WCM Configuration Document

Prepared By VINOD.V (SAP PM Consultant)

1 Create Application Profile
Use
In this IMG activity you define the application profile for work clearance management.
Procedure
Access the activity using one of the following navigation options
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Maintain Application profile

2 Define Enhancement Model

Use
 This step is used to define WCM enhance model for plant 1000

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCC2

IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Architecture  Assistant for
Model Selection

3 Defining Additional Application for Hot Work

Use

This step is used to define hot work application, which also needs to be considered in
WCM process in addition to lockout/tagout.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCCB

IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Architecture  Assistant for
Maintaining Additional Application
4 Define Descriptions
Use

In this IMG activity, you define the descriptions for WCM objects that you use.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO
IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Architecture  Define
Descriptions
5 Defining Number Range for Work Approval
Use

Before you do configuration for WCM Objects, you need to create number range for work approval.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCC4
IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Number ranges  Maintain
number ranges for Work Approval

6 Defining Number Range for Application

Use

Before you do configuration for WCM Objects, you need to create number range for work clearance
application.
Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCC5

IMG menu Plant Maintenance and Customer Service  Work Clearance
Management  Master data  Number ranges  Maintain
number ranges for Applications

7 Defining Number Range for WC Documents

Use

Before you do configuration for WCM Objects, you need to create number range for work clearance
document

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCC6

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Master data  Number ranges  Maintain
number ranges for Work Clearance Documents
8 Defining Number Range for Operational Tags
Use

Before you do configuration for WCM Objects, you need to create number range for tags.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCC7

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Master data  Number ranges  Maintain
number ranges for Operational tags

9 Generating Print Settings

Use

This step is to generate print settings for WCM process, includes Tag printout

Procedure

1. Access the activity using one of the following navigation options:

Transaction code WCCA

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Master data  Print control  Generate Print
settings
10 Defining Shop Papers and Layout for Printout
Use

This step is to generate shop papers and layout for printout

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Master data  Print control  Define shop paper
and layout for printout

11 Defining Permit Categories

Use
Permit categories are used to differentiate usage of permit in WCM process

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Approvals  Standard  Define Permit
Categories

12 Maintaining Approvals for WCM Objects

Use

Before you can perform lockout/tag out, you need to create approvals in advance

Procedure

1. Access the activity using one of the following navigation options:

Transaction code IPMD

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Approvals  Standard  Maintain Approvals
13 Assigning Approvals
Use

You assign approvals to the WCM objects.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Approvals  Enhancements  Assign Approval
14 Defining Hierarchy for Approvals
Use

In this IMG activity, you maintain the hierarchy of approvals belonging to a WCM object. You can also
define that approvals issued on the basis of the hierarchy level are automatically revoked.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Approvals  Enhancements  Define hierarchy
for Approvals
15 Defining Cross-Document Approval Process
Use

In this IMG activity, you establish settings for cross-object maintenance of approvals.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Approvals  Enhancements  Define Cross-
Document Approval Process

16 Defining Operational Groups

Use

In this IMG activity, you define the operational groups for your company. Operational groups serve to
categorize operational conditions.
Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Lockout/Tagout  Operation Cycle  Maintain
Operational groups

17 Defining Operational Conditions

Use

In this IMG activity, you define all operational conditions that you want to use in your company as tagging
conditions or untagging conditions.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Lockout/Tagout  Operation Cycle  Maintain
Operational conditions

18 Defining Operational Types

Use
In this IMG activity, you define the operational types you wish to use in your company.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Lockout/Tagout  Operation Cycle  Maintain
Operational types

1. Maintaining Operational Conditions (Combined with Operational Type)

Use

In this IMG activity, you determine the data valid in your company for tagging and for untagging.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Lockout/Tagout  Operation Cycle  Maintain
Operational Data

19 Defining Print Format for Operational Tags

Use
In this IMG activity, you define default print formats for operational tags.

Procedure

1. Access the activity using one of the following navigation options:

Transaction code SPRO

IMG menu Plant Maintenance and Customer Service  Work Clearance

Management  Lockout/Tagout  Operation Cycle  Define print
format for operational tags