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EHP5 for SAP ERP 6.

0
June 2011
English

Work Clearance
Management (888)
Business Process Documentation

SAP AG
Dietmar-Hopp-Allee 16
69190 Walldorf
Germany
SAP Best Practices Work Clearance Management (888): BPD

Copyright
2011 SAP AG. All rights reserved.

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Icons

Icon Meaning
Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description


Example text Words or characters that appear on the screen. These include field names,
screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example Emphasized words or phrases in body text, titles of graphics and tables.
text
EXAMPLE Names of elements in the system. These include report names, program
TEXT names, transaction codes, table names, and individual key words of a
programming language, when surrounded by body text, for example, SELECT
and INCLUDE.
Example Screen output. This includes file and directory names and their paths,
text messages, source code, names of variables and parameters as well as names
of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example Exact user entry. These are words or characters that you enter in the system
text exactly as they appear in the documentation.
<Example Variable user entry. Pointed brackets indicate that you replace these words and
text> characters with appropriate entries.

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Contents

Work Clearance Management....................................................................................................... 6


1 Purpose.................................................................................................................................. 6
2 Prerequisites........................................................................................................................... 8
2.1 Master Data and Organizational Data.............................................................................8
2.2 Business Conditions........................................................................................................ 9
2.3 Roles............................................................................................................................... 9
3 Process Overview Table....................................................................................................... 10
4 Process Steps...................................................................................................................... 14
4.1 Maintaining Activation of Work Clearance Management for Maintenance Orders.........14
4.1.1 Creating Maintenance Order with WCM Requirement...........................................14
4.2 Safety Measures before Actual Maintenance Work.......................................................16
4.2.1 Creating Work Approval from Maintenance Order..................................................16
4.2.2 Creating Work Clearance Application (WCA) from Work Approval (WAP).............17
4.2.3 Creating an Additional Application for Hot Work from WAP....................................18
4.2.4 Creating Operational Work Clearance Document (WCD) from WCA.....................20
4.2.5 Assigning External Document to Operational WCD...............................................22
4.2.6 Setting WAP to "Prepared".....................................................................................23
4.2.7 Setting WCA to "Prepared".....................................................................................24
4.2.8 Setting the Hot Work Application to "Prepared"......................................................25
4.2.9 Approving Tagging for WCA before Hot Work is Approved.....................................26
4.2.10 Approving Hot Work Permit....................................................................................27
4.2.11 Approving Tagging for WCA after Hot Work is Approved........................................27
4.2.12 Setting WCD to "Prepared" to Start Tagging..........................................................28
4.2.13 Performing Tagging................................................................................................ 29
4.2.14 Approving Safety Measurement in WCA................................................................30
4.2.15 Printing Work Permit.............................................................................................. 31
4.3 Executing Actual Maintenance Work.............................................................................32
4.3.1 Releasing Execution for Work Order......................................................................32
4.3.2 Performing Test Cycle............................................................................................ 33
4.3.3 Time Confirmation.................................................................................................. 34
4.4 Maintenance Work Completed......................................................................................35
4.4.1 Setting Work Order to "Work Completed"...............................................................35
4.4.2 Setting Work Approval to "Closed".........................................................................36
4.4.3 Setting Application for Hot Work to "Closed"..........................................................37
4.4.4 Setting WCA to "Closed"........................................................................................ 37
4.4.5 Perform Untagging................................................................................................. 38

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4.4.6 Setting WCD to "Closed"........................................................................................ 39


4.4.7 Technically Completing the Order (Optional)..........................................................40
4.4.8 Settling the Order (Optional)..................................................................................40
4.4.9 Completing the Order (Optional)............................................................................41
4.5 Maintenance Plan Scheduling.......................................................................................41
4.5.1 Creating Maintenance Plan....................................................................................41
4.5.2 Scheduling Maintenance Plan................................................................................42
4.5.3 Running Program RIWC0016 to Generate WCM Objects......................................43
4.5.4 Checking Call Object.............................................................................................. 44
5 Appendix............................................................................................................................... 46
5.1 Reversal of Process Steps............................................................................................ 46
5.2 Used Forms................................................................................................................... 49
5.3 Sap ERP Reports.......................................................................................................... 49

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1 Work Clearance Management

2 Purpose
This scenario describes the whole process of Work Clearance Management (WCM) for the
Chemicals industry. It can be used to implement WCM functionality in chemicals companies.
Necessary maintenance work on technical objects, such as inspections, preventive maintenance
or repairs, can only be executed once all the measures to ensure a safe working environment
have been implemented. These safety measures can include, for example, lockout/tagout, fire
protection and radiation protection. The design of the scenario is based on SAP WCM
enhancement model, and fully integrated with the work order process.

The maintenance planner creates work approval from a maintenance order. The reference
information in the maintenance order is automatically copied into the work approval.
The WCM process is fully integrated with the work order process. Once the maintenance planner
determines to activate the WCM process to ensure maintenance staffs safety, all approvals must
be given before execution of actual maintenance.

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The operational processing of lockout/tagout is described using the operational cycle. This
process consists of orderly tagging and subsequent untagging of technical objects, so that work
and tests on technical objects can be performed safely. The operational cycle is divided into the
following operational phases:
Tagging phase
Temporary untagging phase
Untagging phase
Individual statuses of operational phases are predefined in the system.
Tagging Phase
Tag (BTG)
Tag printed (PTAG)
Tagged (ETG)
Temporary Untagging Phase
Untag temporarily (BTUG)
Test tag printed (PTST)
Temporarily untagged (ETUG)
Untagging Phase
Untag (BUG)
Untagged (EUG)

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Different staff roles are involved in the process. For example, maintenance employees and WCM
planners are authorized to create or change specific WCM objects respectively.
In this scenario, we designed the process based on a power generation data model. However it
also can also be applied for power distribution & transmission.

3 Prerequisites
3.1 Master Data and Organizational Data
SAP Best Practices Standard Values
Essential master and organizational data was created in your ERP system in the implementation
phase, such as the data that reflects the organizational structure of your company and master
data that suits its operational focus, for example, master data for materials, vendors, and
customers.
This master data consists of standardized SAP Best Practices default values, and enables you to
go through the process steps of this scenario.

Additional Master Data (Default Values)


You can test the scenario with other SAP Best Practices default values that have the
same characteristics.
Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data


You can also use customized values for any material or organizational data for which
you have created master data. For more information on how to create master data,
see the Master Data Procedures documentation.
Use the following master data in the process steps described in this document:
Master / org. data Value Master / org. data details Comments
Functional location: 1000- Ball Mill System 5
KM1/KMA5
Equipment 1000XXXX Multistage Pump
Maintenance planning 1000 Plant 1000
Plant:
Maintenance plant 1000 Plant 1000
Planner group 100 PM-Planner Elec.
Work center RES-0200 Work center Electric
WAP Uses YU1 Standard use
WCA Uses YU1 Standard use
Hot work uses YU3 Fire protection
WCD Uses YU1 Standard isolation with test
cycle

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In this scenario, we use data in generation plant 1000 as demo data, however you
still can use data in distribution plant 1010 for demo purposes, for this you need to
set up 1010 to apply the WCM enhancement model and finish the necessary
configuration.

3.2 Business Conditions


The business process described in this Business Process Documentation (BPD) is part of a
bigger chain of integrated business processes or scenarios. As a result, you must have
completed the following processes and fulfilled the following business conditions before you can
start any activities in this scenario:
Business condition Scenario
To run through this scenario, some prerequisite processes steps Prereq. Process
have to be done. Steps (BB - 154)
To execute this activity, run the following required steps in the
Business Process Documentation of Prereq. Process Steps (BB -
154).
Roll MM Period to Current Period

3.3 Roles
Use
The following roles must have already been installed to test this scenario in the SAP NetWeaver
Business Client (NWBC). The roles in this Business Process Documentation must be assigned
to the user or users testing this scenario. You only need these roles if you are using the NWBC
interface. You do not need these roles if you are using the standard SAP GUI.

Prerequisites
The business roles have been assigned to the user who is testing this scenario.
Business role Technical name Process step
Chemicals: SAP_NBPR_MAINTENANCE_CHM_S Creating Maintenance
Maintenance Order with WCM
Specialist Requirement
Maintaining Maintenance
Plan
Checking Call Object
PM - WCM: SAP_NBPR_PMWCM_P Maintain WCM objects
Maintenance
Planner
IT Administrator SAP_NBPR_IT_ADMIN_S Running Program
(Professional User) RIWC0016 to Generate
WCM Objects

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4 Process Overview Table

Process step External Business Business Trans- Expected


process condition role action results
reference code
Creating Chemicals: IW31 Maintenance
Maintenance Maintenance order is created.
Order with Specialist
WCM
Requirement
Creating Work Chemicals: IW32 The work
Approval from Maintenance approval is
Maintenance Specialist created.
Order

Creating Work PM-WCM: WCTB The WC


Clearance Maintenance application is
Application Planner created
(WCA) from
Work Approval
(WAP)
Creating an PM-WCM: WCTB The application
Additional Maintenance for hot work is
Application for Planner created.
Hot Work from
WAP
Creating PM-WCM: WCTL Operational
Operational Maintenance WCD is
Work Planner created.
Clearance
Document
(WCD) from
WCA
Assigning PM-WCM: WCT7 External
External Maintenance document is link
Document to Planner to operational
Operational WCD.
WCD
Setting WAP to PM-WCM: WCTB The WAP is set
"Prepared" Maintenance to "PREP".
Planner
Setting WCA to PM-WCM: WCTL The WCA is set
"Prepared" Maintenance to PREP.
Planner
Setting the Hot PM-WCM: WCTI The Hot work is
Work Maintenance set to Prepared
Application to Planner
"Prepared"
Approving PM-WCM: WCTL The permit
Tagging for Maintenance YU_TAGAPR

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Process step External Business Business Trans- Expected


process condition role action results
reference code
WCA before Planner cannot be
Hot work is issued if hot
Approved work has not
been approved
yet.
Approving Hot PM-WCM: WCTI In Hot Work, all
Work Permit Maintenance permits are
Planner issued and
traffic light turns
green

Approving PM-WCM: WCTL The permit


Tagging for Maintenance YU_TAGAPR
WCA after Hot Planner was issued.
Work is
Approved
Setting WCD to PM-WCM: WCT7 The Operational
"Prepared" to Maintenance WCD is set to
Start Tagging Planner PREP.
Performing PM-WCM: WCT7 In WCD, all
Tagging Maintenance permits are
Planner issued and
traffic light turns
green.
Approving PM-WCM: WCTL In WCA, all
Safety Maintenance permits are
Measurement Planner issued and
in WCA traffic light turns
green.

Printing Work PM-WCM: WCTL The work permit


Permit Maintenance is printed.
Planner
Releasing Chemicals: IW32 The work order
Execution for Maintenance is released.
Work Order Specialist

Performing PM-WCM: WCTL The test cycle is


Test Cycle Maintenance completed.
Planner
Setting Work Chemicals: IW32 The WOCO
Order to "Work Maintenance status is active
Completed" Specialist for the order.

Setting Work PM-WCM: WCTB The WAP is set


Approval to Maintenance to Closed.
"Closed" Planner

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Process step External Business Business Trans- Expected


process condition role action results
reference code
Setting PM-WCM: WCTI The Hot work is
Application for Maintenance set to Closed.
Hot Work to Planner
"Closed"
Setting WCA to PM-WCM: WCTL The WCA is set
"Closed" Maintenance to Closed.
Planner
Perform PM-WCM: WCT7 Untagging is
Untagging Maintenance completed.
Planner

Setting WCD to PM-WCM: WCT7 The WCD is set


" Closed " Maintenance to completed.
Planner
Technically See
Completing the Maintenance
Order Order
Management
with
Notification
(881)
Settling the See
Order Maintenance
Order
Management
with
Notification
(881)
Completing the See
Order Maintenance
Order
Management
with
Notification
(881)
Creating Chemicals: IP41 Maintenance
Maintenance Maintenance plan has been
Plan Specialist created.
Scheduling Chemicals: IP10 Maintenance
Maintenance Maintenance plan has been
Plan Specialist scheduled.
Running IT SE38 The planned
Program Administrator maintenance
RIWC0016 to (Professional order with WCM
Generate User) control key has
WCM Objects generated
related WCM
objects.
Checking Call Chemicals: IP10 A work approval

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Process step External Business Business Trans- Expected


process condition role action results
reference code
Object Maintenance is created and
Specialist then assigned
to the
maintenance
order
automatically.

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5 Process Steps
5.1 Maintaining Activation of Work Clearance
Management for Maintenance Orders
5.1.1 Creating Maintenance Order with WCM Requirement

Use
This step is performed by maintenance planner, to create a maintenance order, which needs to
have a WCM process to guarantee the safety of the maintenance staff.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Maintenance Processing Order
Create (General)
Transaction IW31
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Processing Order
menu Create Order
2. On the Create Order: Initial Screen, make the following entries:
Field Description User action and Comment
Name values
Order Maintenance YBM6 YBM6 is Standard Maintenance
type order type Order: for Ball mill systems.
Func. Functional 1000-KM1/KMA5
Loc location
3. Choose Enter.
4. If the Object Information screen displays, choose Enter.
5. On the Create Standard Maintenance Order: WCM: Central Header screen, make the
following entries:
Field name Description User action and values Comment
Short text Order description Ball Mill maintenance
PMActType Maintenance activity type YBM Fault Clearance
Bsc start Current date + 1
Basic fin Current date + 2
6. Do not change the other field content on the screen.

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7. On the Create Standard Maintenance order: Operation Overview screen, choose the
Operations tab,. The following information exists for the operation number line 0010.
Field name Description User action and values Comment
OpAc Operation no. 0010
Work ctr. Work center RES-0200
Plant Maintenance planning plant 1000
Control key PM01

The key of Work Center and Plant are carried out from the master data of the
function location 1000-KM1/KMA5. You can check via transaction code IL03, on the
Organization tab.
Control key PM01 is predefined in work center.
8. On the Create standard maintenance order: Operation Overview screen, make the following
entries for operation line 0010:
Field name Description User action and values Comment
OpAc Operation no. 0010
Work Work involved in the activity 2
Un Unit for work H
Number Number of resources required 2

9. From the menu, choose (NWBC: More ) Goto Permits


10. On the Order Assign and Issue Permits screen, make the following entries:
Field name Description User action and values Comment
Permit YU_WCM

By assigning a permit YU_WCM to a maintenance order, you activate work


clearance management.
11. Choose Continue (Enter).
12. Choose the Header Data tab and go back to Create Standard Maintenance order: Central
Header screen. Choose Set user status .
13. In the Set User Status dialog box, select 15 WFAP waiting for approval.

In a real situation, the maintenance planner does the planning for this order.
14. Choose Enter.
15. Choose Set user status.
16. Choose 20 APPR approve.

In a real situation the maintenance manager approves the order.


17. Choose Enter.

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18. On the Create Standard Maintenance order: Central Header screen, choose Release.
19. Save your entries. Note down the maintenance order number newly created
____________________.

Result
The maintenance order is created and work clearance management is activated.

5.2 Safety Measures before Actual Maintenance Work


5.2.1 Creating Work Approval from Maintenance Order

Use
In this step the maintenance planner creates a work approval from the maintenance order just
created. Only one work approval can be created. WAP (Work Approval) is a control document for
integration between the maintenance order and the WCM, which links all the applications and
maintenance orders. Only when all the application links to WAP are fully approved, the WAP can
be approved automatically and the actual maintenance for order can be started.
In creating WAP, all necessary permits which link to relevant applications are copied
automatically, you cannot issue them manually. The only way to issue approvals in WAP is to
transfer the status from subapplications.

Prerequisites
The maintenance order has been created in advance.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Maintenance processing Order
Change
Transaction IW32
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Productn Maintenance MaintenanceProcessing Orders
menu Change Order
2. On the Change Order: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Order Maintenance Order Enter the maintenance order
number. number number generated in previous step
3. Choose Enter.
4. On the Change Standard Maintenance order xxxxxxxx: Central Header screen, choose
Work Approval.
5. On the Assignments Change Work Approvals dialog box, choose Create.

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6. On the Data Transfer screen, choose Enter.


7. On the Create Work Approval screen, the following data is transferred from the maintenance
order. Verify the entries.
Field name Description User action and values Comment
Short text Short text of Work Approval Ball Mill maintenance
Functional loc. 1000-KM1/KMA5
Planner group 100
Work ctr. Work center RES-0200
Plant Plant for work center 1000
8. Save your entries.
9. On the Assignments Change Work Approvals dialog box, the system shows the brief
information about the work approval you just created. Make a note of the work approval
number __________________
10. Choose Enter.
11. Save your entries.
12. Choose Back to return to the SAP Easy access screen.

Result
The work approval 1xxxxxx is created.

5.2.2 Creating Work Clearance Application (WCA) from Work


Approval (WAP)

Use
This step is to create work clearance application (WCA) from a work approval. The work
clearance application is the safety certificate especially for lockout/tagout. In enhanced model
work clearance application is used to control communication between work approvals and
Operational WCDs. It is subordinate to the work approval. Only one work clearance application
could be created for WAPs.
In this scenario, user creates one and only one work clearance application for each WAP.
There are several ways to create WCA and assign to WAP, here we only demonstrate creating
WCA from WAP, and automatically assigning it.

Prerequisites
The work approval has been created in advance.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Work Approval Change
Transaction WCTB
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role

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Business role PM - WCM: Maintenance Planner


(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Work Approval WCM: Change
menu WAP
2. On the Change Work Approval: Initial Screen, make the following entries:
Field Description User action and Comment
name values
Work Number of Work Like 1XXXXXX The Work Approval number
approval Approval generated in previous steps
3. Choose Enter.
4. On the Change Work Approval screen, choose Applications.
5. On the Assignments Change Applications dialog box, choose Create.
6. On the Assignments Applications dialog box, select the A Electric Ticket check box and
choose Create.
7. On the Data Transfer dialog box, choose Enter.
8. On the Create A Electric ticket screen, the following data was transfer from work approval,
you can check.
Field name Description User action and values Comment
Short text Short text of Application Ball Mill maintenance
Functional loc. 1000-KM1/KMA5
Planner group 100
Work ctr. Work center RES-0200
Plant Plant for work center 1000
9. You can overwrite the short text of application as following:
Field Description User action and values Comment
name
Short text Short text of Ball Mill Overwrite the default
Application maintenance value
10. Choose Save, the system returns to the Assignments Change Applications dialog box and
shows the brief information about the work clearance application you just created.
11. Note down the WC application number ____________________________.
12. Choose Enter to go back to Change Work Approval screen.
13. Save your entries.
14. Choose Back to return to SAP Easy access screen.

Result
The WC application 2xxxxxx is created.

5.2.3 Creating an Additional Application for Hot Work from


WAP

Use

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The additional applications can only be used in the enhanced model of Work Clearance
Management. They are combined with the work clearance applications under the work approval.
The additional applications are industry-specific and necessary if other safety measures must be
managed in the system as independent WCM objects.
Hot work in this scenario is common in fossil generation plants. In most cases, you must apply
for an application for hot work to protect you in a hot working environment before entering the
maintenance workshop.
This activity creates an additional application for Hot Work (Fire protection), which is necessary
in the WCM process. The application is assigned to work approval automatically in the WAP if
you create the application from WAP.

Prerequisites
The work approval exists.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Work Approval Change
Transaction WCTB
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Work Approval WCM: Change
menu WAP
2. On the Change Work Approval: Initial Screen, make the following entries:
Field Description User action and Comment
name values
Work Number of Work Like 1XXXXXX The Work Approval number
approval Approval generated in previous steps
3. Choose Enter.
4. On the Change Work Approval screen, choose Applications.
5. On the Assignments Change Applications dialog box, choose Create.
6. On the Assignments Applications dialog box, select the Hot Work checkbox and choose
Create.
7. On the Data Transfer dialog box, choose Enter.
8. On the Create Hot Work screen, the following data is transferred from work approval. Verify
your entries.
Field name Description User action and values Comment
Short text Short text of Application Ball Mill maintenance
Functional loc. 1000-KM1/KMA5
Planner group 100
Work ctr. Work center RES-0200

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Plant Plant for work center 1000


9. Make the following entries:
Field Description User action and values Comment
name
Short text Short text of Hot work Overwrite the default
Application application value
10. Save your entries.
11. On the Assignments Change Applications dialog box, the system shows the brief
information about the additional application you just created. Note down the additional
application number ___________________________.
12. Choose Enter.
13. Save your entries.
14. Choose Back to return to SAP Easy access screen.

Result
The additional application 2xxxxxx for hot work is created.

5.2.4 Creating Operational Work Clearance Document (WCD)


from WCA

Use
The Operational work clearance document (WCD) is an important document in WCM, in which
you can define lockout/tagout operations for technical objects that must be isolated temporarily
from technical systems.
The status of an operational WCD that is assigned to the WCA affects the status of the WCA.
The status of WCD is transferred to the linked WCA. For example once the tagging operation is
finished, the Tagged status is assigned to the WCD and transferred to the WCA automatically.
This activity creates an operational work clearance document in the system and assigns it to the
WCA.

Prerequisites
The work clearance application exists.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC Application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)

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Business role Work Clearance Management WC Application WCM:


menu Change WCA
2. On the Change A Electric ticket: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the WC Application (A Electric ticket)
number generated in previous steps
3. Choose Enter, On the Change A Electric Ticket screen, choose Operational WCDs.
4. On the Assignments Change Operational WCDs dialog box, choose Create.
5. On the Data Transfer dialog box, choose Enter.
6. On the Create Operational WCD: Header screen, the following data is transferred from the
WC Application. Verify the entries.
Field name Description User action and values Comment
WC Document Short text of WCD Ball Mill maintenance
Functional loc. 1000-KM1/KMA5
Planner group 100
Work ctr. Work center RES-0200
Plant Plant for work center 1000
7. Make the following entries:
Field name Description User action and values Comment
WC Short text of Ball Mill maintenance Overwrite the default
Document WCD WCD value
8. Choose Maintenance screen.
9. On the Create Operational WCD: Maintenance Screen, make the following entries:
Field name Description User action and values Comment
Category Technical object type F Function Location
Technical Object 1000-KM1/KMA5
10. Choose Enter to update the value.
11. On the Create Operational WCD: Maintenance Screen, make the following entries in the
same row:
Field name Description User action and values Comment
OG Operational Group M
Tag. Cond. Tagging Condition O Opened
Tagging type RBT Default offered by system
12. Choose Enter.
13. The system displays the error message Enter the tag print format. Make the following entries
in the same row:
Field name Description User action and values Comment
PF Print Format XXXX
14. Choose Enter.

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15. Repeat step 9 to 14 for equipment that was installed in the functional location 1000-
KM1/KMA5.
Field name Description User action and Comment
values
Category Technical object E
type
Technical 100000011
Object
Operation type M
Tagging O Opened
condition
Tagging type RBT Default offered by
system
PT Print Format XXXX
16. Choose Back.
17. On the Create Operational WCD: Header screen, save your entries.
18. On the Assignments Change Operational WCDs dialog box, the system shows the brief
information about the work clearance document you just created. Note down the operational
WCD number ____________________.
19. Choose Enter.
20. Save your entries.
21. Choose Back to return to SAP Easy access screen.

Result
The operational WCD 3xxxxxx is created.

5.2.5 Assigning External Document to Operational WCD

Use
In this step, you assign an external document to operational WCD.

Prerequisites
In this step, the Operation.doc document is used. Before you process this step, check to see if
this document has been in your local PC folder under C:\ Misc. If not, copy it from the Misc folder
on the DVD.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Operational WCD Change
Transaction WCT7
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner

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(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Operational WCD WCM:
menu Change Operational WCD
2. On the Change Operational WCD: Initial Screen, make the following entries:
Field name Description User action and Comment
values
WC Operational Like 3XXXXXX The WCD number generated in
Document WCD previous steps
3. Choose Enter.
4. On the Change Operational WCD: Header screen, from the menu, choose (NWBC: More
) Goto Additional Data Documents..
5. On the Work Clearance Doc. Link to Documents dialog box, make the following entries:
Field name Description User action and values Comment
Type YU2
Document YU200001
DPt Document Part 000
Vr Version 01
6. Once done with the entries, choose Display original.
7. The document is displayed in Microsoft Word. Review the document and return to the Work
Clearance Doc. Link to Documents dialog box.
8. Choose Enter.
9. Save your entries.
10. Choose Back to return to the SAP Easy access screen.

Result
External document is link to operational WCD.

5.2.6 Setting WAP to "Prepared"

Use
Before work clearance can be performed, the WCM planner must release the WAP so that
following work processes can proceed.
This activity releases the WAP by setting its status to PREP.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Work Approval Change
Transaction WCTB
code

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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Work Approval WCM: Change
menu WAP
2. On the Change Work Approval: Initial Screen, make the following entries:
Field name Description User action and Comment
values
Work Like 1XXXXXX Enter the work approval number
Approval generated in previous steps
3. Choose Enter.
4. On the Change Work Approval screen, choose Set Prepared.
5. On the Confirmation Prompt dialog box, choose Yes.
6. Choose Back to return to SAP Easy access screen.

Result
The status of WAP is set to PREP.

5.2.7 Setting WCA to "Prepared"

Use
WCA is an application document for isolation operation; this document must have the status
PREP after WAP released, so that the permits in WCA can be released.
This step is to release WCA by setting its status to PREP.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC Application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the WC Application (A Electric ticket)
number generated in previous steps

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3. Choose Enter.
4. On the Change A Electric ticket screen, choose Set Prepared(F9).
5. On the Confirmation Prompt dialog box, choose Yes.
6. Choose Back to return to SAP Easy access screen.

Result
The status of WCA is set to PREP (Prepared) and saved.

5.2.8 Setting the Hot Work Application to "Prepared"

Use
This step is to release the Fire protection application by setting its status to PREP

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Application Change
Transaction WCTI
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Application WCM: Change
menu WAPI
2. On the Change Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 20000XX Enter the Additional Application (Hot work)
number generated in previous steps
3. Choose Enter.
4. On the Change Hot work screen, choose Set Prepared(F9).
5. On the Confirmation Prompt dialog box, choose Yes to set as prepared.
6. Choose Back to return to SAP Easy access screen.

Result
The status of Application is set to PREP (Prepared) and saved.

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5.2.9 Approving Tagging for WCA before Hot Work is


Approved

Use
This step is try to approve tagging for WCA by issuing the permit YU_TAGAPR (Tagging
approved) before Hot work is approved. The system displays an error message and disallows
this operation. In a real business, the logic is that Hot work is approved before tagging can begin.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC Application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change A Electric ticket: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the WC Application (A Electric ticket)
number generated in previous steps
3. Choose Enter.
4. On the Change A Electric ticket screen, choose No Approval Is Issued(F7).
5. On the Approvals A Electric ticket dialog box, select the line for permit YU_TAGAPR and
choose Issue.
6. The system displays the message Not all subordinate approvals are issued.

This approval cannot be issued until all lower level approvals are issued.
7. Choose Enter to confirm the message.
8. Choose Cancel.
9. Choose Back.
10. Choose Back to return to the SAP Easy access screen.

Result
The permit YU_TAGAPR cannot be issued because the Hot work has not been approved yet.

5.2.10 Approving Hot Work Permit

Use

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This step is to issue permits in for the additional application Hot work. Only after the Hot work
permit is issued the permit YU_TAGAPR (Tagging approved) in the WC Application can be
issued.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Application Change
Transaction WCTI
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Application WCM: Change
menu WAPI
2. On the Change Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the Additional Application (Hot work)
number generated in previous steps
3. Choose Enter.
4. On the Change Hot work screen, choose No Approvals Is Issued(F7).
5. On the Approvals Hot Work dialog box, select the line of permit YU_FIREPRO and choose
Issue.
6. Choose Enter.
7. Save your entries.
8. Choose Back to return to the SAP Easy access screen.

Result
The traffic light of permit YU_FIREPRO (Hot work approved) in additional application Hot Work
turns green.

5.2.11 Approving Tagging for WCA after Hot Work is Approved

Use
This activity approves tagging for WCA by issuing the permit YU_TAGAPR after Hot work is
approved. In real business, the logic is that tagging can begin only after Hot work is approved.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC Application Change

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Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the WC Application (A Electric ticket)
number generated in previous steps
3. Choose Enter.
4. On the Change WC Application screen, choose choose At Least One Approval Is
Issued(F7). On the Approvals A Electric ticket dialog box, select the line of permit
YU_TAGAPR, and choose Issue.
5. Choose Enter.
6. Save your entries.
7. Choose Back to return to the SAP Easy Access screen.

Result
The permit YU_TAGAPR (Tagging approved) is issued. The tagging can start.

5.2.12 Setting WCD to "Prepared" to Start Tagging

Use
The purpose of this activity is to release WCD to start tagging; this step is performed by WCM
planner.

Prerequisites
Assigned WCA has status PREP.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Operational WCD Change
Transaction WCT7
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)

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Business role Work Clearance Management Operational WCD WCM:


menu Change Operational WCD
2. On the Change Operational WCD: Initial Screen, make the following entries:
Field name Description User action and Comment
values
WC Operational Like 3XXXXXX Enter the WCD number generated
Document WCD in previous steps
3. Choose Enter.
4. On the Change Operational WCD: Header, choose Set Prepared(F9).
5. On the Confirmation Prompt dialog box, choose Yes.
6. Choose Back to return to the SAP Easy Access screen.

Result
The status of Operational WCD is set to PREP (Prepared) and saved.

5.2.13 Performing Tagging

Use
The purpose of this activity is to perform a tagging operation for technical objects, which are
needed to be isolated.

Prerequisites
Operational WCD have the status PREP and permit Tag is issued.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Operational WCD Change
Transaction WCT7
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Operational WCD WCM:
menu Change Operational WCD
2. On the Change Operational WCD screen, make the following entries:
Field name Description User action and Comment
values
WC Like 3XXXXXX Enter the WCD number generated in
Document previous steps
3. Choose Switching Screen (Control+Shift+F2).
4. On the Change Operational WCD: Switching Screen, choose Select All to mark selection
indicator for the two technical objects.

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5. Choose Print Tag (CTRL+F3).


The status of WC Document is set to PROC (Process) and PTAG (Tag printed).

Maintenance employee print the caution tag first, and then put the tag onto the
technical object, which need to be isolated and maintenance.
6. Choose Tagged.
The status of WC Document is set to ETG (Tagged).

After the tag has put onto the technical object, update the system status accordingly.
7. Choose Back to return the Change Operational WCD: Header screen.
8. After the system status of WCD is set to ETG (Tagged), the permit YU_TAGGED (Tagged) is
issued subsequently by the system according to the approval process logic. To check the
approvals, choose All approvals Are Issued.
9. Choose Enter.
10. Choose Back.

Result
The status of WCD is set to ETG (Tagged) and the permit YU_TAGGED (Tagged) is issued
automatically. All permits in WCD are issued,

5.2.14 Approving Safety Measurement in WCA

Use
After tagging is finished, WCM planner needs to confirm whether all the safety action is proper,
and then issues the permit YU_SF_APPR if everything is ok.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC Application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application WC Like 2XXXXXX Enter the WC Application (A Electric
application ticket) number generated in previous

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steps
3. Choose Enter.
4. On the Change WC Application screen, choose At Least One Approval Is Issued.
5. On the Approvals A Electric ticket dialog box, select the line of permit YU_SF_APPR and
choose Issue.
6. Choose Enter.
7. Save your entries.
8. Choose Back.

Result
All permits in WCA are issued and the WCAs traffic light turns green.

5.2.15 Printing Work Permit

Use
This step is to print a Work permit from a tagged WC Application. Maintenance staff takes the
paper as evidence of safety measurement.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application WC Like 2XXXXXX Enter the WC Application (A Electric
Application ticket) number generated in previous
steps
3. Choose Enter.
4. On the Change A Electric Ticket screen, from the menu, choose A Electric ticket Print
Print A Electric ticket.
5. Choose Back to return to SAP Easy Access screen.

Result
The work permit is printed. You can use the transaction SP01 to check the printout.

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5.3 Executing Actual Maintenance Work


5.3.1 Releasing Execution for Work Order

Use
Once work approval has been approved completely, the actual maintenance can be carried out.
This step is to set work orders status to EXEC. Only after that, the maintenance staff can start
the maintenance job.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance processing Order
Change
Transaction IW32
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Processing Orders
menu Change Order
2. On the Change Order: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Order Maintenance order Like XXXXXX Enter the maintenance order number
number generated in previous step
3. Choose Enter.
4. On the Change standard maintenance order xxxxxxxxx: Central Header screen, choose
Release for execution.
The system prompts the message Released for execution has been issued for order
xxxxxxxx. The system status EXEC (Released for execution) appears in the Sys.Status field.
5. Save your entries.
6. Choose Back.

Result
The maintenance order is released; the staff can start the maintenance job..

5.3.2 Performing Test Cycle

Use
This step is to perform a test cycle for tagging/untagging, when maintenance for equipment is
roughly finished, temporarily untagging is sometimes needed, to test the repaired equipments
function.

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Prerequisites
Isolated equipment has status Tagged.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
WC application Change
Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application Like 2XXXXXX Enter the WC Application (A Electric ticket)
number generated in previous steps
3. Choose Enter.
4. On the Change A Electric ticket screen, choose Permit.
5. The system status TENT (Temporary entry) is activated for the WCA.
6. Choose Operational WCDs.
7. On the Assignments Change Operational WCDs dialog box, choose the highlighted
Operational WCD number.
8. On the Confirmation Prompt screen, choose Yes to save changes to status and approvals.
9. On the Change Operational WCD: Header screen, the status of WCD is set to TEST (Test
cycle).
10. Choose Switching Screen.
11. On the Change Operational WCD: Switching Screen, choose Select All.
12. Choose Untag Temporarily. The status is set to BTUG (Untag Temporarily).

Maintenance employee changes the status for technical object before start to test
the repaired equipments functionality with temporarily untagging. That means the
technical object needs to be untagged.
13. Choose Temporarily Untagged. The status is set to ETUG (Temporarily Untagged).

Maintenance employee updates the status accordingly after remove tag for a
temporary testing. That means tag is removed.
14. Choose Tagged. The status is set to ETG (Tagged).

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Maintenance employee put back the tag onto technical object after temporary testing
completed. That means temporarily untagged testing is completed.
15. Choose Back twice.
16. On the Assignments Change Operational WCDs screen, choose Continue (Enter).
17. On the Change WC Application screen, choose Revoke Permission.
18. Save your entries.
19. Choose Back.

Result
The test cycle is completed.

5.3.3 Time Confirmation

Use
In this step, time confirmation is performed for the work clearance order.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Logistics Plant Maintenance Maintenance Processing
menu Completion Confirmation Entry Collective Time Confirmation
With Selection
Transaction IW48
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business Chemicals: Maintenance Specialist
role
(SAP_NBPR_MAINTENANCE_CHM_S)
Business Product Maintenance Maintenance Processing Completion
role menu Confirmation Entry Confirmation using operation list
2. On the Confirmation using operation list: selection of order operation screen, enter the
following data:
Field name Description User action and values Comment
Order Like 400000X Your order number
3. Choose Execute.
4. On the PM Order Confirmation: Collective Confirmation screen, in the Confirmations
window, enter the following data
Field name Description User action and values Comment
Op. 0010
Actual work 11
F (Final confirmation) Select

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If you have created more operations, confirm them all using the Final confirmation
indicator.
5. Choose All Actual data.
6. Save your entries.
7. Choose Back.

Result
Actual time was collected in clearance order

5.4 Maintenance Work Completed


5.4.1 Setting Work Order to "Work Completed"

Use
When maintenance staff has finished the repairs and the damaged equipment is recovered, the
maintenance planner needs to set the Work completed status for the work order, so that WCM
planner can start the untagging process.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Maintenance processing Order
Change
Transaction IW32
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Processing Orders
menu Change Order
2. On the Change Order: Initial Screen, make the following entries:
Field Description User action and Comment
name values
Order Like XXXXXX Enter the maintenance order number
generated in previous step
3. Choose Enter.
4. On the Change Standard Maintenance order xxxxxxxx: Central Header screen, choose
Work completed.
The status WOCO (Work completed) is activated for the order.
5. Save your entries.
6. Choose Back to return to SAP Easy Access screen.

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Result
The WOCO (Work completed) status is activated for the order.

5.4.2 Setting Work Approval to "Closed"

Use
The purpose of this activity is to set completed status for the work approval once the order has
the status work completed, so that WCM planner can begin the untagging process.

Prerequisites
WOCO status is active for the work order.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Work Clearance Management
Work Approval Change
Transaction WCTB
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Work Approval WCM: Change
menu WAP
2. On the Change Work Approval: Initial Screen, make the following entries:
Field name Description User action and Comment
values
Work 1XXXXXX Enter the WAP number generated in
Approval pervious step
3. Choose Enter.
4. On the Confirmation Prompt dialog box, the system displays the message Do you want to
complete? Confirm by choosing Yes.
5. On the Display Work Approval screen, the status CLSD (Closed) is set.
6. Choose Back.

Result
The WAP is completed.

5.4.3 Setting Application for Hot Work to "Closed"

Use
This step is to set the completed status for the fire protection application.

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Prerequisites
The assigned WAP has status Closed.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Work Clearance Management
Application Change
Transaction WCTI
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Application WCM: Change
menu WAPI
2. On the Change Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application 2XXXXXX Enter the Additional Application (Hot work)
number generated in previous steps
3. Choose Enter.
4. On the Confirmation Prompt dialog box, the system displays the message Do you want to
complete? Confirm by choosing Yes.
5. On the Display Hot work screen, the status CLSD (Closed) is set.
6. Choose Back.

Result
The additional application is completed.

5.4.4 Setting WCA to "Closed"

Use
This step is to set the completed status for the work clearance application, because all the
related maintenance work has been finished.

Prerequisites
The assigned WAP has status Closed.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Work Clearance Management
WC Application Change

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Transaction WCTL
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management WC Application WCM:
menu Change WCA
2. On the Change WC Application: Initial Screen, make the following entries:
Field Description User action Comment
name and values
Application WC 2XXXXXX Enter the WC Application (A Electric
Application ticket) number generated in previous
steps
3. Choose Enter.
4. On the Confirmation Prompt dialog box, the system displays the message Do you want to
complete? Confirm by choosing Yes.
5. On the Display WC Application screen, the status CLSD (Closed) is set.
6. Choose Back.

Result
The WCA is completed.

5.4.5 Perform Untagging

Use
Untagging means the reversal of tagging, in a real business you need to execute untagging
before closing maintenance order, after then the technical object can be used on the rails.
This activity performs the untagging operation when the assigned WCA has been set to the
status Completed.

Prerequisites
The assigned WCA has status Closed.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant maintenance Work Clearance Management
Operational WCD Change
Transaction WCT7
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner

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(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Operational WCD WCM:
menu Change Operational WCD
2. On the Change Operational WCD: Initial Screen, make the following entries:
Field name Description User action and Comment
values
WC Operational 3XXXXXX Enter the WCD number generated
Document WCD in previous steps
3. Choose Enter.
4. On the Change Operational WCD: Header screen, choose Switching Screen.
5. On the Change Operational WCD: Switching Screen, choose Select All to mark the selection
indicator for the two functional locations.
6. Choose Untag. The status is set to BUG (Untag).

The maintenance employee changes the status for technical object before start to
remove tag.
7. Choose Untagged. The status is set to EUG (Untagged).

The maintenance employee updates the status accordingly after the tag is removed.
8. Save your entries.
9. Choose Back.

Result
Untagging is completed.

5.4.6 Setting WCD to "Closed"

Use
This step is to set the completed status for the WCD, since all the related maintenance work has
been finished.

Prerequisites
The assigned WCA has status Closed.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Logistics Plant Maintenance Work Clearance Management
Operational WCD Change
Transaction WCT7
code

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Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role Work Clearance Management Operational WCD WCM:
menu Change Operational WCD
2. On the Change Operational WCD: Initial Screen, make the following entries:
Field name Description User action and Comment
values
WC Operational 3XXXXXX Enter the WCD number generated
Document WCD in previous steps
3. Choose Enter.
4. From the menu, choose (NWBC: More ) Operational WCD Functions Complete.
5. Choose Back.

Result
The WCD is completed.

5.4.7 Technically Completing the Order (Optional)

Operational Maintenance (929)

Use
The maintenance order can be technically completed and settled after maintenance job has
finished. Execute step 4.15 in the Operational Maintenance (929) scenario BPD.

5.4.8 Settling the Order (Optional)

Operational Maintenance (929)

Use
The maintenance order can be technically completed and settled after maintenance job has
finished. Execute step 4.16 in Operational Maintenance (929)
INCLUDEPICTURE "cid:090495313@20092007-10E6" \* MERGEFORMATINET

If the maintenance order contains the equipment, the settlement rule can be
performed by referring equipment. Otherwise, to maintain the settlement rule, from
the menu, choose Goto Settlement rule.

5.4.9 Completing the Order (Optional)

Operational Maintenance (929)

Use

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The maintenance order can be technically completed and settled after maintenance job has
finished. Execute step 4.17 in Operational Maintenance (929)

5.5 Maintenance Plan Scheduling


5.5.1 Creating Maintenance Plan

Use
The purpose of this activity is to create a single cycle maintenance plan to regularly generate a
maintenance order. The task list created in the previous step needs to be assigned.

Prerequisites
The general task list is created.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Logistics Plant Maintenance Preventive Maintenance
menu Maintenance Planning Maintenance Plans Create Single Cycle
Plan
Transaction IP41
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Planning Planning Add
menu single plan
2. On the Create Maintenance Plan: Initial screen, make the following entries:
Field name Description User action and values Comment
Maint. plan cat. Maintenance plan category PM: Maintenance Order
3. Choose Enter.
4. On the Create Maintenance Plan: Single cycle plan screen, make the following entries:
Field name Description User action and values Comment
Short text Maintenance plan for
feedwater pump
Cycle / Unit 3 / MON
Funct. Location 1000-KM1/KMA5
Equipment 1000XXXX
Planning Plant 1000
Order Type YBM6 Standard Maintenance
Order: WCM
Main WorkCtr RES-0200/1000

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Maint Planner 100


group
Type Task list A
type
Task LstGrp YU9999
GrpCr 1
5. Choose Enter.
6. Save your entries.
7. On the Start Date dialog box, make the following entries:
Field name Description User action and values Comment
Cycle start Enter the current date
8. Choose Enter. Note down the maintenance plan number ___________________________.
9. Choose Back.

Result
Maintenance plan xxxxx has been created.

5.5.2 Scheduling Maintenance Plan

Use
Schedule the maintenance plan created just now, to generate a maintenance order with the
assignment of WCM objects.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Logistics Plant Maintenance Preventive Maintenance
menu Maintenance Planning Scheduling for Maintenance Plans
Schedule
Transaction IP10
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Planning Planning
menu Schedule Maintenance Plan
2. On the Schedule Maintenance plan: Initial screen, make the following entries:
Field name Description User action Comment
and values
Maintenance Enter the maintenance plan number
Plan created in previous step
3. Choose Enter.
4. On the Schedule Maintenance Plan: Single cycle plan 000000x screen, choose Start.

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5. On the Start Date dialog box, choose Enter.


6. Save your entries.

Result
Maintenance plan xxxxx has been scheduled, and the first planned date is called.

5.5.3 Running Program RIWC0016 to Generate WCM Objects

Use
The program RIWCO016 is used to generate WCM objects for a planned maintenance order
from a maintenance plan.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC menu Tools ABAP Workbench Development ABAP Editor
Transaction code SE38
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role IT Administrator (Professional User) (SAP_NBPR_IT_ADMIN-S)
Business role IT Administration Administration ABAP workbench ABAP
menu Editor
2. On the ABAP Editor: Initial Screen, make the following entries:
Field name Description User action and values Comment
Program RIWC0016
3. Choose Execute.
4. On the WCM: Automatic Generation of WCM Objects (Background Processing) screen,
make the following entries:
Field name Description User action and values Comment
Planning plant 1000
Planned Set mark
5. Choose Execute.
6. On the Order and Operation List: Selection of Order Operations screen, use the default
data and choose Execute.
7. On the WCM: Automatic Generation of WCM Objects screen, select Order and choose
Automatically Generate (F8).
8. Choose Back.

Result
The planned maintenance order with WCM control key has generated WCM objects.

5.5.4 Checking Call Object

Use

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The purpose of this transaction is to check generated call objects, to see if the WAP is assigned
to call objects automatically.

Procedure
1. Access the transaction choosing one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Logistics Plant Maintenance Preventive Maintenance
menu Maintenance Planning Scheduling for Maintenance Plans
Schedule
Transaction IP10
code
Option 2: SAP NetWeaver Business Client (SAP NWBC) via Business Role
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Planning Planning
menu Schedule Maintenance Plan
2. On the Schedule Maintenance Plan: Initial screen, make the following entries:
Field name Description User action Comment
and values
Maintenance Enter the maintenance plan number
Plan created in previous step
3. Choose Enter.
4. On the Schedule Maintenance Plan: Single cycle plan xxxxxxx screen, select the line of the
first call object and choose Display call object.
5. On the Display Standard Maintenance order xxxxxxx: Central Header screen, choose Work
Approval.,
The system displays a work approval assigned to the order.
6. Choose Continue (Enter).
7. Choose Back.
8. On the Back dialog box, choose No to exit without saving.
9. Choose Back.

Result
A work approval is created and then assigned to the maintenance order automatically.

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6 Appendix
6.1 Reversal of Process Steps
In the following section, you can find the most common reversal steps, which you can take to
reverse some of the activities described in this document.
Transaction
IW31
code (SAP GUI)
Reversal: Set Delete flag for Maintenance Order
Transaction IW32
code (SAP GUI)
Business role Chemicals: Maintenance Specialist
(SAP_NBPR_MAINTENANCE_CHM_S)
Business role Product Maintenance Maintenance Processing Order
menu Change Order
Comment Choose the menu Oder Functions Deletion Flag Set
If the order is not released: set the system status NCMP (Not
completed) with the function Do Not Execute. After that set the system
status DLFL (Deletion Flag).
If the order is released: set the system status CLSD (Closed) with the
function Complete (Business). After that set the system status DLFL
(Deletion Flag).

Creating WAP
Transaction code (SAP
IW32
GUI)
Reversal: Set Delete flag for WAP
Transaction code (SAP WCTB
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management Work Approval Change
Comment Choose the menu Work Approval Functions Deletion
Flags Set

Creating Hot Work

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Transaction code (SAP


WCTB
GUI)
Reversal: Set Delete flag for Hot Work
Transaction code (SAP WCTI
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management Application WCM:
Change WAPI
Comment Choose the menu Application Functions Deletion Flags
Set

Creating WCA
Transaction code (SAP
WCTB
GUI)
Reversal: Set Delete flag for WCA
Transaction code (SAP WCTL
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management WC Application WCM:
Change WCA
Comment Choose the menu WC Application Functions Deletion
Flags Set

Creating WCD
Transaction code
WCTL
(SAP GUI)
Reversal: Set Delete flag for WAD
Transaction code WCT7
(SAP GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management WC Application WCM:
Change Operational WCD
Comment Choose the menu Operational WCD Functions Deletion
Flags Set

Setting WAP to "Prepared"

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Transaction code (SAP


WCTB
GUI)
Reversal: Reversal Status "Prepared"
Transaction code (SAP WCTB
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management Work Approval Change:
Change WAP
Comment Choose the menu Work Approval Functions Prepare
Reset

Setting the Hot Work Application to "Prepared"


Transaction code (SAP
WCTI
GUI)
Reversal: Reversal Status "Prepared"
Transaction code (SAP WCTI
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management Application WCM:
Change WAPI
Comment Choose the menu Application Functions Prepare
Reset

Setting WCA to "Prepared"


Transaction code (SAP
WCTL
GUI)
Reversal: Reversal Status "Prepared"
Transaction code (SAP WCTL
GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management WC Application WCM:
Change WCA
Comment Choose the menu WC Application Functions Prepare
Reset

Setting WCD to "Prepared"

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Transaction code
WCT7
(SAP GUI)
Reversal: Reversal Status "Prepared"
Transaction code WCT7
(SAP GUI)
Business role PM - WCM: Maintenance Planner
(SAP_NBPR_PMWCM_P)
Business role menu Work Clearance Management Operational WCD WCM:
Change Operational WCD
Comment Choose the menu Operational WCD Functions Prepare
Reset

6.2 Used Forms


Use
In some of the activities of this business process, forms were used. The table below provides
details on these forms.
Common form Form type Used in process Output Technical
name step type name
Work Permit Script Printing Work Permit YU_WAPI
Form

6.3 Sap ERP Reports


Use
The table below lists the reports that you can use to obtain additional information on this
business process.
Note that the descriptions of some reports that are an indispensable part of the process flow may
be located directly in the section where they belong.

Reports
Report title Transaction Comment
code
List of Orders IW39 A list of all selected Maintained orders is
displayed.
List of WAP WCLA A list of all selected WAP is displayed.
List of WCA WCL6 A list of all selected WCA is displayed.
List of Additional WCL8 A list of all selected additional application is
Application displayed.
List of WCD WCL4 A list of all selected WCD is displayed.

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