measuremen e Planner turns green.
t in WCA

Printing PM-WCM: WCTL The work permit is printed.

Work Permit Maintenanc
e Planner

Releasing Chemicals: IW32 The work order is

Execution Maintenanc released.
for Work e Specialist
Order

Performing PM-WCM: WCTL The test cycle is

Test Cycle Maintenanc completed.
e Planner

Setting Work Chemicals: IW32 The WOCO status is

Order to Maintenanc active for the order.
"Work
Process step External Busines Business Trans- Expected results
process s role action
reference conditio code
n

Completed" e Specialist

Setting Work PM-WCM: WCT The WAP is set to Closed.

Approval to Maintenanc B
"Closed" e Planner

Setting PM-WCM: WCTI The Hot work is set

Application Maintenanc to Closed.
for Hot Work e Planner
to "Closed"

Setting WCA PM-WCM: WCTL The WCA is set to Closed.

to "Closed" Maintenanc
e Planner

Perform PM-WCM: WCT7 Untagging is completed.

Untagging Maintenanc
e Planner

Setting WCD PM-WCM: WCT7 The WCD is set

to " Closed " Maintenanc to completed.
e Planner

Technically See
Completing Operation
the Order Maintenanc
e (929)

Settling the See

Order Operation
Maintenanc
e (929)

Closing the See

Order Operation
Maintenanc
e (929)

Creating Chemicals: IP41 Maintenance plan has

Maintenance Maintenanc been created.
Plan e Specialist

Scheduling Chemicals: IP10 Maintenance plan has

 Process step External Busines Business Trans- Expected results
process s role action
reference conditio code
n

Maintenance Maintenanc been scheduled.

Plan e Specialist

Running IT SE38 The planned maintenance

Program Administrato order with WCM control
RIWC0016 to r key has generated related
Generate (Professiona WCM objects.
WCM l User)
Objects

Checking Chemicals: IP10 A work approval is created

Call Object Maintenanc and then assigned to the
e Specialist maintenance order
automatically.
Work Clearance Management: Configuration Guide
Configuration:-
Defining Application Profile
Defining Enhancement Model
Defining Additional Application for Hot Work
Defining Number Range for Work Approval
Defining Number Range for Application
Defining Number Range for WC Documents
Defining Number Range for Tags
Assigning Number Ranges
Maintaining Usage for Work Approval
Defining Default Usage for Work Approval
Maintaining Usage for Applications
Defining Default Usage for Application
Defining Code Group for Catalog Types - Defining Code Group
Defining Code Group for Catalog Types - Defining Codes
Defining Catalog Profile - Catalog
Defining Catalog Profile - Catalogs / Code Groups
Assigning Catalog Types and Catalog Profile
Copying SAP Script Forms from Client
Generating Print Settings
0 Defining Shop Papers and Layout for Printout
Generating Basic Setting for Data Transfer
Defining Permit Categories
Maintaining Approvals for WCM Objects
Maintaining Usage for Work Clearance Documents
Defining Default Usage for Work Clearance Documents
Assigning Approvals
Defining Block Issuing of Approval Dependent on System Status
Defining Hierarchy for Approvals
Defining Cross-Document Approval Process
Activating Work Clearance Management for Maintenance Orders
Defining Operational Groups 0
Defining Operational Conditions 0
Defining Operational Types
Maintaining Operational Conditions (Combined with Operational Type)
Defining Print Format for Operational Tags
Maintaining Conflict Rules
Defining User Field Profile
Defining Workstation Application
Downloading Operational Document to Local PC
Master Data
Creating Document Master Record for WCD
Creating Work Clearance Document (WCD) Template - Header
Maintenance Screen of WCD Template
Creating Task List Group - Header
Creating Task List Group - Operation

Process Overview Table:-

Process step External Busines Business Trans Expected results
process s role -
reference conditio action
n code

Creating Chemicals: IW31 Maintenance order is

Maintenanc Maintenanc created.
Process step External Busines Business Trans Expected results
process s role -
reference conditio action
n code

e Order with e Specialist

WCM
Requiremen
t

Creating Chemicals: IW32 The work approval is

Work Maintenanc created.
Approval e Specialist
from
Maintenanc
e Order

Creating PM-WCM: WCT The WC application is

Work Maintenanc B created
Clearance e Planner
Application
(WCA) from
Work
Approval
(WAP)

Creating an PM-WCM: WCT The application for hot

Additional Maintenanc B work is created.
Application e Planner
for Hot
Work from
WAP

Creating PM-WCM: WCT Operational WCD is

Operational Maintenanc L created.
Work e Planner
Clearance
Document
(WCD) from
WCA

Assigning PM-WCM: WCT External document is link

External Maintenanc 7 to operational WCD.
Document e Planner
to
Operational
Process step External Busines Business Trans Expected results
process s role -
reference conditio action
n code

WCD

Setting WAP PM-WCM: WCT The WAP is set to

to Maintenanc B "PREP".
"Prepared" e Planner

Setting PM-WCM: WCT The WCA is set to PREP.

WCA to Maintenanc L
"Prepared" e Planner

Setting the PM-WCM: WCTI The Hot work is set

Hot Work Maintenanc to Prepared
Application e Planner
to
"Prepared"

Approving PM-WCM: WCT The

Tagging for Maintenanc L permit YU_TAGAPR cann
WCA before e Planner ot be issued if hot work
Hot work is has not been approved
Approved yet.

Approving PM-WCM: WCTI In Hot Work, all permits

Hot Work Maintenanc are issued and traffic light
Permit e Planner turns green

Approving PM-WCM: WCT The

Tagging for Maintenanc L permit YU_TAGAPR was
WCA after e Planner issued.
Hot Work is
Approved

Setting PM-WCM: WCT The Operational WCD is

WCD to Maintenanc 7 set to PREP.
"Prepared" e Planner
to Start
Tagging

Performing PM-WCM: WCT In WCD, all permits are

Tagging Maintenanc 7 issued and traffic light
e Planner turns green.

Approving PM-WCM: WCT In WCA, all permits are

Process step External Busines Business Trans Expected results
process s role -
reference conditio action
n code

Safety Maintenanc L issued and traffic light

Measureme e Planner turns green.
nt in WCA

Printing PM-WCM: WCT The work permit is

Work Permit Maintenanc L printed.
e Planner

Releasing Chemicals: IW32 The work order is

Execution Maintenanc released.
for Work e Specialist
Order

Performing PM-WCM: WCT The test cycle is

Test Cycle Maintenanc L completed.
e Planner

Setting Chemicals: IW32 The WOCO status is

Work Order Maintenanc active for the order.
to "Work e Specialist
Completed"

Setting PM-WCM: WCT The WAP is set

Work Maintenanc B to Closed.
Approval to e Planner
"Closed"

Setting PM-WCM: WCTI The Hot work is set

Application Maintenanc to Closed.
for Hot e Planner
Work to
"Closed"

Setting PM-WCM: WCT The WCA is set

WCA to Maintenanc L to Closed.
"Closed" e Planner

Perform PM-WCM: WCT Untagging is completed.

Untagging Maintenanc 7
e Planner

Setting PM-WCM: WCT The WCD is set

WCD to " Maintenanc
Process step External Busines Business Trans Expected results
process s role -
reference conditio action
n code

Closed " e Planner 7 to completed.

Technically See
Completing Operation
the Order Maintenanc
e (929)

Settling the See

Order Operation
Maintenanc
e (929)

Closing the See

Order Operation
Maintenanc
e (929)

Creating Chemicals: IP41 Maintenance plan has

Maintenanc Maintenanc been created.
e Plan e Specialist

Scheduling Chemicals: IP10 Maintenance plan has

Maintenanc Maintenanc been scheduled.
e Plan e Specialist

Running IT SE38 The planned

Program Administrat maintenance order with
RIWC0016 or WCM control key has
to Generate (Profession generated related WCM
WCM al User) objects.
Objects

Checking Chemicals: IP10 A work approval is

Call Object Maintenanc created and then
e Specialist assigned to the
maintenance order
automatically.