SAP EHS Management
General Configuration Specify General Settings Use In this Customizing activity, you can configure the following general systems settings:
Default Language Key By setting the default language, you determine the language for entering texts as well as the default target language for translating texts. If texts do not exist in the language selected at logon, they will be displayed in this language.
Currency Currencies are defined according to the international ISO standard.
Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify General Settings Use In this Customizing activity, you can configure the following general systems settings:
Default Language Key By setting the default language, you determine the language for entering texts as well as the default target language for translating texts. If texts do not exist in the language selected at logon, they will be displayed in this language.
Currency Currencies are defined according to the international ISO standard.
Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Active Languages Use In this Customizing activity, you can define the available target languages for translating free text fields in the system. If you want to translate a free text, you can choose one of these defined languages and then translate the text into the chosen language. Standard settings
The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Field Control Use In this Customizing activity, you can specify field control for business objects in the SAP EHS Management (EHS-MGM) component. You can use field control to adapt the user interface to specific conditions of a data record. You specify these conditions and how the system adapts the UI on the node level of a business object. You can, for example, set up field control to make specific fields visible and editable on the user interface depending on the country or region of the data record. Field control is possible on all nodes of a business object and for all properties of the node. You can also specify more than one profile to accommodate each relevant set of conditions of a data record. Prerequisites You are familiar with the modelling and structure of the business objects of SAP EHS Management in the Business Object Processing Framework (BOPF). You are familiar with the legal reporting requirements of your country or region and the data that is required to be compliant. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. To create new field control profiles, perform the following steps: 1. Specify the business object for which you want to use field control. 2. Specify the node of the business object for which you want to create a profile. 3. Make the settings for the profile. You can decide when field control applies at the node level based on the settings you make for the following fields:
o
Authorization-Based Profile
o
Authorization Check Result
o
Function Class
o
Node Attribute Value
(The system determines if field control applies in the order that the above fields are listed here.) If you create more than one profile for a node, you can make settings for the merge strategy for each profile. 4. After creating the profile, you can define the property settings for the business object node in the subdialogs. These are settings that control the behavior and appearance of the user interface. In this step, you can also specify how to propagate the settings to subnodes. Example You use SAP EHS Management to record incidents that occur in the United States and are subject to OSHA requirements. There are certain injury/illnesses that are handled as privacy cases in the United States. In this case, you can use field control to display the Privacy Case and Additional Criteria radio buttons when you record data about injuries/illnesses that occurred in the United States. Otherwise, these fields are not displayed.
Field Control for Merge Strategy Definition Specifies the strategy for merging profiles with different values specified for the attribute, node, action and association properties so that only one profile is returned and used for field control. Use You can specify, for example, that disabled values always win (pessimistic), or that enabled values always win (optimistic). The system gives priority to the optimistic profile when there is more than one profile. By default, the merge strategy is pessimistic.
Create Regulations Use In this Customizing activity, you can create regulations for business objects used in SAP EHS Management. You can use regulations as the conditional basis for applying field control settings and to control the forms available to the data record. This way, the system adapts a data record automatically according to a specific regulation and helps you fulfill regulatory requirements. If your organization operates in countries and regions with specific regulatory requirements, for example, for managing incidents, you createthe regulations in this activity. If your organization has internal policy, for example, for managing incidents, you create the internal policy as a regulation in this activity. Standard settings
The standard system is delivered with examples. Note that you must specify these regulations further for use in incident management. For more information, see the Customizing activity Specify Regulations. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry. Further information For more information about field control, see Customizing activity Specify Field Control
Specify Document Storage Use SAP EHS Management (EHS-MGM) uses the Content Management Service to store documents, for example, attachments and generated PDF reports. The connection to the Content Management Service is specified and implemented by the attachment folder (ATF) of the business object (a reusable object for the BOPF environment in the SAP_BS_FND software layer). In this activity, you can learn about setting up attachment types and assigning these to attachment schemas. An attachment schema may be assigned for a given business object (BO) node that uses the dependent object attachment folder. Standard settings The standard system is delivered with settings that use the content repository BS_ATF_DB_REPOSITORY and the content category BS_ATF_DB to store documents in the database. The standard system is also delivered with an alternative configuration to connect to a separate file server. To achieve this, the attachment schema needs to be assigned to the content category BS_ATF. This content category uses the content repository BS_ATF_CONTENT_SERVER. Activities Ensure that the settings for the Content Management Service are correct in Customizing for SAP NetWeaver under Knowledge Management -> Settings in the Knowledge Warehouse System -> Content Management Service. Ensure that the settings for the attachment schema are correct for the SAP EHS Management business objects in Customizing for Cross-Application Components in activity Maintain Attachment Type Schema. If you want to create your own attachment schema, you must assign it to the respective ROOT nodes of the three delivered business objects. Further information
For more information about the Content Management Service, see SAP Library for SAP NetWeaver 7.0 EHP 2 on SAP Help Portal at http://help.sap.com under SAP Netweaver Library -> SAP NetWeaver by Key Capability -> Application Platform by Key Capability -> Business Services -> Knowledge Provider (BC-SRV-KPR) -> Content Management Service (BC-SRV-KPR).
Foundation for EHS Management->Process Foundation
Basic Settings
Perform Automatic Workflow Customizing Use In this Customizing activity, you can perform automatic customizing for workflows. The activity is mandatory if you use the processes of the SAP EHS Management (EHS-MGM) component. If you do not perform this activity, the process foundation cannot support your business processes. Activities Select the top node of the first section and choose the Perform Automatic Workflow Customizing pushbutton or F9. Perform this step for all subsequent sections. To run EHS Management, ensure that the following settings were made:
Maintain Runtime Environment: all settings
Maintain Definition Environment:
o
Check Number Ranges
Maintain Additional Settings and Services:
o
Maintain Standard Domain for Internet Mail
o
Activate Send to Objects and HR Objects
o
Maintain Demo and Verification Environment
Classify Tasks as General: all settings
Guided Procedures:
o
Maintain Generation of Standard Tasks
o
Classify Generic Standard Tasks as General
When you choose to perform automatic workflow customizing, only those activities that currently have the error status are executed automatically. If an activity still has the error status after performing automatic workflow customizing, you may need to make additional settings, and peform automatic workflow customizing again or manually perform customizing. Further information For more information, see SAP Help Portal -> ERP Central Component Enhancement Package 4 -> SAP NetWeaver Library -> SAP NetWeaver by Key Capability -> Application Platform by Key Capability -> Business Services -> SAP Business Workflow -> Reference Documentation -> Workflow System Administration.
Specify Process Definitions Use In this Customizing activity, you can specify the process definitions for processes handled by the process foundation. You can also exclude existing processes from process monitoring and process analysis. You can use the process definition to specify the workflows that are available where and when you want them in the application. You can also create a variant of a standard workflow to accommodate variations of the process. A process definition consists of the following information:
EHS Management component
Purpose
Variant
PCO class
Requirements You have set up the workflow system in the Customizing activity Perform Automatic Workflow Customizing for Foundation for EHS Management. If you want to extend your processes with additional functionalities in the SAP Business Workflow, you have implemented a customer-specific PCO class to handle the process. For more information about extending or changing the PCO class, see Customizing activity Extend and Adapt Process in Foundation for EHS Management. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry. 3. If necessary, select the Exclude checkbox to exclude a process from process monitoring and analysis.
BAdI: Create and Initialize Process Control Objects (PCBOs) Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to implement customer-specific logic to adapt the processes in the system. You can use this BAdI, for example, if your organization must comply with regulatory requirements in more than one country or region. You can create a variation of the process for a specific country or region. The PCBO creation BAdI is called each time the system creates a process control business object (PCBO). Requirements
You have specified process definitions in the Customizing activity Specify Process Definitions for Foundation of SAP EHS Management. You have performed a consistency check without errors in the Customizing activity List Configured Processes for Foundation of SAP EHS Management. Standard settings This BAdI does not have a default implementation. Activities After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method ~. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through.
Activate Linkage for Scheduled Processes Use In this Customizing activity, you can activate the event type linkage to link the event creator and the event receiver for scheduled processes. When you schedule an action or notification in the application, you can schedule the task, for example, to recur every week for a year. In the system, the task is part of a process that must be scheduled and triggered again to occur the following week. By activating the event type linkage, you allow a central user with batch administration authorizations (WF-BATCH) to schedule and trigger the corresponding process for the task. You must activate the linkage, so that the central user (event receiver) can schedule and trigger the processes for the user (event creator) that created and scheduled the action or notification originally. Standard settings The standard system is delivered with the event type linkage deactivated. Activities
For the following object, activate the event type linkage: Object Category: ABAP Class Object Type:
CL_EHFND_SCHEDULER_REPLANNER
Event:
TRIGGER_REPLANNING
Check Configuration of Workflow System Use In this Customizing activity, you can perform several checks on the workflow system that is used in the process foundation. Upon executing the activity, the checks are run and the result is displayed. If the checks are successful, the system is set up correctly and you can execute the processes in the SAP EHS Management (EHS-MGM) component. Requirements You have performed the Customizing activity Perform Automatic Workflow Customizing for Foundation for EHS Management. You have performed the Customizing activity Specify Process Definitions for Foundation for EHS Management.
List Configured Processes Use In this Customizing activity, you can display a list of the process definitions in the SAP EHS Management (EHS-MGM) component. From this list, you can view the status, the instances, and the technical information of process definitions. This helps you ensure that the process definitions are configured correctly. Requirements You have specified process definitions in the Customizing activity Specify Process Definition for Foundation for EHS Management. Standard settings The system displays the configured processes automatically using the report R_EHFND_WFF_PROCDEF_LIST. Activities Choose the Status traffic light icon to display details about the status of the configured process definition. The system displays the results of the process definition check in the report R_EHFND_WFF_PROCDEF_CHECK. Choose the List icon to display a list of the instances of the specified process in the report R_EHFND_WFF_PROCESS_LIST.
Choose the Info icon to display technical information about the selected process in the report R_EHFND_WFF_PROCDEF_INFO.
Schedule Jobs for Process Statistics Use In this Customizing activity, you can schedule a report to collect statistical information about processes on a regular basis. This information is used by the workflow reporting and analytics functions in the SAP EHS Management (EHS-MGM) component. This activity is mandatory if you use the EHS Management processes. If you do not perform this activity, the process foundation cannot collect all of the information about the processes, which can result in problems with the workflow reporting and analytics functions. Activities 1. In the activity, use the Job Wizard to specify the general data and schedule the job. You define the job for the report R_EHFND_WFF_UPDATE_STATISTICS. 2. Schedule the job to run at regular intervals, such as once a day.
Extend and Adapt Processes Use In this activity, you can learn about how to extend and adapt the process foundation in SAP EHS Management (EHS-MGM) to suit your customer-specific business processes. You can make the following changes:
Adapt existing processes
Add data fields to the PCBO
Add new variants of a process definition
Change the BAdI implementation for PCBOs
Extend or change the PCO class for a process
Activities To extend and adapt processes in the following ways, perform the activities described below: Adapt Existing Processes 1. Create a copy of the workflow template in the Workflow Builder that you want to modify. 2. Make the desired changes in the copied template. Note that if you add customer-specific dialog steps and these step appear in the user's inbox, you must configure the corresponding tasks in the workflow inbox. For more information, see Note below. 3. Activate the event binding for the CREATE event of the corresponding PCO class.
4. Disable the event linkage for the old workflow template to prevent creating two workflow instances when the event occurs. Add Data Fields to a PCBO You can add customer-specific data fields to a process control business object (PCBO) by modifying the extension structure in transaction SE11. Add New Variants of a Process Definition You can create customer-specific variants of processes by adding a new definition with your own variant name. For more information, see the Customizing activity Specify Process Definition for Foundation for EHS Management. Change the BAdI implementation for PCBOs To change the implementation of the BAdI for the creation of the PCBOs, you can do one of the following:
Extend the default implementation CL_EHFND_WFF_DEF_PCBO_CREATION and add the required methods or overwrite existing ones.
Implement the IF_EHFND_WFF_PCBO_CREATION interface.
After you have implemented the class, configure it in the BAdI. For more information about implementing the BAdI, see the Customizing activity BAdI: Create and Initialize Process Control Objects (PCBOs) for Foundation for EHS Management. Extend or Change the PCO Class for a Process If you want to implement a customer-specific PCO, you can do one of the following:
Inherit and then modify the class of an existing purpose and variant that is delivered in the standard system (recommended).
Create an own implementation of a PCO class by implementing the interface IF_EHFND_WFF_PCO, or by extending the abstract base class for the PCO class CL_EHFND_WFF_ROOT_PCO.
After you create the PCO class, enter it in the activity Specify Process Definition for the relevant process definition. Note SAP EHS Management uses the POWL-based inbox. If you adapt processes and the corresponding workflow templates, you must configure the tasks in the workflow inbox in Customizing for Cross-Application Components under Processes and Tools for Enterprise Applications -> Inbox. See also the corresponding process component to obtain the correct application ID and POWL type for the workflow inbox.
Specify Types Use In this Customizing activity, you can specify types for actions and notifications. When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the type from the values you specify in this activity. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Subjects Use In this Customizing activity, you can specify subjects for actions and notifications.
When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the subject from the values you specify in this activity. Requirements You have made the settings for Customizing activity Specify Types for Foundation for EHS Management. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Effectiveness Use In this Customizing activity, you can specify the effectiveness for actions and notifications. When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the effectiveness from the values you specify in this activity. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Protection Goals Use In this Customizing activity, you can specify the protection goals for actions and notifications. When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the protection goal from the values you specify in this activity. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Templates Use In this Customizing activity, you can specify templates for actions and notifications that you create in the SAP EHS Management (EHS-MGM) component. The template stores the standard values for the action or notification. During processing, you can choose an action or a notification from the template. The system automatically retrieves the values for the following fields from the template and fills them in on the user interface:
Type
Subject
Category
Notification
Description
You can use templates to speed up the process of creating actions and notifications. Requirements You have made the settings in Customizing for Foundation for EHS Management for the following activities:
Specify Types
Specify Subjects
Specify Effectiveness
Specify Protection Goals
Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry. Note that you must scroll all the way to the right to see all of the settings for a template.
BAdI: Define Process Steps Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to see the persons that are involved in the process step of a given work process. The process can contain the following people:
Responsible Person
Implementor
Approver
In the components of SAP EHS Management, there are specific processes that involve action. In these processes, workflow tasks are used to perform the work. You can use this BAdI to return the specific workflow task and to integrate your business processes. Standard settings In the standard system, the following BAdI implementations are activated:
EHFND_ACTION_BADI
The BAdI is filter-dependent and not designed for multiple use. Activities
After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation. If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then choose one of them by choosing Create, and continue as follows: 1. In the dialog box, enter a name for the implementation of the Add-In and choose Create. The system displays the initial screen for creating Business Add-In implementations. 2. On this screen, enter a short description for your implementation in the Implementation Short Text field. 3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class field automatically, by assigning a class name based on the name of your implementation. 4. Save your entries and assign the Add-In to a package. 5. To edit a method, double-click its name. 6. Enter your implementation code between the method ~. and endmethod. statements. 7. Save and activate your code. Navigate back to the Change Implementation screen. Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not perform the following step: 8. Choose Activate. When the application program is executed, the code you created is run through.
Specify Forms Use Forms contain data for a business object. You can use forms, for example, in legal and internal reporting or as inquiry questionnaires. In this Customizing activity, you can specify and configure forms to integrate them into the application. You can also assign the languages in which the forms are available. Each form can exist in multiple languages. The available languages are determined
dynamically at runtime. If you need the form in an additional language, you can translate it using transaction SFP and choosing Goto -> Translation. Furthermore, you can specify one language as a fallback language. If the requested language is not available, the system uses the fallback language. Requirements The configured classes (Form Controller, Data Provider and, if relevant, the Inbound Persister) must be available and active. Furthermore, the Form Object (Form Repository Object of transaction SFP) must be active and the corresponding interface structure must be the same as the one that is returned by the GET_DATA method of the Data Provider. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry. 3. If the form belongs to a questionnaire and you would like to store the data within an inquiry process, define the Inbound Persister. 4. If required, you have to set the form popup name 5. If a dialog for accepting the data exists, you can also add the Configuration for Accepting Data if a specified Web Dynpro configuration ID has to be used. Example Form name: INC_INFO_WITNESS Description: Incident Information Questionnaire for a Witness Form type: SAP Interactive Form Form category: Questionnaire Form creation controller: CL_EHFND_FW_ADS_FORM_CR_CTRL Data provider: CL_EHHSS_AIF_INC_WITN_Q_DPROV Name of form object: EHHSS_INC_AIF_INC_WITN Further information For more information about adding new forms (for example, internal forms), see SAP Help Portal at http://help.sap.com/ for SAP EHS Management under Foundation for EHS Management -> Print Forms and Interactive Forms (EHS-MGM-FND-FRM) -> Adding Print Forms and Interactive Forms.
Specify Form Groups and Assign Forms Use In this Customizing activity, you can define into which groups you want to subdivide forms and assign each form group to a component. In a second step, you assign forms to the defined form groups. In the incident recording, these form groups allow an easier selection of the required form. For example, if you want to send an inquiry, you can select only a form of the inquiry form group instead of all available forms in the system. One form group can contain multiple forms. For an automatic selection, you can define one form of a group as a default form. Requirements In Customizing for SAP EHS Management under Specify ADS Forms, you have defined the available forms. Standard settings The standard system is delivered with examples. Activities 1. Define a logical name and a description for the form group. 2. Assign a component for the form group. 3. Select a form group and choose Assign Forms to Form Groups. 4. Assign the forms and select a default form.
Specify Destinations for Integration Use In this Customizing activity, you can specify destinations for integrating other SAP components into the SAP EHS Management (EHS-MGM) component. You can access the data in those components directly on your local system or using an RFC connection to a remote system. Some data is available only on the local system. Access to Data Available via a Remote System If you want to use data that is stored in a remote system, you can specify the RFC destinations individually in this activity. You can integrate the following components:
Business Partner
Customer Service
Human Resource Management
Plant Maintenance
Quality Management
Access to Data Available via the Local System Only The system cannot read some data via remote access, such as data from Customizing, data from the Materials Management (MM) component, and specific data from components that you may have already integrated. You can access this data via the local system only. For more information about the data that you cannot access via remote access, see Notes below. Requirements You have defined RFC connections of connection type 3 (ABAP connection). To check and define RFC connections, on the SAP Easy Access screen, choose Tools -> Administration -> Administration -> Network -> RFC Destinations. You can specify a customer-specific name for the RFC destination. You have ensured the following:
You are using SAP ERP 6.0 (Basis 700) or higher for the remote system of your Quality Management system.
You are using R/3 Enterprise 4.70 Extension Set 2.00 (Basis 620) or higher for the remote system of all other systems.
Standard settings The standard system is delivered without RFC destinations. You can access data from the local system only. Activities To access data from a remote system, perform the following steps: 1. Choose the remote system for the destination type. 2. Enter an existing RFC destination (connection type 3) for the specified remote system. Note: The remote system for PM assets and for PM notifications is always the same system. If it is necessary to improve performance when integrating to a remote PM system, you can create customer-specific indices on the remote PM system. The following are example indices that you can create:
Table EQUI: Create an extension index with fields EQUNR and EQART.
Table IFLOT: Create an extension index with fields TPLNR and EQART.
Table ILOA: Create an extension index with fields ILOAN and SWERK.
Notes You must access certain data directly on a local system. To make this data available on the local system, you can distribute it, for example, using an Application Link Enabling (ALE) or by replicating data from Customizing. The following is a list of the data required on the local system and the table or object where it is located: Data Required in Local System Business partner roles Plants and plant descriptions Material and material description Currencies and exchange rates Region texts Country texts Language texts Notification types for PM, QM, and CS Attendance and absence types Marital status texts for HR persons Marital status texts for business partners Attendance and absence types Shift group and shift planning of the organizational unit Organizational data, including organizational units and persons in PA-OS
Table/Object Tables TB003, TB003T Material number and material description from the material master Table T005U Table T005T Table T002T Table TQ80 Table T554S and T554T Table T502T Table TB027T Infotype 1039 and tables T77DB, T77DT, T77ED, T77ET Table T554S
Note that to make organizational data from PA-OS available in the local system, you can distribute the relevant HR master data between the PA-OS system and the EHS-MGM system. However, since the EHS-MGM applications only require specific PA-OS data, a distribution limited to the basic infotypes is sufficient. The distributed organizational data cannot be changed from the EHS-MGM applications as the system settings only allow read access. The assignment of a user to employee (infotype 0105) for workflows must be done in the HR system. The users themselves must be maintained in the local system.
Specify Notification Types Use In this Customizing activity, you can specify the notification types to use in the SAP EHS Management (EHS-MGM) component. You must specify the notification types here in order to choose the following notification categories later in the application:
Quality notifications
Maintenance notifications
Service notifications
Requirements You have defined notification types that you want to use in SAP EHS Management in the Customizing activity Define Notification Types for Cross-Application Components. You have specified destinations for the integration of the Quality Management (QM), Plant Maintenance (PM), and Customer Service (CS) components in the Customizing activity Specify Destinations for Integration for Foundation for EHS Management. The following requirements apply only to the notification types that you want to use in SAP EHS Management: 1. You have not defined any allowed changes for the desired notification types in the Customizing activity Allowed Change of Notification Type for Cross-Application Components. 2. You have ensured that the desired notification types contains tasks in the Customizing activity Define Screen Templates for Cross-Application Components. For each action or notification in SAP EHS Management, one task is created in the notification. The task will be filled with the following: Sort number:
1 (constant)
Task text:
Task description (short)
Task long text: Task description 3. You have ensured one of the following with respect to mandatory fields in notifications:
o
The desired notification types do not contain any mandatory fields in the Customizing activity Define Screen Templates for Cross-Application Components. If you have specified mandatory fields that do not exist in SAP EHS Management, the user cannot create a notification and receives an error message.
o
Fields that you want to be mandatory exist in SAP EHS Management, are visible on the user interface, and are set as mandatory in the Customizing activity Specify Field Control for Foundation for EHS Management.
4. You have ensured that the desired notification types have internal (and not external) number range assignments. Standard settings
The standard system is delivered with examples. Activities 5. Check the existing examples and adapt them as required. 6. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Number Range Intervals for Location ID Use A unique number is assigned to each record created during processing in SAP EHS Management. In this Customizing activity, you can define number range intervals for the location ID. Standard settings The standard system is delivered with a predefined set of intervals for the location ID number range. Activities 1. Display the existing number range intervals for the location ID. 2. To define a number range interval for internal number assignment, enter the value IE.
3. Specify the limits of the number range interval. The individual number range intervals must not overlap. 4. If the number range interval is intended for external number assignment, set the Ext indicator. 5. Save your changes.
Enable / Disable PM Integration Use In this Customizing activity, you can enable or disable the integration for locations with the Plant Maintenance (PM) component. You can use the PM integration to import locations from PM and also to link existing locations to PM technical objects. Once the PM integration has been enabled and used, that is, there are locations linked to a technical object in PM, you cannot disable the integration. Note that this setting does not affect other points of integration with PM in the application.
Configure Periodical PM Synchronization Use In this organizational activity, you can learn about configuring a background job to synchronize master data when you integrate locations from the Plant Maintenance (PM) component. Note that you also synchronize the data of individual locations when you open the location's master data maintenance screen or link it to a technical object. Requirements
You have enabled PM integration in Customizing activity Enable/Disable PM Integration.
You have linked locations to PM technical objects.
Activities 1. Ensure that you have sufficient authorizations to read from the PM system and to update locations. 2. Schedule report R_EHFND_SYNCEAM_LOCATION to run as a background job once a day. If the PM data rarely changes, you can schedule the background job to run less frequently. Note that the background job queries all integrated technical objects for changes. Depending on the number of objects that are integrated, this may create additional load for the SAP EHS Management and PM system. Further information For more information about scheduling background jobs, see SAP Help Portal at http://help.sap.com -> Background Processing -> Job Scheduling Explained -> Scheduling Background Jobs.
Specify Authorization Groups Use In this Customizing activity, you can define authorization groups. You can assign authorization groups to locations. The authorization groups are used in the authorization checks for the location. This way, you can restrict access to certain locations to specific users. There are no separate authorization groups for the location structure. All actions performed inside the location structure ascribe to the authorizations for the location. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Location Types Use In this Customizing activity, you can define the type of location. You can use the location type to search for a location. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Configure Integration of Map Use In this organizational activity, you can learn about how to enhance the location Web Dynpro to include a map function in the side panel. This enables users to visualize the position of a location on a map. You can implement the map function by using a third party CHIP to interpret and display the string parameter from the location address. Requirements You have a map provider that is capable of interpreting an address string and displaying it on a map. Standard settings The standard system is delivered without an integrated map. The location provides tagging for the tag name EHFND_LOC_ADDRESS. The address string is built from the address fields entered in a location. If geographical coordinates are specified, they will take priority over the address. Activities To integrate a map, perform the following steps: 1. Create a side panel entry for the map in the embedded side panel. 2. Create a Web Dynpro CHIP that is capable of interpreting an address string and displaying it on a map. In most cases, this will be a URL CHIP (see the example below). 3. Create an enhancement of the Location Side Panel (Web Dynpro Configuration: EHFND_LOC_OIF_SIDE_PANEL). In this enhancement configuration, integrate the Web Dynpro CHIP that you created for displaying the map. Use the "EHFND_LOC_ADDRESS" tab to enable automatic wiring (tagging); otherwise, the map will not be displayed automatically. Example Map providers that offer URL parameters can be integrated as a Web Dynpro URL CHIP. An example URL would be: http://your-map-provider/map?address=
The tag will be automatically completed with the current location's corresponding address string. Further information For more information about configuring Web Dynpro CHIPs and the Web Dynpro Side Panel, see SAP Help Portal at http://help.sap.com -> Web Dynpro for ABAP -> Web Dynpro ABAP: Development in Detail -> Advanced Concepts -> Web Dynpro ABAP Page Builder -> and the following topics:
Enhancing Web Dynpro Applications with a Side Panel
Creating Side Panels
Creating CHIPs
Incident Management
Configure Foundation for EHS Management Use Before performing the Customizing activities under Incident Management, you must first process Customizing for the Foundation for EHS Management (EHS-MGM-FND) component. Below, you will find information about the foundation Customizing activities and their relevance to incident management. General Configuration and Settings for Business Objects In incident management, you can enter texts manually, translate these texts into other languages, and enter amounts in a given currency. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify General Settings
Specify Active Languages
You can customize the business objects used in incident management to use field control, support you in fulfilling regulatory requirements, and store attached documents. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Field Control
Create Regulations
Specify Attachment Type Schema
Process Foundation
You can customize the process foundation to support your incident-specific processes. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Process Definitions
BAdI: Create and Initialize Process Control Objects (PCBOs)
Extend and Adapt Processes
Once you have configured processes for incident management, you can perform checks on the system, display the configured processes, and collect statistics about your processes. For more information, see the following Customizing activities for Foundation for EHS Management:
Check Configuration of Workflow System
List Configured Processes
Schedule Jobs for Process Statistics
Actions During incident recording, you can specify actions and notifications in response to incidents, or to prevent future incidents from occurring. In Customizing, you can configure the settings for actions and notifications. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Types
Specify Subjects
Specify Effectiveness
Specify Protection Goals
Specify Templates
BAdI: Define Process Steps
Print Forms and Interactive Forms Forms necessary for recording incident details and reporting incidents are integrated into the incident recording process. You can configure the available forms and their grouping. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Forms
Specify Form Groups and Assign Forms
Integration In incident management, you can use data from other SAP components, for example, assets from Plant Maintenance (PM), person information from Personnel Management (PA) and SAP Business Partner (BP), time data from Personnel Time Management (PT), materials from Material Management (MM), and notification types from Cross-Application Components. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Destinations for Integration
Note that the documentation for this activity contains information about specifying destinations to make integrated data available, as well as notes about the data that you can access only on your local system.
Specify Notification Types
Check Authorizations for Person Information
Specify Relevant Subtypes for a Party Infotype
Specify Contractual Relationships
Locations You can use locations in incident management to describe where an incident occurred. For more information, see the following Customizing activities for Foundation for EHS Management:
Specify Number Range Intervals for Location ID
Enable / Disable PM Integration
Configure Periodical PM Synchronization
Specify Authorization Groups
Specify Location Types
Configure Embedded Search Use In this organizational activity, you can learn about using the Embedded Search service in the SAP EHS Management (EHSMGM) component. Requirements You have the SAP_ESH_LOCAL_ADMIN role assigned to your user. Activities If you want to use the NetWeaver Enterprise Search, you must first make the general settings in Customizing for SAP NetWeaver under Search -> Embedded Search. To activate the search function, you need to make the following additional configurations: 1. Create a search object connector from the EHHSS_BO_INCIDENT template in EHS Management. 2. Schedule indexing for the search object connector as follows: for the object types EHHSS_BO_INCIDENT, USER_AUTHORITY, and EHFND_TEXT_COLLECT, create real-time indexing. All other object types contain Customizing data and only need to be indexed as required, for example, for scheduling indexing once a week or for a manual start. Further information For more information about SAP NetWeaver Enterprise Search, see SAP Help Portal at http://help.sap.com -> SAP NetWeaver Enterprise Search.
Specify Number Range Intervals for EHS Management Use A unique number is assigned to each record created during incident recording in SAP EHS Management. The appropriate number range object determines the number automatically by the system. In this Customizing activity, you can define number range intervals for the following number range objects:
EHFNDACTID – Action Identifier
EHFNDLCNID – Location Identifier
EHFNDPSEID – Process Setup ID
EHFNDRPTID – Report ID
EHHSSCASID – Person Injured External Case ID
EHHSSINCID – Incident Management Identifier
EHHSSPIID – ID for initial persons This is required for PERID conversion.
Standard settings The standard system is delivered with a predefined set of intervals for the number range objects mentioned above. Activities 1. Specify the object for which you want to define a number range interval. 2. Display the existing number range intervals. 3. To define a number range interval for internal number assignment, enter the value IE. 4. Specify the limits of the number range interval. The individual number range intervals must not overlap. 5. If the number range interval is intended for external number assignment, set the Ext indicator. 6. To transport the number range interval, select Interval -> Transport. Caution When you transport the newly-defined number range intervals, all existing intervals are deleted so that only the new number range intervals are available in the target system. The number status, however, is saved. That is, numbers are always assigned sequentially. The next assigned number follows on from the number assigned to the object before the transport.
Specify Regulations Use In this Customizing activity, you can specify which regulations apply to a certain incident group, incident category, region, and country. The system uses these settings to provide the regulatory information for processing the incident data records that have the specified group, category, country and region.
Requirements You have created regulations in the Customizing activity Create Regulations. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Adapt Workflows for Incident Mangement Use In this activity, you can learn about the organizational activities for adapting the workflows of SAP Business Workflow to suit your customer-specific processes. The process foundation of the SAP EHS Management (EHS-MGM) component makes integration with workflows possible. You can adapt workflows to your processes in the following ways:
Change the workflow template
Add steps within a process
Call further logic from a workflow task (process step)
Use a dispatcher to send notifications about changes to the data record
Requirements You have specified processes for the health and safety (HSS) component in the Customizing activity Specify Process Definitions for Foundation for EHS Management. You have checked the processes by implementing the Customizing activity List Configured Processes for Foundation for EHS Management. Standard settings The standard system is delivered with examples. The standard system is delivered with settings for a fatality notification functionality. If you want to use this functionality, do not make changes to the current process definition for the incident lifecycle process in the Customizing activity Specify Process Definitions. When a fatality is recorded in incident management, this functionality raises the event FATALITY_OCCURRED of the PCO in the incident lifecycle process (CL_EHHSS_PCO_INC_LC). The workflow retrieves the people to be notified, and the system assigns these people to workflow task 500086. Then, the system starts the notification workflow for each person. The following workflow templates are delivered with the corresponding PCO class and event: WF Template
PCO Class Name and Event
500001 - EHHSS_INC
CL_EHHSS_PCO_INC_LC
500002 - EHHSS_INQY
CL_EHHSS_PCO_INC_INQUIRY
500003 - EHHSS_APPR
CL_EHHSS_PCO_INC_APPROVAL
500004 - EHHSS_NOTI
CL_EHHSS_PCO_INC_NOTIFIC
500005 - EHHSS_ACT
CL_EHHSS_PCO_INC_ACTION_STD
500006 - EHHSS_DPAT
CL_EHHSS_PCO_INC_LC
500031 - EHHSS_INV_LC CL_EHHSS_PCO_INV_LC 500032 - EHHSS_INVSTP CL_EHHSS_PCO_INV_STEP 500034 - EHHSS_REPORT CL_EHHSS_PCO_INC_REPORT 500036 - EHHSS_ACT_PM CL_EHHSS_PCO_INC_ACTION_PM 500037 - EHHSS_ACT_CS CL_EHHSS_PCO_INC_ACTION_CS 500038 - EHHSS_ACT_QM CL_EHHSS_PCO_INC_ACTION_QM 500039 - EHHSS_HR_ABS CL_EHHSS_PCO_INC_HR_ABSENCE 500040 - EHHSS_HRANTF CL_EHHSS_PCO_INC_HR_ABS_NOTI 500051 - EHHSS_RPT_CR CL_EHHSS_PCO_INC_REPORT_GEN
Activities To adapt workflows, you can perform the following activities:
You can change the process flow directly in the workflow template (in the Workflow Builder), or copy the delivered template to the customer-specific namespace.
You can add additional steps within a process by performing the following steps: 1. Change the workflow template (or copy the delivery to the customer-specific namespace) 2. Create further steps and (if necessary) workflow tasks in the customer-specific namespace in the Customizing activity Define Tasks and Actions for Cross-Application Components. 3. Add the new tasks to the workflow inbox configuration in the Customizing activity Assign Task IDs to POWL Types for Cross-Application Components. Enter the application ID EHHSS_INBOX and the POWL type EHHSS_INBOX_TYPE for your task. 4. Activate the workflow template.
You can add logic that can be called from a workflow task (process step) by performing the following steps: 1. Create a PCO class that inherits from the delivered class of the process that is specified in the Customizing activity Configure Process Definitions. It is recommended to inherit from the delivery class and adapt it with further public methods. To include your business logic, use one of the following two options:
o
Implement the logic directly in the PCO method.
o
Implement the logic in a BOPF action of the corresponding process control business object (PCBO). Note: this is the architecture that SAP EHS Management follows.
2. Use the standard event (WORKITEM_COMPLETED) if you open a dialog and the workflow has to wait for an event. If you want to use a more specific event, you must define the new event on the PCO class. For the dialog to raise the new event to continue the workflow, you can use the static method RAISE_WF_EVENT of the root PCO CL_EHFND_WFF_ROOT_PCO. 3. After you have finished implementing and adapting the workflow template, configure the new PCO class in the process definition in the Customizing activity Configure Process Definitions for Incident Management.
You can use the dispatcher workflow to react to changes in the incident with an automatic notification. To add to the current changes that trigger a notification via the dispatcher process, start the dispatcher workflow and extend the workflow template as required.
Configure Process Definitions Use In this Customizing activity, you can configure the processes used in the incident management application of the SAP EHS Management (EHS-MGM) component. Requirements You have specified processes for the health and safety (HSS) component in the Customizing activity Specify Process Definitions for Foundation for EHS Management. You have ensured that the linkage between PCO classes and the corresponding workflows of SAP Business Workflow is correct by implementing the Customizing activity List Configured Processes for Foundation for EHS Management. Standard settings The standard system is delivered with examples. Activities
1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry. 3. If necessary, select the Exclude checkbox to exclude a process from process monitoring and analysis. Note that entries you change in this activity are changed as well in the Customizing activity Specify Process Definitions for Foundation for EHS Management.
Assign Default Roles to Workflow Tasks Use In this Customizing activity, you can assign default roles to workflow tasks that are used in the incident management application in SAP EHS Management (EHS-MGM). It is critical that you execute this activity if you want to use the process foundation to support your business processes. Requirements You have set up the workflow system in the Customizing activity Perform Automatic Workflow Customizing for Foundation for EHS Management. You have assigned the roles used in this report to the required users in the transaction PFCG. Standard settings In the standard system, there are no agents assigned to the workflow tasks used in incident management. The standard system is delivered with default roles. Activities
To implement the standard setup and automatically assign the roles, execute this activity once. For more information about the tasks and the roles that are assigned by this activity, see the report R_EHHSS_CONFIG_TASK_ROLES. Further information You can assign roles manually to tasks by opening each task in transaction PFTC_CHG.
Assign Forms to Regulations Use In this Customizing activity, you can assign the forms that are relevant to a specific regulation. The system makes these forms available in the data record only if the corresponding regulation applies. This activity is critical if you want to uses forms for reporting incidents, for example, to legal authorities, organization-internal recipients, or insurance companies. Requirements You have created regulations in the Customizing activity Create Regulations for Foundation for EHS Management. You have specified forms in the Customizing activity Specify Forms for Foundation for EHS Management. You have specified regulations for the incident group, incident category, region, and country in Customizing activity Specify Regulations for Incident Management. Standard settings
The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. 3. If you have created an internal regulation in Customizing activity Create Regulations and the corresponding internal forms in Customizing activity Specify Forms, you can assign these forms to the internal regulation. Example An incident involving a work-related injury occurred in the United States and is subject to OSHA reporting requirements. You use the following settings delivered in the standard system:
OSHA regulation (EHFND_US_OSHA) specified for the United States (US), for incidents (001 Incident), and for the incident group for injury/illness (EHHSS_IGR_OCC_INC)
OSHA 301 report form (OSHA_301) is assigned to the OSHA regulation (EHFND_US_OSHA) as a legal report
When you choose to add a report form to the data record, the system proposes the OSHA 301 form.
Generate Forms for Offline Recording Use In this Customizing activity, you can generate offline forms that are used for recording a near miss or a safety observation, for example. You can store the forms on a medium (such as an Intranet or a public file share) that can be accessed by all persons who should be able to use them to report such events. Requirements You have specified the offline forms in the Customizing activity Specify Forms for Foundation for EHS Management. Standard settings The standard system is delivered with examples. You can use the following example forms for offline recording:
INC_OFFLINE_REC_NM - Form for recording near misses offline
INC_OFFLINE_REC_SO - Form for recording safety observations offline
Activities Select the form for offline recording in the language you require, and store it on a public medium. Ensure that when you generate the form, you only select a form for offline recording; otherwise, an exception may occur. Further information
If you use the example forms delivered in the standard system, you can record safety observations and near misses offline and choose the Send pushbutton in the form to submit it to the incident manager. The form is sent by e-mail to the system, where the e-mail inbound handler creates a data record for the near miss or safety observation using the inbound persister of the corresponding form. For more information about setting up the inbound handling of forms, see Define InboundProcessing for E-Mails.
Define Inbound Processing for E-Mails Use An e-mail inbound process is often required in the SAP EHS Management (EHS-MGM) component. For example, the recipient of an inquiry completes a form and sends it back to a defined e-mail address. The system attaches the returned form to the relevant workflow and the business process continues. In this Customizing activity, you can define how the system processes such inbound e-mails by configuring the e-mail exit handler for each e-mail address that should receive the relevant form. Requirements
You have configured the inbound e-mail address for each form in the Customizing activity Specify Forms.
Your company's e-mail system is set up in such a way that it forwards the e-mail to the SAP EHS Management component based on the e-mail address that is configured for the form.
You have assigned the PFCG role SAP_EHSM_HSS_INCIDENT_EML_REC to the user SAPCONNECT. This role contains the authorization profiles needed to receive and process e-mails.
Standard settings There is a default exit handler for EHS Management: CL_EHHSS_INC_INB_PROC_BCS. It logs the e-mails that are received using the SAP Application Log. You can use transaction SLG1 to view the logs by entering the following parameters: Object: EHHSS_BO_INC Subobject: EHHSS_AIF_INC_INBD Activities In this Customizing activity, you should specify the following parameters:
Communication Type: Internet Mail
Recipient Address: Specify the e-mail address(es) that are configured for the corresponding forms. If you use an asterisk (*) as the value, this inbound handler is called for each e-mail address. However, it is recommended that you use the recipient address(es) of the forms that are configured.
Document Class: *
Exit Name: CL_EHHSS_INC_INB_PROC_BCS
If you want to change how the e-mail exit handler behaves, you can create your own implementation that inherits from the default class. In this case, go to transaction SE24, create a new class that inherits from CL_EHHSS_INC_INB_PROC_BCS, and modify the HANDLE_FORMS method.
Specify Inquiry Forms Use In this Customizing activity, you can specify which inquiry forms are assigned to which reference category when an event is reported in the SAP EHS Management (EHS-MGM) component. Requirements You have specified forms in Customizing activity Specify Forms for Foundation for EHS Management. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Incident Groups Use In this Customizing activity, you can define additional incident groups. Depending on the data you enter during the initial recording step for the incident record, the system automatically classifies incidents according to groups, such as Release. You can change this classification during the review and completion step. If you assign an incident group delivered with the standard system, the system modifies the user interface to either reveal relevant or hide irrelevant incident parameters. If you assign a customer-specified group, this will have no effect on the user interface. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident Group Definition Classifies the incident based on whether it is, for example, an injury or illness. Use If you assign one or more than one incident group to an incident, the system automatically displays relevant data fields or hides unnecessary data fields in the incident record.
Specify Near Miss Groups Use In this Customizing activity, you can define additional near miss groups. You can use near miss groups to classify near misses, either during the initial recording step or during the review and completion step for incident records. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Near Miss Group Definition Classifies the near miss based on the situation it involved, for example, an unsafe action. Use You can select more than one near miss group, if necessary.
Specify Safety Observation Groups Use In this Customizing activity, you can define additional safety observation groups. You can use safety observation groups to classify safety observations, either during the initial recording step or during the review and completion step for incident records. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Safety Observation Group classifies the safety observation based on the situation it involved, for example, the use of defective material. You can select more than one safety observation group, if necessary.
Specify Location Classifications Use In this Customizing activity, you can define the location types. During the initial recording step for the incident record, you can enter a location type which describes where the incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Location Classification specifies the primary or initial location where the incident occurred. You can use the location classification for reporting and statistical purposes
Specify Wind Directions Use In this Customizing activity, you can define the wind directions. During the review and completion step for incident records, you can enter a wind direction. This parameter contributes to the weather description for an incident. Standard settings The standard system is delivered with examples. In the standard delivery, weather data is entered only for incidents that involved a release. For more information, see the documentation under Specify Incident Groups. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Specify Estimated Risk Types Use In this Customizing activity, you can define estimated risk types for near misses and safety observations. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Estimated Risk Type indicates the potential risk of a future incident resulting from the circumstances of a near miss or safety observation.
Specify Roles Use In this Customizing activity, you can define the roles of an involved person or organization. You can also define that a role can be used only for certain incident categories by selecting the corresponding indicators. Note The person roles you define in this Customizing activity do not correspond with the roles that are assigned to business partners. You can define business partner roles in Customizing for Cross-Application Components under SAP Business Partner -> Business Partner -> Basic Settings -> Business Partner Roles -> Define BP Roles. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Role of Involved Person indicates the role or roles of a person or organization involved in an incident, such as a Witness.
Injured Person
Specify Incident Types Use In this Customizing activity, you can define different incident types for incidents that involve the injury or illness of an involved person. For each incident type, you can specify whether it is occupational or non-occupational according to the regulations that are valid for your company. You can select an incident type during incident recording to classify an incident with regard to the resulting injury or illness. The classification is required for legal reporting.
Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident Type classifies further the type of incident that occurred, such as an incident on the way to work. Depending on regulations, different types of incident are relevant for legal reporting. You can use the incident type to determine which incidents are taken into account for reporting purposes. For example, if you select an incident type that is classified as occupational according to OSHA standards, the incident is included in the OSHA 300 Log.
Specify Additional Reporting Criteria (OSHA) Use In this Customizing activity, you can define additional reporting criteria for OSHA reporting. OSHA regulations require that certain cases of injury or illness are explicitly reported beyond general reporting criteria, such as the following:
Needlestick and sharps injuries (in case of contamination with another person's blood or other potentially infectious material)
Tuberculosis
Hearing losses
Cases involving medical removal
Standard settings The standard system is delivered with example definitions for the above-named cases of injury or illness. The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node PERSON_INJ_INFO -> field control profile OSHA in the Customizing activity Specify Field Control for Foundation for EHS Management. Activities
1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Location of Death Types Use In this Customizing activity, you can define different location of death types. During incident recording, you can use these types to specify where a person died. Standard settings The standard system is delivered with examples. The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node PERSON_INJ_INFO -> field control profile FATALITY_STATE in Customizing activity Specify Field Control for Foundation for EHS Management. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Transportation to First Aid Use In this Customizing activity, you can define different means of transportation that can be used to take injured persons to first aid treatment. Standard settings The standard system is delivered with examples. The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node PERSON_INJ_INFO -> field control profile OSHA in the Customizing activity Specify Field Control for Foundation for EHS Management. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Transportation to Further Treatment Use
In this Customizing activity, you can define different means of transportation that can be used to take an injured person from first aid treatment to further treatment or to their home. Standard settings The standard system is delivered with examples. The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node PERSON_INJ_INFO -> field control profile OSHA in the Customizing activity Specify Field Control for Foundation for EHS Management. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Cause of Death Types Use In this Customizing activity, you can define different cause of death types. During incident recording, you can use these types to specify why a person died. Standard settings
The standard system is delivered with examples. The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node PERSON_INJ_INFO -> field control profile FATALITY_STATE in Customizing activity Specify Field Control for Foundation for EHS Management. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Injury/Illness Classifications Use In this Customizing activity, you can define an injury or illness classification according to the current OSHA standards. This classification is required to classify the injury or illness in legal reporting. Standard settings The standard system is delivered with examples.
Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Injury/Illness Classification classifies the injury or illness type according to OSHA standards, for example, as an injury or one of several occupational health conditions. The OSHA 300 form collects data on specific occupational health conditions, such as the following: Skin diseases or disorders Respiratory conditions Poisoning Hearing loss All other illnesses After specifying a classification for an injury or illness, you can select only the injury or illness types that correspond to the selected classification. Injury/Illness Type indicates the type of injury or illness that an injured person suffered due to an incident. Each injury/illness type is classified according to an OSHA-specific injury/illness classification.
Specify Injury/Illness Types Use In this Customizing activity, you can define different injury and illness types that give a detailed description of the injury or illness caused by the incident. Each injury or illness type must be assigned to an injury or illness class as defined in the injury/illness classification to allow a classification according to OSHA standards. Requirements You have defined an injury/illness classification in the Customizing activity Specify Injury/Illness Classification. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and their definitions (extra short and long). Adapt them as required. If the system should automatically display a value on the user interface, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional injury or illness types and assign them to an injury/illness class. A unique key must be assigned to each entry.
Specify Body Parts Use In this Customizing activity, you can define the different body parts of a person that can be injured during an incident. During incident recording, you can use these definitions to give a detailed description of the injury. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Body Sides Use In this Customizing activity, you can define the different sides of a person's body that can be injured during an incident. During incident recording, you can use these definitions to give a detailed description of the injury. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Restriction Types Use In this Customizing activity, you can define different restriction types. During incident recording, you can assign these restriction types to an injured person to give detailed information about the consequences of an injury or illness. Note To specify the absence types that are relevant for incident recording, you use the Customizing activity Specify Relevant HR Absence Types. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Influencing Factors
Specify Incident-Causing Objects Use In this Customizing activity, you can define different incident-causing objects. During incident recording, you can specify these objects to provide detailed information about why an incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Movements of Incident-Causing Objects Use In this Customizing activity, you can define different kinds of movement referring to the incident-causing object. During incident recording, you can specify these movements to provide detailed information about why an incident occurred. Standard settings The standard system is delivered with examples. The standard system is delivered with field control settings that display this field only when an incident-causing object exists. For more information, see the settings for business object EHHSS_INCIDENT -> node HEALTH_SAF_INFO -> field control profile INC_CAUSING_SUBST_IN in Customizing activity Specify Field Control for Foundation for EHS Management. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry.
2. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident-Causing Object Definition Specifies an object that contributed to the occurrence of the incident. Dependencies To further describe what happened to the incident-causing object at the time of the incident, you can also specify the movement of this object.
Specify Activities of Injured Persons Use In this Customizing activity, you can define different activities that describe what the injured person was doing when the incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Movements of Injured Persons Use In this Customizing activity, you can define different kinds of movement. During incident recording, you can use these movement definitions to provide detailed information about what the injured person was doing when the incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Personal Protective Equipment Use In this Customizing activity, you can define the personal protective equipment that can or must be used for certain jobs. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify External Influences Use
In this Customizing activity, you can define different external influences. During incident recording, you can specify these external influences to provide detailed information about the circumstances under which an incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
External Influence specifies an external influence that contributed to the incident, for example, rain or snow.
Specify Immediate Actions Use In this Customizing activity, you can define different actions describing the steps that are taken immediately after an incident occurred. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry. Example
Specify Technical Safety Devices Use In this Customizing activity, you can define different technical safety devices. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Assets
Specify Involved Assets - Equipment Types Use In this Customizing activity, you can specify the equipment types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select equipment types from Plant Maintenance (PM) to restrict the number of available equipment types in EHS-MGM
Define new equipment types for EHS-MGM
Requirements If you want to select equipment types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as equipment types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without equipment types. Activities
If you want to use a restricted number of PM equipment types for EHS-MGM, select the required equipment types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected equipment types in PM. Note To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use equipment types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any equipment types, all PM equipment types can be selected during incident recording. However, once you have specified equipment types for EHS-MGM, you can only use the equipment types that are defined in this Customizing activity.
Recommendation Although it is possible to use PM equipment types together with equipment types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM equipment type, for example, but you would not find a PM equipment type for it, which could cause some confusion. Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types. In the incident recording, it shall be possible to add pieces of equipment from Plant Maintenance with the technical object type 1000 or 2000 as pieces of equipment to an incident. Specify the following entries: Equipment Type Equipment Type Description 1000
Incident Equipment 1000
2000
Incident Equipment 2000
As a result, it is possible to add pieces of equipment with the equipment type 1000 or 2000 to an incident.
Definition: type of technical object Plant Maintenance (PM) A division of a technical object for precise description. Example Category of technical object: "Fleet objects" Type of technical object: "Heavy goods vehicle," "Automobile," "Fork-lift truck"
Specify Involved Assets - Property Types Use In this Customizing activity, you can specify the property types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select property types from Plant Maintenance (PM) to restrict the number of available property types in EHS-MGM
Define new property types for EHS-MGM
Requirements
If you want to select property types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as property types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without property types. Activities
If you want to use a restricted number of PM property types for EHS-MGM, select the required property types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected property types in PM. Note To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use property types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any property types, all PM property types can be selected during incident recording. However, once you have specified property types for EHS-MGM, you can only use the property types that are defined in this Customizing activity. Recommendation Although it is possible to use PM property types together with property types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM property type, for example, but you would not find a PM property type for it, which could cause some confusion. Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types. In the incident recording, it shall be possible to add properties from Plant Maintenance with the technical object type 1000 or 2000 as properties to an incident. Specify the following entries: Property Type Property Type Description 1000
Incident Property 1000
2000
Incident Property 2000
As a result, it is possible to add properties with the property type 1000 or 2000 to an incident.
Definition: type of technical object - Plant Maintenance (PM) A division of a technical object for precise description. Example Category of technical object: "Fleet objects" Type of technical object: "Heavy goods vehicle," "Automobile," "Fork-lift truck"
Specify Involved Assets - Vehicle Types Use In this Customizing activity, you can specify the vehicle types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select vehicle types from Plant Maintenance (PM) to restrict the number of available vehicle types in EHS-MGM
Define new vehicle types for EHS-MGM
Requirements If you want to select vehicle types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as vehicle types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without vehicle types. Activities
If you want to use a restricted number of PM vehicle types for EHS-MGM, select the required vehicle types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected vehicle types in PM. Note To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use vehicle types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any vehicle types, all PM vehicle types can be selected during incident recording. However, once you have specified vehicle types for EHS-MGM, you can only use the vehicle types that are defined in this Customizing activity. Recommendation Although it is possible to use PM vehicle types together with vehicle types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM vehicle type, for example, but you would not find a PM vehicle type for it, which could cause some confusion. Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types.
In the incident recording, it shall be possible to add vehicles from Plant Maintenance with the technical object type 1000 or 2000 as vehicles to an incident. Specify the following entries: Vehicle Type Vehicle Type Description 1000
Incident Vehicle 1000
2000
Incident Vehicle 2000
As a result, it is possible to add vehicles with the vehicle type 1000 or 2000 to an incident.
Specify Damage Types Use In this Customizing activity, you can define the damage types. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Damage Type describes the type of damage (such as water or fire damage) that was caused by the incident or that could be caused by the circumstances of the near miss or safety observation.
Specify Release Types Use In this Customizing activity, you can define release types. When you review and complete an incident record, you use release types to describe how a material was released. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry.
2. If necessary, define additional entries. A unique key must be assigned to each entry.
Release Type Definition Indicates the type of release that occurred during the incident, for example, a release into the air, water, or ground.
Specify Release Sizes Use In this Customizing activity, you can define release sizes. When you review and complete an incident record, you use these release sizes to describe the amount of material that was released. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Release Size Definition Indicates the size of the release that occurred during the incident.
Specify Material States Use In this Customizing activity, you can define material states. When you review and complete an incident record, you use these states to give a detailed description of the material that was released. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Material State indicates the state of matter for a material that is released. For example, an oil release is a material released in a liquid state.
Specify Affected Land Types Use In this Customizing activity, you can define different land types. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Affected Land Type indicates the type of land affected by the release during an incident.
Specify Disposal Methods Use
In this Customizing activity, you can define different disposal methods. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Disposal Sites Use In this Customizing activity, you can define different types of disposal sites. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Material Disposal Site indicates the disposal site for a material that was recovered after a release.
Specify Recovery Methods Use In this Customizing activity, you can define different recovery methods Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Material Recovery Method Definition Indicates how a material that was released during an incident was recovered.
Specify Waste Types Use In this Customizing activity, you can define different waste types. When you review and complete an incident record, you use these waste type to indicate how dangerous the released material is to the environment. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Waste Type Definition Classifies the disposed material according to the type of waste it is, for example, hazardous.
Specify Cleanup Methods Use In this Customizing activity, you can define different cleanup methods. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Cleanup Method indicates how the released material was cleaned up, for example, burning in situ.
Specify Affected Areas Use
In this Customizing activity, you can define areas affected by the incident. When you review and complete an incident record, you can assess the risk to an area on the Risk Assessment tab. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Affected Area Definition Indicates an aspect or area of a business that an incident could affect. An incident could affect, for example, people. Use You can assess the risk to an area on the Risk Assessment tab by choosing values for the various risk parameters, for example, severity.
Specify Severity Use In this Customizing activity, you can define severity values and the corresponding risk scores. When you review and complete an incident record, you can assign a severity value to an affected area on the Risk Assessment tab. The severity is one of several risk parameters used to calculate the risk to that area. Requirements You have defined affected areas in the Specify Affected Areas Customizing activity. Standard settings The standard system is delivered with examples. There is a unique set of severity values for each area. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. Check the existing example scores under Risk Score and adapt them as required.
3. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident Severity Definition Indicates the severity of an incident with respect to a specific area. Each severity value has a corresponding score value that is used in the risk calculation. Use You can enter a severity value for an affected area on the Risk Assessment tab. The severity is one of several risk parameters used to calculate the risk to the corresponding area. Risk Rating Definition Specifies the risk to a specific area. The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range (between a lower score limit and an upper score limit). Use You can assess the risk potential for a specific affected area by entering information for relevant risk parameters, such as the severity on the Risk Assessment tab. Affected Area indicates an aspect or area of a business that an incident could affect. An incident could affect, for example, people. You can assess the risk to an area on the Risk Assessment tab by choosing values for the various risk parameters, for example, severity. Score for Risk Assessment Definition Indicates the score that the system uses for a risk parameter when it calculates the risk rating for a specific area. Use The system automatically calculates the sum of the risk parameter scores to provide the total risk score. Dependencies You can define the risk parameter scores for risk assessment in the following activities in Customizing for SAP EHS Management: Specify Incident Severity Specify Incident Likelihood Specify Incident Frequency Specify Incident Duration Classifications Example You can select a severity value, such as minor, for an area in the Risk Assessment tab. The selected severity value has a corresponding score. This score contributes to the total risk score.
Specify Frequency Use
In this Customizing activity, you can define frequency values. When you review and complete an incident record, you can assign a frequency value to an affected area on the Risk Assessment tab. Each frequency value has a corresponding score value. The frequency is one of several risk parameters used to calculate the risk to an area. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. Check the existing example scores under Risk Score and adapt them as required. 3. If necessary, define additional entries. A unique key must be assigned to each entry.
Specify Likelihood Use In this Customizing activity, you can define likelihood values. When you review and complete an incident record, you can assign a likelihood value to an affected area on the Risk Assessment tab. Each likelihood value has a corresponding score value. The likelihood is one of several risk parameters used to calculate the risk to an area.
Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. Check the existing example scores under Risk Score and adapt them as required. 3. If necessary, define additional entries. A unique key must be assigned to each entry.
Likelihood to Reoccur Definition Indicates the likelihood that an incident will reoccur and affect a specific area. Each likelihood value has a corresponding score value.
Use You can enter the likelihood that an area will be affected again on the Risk Assessment tab. The likelihood is one of several risk indicators used to calculate the risk to the corresponding area.
Specify Frequency Use In this Customizing activity, you can define frequency values. When you review and complete an incident record, you can assign a frequency value to an affected area on the Risk Assessment tab. Each frequency value has a corresponding score value. The frequency is one of several risk parameters used to calculate the risk to an area. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. Check the existing example scores under Risk Score and adapt them as required. 3. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident Frequency Definition
Indicates the frequency that an incident may occur with respect to a specific area. Each frequency value has a corresponding score value. Use You can enter the frequency for an affected area on the Risk Assessment tab. The frequency is one of several risk indicators used to calculate the risk to the corresponding area.
Risk Rating Definition Specifies the risk to a specific area. The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range (between a lower score limit and an upper score limit). Use You can assess the risk potential for a specific affected area by entering information for relevant risk parameters, such as the severity on the Risk Assessment tab
Lower Score Limit for Risk Assessment Definition Indicates the lowest score in a range of possible scores used to derive an overall risk rating for an affected area.
Use The system automatically assigns a risk rating when the sum of the risk scores falls between the lower score limit and the upper score limit.
Upper Score Limit for Risk Assessment Definition Indicates the highest score in a range of possible scores used to derive an overall risk rating for an affected area.
Use The system automatically assigns a risk rating when the sum of the risk scores falls between the lower score limit and the upper score limit.
Specify Duration Classifications Use In this Customizing activity, you can define duration classifications. When you review and complete an incident record in incident management, you can assign a duration to an affected area on the Risk Assessment tab. Each duration classification has a corresponding score value. The duration is one of several risk parameters used to calculate the risk to an area. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. Check the existing example scores under Risk Score and adapt them as required. 3. If necessary, define additional entries. A unique key must be assigned to each entry.
Incident Duration Classification Definition Classifies the duration of the exposure or hazard as it relates to a specific area. Each duration classification has a corresponding score value.
Use You can enter the duration classification for an affected area on the Risk Assessment tab. The duration is one of several risk parameters used to calculate the risk to the corresponding area.
Specify Risk Ratings Use
In this Customizing activity, you can define risk ratings. When you review and complete an incident record, you can assess the risk to an affected area on the Risk Assessment tab by entering information for the following risk parameters:
Severity
Likelihood to Reoccur
Frequency
Duration
You can enter a data value for each risk parameter. A risk score is assigned to each of these values. The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range (between a lower score limit and an upper score limit). Requirements You have defined risk score values in the following Customizing activities:
Specify Incident Severity
Specify Incident Likelihood
Specify Incident Frequency
Specify Incident Duration Classifications
Standard settings The standard system is delivered with examples. Activities 1. Select the Default checkbox if you want the system to display a specific risk rating on the Risk Assessment tab automatically until a different risk rating is calculated. 2. In the Description (XS) field, enter a letter grade or word to describe the corresponding Risk Rating value. You can use generic descriptors, such as C or Moderate. 3. In the Description (L) field, enter words or a phrase to further describe the risk rating, for example, Acceptable with Controls. 4. In the Risk Icon field, enter the color of the LED icon that is to be displayed for the corresponding risk rating. 5. In the Lower Score field, enter the lowest score for the range of possible scores for the corresponding risk rating. Risk rating ranges must not overlap, that is, the lower score for one risk rating must not have the same value as the upper score for another risk rating. 6. In the Upper Score field, enter the highest score for the range of possible scores for the corresponding risk rating.
Risk Rating specifies the risk to a specific area. The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range (between a lower score limit and an upper score limit). You can assess the risk potential for a specific affected area by entering information for relevant risk parameters, such as the severity on the Risk Assessment tab.
BAdI: Calculate Risk Assessment and Determine Risk Icon Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to adapt the standard logic to calculate the risk assessment and to determine the risk icons that are displayed. The risk icons are set according to the risk rating. The risk rating is calculated for each affected area based on configurable scores for the following risk parameters: severity, likelihood to reoccur, frequency and duration. The calculated value can be manually overwritten by the user. The default logic for calculating the risk assessment and determining the risk icons is as follows:
The scores of the affected areas are added
The rating is determined according to the lower and upper limit of the sum of scores
The risk icon is determined according to the risk rating configuration
The BAdI method calculate_risk receives the risk assessment type (initial or residual), the precalculated sum of risk scores, the distinctive scores for severity, likelihood to reoccur, frequency and duration, and returns the value for the risk icon. Requirements You have made the following settings in the Customizing for SAP EHS Management under Incident Management: Specify Affected Areas Specify Severity Specify Likelihood Specify Frequency Specify Duration Classifications Specify Risk Ratings Standard settings This BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
Specify Violation Categories Use In this Customizing activity, you can define violation categories. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Violation Category specifies the violation category, for example, repeated violations or serious violations.
Specify Violation Types Use In this Customizing activity, you can define violation types. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Violation Type Definition Specifies the violation type, for example, a violation that is directly related to a training issue.
Specify Violation Sources Use
In this Customizing activity, you can define violation sources. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Violation Source indicates the source organization, agency, or type of person that reported the violation.
Specify Financial Transaction Categories Use In this Customizing activity, you can specify the categories that are used to record financial information. Standard settings
The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. A unique key must be assigned to each entry. 3. If necessary, maintain exchange rates in Customizing for SAP NetWeaver under General Settings -> Currencies -> Enter Exchange Rates.
Business Add-Ins (BAdIs) for Checks
BAdI: Check Readiness for Action Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to perform checks on the following actions:
Set incident status to Closed
Set incident status to Void
Set investigation status to Closed
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary, you can deactivate this implementation and use a customer-specific check instead. Caution If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal requirements, for example, when generating legal reports based on the incident data. Standard settings The BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Implementations
BADI_RDY_FOR_ACT_INC_CLOSE
This BAdI implementation performs the following checks:
o
Check if the Restricted Access attribute for the incident is set to Yes or No
o
Check if an incident group is assigned
o
Check if the Investigation Required attribute is set to Yes or No
o
If an investigation is required, check if the investigation is completed
o
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
o
Check for an injured person
o
If the incident is classified as Release, check if at least one release is assigned
o
Check if the Reporting Required attribute for a release is set to Yes or No
o
Check if assessments are complete and confirmed
o
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
o
If the incident has actions assigned, check if all actions that are not recurring are complete
o
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
o
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID This BAdI implementation does not perform any checks in the standard system. You need to create your own implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE This BAdI implementation performs the following checks:
o
Check if the Investigation Required attribute is set to Yes or No
o
Check if an investigation lead is assigned
o
Check if a major root cause is selected
o
Check if all investigation steps are complete
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
o
001 Incident
o
002 Near Miss
o
003 Safety Observation
ACTION_NAME
o
SET_VOID_ROOT
o
SET_CLOSED_ROOT
o
INVESTIG_RESULT_SET_CLOSED
NODE_NAME You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example You want to define a check that is only executed if:
The incident is a Near Miss
The action that is performed to set the status to Closed
The BASIC_INFO_ALL node is processed.
To do this, set the following filter values:
INCIDENT_CATEGORY = 002 (Near Miss)
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
BAdI: Check Incident Reports Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to perform checks for data completeness in incident reports. If you implement customer-specific checks , you must ensure that these are complete in terms of data consistency and legal requirements, for example, when generating legal reports based on the incident data. Caution If you deactivate or change a check, you must also ensure that all actions are complete or are in the process of completing. Standard settings The BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Implementations
BADI_IRT_CHECK_OSHA_301 This BAdI implementation performs the following checks:
o
Check if the person exists in HR or exists as a business partner
o
Check if a first physician or a further treatment provider is maintained
o
Check if the Emergency Room attribute is set to Yes or No
o
Check if the Inpatient Overnight attribute is set to Yes or No
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Check if the actual start working time for the injured person is maintained
o
Check if either an activity was selected, or a free text description for the injured person's activity is maintained
o
Check if a statement that can be included in reports is maintained
o
If an injury/illness is maintained, check if the injury/illness information and body part information is maintained
o
Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined
o
Check if the incident-causing object or an incident-causing substance is maintained
o
Check if the Fatality attribute is set to Yes or No
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If the Fatality attribute is set to Yes, check if the date of death is maintained
BADI_IRT_CHECK_BG_UNF_BER This BAdI implementation performs the following checks:
o
Check if the person exists in HR or exists as a business partner
o
Check if the Fatality attribute is set to Yes or No
o
Check if the incident time zone is maintained
o
Check if the address where the incident occurred is maintained
o
Check if a statement that can be included in reports is maintained
o
Check if an injury/illness is maintained.
o
If an injury/illness was maintained, check if a body part is maintained
o
Check if a first physician or a further treatment provider is maintained
o
Check if the actual start working time for the injured person is maintained
o
Check if the actual end working time for the injured person is maintained
o
Check if the position description is maintained
o
Check if the duration in position is maintained
o
Check if the organizational unit of the injured person is maintained
o
Check if the ceased work date and time is maintained
o
Check if end dates of absences are maintained
BADI_IRT_CHECK_REL_REP This BAdI implementation does not perform any checks in the standard system. You need to create your own implementation if you want to implement customer-specific checks.
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. You can use the following filter values when defining customer-specific BAdI implementations:
Possible filter values for the incident category are:
o
INCIDENT_CATEGORY = 001 Incident
o
INCIDENT_CATEGORY = 002 Near Miss
o
INCIDENT_CATEGORY = 003 Safety Observation
Possible filter values for form names are all form names that are entered in Customizing for EHS Management.
Specify Step Categories Use In this Customizing activity, you can add new step categories and modify the categories that are provided with the standard system. This activity allows you to add your own functions to the investigation solution. Requirements To create new step categories, you have already developed the new FPM dialog box and variant for the review and completion step and for the investigation step quick activity. Standard settings
The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. If you want the system to display a value on the user interface automatically, you can select the Default checkbox for the corresponding entry. 2. If necessary, define additional entries. You can specify the form name of an existing Interactive Form (IF). This setting is used for offline investigation steps when the step is sent via e-mail as an IF to the person responsible for the step. For more information, see Specify Steps. We recommend that you create new categories instead of adapting existing categories to ensure that the standard examples are not affected. To create new step categories, you must enter the variant ID and dialog box ID. Note: You must ensure that this data is consistent since the system cannot validate this data fully.
Investigation Step Category Definition Specifies the unique key for the step category, for example, offline form, online form, or document. Use The step category contains information about the user interface (UI) that is used to represent and perform the investigation step. Dependencies You can specify investigation step categories in the Specify Step Categories Customizing activity.
Specify Steps Use In this Customizing activity, you can specify investigation steps and you can group these steps together to build the investigation process. You can specify offline steps, assign investigation templates, and specify a root cause hierarchy for the step definition. Requirements
To use offline forms, you have specified an Interactive Form for each offline step category in the Specify Step Categories Customizing activity.
To specify a root cause hierarchy for steps with the category EHHSS_ST_CAT_ROOTCAUS, you have specified a root cause hierarchy in the Specify Root Cause Types Customizing activity.
To use root cause steps for offline steps using the INV_ROOTCAUSE_FORM Interactive Form, the hierarchy has a maximum of three levels.
Standard settings
The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Investigation Step Category Definition Specifies the unique key for the step category, for example, offline form, online form, or document. Use The step category contains information about the user interface (UI) that is used to represent and perform the investigation step. Dependencies You can specify investigation step categories in the Specify Step Categories Customizing activity.
Specify Guidelines Use In this Customizing activity, you can assign investigation guidelines to incident categories and incident groups. The investigation lead can access these guidelines at the start of the investigation process. The investigation guideline is part of the template for the investigation flow that the system determines based on specific incident attributes. Activities Add new investigation guidelines, as required. To ensure that you have an overview of all guidelines that you have used, we recommend that you do not change or delete old guidelines. We recommend that you add new guidelines with a higher version number.
Specify Templates Use
In this Customizing activity, you can define investigation templates. You can assign investigation templates to specific kinds of incidents using criteria, such as incident category, incident group, plant ID, country, and region. You can also define the standard investigation steps in the template and the sequence in which these steps should be performed. Requirements If you want to assign templates to investigation steps, you have defined investigation steps in the Specify Steps Customizing activity. Activities 1. Specify investigation templates, as required. 2. Assign investigation templates to incidents using the criteria incident category, incident group, plant ID, country, and region. 3. Define the standard investigation steps that the template is composed of under Steps in Template. We recommend that you align the templates and guidelines for each incident category to ensure that the investigation lead can follow the prescribed process and guidelines. For more information, see the Specify Guidelines Customizing activity.
Specify Root Cause Types Use In this Customizing activity, you can specify the root cause hierarchies that you can use when you define investigation steps in the Specify Steps Customizing activity. Root cause hierarchies are used in investigation steps with the EHHSS_ST_CAT_ROOTCAUS category. Requirements To use root cause steps for offline steps with the INV_ROOTCAUSE_FORM Interactive Form, the hierarchy has a maximum of three levels. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries.
A unique key must be assigned to each entry. You must enter a description for each root cause. You must enter a unique description for each root cause hierarchy.
BAdI: Specify Investigation Lead Determination and Workflow Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. By default, the investigation lead is automatically set to the current incident manager. You can use this BAdI to change how the default investigation lead is determined. Standard settings For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
Schedule Jobs for Notification Status Check Use In this Customizing activity, you can schedule jobs for the report Check for Completed Notifications (R_EHHSS_ACT_CHECK_COMPL_EXT_NO). You can use this report to check whether incident management notifications have been completed in other components, such as Plant Maintenance (PM).
Check for Completed Notifications Purpose You use this report in SAP EHS Management (EHS-MGM) to check if incident management notifications have been completed in the following components: Plant Maintenance (PM) Customer Service (CS) Quality Management (QM)
Prerequisites
You have specified the destinations of the PM, CS, and QM systems in the Customizing activity Specify Destinations for Integration for Foundation for EHS Management. You have specified the notification types that you use in EHS-MGM in the Customizing activity Specify Notification Types for Foundation for EHS Management.
Features The report determines all incident management notifications that are in status In Process and checks whether these notifications have been set to Completed in the relevant component. For all notifications that have been completed, it triggers the next workflow step, which by default involves the creation of a workitem for the approver to complete the notification in the incident management application. All report actions are documented in the application log (object: EHHSS_BO_INC, subobject: EHHSS_IAC_EXT_NOTIF).
Activities Depending on the business processes of your company, you can use the Customizing activity Schedule Jobs for Notification Status Check to schedule the report periodically, for example, once a day.
Specify Involved Assets - Equipment Types Use
In this Customizing activity, you can specify the equipment types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select equipment types from Plant Maintenance (PM) to restrict the number of available equipment types in EHS-MGM
Define new equipment types for EHS-MGM
Requirements If you want to select equipment types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as equipment types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without equipment types. Activities
If you want to use a restricted number of PM equipment types for EHS-MGM, select the required equipment types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected equipment types in PM. Note To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use equipment types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any equipment types, all PM equipment types can be selected during incident recording. However, once you have specified equipment types for EHS-MGM, you can only use the equipment types that are defined in this Customizing activity. Recommendation Although it is possible to use PM equipment types together with equipment types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM equipment type, for example, but you would not find a PM equipment type for it, which could cause some confusion. Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types. In the incident recording, it shall be possible to add pieces of equipment from Plant Maintenance with the technical object type 1000 or 2000 as pieces of equipment to an incident. Specify the following entries: Equipment Type Equipment Type Description 1000
Incident Equipment 1000
2000
Incident Equipment 2000
As a result, it is possible to add pieces of equipment with the equipment type 1000 or 2000 to an incident.
Definition: equipment Plant Maintenance (PM) An individual, physical object that is maintained as an autonomous unit.
Specify Involved Assets - Property Types Use In this Customizing activity, you can specify the property types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select property types from Plant Maintenance (PM) to restrict the number of available property types in EHS-MGM
Define new property types for EHS-MGM
Requirements If you want to select property types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as property types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without property types. Activities
If you want to use a restricted number of PM property types for EHS-MGM, select the required property types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected property types in PM. Note To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use property types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any property types, all PM property types can be selected during incident recording. However, once you have specified property types for EHS-MGM, you can only use the property types that are defined in this Customizing activity. Recommendation Although it is possible to use PM property types together with property types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM property type, for example, but you would not find a PM property type for it, which could cause some confusion.
Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types. In the incident recording, it shall be possible to add properties from Plant Maintenance with the technical object type 1000 or 2000 as properties to an incident. Specify the following entries: Property Type Property Type Description 1000
Incident Property 1000
2000
Incident Property 2000
As a result, it is possible to add properties with the property type 1000 or 2000 to an incident.
Specify Involved Assets - Vehicle Types Use In this Customizing activity, you can specify the vehicle types that are allowed to be entered as a classification of an involved asset during incident recording of SAP EHS Management (EHS-MGM). You can do the following:
Select vehicle types from Plant Maintenance (PM) to restrict the number of available vehicle types in EHS-MGM
Define new vehicle types for EHS-MGM
Requirements If you want to select vehicle types from PM, you have defined technical object types in Customizing for Plant Maintenance under Define Types of Technical Objects. You can specify these technical object types as vehicle types in Customizing for SAP EHS Management. Standard settings The standard system is delivered without vehicle types. Activities
If you want to use a restricted number of PM vehicle types for EHS-MGM, select the required vehicle types and enter a description for all relevant languages. If you do not enter a description, the system automatically uses the description that is defined for the selected vehicle types in PM. Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then choose Goto -> Translation.
If you want to use vehicle types that are only relevant for EHS-MGM, define the required entries and enter a description for all relevant languages.
If you do not specify any vehicle types, all PM vehicle types can be selected during incident recording. However, once you have specified vehicle types for EHS-MGM, you can only use the vehicle types that are defined in this Customizing activity. Recommendation Although it is possible to use PM vehicle types together with vehicle types that are only relevant for EHS-MGM, we do not recommend this. If you used both, you would be able to select a non-PM vehicle type, for example, but you would not find a PM vehicle type for it, which could cause some confusion. Example In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are created with these technical object types. In the incident recording, it shall be possible to add vehicles from Plant Maintenance with the technical object type 1000 or 2000 as vehicles to an incident. Specify the following entries: Vehicle Type Vehicle Type Description 1000
Incident Vehicle 1000
2000
Incident Vehicle 2000
As a result, it is possible to add vehicles with the vehicle type 1000 or 2000 to an incident.
Check Customizing for Personnel Time Management Use
Integration with the SAP component Personnel Time Management (PT) allows you to access working time data and absences for injured persons during the review and completion step for incident records. Note As PT manages time data for employees, integration is only possible for internal persons. To be able to make full use of PTintegration, check that the following settings are correct before you activate PT integration for incident management: Personnel Time Management The link between person and absence is established based on the relationship between personnel subarea and absence type that is defined in Customizing for Personnel Time Management. This includes the following steps: 1. Group together personnel subareas for which the same absence types are valid (personnel subarea grouping) in the Customizing activity Group Personnel Subareas for Attendances and Absences. 2. Assign absence types to the personnel subarea groupings in the Customizing activity Define Absence Types The relationship between personnel subarea groupings and absence types is time-related. The validity period is limited by the start and end date of the relationship. Foundation for EHS Management For access to PT data, the required authorizations for the Absences infotype are assigned to all users with display authorization for incident records. For more information, see the Customizing activity Check Authorizations for Person Information.
Definition: employee Personnel Management (PA) A person who contributes or has contributed to the creation of goods and services in the enterprise based on a work contract or a contract for services. The employee constitutes the main focus of interest for the majority of Human Resource application components, such as Personnel Administration, Time Management, Payroll, and so on. All business processes in these application components relate to the employee.
Definition: personnel subarea Personnel Administration (PA-PA) An organizational entity that represents part of a personnel area. It is delimited according to personnel administration, time management, and payroll accounting criteria.
Definition: absence type Personnel Time Management (PT) The grouping of employees' scheduled absences and actual absences typically according to the reason for absence.
Absences can also be grouped for other personnel-related reasons, such as employee time accounts and valuation of personnel times. Different absence types are assigned to partial periods of time during a health cure. The sequence of partial periods and the assigned absence types can be displayed using an absence event.
Infotype Definition Contains a code that represents a specific infotype. Infotypes allow you to describe object attributes.
Use Use this field to identify the infotype you wish to work with. To do so either:
Enter the appropriate code
Request a list of infotypes and make a selection
Example The Relationship infotype allows you to describe how different objects are linked.
Activate Personnel Time Management Integration Use In this Customizing activity, you can configure the following settings:
Personnel Time Management (PT) Integration Activated By selecting this checkbox, you enable searches for personnel time data, such as normal working times and absences, directly in the Personnel Time Management (PT) component during the review and completion step for incident records.
Direct Creation of HR Absences Activated By selecting this checkbox, you enable the creation of absences in PT for injured persons directly from the incident management application.
Creation of HR Absences via Process Activated By selecting this checkbox, you enable the creation of absences in PT using a process that automatically informs the responsible HR manager about the required changes. Enter the e-mail address of the HR manager in the corresponding field. You can use the report Check for Changed Absences in PT to periodically check if the required absences have been created.
Personnel Time Management (PT) Negative Time Recording
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If you select this checkbox, the system calculates working hours as follows: Working hours = regular working hours + overtime hours - absence hours.
o
If you do not select this checkbox, the system calculates the working hours as follows:
Working hours = attendance hours + overtime hours - absence hours Regular hours are hours an employee works according to the assigned working plan. Attendance hours are hours that are captured by Personnel Time Management.
Number of Hours Worked per Year by Full-Time Employee Enter the number of hours one full-time employee works in one year. This value is used to calculate the Full-Time Equivalent (FTE) for a given number of hours.
Number of Days Worked per Year by Full-Time Employee Enter the number of days one full-time employee works in one year. This value is used to calculate the Full-Time Equivalent (FTE) for a given number of days.
Months in Past This value is used to calculate PT key figures for analytical reporting using the Business Information Warehouse. If you specify a date for PT data in analytical reporting, the system determines the data from the specified date to the specified number of days into the past.
Requirements You have checked the settings for Personnel Time Management and Foundation for EHS Management as described in Check Customizing Settings for Personnel Time Management.
Specify Relevant HR Absence Types Use In this Customizing activity, you can specify which Human Resources (HR) absence types are relevant for incident management. During incident recording, you can select an absence type to describe an absence in more detail. The specified absence types are taken into account by the report Check for Changed Absences in PT that, for example, automatically notifies the responsible incident manager, if absence data of the maintained types changed in Personnel Time Management (PT). Note To specify the restriction types that are relevant for incident recording, you use the Customizing activity Specify Restriction Types.
Requirements You have activated PT Integration in the Customizing activity Activate Personnel Time Management Integration. Standard settings The standard system is delivered with examples. Activities 1. Check the existing examples and adapt them as required. 2. If necessary, define additional entries. A unique key must be assigned to each entry.
Schedule Jobs for HR Absence Check Use In this Customizing activity, you can schedule jobs for the report Check for Changed Absences in PT (R_EHHSS_CHECK_HCM_ABS_CHANGED). You can use this report to check for absences of injured persons that have been created or changed in Personnel Time Management (PT). Requirements You have activated PT integration in the Customizing activity Activate Personnel Time Management Integration.
Implementation: Determination of FTE and Working Time from P
Use You can use this BAdI implementation to activate or deactivate the integration of Personnel Time Management (PT) for analytical reporting in SAP EHS Management (EHS-MGM). If you activate the BAdI implementation, the system determines the key figure values for Full-Time Equivalents and Working Time per organizational unit and calendar day from PT. As only employee data is managed in PT, no key figure values are determined for external persons or business partners. To include key figures for external persons or business partners in analytical reports, you can create a customer-specific implementation of the Business Add-In Determination of FTE and Working Time.You can also use an implementation of this BAdI to determine key figure values according to company-specific determination rules. Note If you activate this implementation and an implementation of the BAdI Determination of FTE and Working Time the system combines the results of both determination runs per employee, if appropriate. Requirements You have made the required settings for analytical reporting using the Business Information Warehouse. Standard settings The BAdI implementation is active in the standard system.
BAdI: Determination of FTE and Working Time Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to determine the key figure values for Full-Time Equivalents and Working Time according to customer-specific rules. The key figures are determined for reporting purposes:
Full-Time Equivalents: analytical reporting
Working Time analytical reporting and legal reporting, for example, OSHA reporting
Note The key figure values for Full-Time Equivalents and Working Time values are always determined per organizational unit and date period. The system takes into account all objects (for example, employees or business partners) that are directly assigned to an organizational unit or that are assigned to a subordinate organizational unit. Requirements The following prerequisites must be met:
You have made the required settings for analytical reporting using the Business Information Warehouse.
You have specified the required forms for legal reporting in the Customizing activity Specify Forms for Foundation for EHS Management.
Standard settings The BAdI is not active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18).
BAdI Methods
READ_EXT_DATA You can use this BAdI method to read person information from external sources. The method is called for a date period for an organizational management object that is requested for analytical reporting. Import Parameters
o
IV_FROM_DATE - Calendar date
o
IV_TO_DATE - Calendar date
o
IS_ORG_MAN_OBJ - Structure containing the object type and the object ID of the organizational management object that uniquely identifies the organizational unit
Export Parameters
o
EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational management object
o
EV_NUMFTE - Cumulated Full-Time Equivalents value for the imported calendar date and organizational management object
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. Analytical Reporting
Configure Report Launchpad Use In this Customizing activity, you can change the appearance of the report lauchpad. From the launchpad, you can access analytical reports that were generated using a spreadsheet application or SAP NetWeaver Business Warehouse. You can change the following aspects of the report launchpad, for example:
Add and remove reports or dashboards
Change the layout
Change descriptions
Change the configuration of existing launchpad entries
Create new lauchpads
Configure a URL application that references a spreadsheet report
Standard settings You can identify the report lauchpad for analytical reporting by using the following properties: Role: Instance:
EHHSS REPORTS
Description: Health and Safety Reports Activities 1. Choose the report launchpad that you want to modify.
o
To modify an existing entry, select this entry in the tree on the left-hand side and modify its properties on the right-hand side of the screen.
o
To add or remove entries from the lauchpad, add or remove entries from the tree on the left-hand side of the screen.
Further notes For more information about analytical reporting with spreadsheets, see the topic Generate Spreadsheet Report in the Application Help for SAP EHS Management at http://help.sap.com/.
Business Add-Ins
Implementation: Determination of FTE and Working Time from P Use
You can use this BAdI implementation to activate or deactivate the integration of Personnel Time Management (PT) for analytical reporting in SAP EHS Management (EHS-MGM). If you activate the BAdI implementation, the system determines the key figure values for Full-Time Equivalents and Working Time per organizational unit and calendar day from PT. As only employee data is managed in PT, no key figure values are determined for external persons or business partners. To include key figures for external persons or business partners in analytical reports, you can create a customer-specific implementation of the Business Add-In Determination of FTE and Working Time.You can also use an implementation of this BAdI to determine key figure values according to company-specific determination rules. Note If you activate this implementation and an implementation of the BAdI Determination of FTE and Working Time the system combines the results of both determination runs per employee, if appropriate. Requirements You have made the required settings for analytical reporting using the Business Information Warehouse. Standard settings The BAdI implementation is active in the standard system.
BAdI: Determination of FTE and Working Time Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to determine the key figure values for Full-Time Equivalents and Working Time according to customer-specific rules. The key figures are determined for reporting purposes:
Full-Time Equivalents: analytical reporting
Working Time analytical reporting and legal reporting, for example, OSHA reporting
Note The key figure values for Full-Time Equivalents and Working Time values are always determined per organizational unit and date period. The system takes into account all objects (for example, employees or business partners) that are directly assigned to an organizational unit or that are assigned to a subordinate organizational unit. Requirements The following prerequisites must be met:
You have made the required settings for analytical reporting using the Business Information Warehouse.
You have specified the required forms for legal reporting in the Customizing activity Specify Forms for Foundation for EHS Management.
Standard settings The BAdI is not active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Methods
READ_EXT_DATA You can use this BAdI method to read person information from external sources. The method is called for a date period for an organizational management object that is requested for analytical reporting. Import Parameters
o
IV_FROM_DATE - Calendar date
o
IV_TO_DATE - Calendar date
o
IS_ORG_MAN_OBJ - Structure containing the object type and the object ID of the organizational management object that uniquely identifies the organizational unit
Export Parameters
o
EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational management object
o
EV_NUMFTE - Cumulated Full-Time Equivalents value for the imported calendar date and organizational management object
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
BAdI: Check Readiness for Action Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to perform checks on the following actions:
Set incident status to Closed
Set incident status to Void
Set investigation status to Closed
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary, you can deactivate this implementation and use a customer-specific check instead. Caution If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal requirements, for example, when generating legal reports based on the incident data. Standard settings The BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Implementations
BADI_RDY_FOR_ACT_INC_CLOSE
This BAdI implementation performs the following checks:
o
Check if the Restricted Access attribute for the incident is set to Yes or No
o
Check if an incident group is assigned
o
Check if the Investigation Required attribute is set to Yes or No
o
If an investigation is required, check if the investigation is completed
o
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
o
Check for an injured person
o
If the incident is classified as Release, check if at least one release is assigned
o
Check if the Reporting Required attribute for a release is set to Yes or No
o
Check if assessments are complete and confirmed
o
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
o
If the incident has actions assigned, check if all actions that are not recurring are complete
o
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
o
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID This BAdI implementation does not perform any checks in the standard system. You need to create your own implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE This BAdI implementation performs the following checks:
o
Check if the Investigation Required attribute is set to Yes or No
o
Check if an investigation lead is assigned
o
Check if a major root cause is selected
o
Check if all investigation steps are complete
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
o
001 Incident
o
002 Near Miss
o
003 Safety Observation
ACTION_NAME
o
SET_VOID_ROOT
o
SET_CLOSED_ROOT
o
INVESTIG_RESULT_SET_CLOSED
NODE_NAME You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example You want to define a check that is only executed if:
The incident is a Near Miss
The action that is performed to set the status to Closed
The BASIC_INFO_ALL node is processed.
To do this, set the following filter values:
INCIDENT_CATEGORY = 002 (Near Miss)
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
BAdI: Check Readiness for Action Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to perform checks on the following actions:
Set incident status to Closed
Set incident status to Void
Set investigation status to Closed
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary, you can deactivate this implementation and use a customer-specific check instead. Caution If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal requirements, for example, when generating legal reports based on the incident data. Standard settings
The BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Implementations
BADI_RDY_FOR_ACT_INC_CLOSE This BAdI implementation performs the following checks:
o
Check if the Restricted Access attribute for the incident is set to Yes or No
o
Check if an incident group is assigned
o
Check if the Investigation Required attribute is set to Yes or No
o
If an investigation is required, check if the investigation is completed
o
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
o
Check for an injured person
o
If the incident is classified as Release, check if at least one release is assigned
o
Check if the Reporting Required attribute for a release is set to Yes or No
o
Check if assessments are complete and confirmed
o
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
o
If the incident has actions assigned, check if all actions that are not recurring are complete
o
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
o
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID This BAdI implementation does not perform any checks in the standard system. You need to create your own implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE This BAdI implementation performs the following checks:
Activities
o
Check if the Investigation Required attribute is set to Yes or No
o
Check if an investigation lead is assigned
o
Check if a major root cause is selected
o
Check if all investigation steps are complete
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
o
001 Incident
o
002 Near Miss
o
003 Safety Observation
ACTION_NAME
o
SET_VOID_ROOT
o
SET_CLOSED_ROOT
o
INVESTIG_RESULT_SET_CLOSED
NODE_NAME You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example You want to define a check that is only executed if:
The incident is a Near Miss
The action that is performed to set the status to Closed
The BASIC_INFO_ALL node is processed.
To do this, set the following filter values:
INCIDENT_CATEGORY = 002 (Near Miss)
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
BAdI: Check Incident Reports Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to perform checks for data completeness in incident reports. If you implement customer-specific checks , you must ensure that these are complete in terms of data consistency and legal requirements, for example, when generating legal reports based on the incident data. Caution
If you deactivate or change a check, you must also ensure that all actions are complete or are in the process of completing. Standard settings The BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). BAdI Implementations
BADI_IRT_CHECK_OSHA_301 This BAdI implementation performs the following checks:
o
Check if the person exists in HR or exists as a business partner
o
Check if a first physician or a further treatment provider is maintained
o
Check if the Emergency Room attribute is set to Yes or No
o
Check if the Inpatient Overnight attribute is set to Yes or No
o
Check if the actual start working time for the injured person is maintained
o
Check if either an activity was selected, or a free text description for the injured person's activity is maintained
o
Check if a statement that can be included in reports is maintained
o
If an injury/illness is maintained, check if the injury/illness information and body part information is maintained
o
Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined
o
Check if the incident-causing object or an incident-causing substance is maintained
o
Check if the Fatality attribute is set to Yes or No
o
If the Fatality attribute is set to Yes, check if the date of death is maintained
BADI_IRT_CHECK_BG_UNF_BER This BAdI implementation performs the following checks:
o
Check if the person exists in HR or exists as a business partner
o
Check if the Fatality attribute is set to Yes or No
o
Check if the incident time zone is maintained
o
Check if the address where the incident occurred is maintained
o
Check if a statement that can be included in reports is maintained
o
Check if an injury/illness is maintained.
o
If an injury/illness was maintained, check if a body part is maintained
o
Check if a first physician or a further treatment provider is maintained
o
Check if the actual start working time for the injured person is maintained
o
Check if the actual end working time for the injured person is maintained
o
Check if the position description is maintained
o
Check if the duration in position is maintained
o
Check if the organizational unit of the injured person is maintained
o
Check if the ceased work date and time is maintained
o
Check if end dates of absences are maintained
BADI_IRT_CHECK_REL_REP This BAdI implementation does not perform any checks in the standard system. You need to create your own implementation if you want to implement customer-specific checks.
Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework. You can use the following filter values when defining customer-specific BAdI implementations:
Possible filter values for the incident category are:
o
INCIDENT_CATEGORY = 001 Incident
o
INCIDENT_CATEGORY = 002 Near Miss
o
INCIDENT_CATEGORY = 003 Safety Observation
Possible filter values for form names are all form names that are entered in Customizing for EHS Management.
BAdI: Specify Investigation Lead Determination and Workflow Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. By default, the investigation lead is automatically set to the current incident manager. You can use this BAdI to change how the default investigation lead is determined. Standard settings For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
BAdI: Calculate Risk Assessment and Determine Risk Icon
Use This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to adapt the standard logic to calculate the risk assessment and to determine the risk icons that are displayed. The risk icons are set according to the risk rating. The risk rating is calculated for each affected area based on configurable scores for the following risk parameters: severity, likelihood to reoccur, frequency and duration. The calculated value can be manually overwritten by the user. The default logic for calculating the risk assessment and determining the risk icons is as follows:
The scores of the affected areas are added
The rating is determined according to the lower and upper limit of the sum of scores
The risk icon is determined according to the risk rating configuration
The BAdI method calculate_risk receives the risk assessment type (initial or residual), the precalculated sum of risk scores, the distinctive scores for severity, likelihood to reoccur, frequency and duration, and returns the value for the risk icon. Requirements You have made the following settings in the Customizing for SAP EHS Management under Incident Management: Specify Affected Areas Specify Severity Specify Likelihood Specify Frequency Specify Duration Classifications Specify Risk Ratings Standard settings This BAdI is active in the standard system. For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element Definitions tab in the BAdI Builder (transaction SE18). Activities Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
