SAP _ PM /EAM Configuration 11

Maintain Application Profile

Define Descriptions
Define Relations
Define Processing Mode for Relations
Define Processing Mode for Navigation
Define Valuation
Maintain Number Ranges for Work Approval
Maintain Number Ranges for Applications
Maintain Number Ranges for Work Clearance Documents
Maintain Number Ranges for Operational Tags
Assign Number Ranges
Maintain Usage for Work Approval
Maintain Usage for Applications
Maintain Usage for Work Clearance Documents
Define Catalog Profile
Assign Catalog Types, List Type, and Catalog Profile

Maintain Application Profile

Use

In this IMG activity you define the application profile for work
clearance management.

Standard settings

If you do not maintain the application profile, the system uses the
following standard settings:

General Settings

o Valuation is not activated.

 o Work clearance management at operation level is not activated.

o Electronic signature is not activated.

o You must create the WCM object manually.

Special settings for WCM-relevant orders

o Release for execution must be set manually.

o Completion of work must be confirmed manually.

Special settings for every WCM object

o Every WCM object is valid for 365 days.

o All fields in the change mode status are not ready for input.

o The user can change the user-specific settings.

Special settings for work approvals

o The status Closed must be set manually.

Special settings for applications

o The status Closed must be set manually.

Special settings for lockout/tagout

o Graphic WCM planning is deactivated.

o The reference object check is performed.

o In the time-frame check the system checks the following criteria:

- Operational condition

- Operational type

o Notes are also displayed as a result of conflict verification.

o The check for the test cycle is performed.

o The check for untagging is performed.

o During the multiple usage of operational tags the system checks for
the following criteria:

- Print category

- Maintenance planning plant

- Technical object

- Operational group

- Operational condition

- Operational type

o A work clearance document can only include the technical objects of

your planning plant.
Notes

The current condition of the system determines whether you can change
settings for the time-frame check and for the multiple use of
operational tags. If, for example, tags are available that are supported
for multiple usage, you cannot change criteria for multiple usage.

If you work with work permits, note the following:

o We recommend that you create and prepare the WCM object

automatically. If you want the WCM object to have the same number as
the order, you must assign an appropriate external number range to
the WCM object.

o Valuation and work clearance management at operation level must not

be active.

o For WCM-relevant orders, we recommend that the release for execution

is issued automatically.

o For work approvals, we recommend that the status Closed is set

automatically.
Click field & detail
Define Descriptions

Use

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

You have created the necessary WCM objects.

Activities

Define the descriptions (singular and plural) for the WCM objects.

Notes

We recommend that you only change the proposed values for applications.

The descriptions can be overridden based on the usage.

Define Relations

Use

In this IMG activity you define the relations between the WCM objects in
work clearance management. You can define how many WCM objects you want
to allow for individual relationships.

Standard settings

The model and architecture of work clearance management imply certain

restrictions on relationships. You must not change these under any
circumstances. For the following relationships, only one is allowed:

Standard model:

o Order (OR) -> work clearance application (WA,1)

Enhanced model:

o Order (OR) -> work approval (WW)

 Activities

Make your entries for the planning plant and the relationship.

Notes

You can check these settings for consistency with final checks for the
model selection.

If you work with work permits, note the following:

o A work approval can be assigned to only one order.

o An application can be assigned to only one work approval.

Example

You want to allow a maximum of five Operational WCDs to be assigned to a

work clearance application. You then restrict the relationship (WA,1) ->
(WD,O) to 5.
Define Processing Mode for Relations

Use

In this IMG activity, you maintain the processing mode for cases where
you want to assign one WCM object to another.

You have two options: Firstly, you can select an existing WCM object and
assign it, or secondly, you create a new WCM object and then assign it.

Requirements

The dialog box for assignment is displayed.

Notes

Note that, when selecting and assigning, the system checks whether the
user has the authorization for the transaction concerned.

Transaction Description
WCTU Assign orders
WCTP Assign work approvals
WCTS Assign applications
WCTQ Assign work clearance applications
WCTR Assign Operational WCDs
 You can check these settings for consistency with final checks for the
model selection.

Example

If you want to allow only existing Operational WCDs to be assigned when

assigning Operational WCDs to work clearance applications (and not allow
new ones to be created), activate only the "Select" function.

If you want to allow a work approval and its work clearance application
to be created and assigned in one dialog step, you must activate the
"Create" function.
Define Processing Mode for Navigation

Use

In this IMG activity, you define which processing mode you allow when
you navigate from one WCM object to another WCM object that is linked to
it.

You can navigate to the linked WCM object in either "Display" or

"Change" mode. The default is display mode.

You need to explicitly activate navigation in change mode.

Requirements

The dialog box for assignment is displayed.

Activities

Make your settings for navigation.

Notes
You can check these settings for consistency with final checks for the
model selection.

Example

If you navigate from a work approval to its work clearance application

and want to make changes there, you must activate the "Change" function.

If you navigate from a work clearance application to the assigned

Operational WCDs, but do not want to release the Operational WCDs for
changes from this transaction (only direct changes are allowed), do not
activate the "Change" function.
Define Valuation

Use

In this IMG activity, you define which applications must be valuated.

Requirements

You have activated valuation under Maintain Application Profile.

You do not work with work permits.

Maintain Number Ranges for Work Approval

Use

In this IMG activity, you define the number range for the work
approvals. The number for the work approvals can be allocated by the
system (internal number range), or you can allocate a number yourself
which must lie within an external number range.

Activities

Create an external and internal number range for the work approvals.

Notes

If you want to manage work approvals in several different plants and

require a different number area for each, then you can create a number
range for every plant by allocating the respective number ranges
accordingly.
Maintain Number Ranges for Applications

Use

In this IMG activity, you define the number ranges for the applications.
The number for the applications can be allocated by the system (internal
number range),or you can allocate a number yourself, which must lie
within an external number range.

Activities

Create an external and internal number range for the applications.

If you want to manage applications in several different plants and

require a different number area for each, then you can create a number
range for every plant by allocating the respective number ranges
accordingly.
Maintain Number Ranges for Work Clearance Documents

Use

In this IMG activity, you define the number ranges for the WC documents.
The number for the WC documents can either be allocated by the system
(internal number range) or you can allocate a number yourself which must
lie within an external number range.

Activities

Create an external and internal number range for the WC documents.

Notes

If you want to manage WC documents in several different plants and

require a different number area for each, then you can create a number
range for every plant by allocating the respective number ranges
accordingly.
Maintain Number Ranges for Operational Tags

Use

In this IMG activity, you define the number range for assigning numbers
to tags.

Activities

Create a number range using internal number assignment.

Notes

External number assignment is not possible for tags.

Assign Number Ranges

Use

In this IMG activity, you assign the number ranges (internal and
external) to the WCM objects.
Requirements

You have already created the number ranges.

Activities

Enter the numbers of the internal and external number ranges for the
maintenance planning plant and the WCM object.

Notes

Note the following:

o You must assign the internal number range for tags to the WCD item.

o For some functions, you need internal number assignment for the
corresponding WCM objects.

o The number ranges can be overridden based on the usage.

Maintain Usage for Work Approval

Use

In this IMG activity, you define the usage for your work approvals. You
can override basic settings for work approvals (for example, the
description or the view profile).

Activities

Maintain the usage and assign it to the work approvals.

Maintain Usage for Applications

Use

In this IMG activity, you define the usage for your applications.
Note the following special features:

o You can shift the start of an application's validity. You therefore

have the option of creating the applications earlier.

o You define the duration of the validity (in hours).

o You can define a function-based extension of the validity (of a

certain number of hours). In this context, you also define the
maximum number of hours by which the validity can be extended.

o You can override basic settings for applications (for example, the
description or the view profile).

Activities

Maintain the usage and assign it to applications.

Maintain Usage for Work Clearance Documents

Use

In this IMG activity, you define the usage for your work clearance
documents. You can override basic settings for work clearance documents
(for example, the description or the view profile). Depending on the
usage (for example, lockout/tagout, simulation, test run), an
Operational WCD behaves differently in the following ways:

o Type of operational cycle

The following types exist:

- Tagging cycle with temporary untagging cycle

- Test cycle

- Tagging cycle without temporary untagging cycle

In an operational phase you can also have certain operational steps
(for example, tagging) performed automatically by the system.

o Approval-dependent switch

- If a phase-specific approval is not issued, the switch is only

blocked in this specific phase.
 - If a cross-phase approval is not issued, the switch is blocked
regardless of the current operational phase.

o Operational protection (protected area)

o Multiple use of operational tags

The criteria for multiple use of operational tags are defined in the
application profile.

o Mobile processing of operational lists

Note that there are restrictions on the reduction of the operational
cycle if mobile processing is active. This means that the first
status of each operational phase, the status that signifies the
activity, is always visible.
Activities

Maintain the usage and assign it to work clearance documents.

Example

If you want an Operational WCD to only be switched if approval A has

been issued, you specify approval A as the cross-phase approval in the
usage.
Define Catalog Profile

Use

In this IMG activity, you define the catalog profiles for the WCM
objects. They define which catalogs and which code groups should be
drawn from the individual catalogs for WCM objects.

By specifying the generic key for the code groups, you can make a
selection from the code groups contained in the catalog. Use the special
characters '+' and '*'. If, for example, you enter '+A*' in the field
for the code groups, then the selection only contains code groups whose
key has the letter A as the second character.

Requirements

You have created the catalogs.

Note

Note that the settings on the detail screen for work clearance
management are not relevant.
Assign Catalog Types, List Type, and Catalog Profile

Use

In this IMG activity, you assign the catalog types to the WCM objects.
You can assign up to two catalogs to a WCM object.

You are free to choose the importance and content of the catalog. No
dependencies to or from other WCM objects exist.

You can also assign a catalog profile, to restrict selection in catalogs

further.

You can specify a list type for each catalog.

Requirements

You have maintained the catalogs and the catalog profile.

Activities

Assign the previously-created catalog types and catalog profile to the

WCM objects.