You are on page 1of 116

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:

Authorization-Based Profile

Authorization Check Result

Function Class

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:

Check Number Ranges

Maintain Additional Settings and Services:

Maintain Standard Domain for Internet Mail

Activate Send to Objects and HR Objects

Maintain Demo and Verification Environment

Classify Tasks as General: all settings

Guided Procedures:

Maintain Generation of Standard Tasks

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 <Interface Name>~<Name of 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 <Interface Name>~<Name of 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:

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.

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=<EHFND_LOC_ADDRESS>

The <EHFND_LOC_ADDRESS> 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:

Implement the logic directly in the PCO method.

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:

Check if the Restricted Access attribute for the incident is set to Yes or No

Check if an incident group is assigned

Check if the Investigation Required attribute is set to Yes or No

If an investigation is required, check if the investigation is completed

If the incident is an occupational incident, check if at least one involved person has the Injured Person role

Check for an injured person

If the incident is classified as Release, check if at least one release is assigned

Check if the Reporting Required attribute for a release is set to Yes or No

Check if assessments are complete and confirmed

If the incident is classified as a notice of violation, check if at least one notice of violation is assigned

If the incident has actions assigned, check if all actions that are not recurring are complete

For any injured person, check if the Required in Summary Report attribute is set to Yes or No

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:

Check if the Investigation Required attribute is set to Yes or No

Check if an investigation lead is assigned

Check if a major root cause is selected

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

001 Incident

002 Near Miss

003 Safety Observation

ACTION_NAME

SET_VOID_ROOT

SET_CLOSED_ROOT

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:

Check if the person exists in HR or exists as a business partner

Check if a first physician or a further treatment provider is maintained

Check if the Emergency Room attribute is set to Yes or No

Check if the Inpatient Overnight attribute is set to Yes or No

Check if the actual start working time for the injured person is maintained

Check if either an activity was selected, or a free text description for the injured person's activity is maintained

Check if a statement that can be included in reports is maintained

If an injury/illness is maintained, check if the injury/illness information and body part information is maintained

Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined

Check if the incident-causing object or an incident-causing substance is maintained

Check if the Fatality attribute is set to Yes or No

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:

Check if the person exists in HR or exists as a business partner

Check if the Fatality attribute is set to Yes or No

Check if the incident time zone is maintained

Check if the address where the incident occurred is maintained

Check if a statement that can be included in reports is maintained

Check if an injury/illness is maintained.

If an injury/illness was maintained, check if a body part is maintained

Check if a first physician or a further treatment provider is maintained

Check if the actual start working time for the injured person is maintained

Check if the actual end working time for the injured person is maintained

Check if the position description is maintained

Check if the duration in position is maintained

Check if the organizational unit of the injured person is maintained

Check if the ceased work date and time is maintained

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:

INCIDENT_CATEGORY = 001 Incident

INCIDENT_CATEGORY = 002 Near Miss

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

If you select this checkbox, the system calculates working hours as follows:
Working hours = regular working hours + overtime hours - absence hours.

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

IV_FROM_DATE - Calendar date

IV_TO_DATE - Calendar date

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

EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational
management object

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.

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.

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

IV_FROM_DATE - Calendar date

IV_TO_DATE - Calendar date

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

EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational
management object

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:

Check if the Restricted Access attribute for the incident is set to Yes or No

Check if an incident group is assigned

Check if the Investigation Required attribute is set to Yes or No

If an investigation is required, check if the investigation is completed

If the incident is an occupational incident, check if at least one involved person has the Injured Person role

Check for an injured person

If the incident is classified as Release, check if at least one release is assigned

Check if the Reporting Required attribute for a release is set to Yes or No

Check if assessments are complete and confirmed

If the incident is classified as a notice of violation, check if at least one notice of violation is assigned

If the incident has actions assigned, check if all actions that are not recurring are complete

For any injured person, check if the Required in Summary Report attribute is set to Yes or No

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:

Check if the Investigation Required attribute is set to Yes or No

Check if an investigation lead is assigned

Check if a major root cause is selected

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

001 Incident

002 Near Miss

003 Safety Observation

ACTION_NAME

SET_VOID_ROOT

SET_CLOSED_ROOT

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:

Check if the Restricted Access attribute for the incident is set to Yes or No

Check if an incident group is assigned

Check if the Investigation Required attribute is set to Yes or No

If an investigation is required, check if the investigation is completed

If the incident is an occupational incident, check if at least one involved person has the Injured Person role

Check for an injured person

If the incident is classified as Release, check if at least one release is assigned

Check if the Reporting Required attribute for a release is set to Yes or No

Check if assessments are complete and confirmed

If the incident is classified as a notice of violation, check if at least one notice of violation is assigned

If the incident has actions assigned, check if all actions that are not recurring are complete

For any injured person, check if the Required in Summary Report attribute is set to Yes or No

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

Check if the Investigation Required attribute is set to Yes or No

Check if an investigation lead is assigned

Check if a major root cause is selected

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

001 Incident

002 Near Miss

003 Safety Observation

ACTION_NAME

SET_VOID_ROOT

SET_CLOSED_ROOT

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:

Check if the person exists in HR or exists as a business partner

Check if a first physician or a further treatment provider is maintained

Check if the Emergency Room attribute is set to Yes or No

Check if the Inpatient Overnight attribute is set to Yes or No

Check if the actual start working time for the injured person is maintained

Check if either an activity was selected, or a free text description for the injured person's activity is maintained

Check if a statement that can be included in reports is maintained

If an injury/illness is maintained, check if the injury/illness information and body part information is maintained

Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined

Check if the incident-causing object or an incident-causing substance is maintained

Check if the Fatality attribute is set to Yes or No

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:

Check if the person exists in HR or exists as a business partner

Check if the Fatality attribute is set to Yes or No

Check if the incident time zone is maintained

Check if the address where the incident occurred is maintained

Check if a statement that can be included in reports is maintained

Check if an injury/illness is maintained.

If an injury/illness was maintained, check if a body part is maintained

Check if a first physician or a further treatment provider is maintained

Check if the actual start working time for the injured person is maintained

Check if the actual end working time for the injured person is maintained

Check if the position description is maintained

Check if the duration in position is maintained

Check if the organizational unit of the injured person is maintained

Check if the ceased work date and time is maintained

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:

INCIDENT_CATEGORY = 001 Incident

INCIDENT_CATEGORY = 002 Near Miss

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.