Work Clearance Management (PM-WCM) Purpose Necessary maintenance work on technical objects, such as inspections, preventive maintenance or repairs, can only be executed once all the measures to ensure a safe working environment have been implemented. These safety measures can include, for
example, lockout/tagout, example, lockout/tagout, fire fire protection and radiation protection. In lockout/tagout, for example, technical objects are isolated electrically or separated mechanically from other parts of the technical system while maintenance work or special tests are performed. Work on these technical objects can then be performed safely. You can use the Work Clearance Management (PM-WCM) component to control and monitor t he safety measures. You can ensure safe working conditions for the employees in your maintenance department, adhere to environmental protection regulations, and guarantee the reliability of your technical systems. To ensure that the numerous safety conditions in the workplace are observed, work clearance management must be planned exactl y and organized consistently. Safety in the workplace can be influenced by the following factors:
Task type
Technical specifications of technical systems
Employee qualifications
Organization within the maintenance department
If you use the Work Clearance Management component, you can ensure the following:
Standardized process for enforcing safety measures
Approvals and status tracking Adherence to legal and in-house safety standards Verification (using change documents and time stamp for changes)
Implementation Guidelines The use of the Work Clearance Management component is recommended in all companies where specific safety regulations apply. These regulations can include laws on the maintenance of industrial health and safety standards and requirements for dealing with h azardous goods. However, the use of this component is also recommended for the following operational requirements:
Your employees in Plant Maintenance work in a critical environment in which they are exposed to high levels of danger. T his can include high voltage, radioactivity and gases.
Your employees have to work under difficult conditions. These can include restricted spac e or visibility, heat, noise and dust.
There are typical work-related illnesses in your industry which necessitate special health and safety measures.
You must also perform maintenance work whilst the system is operative.
Effective safety devices are not available for all technical systems.
You often use external personnel.
Other parts of the system should not be affected under any circumstances.
This component is typically used in the chemical, oil, gas, and supply industries.
Integration Work Clearance Management is integrated into the Plant Maintenance (PM) component. It is thereby possible to consider aspects of safety in the workplace in addition to the traditional tasks of planning maintenance work (material planning, scheduling). Not only must the different maintenance tasks be planned exactly, but also how the affected system parts can be processed.
Features The Work Clearance Management component is an open system with different
WCM objects and flexible Customizing. The available functions include:
Approving, scheduling and controlling safety measures
Combining orders for collective safety measures
Printing shop papers
Explain the steps to be done in SAP system for tagging and what are the prerequisites.
Following is the process of WCM:
Create maintenance order & activate WCM. Create and prepare Work Clearance Application (WCA). Create and prepare Work Clearance Documents (WCD). Approve Work Clearance Application. Approve all the permits required for WCD for tagging. Tag the equipments, object in WCD. Carry out the maintenance work, after “Labour Release “ in the maintenance order . After work completion, set the order status to “WOCO” – Work Completed. Request for un-tagging , by approving permits required for untagging in WCD. Un-tag the equipments, objects. Close the WCD. Close the WCA. -----------------------------------------------------------------------------------------------------
WC Application Push Button not available on Maintenance Order?
1. Check whether the permit is activated Plant Maintenance and Customer Service - Work Clearance Management - Approvals - Activate Work Clearance Management for Maintenance Orders 2. Check whether you have hidden the dialogue box. Plant Maintenance and Customer Service - Work Clearance Management - Master Data - Architecture - Do Not Display Dialog Box for Assignments if your using Enhanced Model then Check if the below works : 1. Check if the config under PM >WCM>Enhancements-->Assign Approvals Here assign assign the permits to WCM objects like WA Work Clearance Application and use copy automaticaly option so that these permits can be copied automatically 2. in PM>WCM>Activate Work Clearnace Management for MO here as sign WCM Permit to t ype WA Work Clearnace Application ,t ype 1 etc.. Ensure the MO is created for the same Maintenance Planning plant for which WCM is activate . 1. PM > WCM> Enhancements--> Assign Approvals I have already maintained the Permits assigned with Work clearance application as the object type, the check box ticked are a. Approval mandatory b. Copy automatically 2. PM> WCM> Activate Work Clearnace Management for Maintenance Order
CONFIGURATION:
I have maintained the permits assigned with OR as the object type. As per suggestion, I deleted those entries and created new entries with assignment object as Work clearance Application 3. IL01 - I have created a new functional location with the maintenance planning plant activated for WCM 4. The Permits are assigned to the functional location with indicator proposal 5. I have created the maintennace order, the permits are proposed by default. 6. The permits are released in the maintenance order 7. But still I can't find the WCM objects Hopefully I am missing some minor steps A. PM > WCM> Enhancements--> Assign Approvals Do I need to maintain the permit assigment to all the WCm objects like WCD and Work approval B. Do I need to mention the permit is restrict to use only to WCM in IPMD. If I do this, the permit is not at all proposed in the maintenance order. DETAILS OF PM_WCM
Create maintenance order & activate WCM. Create and prepare Work Clearance Application (WCA). Create and prepare Work Clearance Documents (WCD). Approve Work Clearance Application. Approve all the permits required for WCD for tagging. Tag the equipments, object in WCD.
Carry out the maintenance work, after “Labour Release “ in the maintenance order . After work completion, set the order status to “WOCO” – Work Completed. Request for un-tagging , by approving permits required for untagging in WCD. Un-tag the equipments, objects. Close the WCD. Close the WCA.
01. Create maintenance order & activate PM-WCM To activate WCM in Pm Order following Business Function need to Activate ENTERPRISE_EXTENSIONS ENTERPRISE_BUSINESS_FUNCTIONS BUSINESS FUNCTION REQUIRED TO ACTIVATE [ SFW5]
Name LOG_EAM_CL_1 LOG_EAM_CL_2 LOG_EAM_CL_3 LOG_EAM_CL_4 LOG_EAM_CL_5
Description Enhancement Package 2 – Enterprise Asset Management Enhancement Package 3 – Enterprise asset management Enterprise Asset Management Continuous Improvements Enterprise Asset Management Part 4 Enterprise Asset Management Part5
02. Create and prepare Work Clearance Application (WCA) use work approval then you will h ave to use WCM enhance module.
Steps
01
Create the maintenance order & assign WCM permit
IW31
02
Create Work Approval (WAP) through Maintenance Order
IW32 WCTB
03
Create Work Clearance Application (WCA) from WAP
Create Additional Application e.g. Hot Work from WAP 04
WCTB
05
Create Operation Work Clearance Document (WCD)
05.01
Create WCD directly & assign the safety document
05.02
Create WCD by using the WCD Template
05.02.01
Create Template for WCD
WCT1
05.02.02
Create Operational WCD by using Template
WCR4
06
Release the WAP
WCTB
07
Release the WCA
WCTL
08
Release the Additional Application
WCTI
WCT6
09
Issue the Permit attached with Additional Application
WCTI
10
Issue the permit attached with WCA & approves Tagging
WCTL
11
Release WCD to start Tagging
WCT7
12
Perform Tagging for Technical objects
WCT7
13
Protection of tagging condition for Technical Objects
WCT7
14
Approving Safety Measurement in WCA
WCT7
15
Take print out of permit from Tagged WCA
WCTL
16
Release Work Order for Execution
IW32
17
Perform Test Cycle for Tagging/Untagging
WCTL
