Work Clearance Management

(PM-WCM)

HELP.PMWCM

Release 470

SAP Online Help 08.11.2002

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SAP Online Help 08.11.2002

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SAP Online Help 08.11.2002

Work Clearance Management (PM-WCM)................................................................................ 6
Architecture ............................................................................................................................ 8
Standard Model .................................................................................................................. 9
Enhanced Model .............................................................................................................. 11
Order .................................................................................................................................... 13
WCM Object......................................................................................................................... 16
Work Approval .................................................................................................................. 18
Application ........................................................................................................................ 20
Work Clearance Application ......................................................................................... 21
Additional Application ................................................................................................... 23
Work Clearance Document .............................................................................................. 24
WCD Template ............................................................................................................. 26
Operational WCD.......................................................................................................... 27
Lockout/Tagout .................................................................................................................... 30
Operational Cycle............................................................................................................. 31
Check/Simulation ............................................................................................................. 34
Check: Tagged and/or Untagged ................................................................................. 36
Check: Completeness and Correctness ....................................................................... 37
Check: Test Cycle......................................................................................................... 38
Check: Untagging ......................................................................................................... 39
Check: Time Frame ...................................................................................................... 40
Check: Reference Object.............................................................................................. 41
Check: Conflict.............................................................................................................. 42
Conflict Rules ............................................................................................................ 43
Operational Protection...................................................................................................... 45
Adjust Untagging .............................................................................................................. 47
Clipboard .......................................................................................................................... 48
List Comparison ............................................................................................................... 49
Graphic WCM Planning.................................................................................................... 51
Data Flow ......................................................................................................................... 53
Assignments......................................................................................................................... 54
Approval ............................................................................................................................... 55
Partner ................................................................................................................................. 59
Document............................................................................................................................. 60
Catalog................................................................................................................................. 61
Reference Object and Object List........................................................................................ 62
Object Services .................................................................................................................... 63
Authorizations ...................................................................................................................... 64
Printing ................................................................................................................................. 66

Work Clearance Management (PM-WCM) 470 4

......................................... 73 Activating Work Clearance Management for Orders................................................................................................... 79 Automatic Generation of WCM Objects ........................................2002 Printing the Work Permit ... 70 List Processing Using Selection Variants ...........................................................................................................................................................................................................................................................11.................. 75 Order Processing Without Valuation ....................................................................... 74 Valuation............................................................... 71 Order Processing with Work Clearance Management ................................................................................................................................................. 77 Order Processing with Valuation .SAP Online Help 08.. 82 Work Clearance Management (PM-WCM) 470 5 .......................................................... 68 Printing Operational Tags........................... 67 Printing Operational Lists ............................. 69 Multiple Usage of Operational Tags ............................................................................

oil. fire protection and radiation protection. • You must also perform maintenance work whilst the system is operative. noise and dust. These regulations can include laws on the maintenance of industrial health and safety standards and requirements for dealing with hazardous goods. These safety measures [Seite 20] can include. heat. lockout/tagout [Seite 30]. Safety in the workplace can be influenced by the following factors: • Task type • Technical specifications of technical systems • Employee qualifications • Organization within the maintenance department If you use the Work Clearance Management component. and guarantee the reliability of your technical systems. Work on these technical objects can then be performed safely.2002 Work Clearance Management (PM-WCM) Purpose Necessary maintenance work on technical objects. • Your employees have to work under difficult conditions. such as inspections. • You often use external personnel. In lockout/tagout. for example. You can use the Work Clearance Management (PM-WCM) component to control and monitor the safety measures. technical objects are isolated electrically or separated mechanically from other parts of the technical system while maintenance work or special tests are performed. • Other parts of the system should not be affected under any circumstances. • There are typical work-related illnesses in your industry which necessitate special health and safety measures. radioactivity and gases. To ensure that the numerous safety conditions in the workplace are observed. gas. However. • Effective safety devices are not available for all technical systems. This component is typically used in the chemical. can only be executed once all the measures to ensure a safe working environment have been implemented. the use of this component is also recommended for the following operational requirements: • Your employees in Plant Maintenance work in a critical environment in which they are exposed to high levels of danger. work clearance management must be planned exactly and organized consistently. adhere to environmental protection regulations.SAP Online Help 08. These can include restricted space or visibility. This can include high voltage. Work Clearance Management (PM-WCM) 470 6 . for example. You can ensure safe working conditions for the employees in your maintenance department. preventive maintenance or repairs. and supply industries. you can ensure the following: • Standardized process for enforcing safety measures • Approvals [Seite 55] and status tracking • Adherence to legal and in-house safety standards • Verification (using change documents and time stamp for changes) Implementation Guidelines The use of the Work Clearance Management component is recommended in all companies where specific safety regulations apply.11.

SAP Online Help 08.11. The available functions include: • Approving.2002 Integration Work Clearance Management is integrated into the Plant Maintenance (PM) component. but also how the affected system parts can be processed. scheduling). scheduling and controlling safety measures • Combining orders [Seite 13] for collective safety measures • Printing shop papers [Seite 66] Work Clearance Management (PM-WCM) 470 7 . It is thereby possible to consider aspects of safety in the workplace in addition to the traditional tasks of planning maintenance work (material planning. Not only must the different maintenance tasks be planned exactly. Features The Work Clearance Management component is an open system with different WCM objects [Seite 16] and flexible Customizing.

Work Clearance Management (PM-WCM) 470 8 . if you only require lockout/tagout [Seite 30] • The enhanced model.11. fire or radiation protection For both models certain assignment rules are determined for the relationships between the WCM objects. Use When representing the architecture of your Work Clearance Management. For example.2002 Architecture Definition A model structure that defines the relationships between individual WCM objects [Seite 16]. if you require other applications in addition to lockout/tagout. for example. The standard model comprises the following WCM objects: • Work clearance application [Seite 21] • Operational WCD [Seite 27] The enhanced model comprises the following WCM objects: • Work approval [Seite 18] • Additional applications [Seite 23] Order Order Work Approval Work Work Clearance Clearance Additional Application Application Applications Operational WCD Operational WCD Standard Model Enhanced Model You can decide on one model for each planning plant. you can choose between the standard model [Seite 9] and enhanced model [Seite 11]. you can define that only one Operational WCD should be assigned to a work clearance application. You can restrict these relationships further in a company-specific way. We recommend that you use: • The standard model.SAP Online Help 08.

an order [Seite 13] can only be assigned to one work clearance application.2002 Standard Model Definition A model structure that defines the relationships between the following WCM objects [Seite 16]: • Work clearance application [Seite 21] • Operational WCD [Seite 27] Use Use of the standard model is advisable if lockout/tagout [Seite 30] is of primary importance and other safety measures [Seite 20]. However. (Assignment rule R1) • A work clearance application can be assigned to several Operational WCDs. (Assignment rule R2) Work Clearance Management (PM-WCM) 470 9 .SAP Online Help 08. safety in the workplace. such as radiation protection.11. and vice versa. and fire protection. Structure The architecture [Extern] of the standard model is as follows: Order Work Clearance Application Operational WCD Note the following assignment rules: • A work clearance application can be assigned to several orders. play a less significant role.

2002 The following graphic illustrates the possible links: Order Order Order 1001 1002 1003 Work Clearance Work Clearance Application Application 2001 2002 Operational WCD Operational WCD Operational WCD 3001 3002 3003 Work Clearance Management (PM-WCM) 470 10 .11.SAP Online Help 08.

However. (Assignment rule R3) • An application can be assigned to several work approvals.2002 Enhanced Model Definition A model structure that defines the relationships between the following WCM objects [Seite 16]: • Work approval [Seite 18] • Applications [Seite 20] − Work clearance application [Seite 21] − Additional applications [Seite 23] • Operational WCD [Seite 27] Use Use of the enhanced model is advisable if the system should be used to track other safety measures [Seite 20].SAP Online Help 08. such as radiation protection. in addition to lockout/tagout [Seite 30] . and vice versa.11. an order [Seite 13] can only ever be assigned to one work approval. Structure The architecture [Extern] of the enhanced model is as follows: Order Work Approval Application for Work Radiation Clearance Protection Application Application for Fire Protection Operational WCD Note the following assignment rules: • A work approval can be assigned to several orders. (Assignment rule R4) Work Clearance Management (PM-WCM) 470 11 . safety in the workplace and fire protection.

(Assignment rule R2) The following graphic illustrates the possible links: Order 1 Order 2 Order 3 Order 4 Work Work Approval 1 Approval 2 Application for Work Clearance Radiation Work Clearance Application 1 Protection Application 2 Application for Fire Protection Operational Operational Operational WCD 1 WCD 2 WCD 3 Work Clearance Management (PM-WCM) 470 12 . and vice versa. it is not possible for several work clearance applications to be assigned to one work approval.11. For example. (Assignment rule R5) • A work clearance application can be assigned to several Operational WCDs.2002 • A work approval can only be assigned to one application of an application type.SAP Online Help 08.

2002 Order Definition An order is used for planning maintenance tasks as well as for planning and tracking the ensuing costs. The “Release“ [Extern] of the order (status REL) does no influence the “Released for execution” (status EXEC) in Work Clearance Management. The “Release for execution” in the order is controlled by the work clearance application.11. The following graphic shows the order processing with valuation. You can use the order data as a basis for automatically generating WCM objects [Seite 82]. you must activate Work Clearance Management [Seite 1] for maintenance orders. The “Release for execution” is independent of the architecture [Extern] of Work Clearance Management and whether the valuation [Seite 75] was activated. Use The linking of orders to Work Clearance Management takes place at the header level of the order. until you have issued the “Released for execution”. You can use this to set the order release considerably earlier than setting the “Released for execution”. You cannot perform the maintenance tasks for WCM-relevant orders. Work Clearance Management (PM-WCM) 470 13 .SAP Online Help 08. These orders are marked as WCM-relevant orders [Extern]. Orders WCM VAL EXEC WOCO TECO Work Approval or Work Clearance Application PREP CLSD Structure Standard Model In the standard model [Seite 9] the order is assigned to the work clearance application [Seite 21]. In order to ensure that work safety measures [Seite 20] are performed for maintenance work tasks.

be assigned to several orders. A work approval can. however. Order Order Order Order 1001 1001 1002 1002 1003 1003 1001 1001 1002 1002 1003 1003 (R3) (R1) WAP WAP WAP WAP WCA WCA WCA WCA 2001 2001 2002 2002 3001 3001 3002 3002 Enhanced Model Standard Model As well as the system statuses [Extern]. the following system statuses can arise through the Work Clearance Management for the order. VAL Valuated • All applications [Seite 20] are valuated [Seite 75]. The “Release for execution” in the order is controlled by the work approval. Order Order Order Order Order.11. • Status cannot be reset EXEC Released for execution • The “Released for execution” status is set. however. be assigned to several orders. A work clearance application can. (Assignment rule R1) Enhanced Model In the enhanced model [Seite 11] the order is assigned to the work approval [Seite 18].SAP Online Help 08. • The system automatically sets the status BLTC. Note the following assignment rule: • An order can only be assigned to one work approval. ID Name Description WCM Work Clearance • The Work Clearance Management is activated Management [Seite 74]. Order. (assignment rule R3) The following graphic illustrates the possible links: Order. that Work Clearance Management (PM-WCM) 470 14 . Order. which apply to all orders.2002 Note the following assignment rule: • An order can only be assigned to one work clearance application.

2002 is.SAP Online Help 08. • Status cannot be reset • The system also automatically resets the status EXEC and BLTC. • Status cannot be reset WOCO Work completed • The maintenance tasks are completed.11. Work Clearance Management (PM-WCM) 470 15 . the maintenance tasks can be begun. BLTC Block technical • The technical completion of the order is not completion possible.

responsibilities. issue.SAP Online Help 08. location and planning data • Assign. you can: • Maintain administrative data.2002 WCM Object Definition Object that supports you during Work Clearance Management [Seite 1]. and revoke approvals [Seite 55] • Assign two catalogs [Seite 61] • Assign technical objects using the object list [Seite 62] • Use generic object services [Seite 63] Structure The following table shows which WCM objects occur in which areas of responsibility and features: WCM Object Area of Responsibility Feature Work approval [Seite 18] Plant Maintenance. Work Clearance Management (PM-WCM) 470 16 . Production Application [Seite 20] Plant Maintenance. and reset user status • Assign partners [Seite 59] with different functions • Assign long texts • Assign documents [Seite 60] using the Document Management System • Assign. for fire protection (fire certificate) or radiation protection (radiation certificate) Work clearance Production • Operational WCD [Seite 27] document [Seite 24] • WCD template [Seite 26] The following table contains the system statuses [Extern] that are possible for all WCM objects: ID Name Description CRTE Created • Initial status of a WCM object PREP Prepared • Authorization [Seite 64] is required. • Work clearance application [Seite 21] Production • Possible additional applications [Seite 23] for example. set. • Further changes are not allowed • Approvals [Seite 55] can be granted. reference object. • The status can be reset.11. CHNG Change mode • Authorization is required • Approvals can be granted • The status can be reset. Use In WCM objects.

• The operational WCD [Seite 27] and work clearance applications [Seite 21] require communication between administrative units (for example. Plant Maintenance) and administrative units (for example.SAP Online Help 08. the security office).2002 PWP Work permit printed • Authorization is required [Seite 67] • Printing is dependent on approval status CLSD Completed • Authorization is required • Work clearance management object was processed successfully • No more changes/activities allowed REJC Rejected • Authorization is required • No more changes/activities allowed INAK Object deactivated • No more changes/activities allowed • The status can be reset.11. Production). Integration Good communication between departments is essential when using WCM objects: • Work approvals [Seite 18] and applications [Seite 20] require communication between units performing the work (for example. Work Clearance Management (PM-WCM) 470 17 . the security office) and units performing the work (for example. DLFL Deletion flag set • No more changes/activities allowed • The status can be reset.

work approvals are assigned to applications that they control and monitor. However. boiler inspection certificate. the work approval can combine the work clearance application [Seite 21] with other additional applications [Seite 23]. for example. it is not possible for several work clearance applications to be assigned to one work approval. For example. Use The work approval is only used in the enhanced model [Seite 11] of Work Clearance Management [Seite 1] and represents the central safety certificate.11. from those responsible for work safety or radiation protection. As a higher-level WCM object. permit for working with radioactive materials. work approvals are assigned to orders [Seite 13] where they control the system status “Released for execution” [Seite 73]. measures are requested to ensure a safe environment for work at a technical system. and so on. permit for working with open flames.SAP Online Help 08. In the work approval. on the other hand. (Assignment rule R3) • An application can be assigned to several work approvals. Note the following assignment rules: • A work approval can be assigned to several orders. for example. and vice versa. (Assignment rule R5) The following graphic illustrates the possible links: Work Clearance Management (PM-WCM) 470 18 . On the one hand. Maintenance personnel request work approvals. an order can only ever be assigned to one work approval.2002 Work Approval Definition WCM object [Seite 16] for controlling communication between maintenance orders and applications. (Assignment rule R4) • A work approval can only be assigned to one application of an application type.

Work App. Work Clearance Management (PM-WCM) 470 19 .) = Goes against the assignment rule .. WCA. 3001 3002 3003 (R.2002 Order Order Order Order Order 1001 1002 1003 1005 1006 (R3) Work App..11. Work App. 2001 2002 2003 (R5) WCA WCA.SAP Online Help 08...

A special feature of the application for lockout/tagout [Seite 30] is that the application is already available in the system as a work clearance application [Seite 21].11.SAP Online Help 08. Work Clearance Management (PM-WCM) 470 20 .2002 Application Definition WCM object that represents a safety certificate and is used for communication between different areas.

(Assignment rule R5) • A work clearance application can be assigned to several Operational WCDs. and vice versa. However. It is used to control maintenance processing with lockout/tagout and groups together Operational WCDs [Seite 27]. These are controlled and monitored by the work clearance application. (Assignment rule R2) The following graphic illustrates the possible links: Work Clearance Management (PM-WCM) 470 21 .SAP Online Help 08. Use Standard Model In the standard model [Seite 9]. and vice versa. the work clearance application uses the approval status to control the status “Released for execution” in the order. Through its direct assignment to the orders. It is subordinate to the work approval. a work clearance application is used to control communication between work approvals [Seite 18] and Operational WCDs. For example.11. an order can only be assigned to one work clearance application. The work clearance application represents the safety certificate in particular for lockout/tagout [Seite 30]. (Assignment rule R1) • A work clearance application can be assigned to several Operational WCDs. Note the following assignment rules: • An application can be assigned to several work approvals.2002 Work Clearance Application Definition WCM object [Seite 16] in Work Clearance Management [Seite 1]. a work clearance application is used to control communication between orders [Seite 13] and Operational WCDs. Note the following assignment rules: • A work clearance application can be assigned to several orders. it is not possible for several work clearance applications to be assigned to one work approval. (Assignment rule R4) • A work approval can only be assigned to one application of an application type. (Assignment rule R2) Enhanced Model In the enhanced model [Seite 11]. and vice versa.

.WCD Op. Op.. Op. (For more information about test cycles. the following system statuses are also possible for the work clearance application: ID Name Description TEST Test cycle • A switch [Extern] to the test cycle is allowed for assigned Operational WCDs.WCD WCD WCD 4001 4001 4002 4002 4003 4003 4001 4002 4002 4001 Enhanced model Standard model (R. see Operational Cycle [Seite 31]).WCD Op.SAP Online Help 08. • The status can be reset.) = Goes against the assignment rule. Op.WCD Op.11. Op. Structure In addition to the system statuses [Extern] that apply for all WCM objects. Work Clearance Management (PM-WCM) 470 22 .WCD WCD WCD WCD Op...2002 WAP WAP WAP WAP Order Order Order Order 2001 2001 2002 2002 1001 1001 1002 1002 (R1) WCA WCA WCA WCA WCA WCA 3001 3001 3001 3001 3002 3002 Op. Op.

. Work Clearance Management (PM-WCM) 470 23 .SAP Online Help 08. and vice versa.2002 Additional Application Definition WCM object [Seite 16] in Work Clearance Management [Seite 1]... (Assignment rule R4) • A work approval can only be assigned to one application of an application type. for radiation protection or fire protection. it can be necessary to consider additional safety measures. Note the following rules of assignment: • An application can be assigned to several work approvals. They are combined with the work clearance applications [Seite 21] under the work approval [Seite 18]. which represents the safety certificate especially for lockout/tagout [Seite 30]. The additional applications are industry-specific and necessary if other safety measures must be managed in the system as independent WCM objects. They are programmed using the ABAP Workbench. Use The additional applications can only be used in the enhanced model [Seite 11] of Work Clearance Management. To facilitate programming and guarantee integration in the enhanced model. For example. These safety measures are represented in the additional applications. a general application is available that can be used as a copy model for programming.. for example.) = contrary to the assignment rule.11. it is not possible for several work clearance applications to be assigned to one work approval. (Assignment rule R5) The following graphic illustrates the possible links: Work Approval 1 Work Approval 2 (R5) Application 1 for Application 2 for Fire Protection Fire Protection (R. In addition to a work clearance application.

As items you list all the technical objects that should be processed in conjunction with a lockout/tagout. functional locations.11. you can no longer change the tagging condition. and reset user status (not for comments) • Assign a long text • Assign documents [Seite 60] using the Document Management System There are two types of work clearance document: • WCD template [Seite 26] This is only used as a copy model for other work clearance documents. technical objects.2002 Work Clearance Document Definition WCM object [Seite 16] in Work Clearance Management [Seite 1]. • Operational WCD [Seite 27] It is used for performing switching. You also have the option of performing a list comparison [Seite 49]. has a header screen. You can use the untagging Work Clearance Management (PM-WCM) 470 24 . that has items as well as header data. you must reset the status PREP. The work clearance document: • Describes lockout/tagout [Seite 30] • Contains technical objects of an asset. To add subsequent items. set. which are to be switched [Extern] or monitored for lockout/tagout. However. For example. Structure The work clearance document. and comments. • Controls the physical blocking and tagging [Seite 69] of the technical objects affected • Contains a detailed description of how the system should be isolated Use The work clearance document is the only WCM object. which are not managed in the R/3 technical system structure.SAP Online Help 08. The work clearance document can contain pieces of equipment. You can use the clipboard [Seite 48] to copy data from other work clearance documents. It also has the following screens: • Maintenance screen • Switching screen (not for WCD templates) Maintenance screen You can process the items on the maintenance screen. but you can deactivate them as follows: • For WCD templates on the maintenance screen • For Operational WCDs on the switching screen This ensures that no information gets lost. After you have set the status PREP (Prepared). like all WCM objects. only limited changes are possible. you can no longer delete items. You can do the following for each item: • Maintain descriptive data for tagging [Extern] and untagging [Extern] (not for comments) • Assign.

however. be switched. • An operational protection is set.11. the item is inside the protected area and can. this operational status is also displayed in the header. therefore. this is displayed in the header.SAP Online Help 08. Therefore an Operational WCD can only be switched if it is prepared. you yourself have printed an operational tag for the item and the operational tag was referenced from at least one other item Work Clearance Management (PM-WCM) 470 25 . Switching Screen The switching screen is only available in the status PREP (Prepared). The following symbols are also displayed for further support: • The tagging condition/-type or untagging condition/-type displayed does not match the current operational condition/-type. be switched. Changes are saved straight away on the switching screen. The individual items are switched on the switching screen. therefore. however. This is also used for selecting items. The switching screen also shows an overview of the system status as well as the items. Progress in the operational cycle is displayed in the item and the header for the Operational WCD: • If all the items have the same operational status. • An operational protection is set.2002 adjustment [Seite 47] to copy the current operational conditions/-types for untagging as default values. • The printer means − Either. the item is outside the protected area and cannot. • If only one conflict [Seite 42] occurs during switching [Extern]. that you yourself have not printed any operational tag for the item. but an operational tag was already printed and is available to you − Or.

Use The WCD template itself cannot be used to perform lockout/tagout [Seite 30]. for example. that work clearance documents for complex structures of technical systems do not always have to be recreated. The WCD template is used as a copy model for work clearance documents. it cannot be switched [Extern] or assigned.2002 WCD Template Definition Work clearance document [Seite 24] used as a copy model when creating work clearance documents. Work Clearance Management (PM-WCM) 470 26 . You can use WCD templates to create a library of reference data. This means. A library of WCD templates makes planning a lockout/tagout much easier and thereby ensures greater safety. Therefore.11.SAP Online Help 08.

Structure The Operational WCD is subordinate to the work clearance applications [Seite 21]. The usagee controls the operational processing of the lockout/tagout. The following table contains the possible system statuses for an item in the Operational WCD: ID Name Description ITG Initial tagging status • Initial status for an item to be switched [Extern] BTG Tag • Initial status of tagging phase PTAG Tag printed [Seite 69] • Print status of tagging phase ETG Tagged • Final status of tagging phase • Status cannot be suppressed • Item cannot be Work Clearance Management (PM-WCM) 470 27 .SAP Online Help 08. you should pay particular attention. In addition to the system statuses [Extern] that apply for all WCM objects [Seite 16] . When you copy data from another Operational WCD. because the assignment is made at header level. You can use different usages to control various operational cycles [Seite 31]. The advantage in creating from a WCD template is that these lists are of higher quality. UNT Untaggable [Seite 39] • The Operational WCD can be untagged • The status can be reset. the following system statuses are also possible for the Operational WCD: ID Name Description PROC Processing • The switching has begun. TEST Test cycle [Seite 38] • A test cycle is allowed for the Operational WCD • The status can be reset. In this process the data from the template is copied completely and is available for further processing. The Operational WCD is assigned a usage at header level. especially to altered untagging conditions. Use An Operational WCD can be created both from another Operational WCD as well as from a WCD template [Seite 26]. You can make the switch within the operational cycle depending on an approval [Seite 55] issued.2002 Operational WCD Definition Work clearance document [Seite 24] that is used for the lockout/tagout [Seite 30] of technical objects and can therefore be switched. This allows you to ensure that the approvals necessary for the switch are issued. The operational cycle is the same for all the items of a work clearance document.11.

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deactivated
BTUG Untag temporarily • Initial status of temporary
untagging phase
• Item cannot be
deactivated
PTST Test tag printed [Seite 69] • Print status of temporary
untagging phase
ETUG Temporarily untagged • Final status of temporary
untagging phase
• Status cannot be
suppressed
• Item cannot be
deactivated
BUG Untag • Initial status of untagging
phase
• Item cannot be
deactivated
EUG Untagged • Final status of untagging
phase
• Status cannot be
suppressed
CONF Conflict [Seite 42] • Conflict for item to be
switched was ignored
POST Postscript • Item was added
subsequently in change
mode
PROT Operational protection [Seite • Operational protection
45] was set for the position to
be switched
INAK Object deactivated • No more
changes/activities allowed
• Status cannot be reset

Note the following assignment rules:
• A work clearance application can be assigned to several Operational
WCDs, and vice versa. (Assignment rule R2)

The following graphic illustrates the possible links:

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WCA
WCA WCA
WCA
3001
3001 3002
3002

Op.
Op.WCD
WCD Op.
Op.WCD
WCD Op.
Op.WCD
WCD
4001
4001 4002
4002 4003
4003

See also:
Operational Cycle [Seite 31]

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Lockout/Tagout
Purpose
This process consists of orderly tagging [Extern] and subsequent untagging [Extern] of
technical objects, so that maintenance work and tests at technical objects can be performed
safely.
To create safe conditions before work starts and ensure they remain so during the work on
the technical system, you should observe the following five safety rules:
• Tag electrically, lock out, or decouple mechanically
• Protect against being switched on again
• Ensure absence of residual voltage
• Earth and short-circuit
• Save neighboring parts that are under stress
The operational processing of lockout/tagout is described using the operational cycle [Seite
31].
For a tagging which should be performed, shop papers are required for the switch [Extern] in
the asset. On the one hand, an operational list [Seite 68] is concerned, that is, a list of the
switching operations to be performed individually, and, on the other hand, so-called
operational tags [Seite 69] are concerned. Operational lists and operational tags can be
printed out according to the layout specifications of the respective plant.
You can use checks and simulations [Seite 34] to ensure that lockout/tagout can be
processed safely and free of conflict.

Process Flow
For examples of the process flow, see Order Processing with Valuation [Seite 79] and Order
Processing Without Valuation [Seite 77].

Work Clearance Management (PM-WCM) 470 30

SAP Online Help 08.11.2002

Operational Cycle
Purpose
The operational cycle is used to describe the operational processing of lockout/tagout [Seite
30].
The operational cycle is divided into the following operational phases:
• Tagging phase
• Temporary untagging phase
• Untagging phase
In the operational cycle, the items in an Operational WCD run through several statuses for
each operational phase in a specific sequence.
The first status within each operational phase serves notice of an activity, that is, the change
of an operational condition/type:
• Tag
• Untag temporarily
• Untag
If an operational tag [Seite 69] is printed, the status that confirms printing is assigned.
• Tag printed
• Test tag printed

As well as operational tags, you can also print operational lists [Seite 68].
The last status confirms the execution of an activity on site:
• Tagged
• Temporarily untagged
• Untagged
The following diagram illustrates the maximum pre-defined operational cycle:

Work Clearance Management (PM-WCM) 470 31

11. this operational status is also displayed in the header.2002 ITG NFS Initial tagging status (ITG) Tag (BTG) BTG SFS ETUG ITNM Temporary Untagging Phase Tag printed (PTAG) Tagging Phase Tagged (ETG) PTAG DFSZ PTST DTST Untag temporarily (BTUG) ETG IFS BTUG STNM Test tag printed (PTST) Temporarily untagged (ETUG) BUG SNM Untagging Phase Untag (BUG) Untagged (EUG) EUG INM The following operational cycles are possible: • Tagging cycle with temporary untagging phase This operational cycle consists of the tagging phase. Progress in the operational cycle is displayed in the item and the header for the Operational WCD: • If all the items have the same operational status. you can hide statuses. temporary untagging phase and untagging phase.SAP Online Help 08. • Test cycle This operational cycle consists of the tagging phase and temporary untagging phase. • If only one conflict [Seite 42] during the switch [Extern] occur. Work Clearance Management (PM-WCM) 470 32 . the Operational WCD [Seite 27] must have the status PREP (Prepared). Untag or Test tag printed. this is displayed in the header. The processes for this status are then performed completely in the background. only the statuses of the user that confirm the execution of the activity on site must be set. For the minimum set-up of the operational cycle. For example. Prerequisites To start switching. such as Tag. • Tagging cycle without temporary untagging phase This operational cycle consists of the tagging phase and untagging phase. You can further reduce the operational cycle.

11.SAP Online Help 08. 2. The system executes checks and simulations [Seite 34] for every operational step. it is automatically frozen. You can still change the untagging condition/type (or temporary untagging condition/type) of an item until you enter the respective untagging phase (or temporary untagging phase). However. Work Clearance Management (PM-WCM) 470 33 . when the activity is notified.2002 Process Flow 1.

3.SAP Online Help 08. Switching is blocked by an operational protection [Seite 45] In addition. Some checks are mandatory. the dedicated checks only run for certain operational steps. there are also the following dedicated checks: • Tagged and/or untagged [Seite 36] • Completeness and correctness [Seite 37] • Test cycle [Seite 38] • Untagging [Seite 39] • Time frame [Seite 40] • Reference object [Seite 41] • Conflict [Seite 42] You can also execute the dedicated checks as a simulation: • On the maintenance screen of the WCM object [Seite 24] you can simulate whether the items can be completely tagged or untagged. • On the switching screen of the Operational WCD [Seite 27] you can simulate what would happen if you tag or (temporarily) untag the selected items. among other things. You can deactivate optional checks in Customizing. If you set the status PREP (Prepared). the system automatically executes the check “Tagged and/or untagged”: All other dedicated checks occur with the following statuses: Check/Simulation Status BTG Status BTUG Status BUG (Tag) (Untag temporarily) (Untag) Completeness and X X correctness Test cycle X Untagging X Time frame X X X Reference object X Conflict X X X Work Clearance Management (PM-WCM) 470 34 . The operational step is valid 4. Switching is blocked by an approval [Seite 55]. In this case. Features The system uses the general checks to check. some are optional. The checks run automatically.11. An authorization [Seite 64] is available 2. whether: 1.2002 Check/Simulation Use You can use checks to ensure that lockout/tagout [Seite 30] can be processed safely and free of conflict. The general checks run during every operational step. the system simulates the checks that would be executed subject to the respective planned status. We distinguish between general checks and dedicated checks.

11. Conflict Reference Object Time Frame Simulation •Time Frame •Conflict Test Cycle / Untagging Completeness / Correctness Work Clearance Management (PM-WCM) 470 35 .SAP Online Help 08.2002 The graphic shows the order in which the dedicated checks and simulations are executed.

Features The system automatically executes this check when the status PREP is set.SAP Online Help 08. The check is informational and does not affect the setting of the status PREP (Prepared).11. then a corresponding message appears on the screen. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 36 . If the check is not successful.2002 Check: Tagged and/or Untagged Use Mandatory check whether the Operational WCD [Seite 27] can be tagged or untagged without conflict [Seite 43].

SAP Online Help 08. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 37 .2002 Check: Completeness and Correctness Use Obligatory check whether the required untagging condition/type [Extern] of a technical object to be switched [Extern] has been maintained. Activities You cannot ignore the check.11. This must be maintained at the untagging or temporary untagging stage at the latest. Features The system executes this check at the beginning of the untagging or temporary untagging phase.

Activities You can also ignore the check. that is. The check refers to the overall Operational WCD. the Operational WCD is untaggable [Extern] or a test cycle is allowed. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 38 .SAP Online Help 08.11. Prerequisites All the work clearance applications [Seite 21] assigned to the Operational WCD are “Completed”. Features The system performs this check at the beginning of the temporary untagging phase.2002 Check: Test Cycle Use Obligatory check whether a test cycle is possible for the Operational WCD [Seite 27]. This requires a special authorization [Seite 64].

SAP Online Help 08. The check refers to the overall Operational WCD. Activities You can also ignore the check. This requires a special authorization [Seite 64].2002 Check: Untagging Use Mandatory check whether the Operational WCD [Seite 27] can be untagged. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 39 . Features The system performs this check at the beginning of the untagging phase. the Operational WCD is untaggable [Seite 27]. Prerequisites All the work clearance applications [Seite 21] assigned to the Operational WCD are “Completed [Seite 16]”. that is.11.

Before you confirm this. even if it has already been executed. a change in the operational condition/type.2002 Check: Time Frame Use Optional check that is used to ensure that further switches [Extern] on a technical object are only executed if an operational condition/type [Extern] is confirmed as executed.SAP Online Help 08. which the technical object should obtain for each operational group [Extern]. As long as you do not confirm the execution of this activity. However. Features At the start of the operational phase. an activity. The check will not generate a message for the tagging of Operational WCD 2 because the technical object Valve A retains the same tagging condition as in Operational WCD 1. no further operations can be executed. that is. you can change or deactivate it. There are three Operational WCDs – WCD 1. Operational WCDs 2 and 3 should also be tagged. In each Operational WCD. Therefore. unless the intended operational condition/type and the one already available have been entered as permissible in Customizing. the technical object Valve A should be switched as follows: Operational Technical Tagging Tagging WCD Object Condition Type WCD 1 Valve A ON 1 WCD 2 Valve A ON 1 WCD 3 Valve A OFF 1 This is a simplified example. If another entry already exists using an intended operational condition/type. At the start of each operational phase. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 40 . You exit the tagging for Operational WCD 1. is announced. However. This means that you have set the status to BTG (Tag). Activities You cannot ignore the check. the tagging of Operational WCD 3 is stopped because the tagging condition is different from the work clearance document already exited. the technical object can not be switched. the system logs the operational condition/type. in which the same operational group is assumed. WCD 2 and WCD 3. it remains undefined in the system.11. This entry is only deleted again when you confirm the new operational condition/type.

a message appears on the screen to this effect.11. If the system notices during the check that the technical object to be switched [Extern] is already a reference object in another active lockout/tagout. See also Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 41 .SAP Online Help 08. Features The system logs the corresponding reference object from start to finish of a lockout/tagout. The check is purely informative and does not have any influence on the switching.2002 Check: Reference Object Use Optional check whether the technical object to be switched is not already the reference object [Seite 62] for an active lockout/tagout [Seite 30]. Activities You can also deactivate the check.

If you ignore these conflicts. untagged. At the start of each operational phase. the system checks all available conflict records to see whether the operational conditions/types required for a technical object can also be switched in the Operational WCD [Seite 27]. the technical object for which the conflict arose is. The operational condition/type A generates conflicts. you can: • Stop switching and remove the conflict • Ignore the conflict and continue switching. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 42 . This entry is only deleted again once the item has been untagged or temporarily untagged. then A is the new operational condition/type for the system. the status CONF (conflict) is also assigned to the technical object by the system. The system always assumes that the switch was performed.2002 Check: Conflict Use Obligatory check whether the required operational conditions/types [Extern] of a technical object to be switched [Extern] can also be switched within an operational group [Extern]. Activities In the case of a conflict. Features A conflict record is written by the system at the start of a tagging phase. then the conflict is automatically withdrawn. If during lockout/tagout. This check is based on general and user-defined conflict rules [Seite 43].SAP Online Help 08. This requires a special authorization [Seite 64]. If you ignore a conflict. which are checked for tagging. untagging and temporary untagging. for example.11.

then their combination does not lead to a conflict. These must therefore be assigned to the operational groups before the conflict rules are defined.2002 Conflict Rules Definition Rules that define the relationships between operational conditions/types [Extern] within an operational group [Extern]. • It is possible to define asymmetrical rules. • Operational conditions influence the conflict verification. The check produces the following results: N = Note E = Error message • The operational type cannot be overwritten. and displays the result on the screen. Work Clearance Management (PM-WCM) 470 43 . mechanical or electrical).11. • The system interprets missing rules as errors.SAP Online Help 08. Conflict rules can be general or user-defined. • Operational conditions do not have any effect on the conflict verification. The system assumes that a combination of different operational types always leads to a conflict [Seite 42]. Example Example of general conflict rules: If the operational conditions CLOSED and LOCKED belong to the same operational type. General Conflict Rules No definitions are required. User-Defined Conflict Rules If conflict rules have been defined in Customizing. Structure The system uses conflict rules to compare the current operational condition or type with the one to be switched. • It is not possible to define asymmetrical rules. then the system differentiates between the following results in a check: N = Note W = Warning E = Error message • The operational type can be overwritten. Use The operational conditions and types that are compatible with one another are defined within an operational group (for example.

2002 Example of user-defined conflict rules: For example. a user-defined conflict rule states that the operational condition LOCKED can follow the operational condition CLOSED. There are therefore six possible combinations of operational condition and operational type. Example calculation of the number of user-defined conflict rules: In an operational group E (= electrical). but the operational condition CLOSED is not allowed to follow the operational condition LOCKED. When the rules are created.SAP Online Help 08. each with three operational types RED. Work Clearance Management (PM-WCM) 470 44 . there are two operational conditions ON and OFF. all of these combinations can also be reversed.11. YELLOW and WHITE. so that a total of 36 (= 6 x 6) conflict rules are defined in Customizing.

therefore. • An operational protection is set. The operational protection always refers to the technical object and its assigned operational group.2002 Operational Protection Use Protection which ensures that a technical object.11. therefore. Prerequisites • The Operational WCDs with technical objects to be protected are linked to one another using work clearance applications. Work Clearance Management (PM-WCM) 470 45 . These Operational WCDs then form a protected area. however. can only be switched from certain Operational WCDs [Seite 27]. The protected area is visualized as follows on the switching screen [Seite 24] for your support: • An operational protection is set. • The technical objects that should be protected are managed as items in the Operational WCDs that are linked to one another. which is managed as an item in an Operational WCD. The operational protection can be used to protect the temporary untagging of an item of the Operational WCD against other Operational WCDs for test purposes. A protected area is defined using the following criteria: • Operational protection of items in Operational WCDs that represent technical objects • Direct linking of Operational WCDs using superior work clearance applications A technical object can be switched within the protected area. Features The operational protection can be used to create protected areas. the item is outside the protected area and cannot. the item is inside the protected area and can. be switched. After an operational protection has been set.SAP Online Help 08. it is not possible to switch the technical object outside of the protected area. switching is only possible from those Operational WCDs that are linked together directly by the superior work clearance applications [Seite 21]. however. However. be switched.

there are no restrictions for switching this technical object. This is a simplified example. and 203. No operational protection is set for the technical object A400. However. and A300) in the Operational WCDs 201. 2. However. and 3 (that is. as it is outside the protected area. 202.2002 Example Work Clearance Work Clearance Application Application 1001 1002 Operational Operational Operational WCD WCD WCD 201 202 203 Item 1: A100 (protected) Item 1: A100 Item 1: A100 Item 2: A200 Item 2: A200 (protected) Item 2: A200 Item 3: A300 Item 3: A300 Item 3: A300 (protected) Item 4: A400 Item 4: A400 Item 4: A400 Protected Areas The protected areas arise through the operational protection of items 1. The technical object A100 can be switched within the protected area in the Operational WCDs 201 and 202. in which the same operational group is assumed.11. 202. This means that no protected area was defined. this technical object cannot be switched in the operational WCD 203. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 46 . the technical objects A100. The technical object A100 can be switched within the protected area in the Operational WCDs 202 and 203. A200.SAP Online Help 08. this technical object cannot be switched in the operational WCD 201. The technical object A200 can be switched within the protected area in the Operational WCDs 201. Therefore. and 203. as it is outside the protected area.

because the valve must be shut for the repair of Pump B.2002 Adjust Untagging Use You can use this function to copy the current operational condition/-type of a technical object as the desired untagging condition/-type. After repairing Pump A. You execute the adjust untagging. The planned untagging condition OPEN for Valve V cannot. however. • Valve V must also have the tagging condition CLOSED in Operational WCD B in this case. in which the same operational group and the same operational type is assumed.SAP Online Help 08. the current operational condition of Valve V is CLOSED. Thus. This means that the planned untagging condition must be corrected so that the untagging can be executed without any conflict. in order to be able to repair Pump B. Through this you adopt the current operational condition CLOSED of Valve V into the Operational WCD A as the new untagging condition. the Operational WCD A should be untagged again. The untagging condition is OPEN. The untagging condition is OPEN. Example Valve V is in both Operational WCD A and in Operational WCD B: • Valve V must have the tagging condition CLOSED in Operational WCD A. so that Pump A can be repaired. This is a simplified example.11. be adopted. Then you can untag the Operational WCD A without any conflict. Both Operational WCDs are tagged. See also: Operational Cycle [Seite 31] Multiple Usage of Operational Tags [Seite 70] Work Clearance Management (PM-WCM) 470 47 .

11. List Comparison Current Work Clipboard Clearance Document Other Work Clearance Documents Work Clearance Management (PM-WCM) 470 48 . Features You can use the clipboard to: • Copy items within a work clearance document • Copy items from other work clearance documents into a work clearance document For technical reasons it is not currently possible to use the clipboard to copy documents [Seite 60] or long texts within a work clearance document.SAP Online Help 08.2002 Clipboard Use You can use the clipboard when you are maintaining work clearance documents [Seite 24].

You can define user-specific settings. which the system uses as the basis for the list comparison. or Other Display for the display in two lists. Items which cannot be compared with each other are either added or deleted items. The result of the list comparison is displayed with the following symbols: • Identical item • Non-identical item • Deleted item • Added item You can display the result in two different displays: • The result is displayed in two work clearance documents. You can set filters for the result. Activities You call up the maintenance screen of the work clearance document in the change mode and choose Compare with Template or Extras → Comparison → With other WCD. therefore. you can copy data to the clipboard [Seite 48]. • You can optimize the construction of a library of work clearance documents. For the list comparison. inactive items are not taken into consideration. not displayed.2002 List Comparison Use The list comparison function offers you the following advantages: • You can compare a work clearance document [Seite 24] with the copy model or with other work clearance documents. choose Other Display for the display in a list. • Or if both items have the same template Comparable positions are either identical or non-identical.11. • You can easily trace subsequent changes in the copy model. In the work clearance document being used as a basis for comparison. To change the display. • The result is displayed in one work clearance document. In the current work clearance document they correspond to added items. whereby the differences are visible in both work clearance documents. or the other way around. • This means you can easily determine whether a work clearance document was subsequently changed. Features You can compare a work clearance document with the copy model or with other work clearance documents. Work Clearance Management (PM-WCM) 470 49 . and are. All other items are not comparable with each other. The system only checks the items of the work clearance documents to be compared. they correspond to deleted items. Two positions can be compared exactly with each other.SAP Online Help 08. To make changes to the copy model or adjust one work clearance document to the other. • If one item was the template of the other.

SAP Online Help 08.11.2002 Work Clearance Management (PM-WCM) 470 50 .

These functions simplify the development of a specific RFC server. You must develop this program additionally. particularly on the availability of the statistical server library. The connection between both systems is realized through an individual RFC server. which works as middleware [Extern] between SAP R/3 and the external system. based on the above server library. see SAP note 514711. which is supplied by SAP.LIB). SAP R/3 RFC Server RFC Server Graphic Enterprise Generic Individual WCM WCM Component Component Planning Prerequisites In Customizing for Work Clearance Management under Application Profile you activated the graphic WCM planning and specified the name of a logical RFC destination. with which you can process items for work clearance documents. This library encapsulates relevant functions of the RFC server.2002 Graphic WCM Planning Use You have the option of integrating any external systems you like for processing. The most prevalent example is the integration with a graphic WCM planning system.11. Work Clearance Management (PM-WCM) 470 51 . to implement an individual connection to a specific external system. and maintaining work clearance documents. • Individual component This is an executable program. For further information.SAP Online Help 08. The following graphic clarifies the connections. It makes RFC functions tailored to work clearance documents available. which are contained in the standard RFC library. visualizing. The server is composed of two components: • Generic component This is the statistical server library (WCMRFC.

SAP Online Help 08. If you change item data in the external system.2002 Features If you have made the necessary settings. the RFC server is called up.11. If the user performs this function. enabling the processing of the work clearance document using the external system. See also: Data flow [Seite 53] Work Clearance Management (PM-WCM) 470 52 . a consistency check is automatically performed before any further processing can take place in SAP R/3. a corresponding menu function is activated on the maintenance/switching screen of the work clearance document.

you can easily make changes to copy models.2002 Data Flow A work clearance document [Seite 24] can be created using the copy model of any work clearance document. You can use the clipboard [Seite 48] to copy items from other work clearance documents.SAP Online Help 08. You can also use the clipboard in the list comparison [Seite 49]. for example. only possible in SAP R/3. Then you can display or change the work clearance document in an external system of a graphic WCM planning [Seite 51]. Switching [Extern] is. Graphic WCM Planning List Comparison Any Work Clipboard Clearance Current Work Other Work Document Clearance Clearance Document Documents Work Clearance Management (PM-WCM) 470 53 . so that. however.11.

the assignment is only revoked once the WCM object has been saved.2002 Assignments Use The architecture [Extern] selected determines the rules of assignment between the WCM objects [Seite 16]. Depending on the system status. Work Clearance Management (PM-WCM) 470 54 . However. Features You can use Customizing settings to further restrict the assignment rules.11.SAP Online Help 08. you can also define that the assignments to other WCM objects are automatically revoked. You can determine that an approval [Seite 55] can only be issued when a WCM object is assigned to another WCM object.

but you cannot assign any more approvals to a WCM object or delete assignments. The approval process begins in that you set the status [Seite 31] PREP (Prepared) in the WCM object. In addition. whose effects are described below. During the approval process you can issue approvals and revoke approvals again.SAP Online Help 08. You make further settings. before an approval on the next hierarchy level can be issued.2002 Approval Use You can use approvals to define certain rules or requirements that must be observed in Work Clearance Management. You can also assign an approval to several WCM objects. to control the approval process within a WCM object. on grounds of clarity. This means that the approvals on one hierarchy level must always be completely issued. Work Clearance Management (PM-WCM) 470 55 . Before beginning the approval process you can assign approvals to a WCM object and delete these assignments again. you can use approvals to log the execution of certain steps. Features In Customizing for the component Work Clearance Management (PM-WCM) you define which approval can be used for which WCM object. Prerequisites In Customizing for the components Plant Maintenance and Customer Service you have defined approvals and approval categories. that from this point you can issue and revoke approvals. thus you approve the whole WCM object and not individual items. These approvals are enhanced for functions that only concern Work Clearance Management. each approval can only be used once per WCM object. The issuing order is unimportant. Integration In Work Clearance Management. Hierarchies You can define hierarchies for approvals. thus you approve the whole WCM object and not individual items. however. This means.11. You can assign approvals to all WCM objects [Seite 16]. this is not recommended. However. From the total quantity of these approvals you have selected a partial quantity for Work Clearance Management. The approvals on one hierarchy level are always connected by a logical AND. the approvals from the components Plant Maintenance and Customer Service are used. You always assign an approval at the header level of a WCM object. You can assign several approvals to a WCM object. You always assign an approval at the header level of a WCM object.

11. you must have issued approval A. To issue approvals E or F. System Status and User Status You can determine that the issuing of approvals can be blocked by the system or user status. or D. and D. Assigning Another WCM Object You can determine that an approval can only be issued when a WCM object is assigned to another WCM object. Thus. and C are always used in the work clearance document. for example. prevent an Operational WCD from being approved before it is assigned to a work clearance application. and C are automatically assigned to the work clearance document when it is created. Automatic Assignment of Approvals You can determine that an approval is automatically assigned to a WCM object when it is created. if you know that approvals A.SAP Online Help 08. then in Customizing you can define that approvals A. B. you must have issued approvals E and F. For example.2002 AA 1 BB CC DD 2 EE FF 3 GG 4 Approval Hierarchy Level To issue approvals. To issue approval G. Work Clearance Management (PM-WCM) 470 56 . C. Obligatory Approvals You can determine that the assignment of an approval to a WCM object cannot be deleted. B. C. B. you must have issued approvals B. you can. This makes the approval obligatory.

B. Automatic Revoking of Approvals You can determine that approvals issued on the basis of hierarchy level or a system status are automatically revoked. system status) for issuing approvals.SAP Online Help 08. Approval Process Across WCM Objects You can also block the approval process across WCM objects. Symbolization of the Approval Status Progress in the issuing of approvals is symbolized by traffic lights. Thus. As soon as the WCM object has the system status.2002 Automatic Issuing of Approvals You can determine that approvals are automatically issued. Approvals A. in list overviews a quick overview of the progress of the approval process. the system automatically issues the approval. Work Clearance Management (PM-WCM) 470 57 . as well as D. Whoever issued approval A subsequently determines that approval A shouldn’t have been issued and revokes it. Issuing an approval is dependent on a certain system status of the WCM object. Through this you have. All approvals are issued. At least one approval is issued. The colors of the traffic lights have the following meaning: No approval is issued. Through this. This only makes sense if you have defined prerequisites (for example. for example. approvals B and C. are automatically revoked. You can determine exactly which approval has an influence on the traffic lights.11. and C. as well as D (see above graphic) have already been issued. approvals in hierarchical or subordinate WCM objects [Seite 27] can affect the issuing of approvals within a WCM object.

SAP Online Help 08.11. WCM object is. Approval A is assigned to one WCM object. is the blocking across WCM objects is lifted. Approval B cannot be issued until approval A has If you want to avoid this. In this case. the system interprets the approval B is assigned to another WCM object. you must been issued. however. that another WCM object and the other way round. approvals A and B can be WCM object waits for the issuing of approval B of issued independently of each other. The assignment of approval A to the determine that approval A is mandatory.2002 Approval Indicator: Process-Relevant A y Approval Category Direction B y The following rules of exception apply: Situation Exception rule The system is set up such that approval A of one In this case. Work Clearance Management (PM-WCM) 470 58 . deleted. missing assignment as approval issued.

These could be mandatory roles or changeable roles. Partner roles [Extern] are in turn defined within a partner determination procedure. You can assign so-called partner determination procedures [Seite 16] to each WCM object [Extern].2002 Partner Use The people or groups necessary for a Work Clearance Management are represented in the system as partners. Work Clearance Management (PM-WCM) 470 59 . Prerequisites In Customizing for Work Clearance Management you have created settings under Assign Partner Determination Procdure.11.SAP Online Help 08. Integration You can find further information on the connections between partner determination procedures and partner roles under partner [Extern].

In principle you can assign all document types [Extern] to a WCM object. a link between an existing design drawing of a technical object and the corresponding work clearance documents [Seite 16].11. for example. you obtain. Through this.2002 Document Use Work Clearance Management is connected with Document Management. Integration You can find further information on document management under Document Management [Extern]. Prerequisite In Customizing for Work Clearance Management under Define Document Types you have assigned the document types to be used to the WCM objects.SAP Online Help 08. Work Clearance Management (PM-WCM) 470 60 .

codes. you can combine several codes into a code group. and code groups under catalogs (QM- PT-BD-CAT) [Extern]. You can assign two different catalogs to each WCM object. A catalog is divided into codes and code groups. for example. individual activities. store further rules in the catalogs. You can. code groups are.11. Integration You can find further information on catalogs. Codes are.2002 Catalog Use You can use catalogs to store information in a structured form to a WCM object [Seite 16]. for example.SAP Online Help 08. Prerequisites In Customizing for Work Clearance Management you have created settings under Catalogs. for example. Work Clearance Management (PM-WCM) 470 61 . individual tasks.

This is particularly advisable.SAP Online Help 08. Prerequisites The reference object must be included in the installation structure of the Plant Maintenance (PM) component. If an object list exists for a reference object of a WCM object. You can enter further technical objects in a so-called object list.2002 Reference Object and Object List Use You can enter a reference object in a WCM object [Seite 16]. Features The location data are derived from the master record of the reference object in the WCM object. However. it is not possible to enter both. then you cannot change the reference object in the WCM object. This can be either a functional location [Extern] or equipment [Extern]. You can use the optional check “reference object” [Seite 41] to check whether a technical object to be switched is already the reference object of an active lockout/tagout.11. Work Clearance Management (PM-WCM) 470 62 . if. also those which are within the border armature). for example. border armatures are defined for a lockout/tagout and are tagged. In this case the object list can contain the list of all tagged components (therefore.

SAP Online Help 08. Work Clearance Management (PM-WCM) 470 63 . you can link it to a PC file (for example. You can use the object services to send WCM objects [Seite 16] within SAP R/3 to individual SAP users. Regardless of whether you send a WCM object. Integration For further information on the generic object services.11. with a graphic or a Word document).2002 Object Services Use Work Clearance Management [Seite 1] is connected to the generic object services. using SAP Office. see Generic Object Services (BC-SRV- GBT) [Extern].

Application [Seite 20]. Operational WCDs Simulations [Seite 34] WC_CONFTYP) [Seite 27] I_WCUSE Uses (IWERK. additional application [Seite 23]. Operational WCD) PMSOG Authorization [Seite 55] Work Clearance Management (PM-WCM) 470 64 . AKTTYP) I_FCODE Function codes (IWERK. Authorization Objects Authorization Object Description Authorization Field Use (See also Legend) S_TCODE Transaction code (TCODE) All transactions I_BEGRP Authorization group (TCODE. WC_FCODE) I_VAL Valuation [Seite 75] (IWERK. OBJART. WCD template [Seite 26].2002 Authorizations Use In Work Clearance Management [Seite 1]. IWERK) All WCM objects I_SWERK Maintenance plant (TCODE. IWERK. BEGRP) All WCM objects [Seite 16] I_INGRP Planner group (TCODE. Work clearance document [Seite 24]) OBJTY Object category (Work clearance application [Seite 21].SAP Online Help 08. All WCM objects OBJTYP. various authorization objects [Extern] and authorization profiles [Extern] are required. change. WCUSE. PMSOG) All WCM objects 55] I_CONFLICT Tests and (IWERK. OBJART.11. VAL) Order [Seite 13] Legend for the Authorization Fields Authorization Field Description AKTTYP Activity type (Create. All WCM objects OBJTYP. SWERK) All WCM objects I_SOGEN Authorizations [Seite (SWERK. All WCM objects INGRP) I_IWERK Planning plant (TCODE. display) BEGRP Authorization group INGRP Planner group IWERK Planning plant OBJART Object type (Work approval [Seite 18]. You can find further information on the SAP authorization concept under Users and Roles (BC-CCM-USR) [Extern]. Features The following table shows you the authorization objects and authorization profiles that are used in Work Clearance Management.

11.SAP Online Help 08.2002 SWERK Maintenance plant TCODE Transaction code VAL Valuation WC_CONFTYP Conflict category [Seite 34] WC_FCODE Function code WCUSE Use of WCM objects Authorization Profiles Authorization Profile Description I_WCM_ALL All authorizations for Work Clearance Management I_CONF_ALL All authorizations for tests and simulations I_FCODE_ALL All authorizations for function codes I_WCUSE_ALL All authorizations for uses I_VAL_ALL All authorizations for the valuation I_PM_ALL All authorizations for Plant Maintenance (PM) Work Clearance Management (PM-WCM) 470 65 .

11.SAP Online Help 08. Prerequisites In Customizing for Work Clearance Management you have created settings under Print Control. you can also print header data from work approvals [Seite 18]. In Customizing for Work Clearance Management under Define Print Format for Operational Tags. Work Clearance Management (PM-WCM) 470 66 . As well as general print specifications.2002 Printing Use Work Clearance Management allows you to print the following shop papers: • Work permit [Seite 67] • Operational list [Seite 68] • Operational tag [Seite 69] As well as these shop papers. applications [Seite 20] and work clearance documents [Seite 24]. for every print format for tags. you can also define user-specific print specifications here. you have assigned a corresponding format for test tags.

You can print a work permit for each WCM object [Seite 16]. We distinguish between the first printout (original) and the following printout (copy).11. Work Clearance Management (PM-WCM) 470 67 . The work permit for an application [Seite 20] confirms the execution of a special safety measure.SAP Online Help 08. only be printed when the traffic light that symbolizes the approval status is green. Features You need a special authorization [Seite 64] to print a work permit.2002 Printing the Work Permit Use The work permit is a printout. a work permit can. When you print a work permit. which confirms an execution of tasks or activities in Work Clearance Management [Seite 1]. that is. for example. The printout of a work permit can be blocked by the approval status [Seite 55]. the system sets the status [Seite 16] PWP (Work permit printed) for the corresponding WCM object.

or just parts of it. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 68 . You can print out the entire operational lists.2002 Printing Operational Lists Use An operational list is a printout of an Operational WCD [Seite 27]. There are two types of operational lists: • A list for tagging [Extern] • A list for untagging [Extern] Features You can log tagging and untagging with the help of the operational list. No special authorization is required for printing out operational lists.SAP Online Help 08.11. This printout contains the necessary information and supports the performance of a lockout/tagout [Seite 30]. You can print it out as often as you like – no distinction is made between the first print and subsequent prints.

11. You need special authorization [Seite 64] to print an operational tag. However. When printing an operational tag. the status PTAG (Tag printed) is set in the Operational WCD item. This printout is given on site to a technical object and indicates that the technical object is switched [Extern]. You specify the final print format in the Operational WCD. This is necessary when you perform a revision.SAP Online Help 08. When printing a test tag. the status PTST (Test tag printed) is set in the Operational WCD item. you can also bring the printout forward in time. as all the shop papers must be prepared in advance. You can define possible tag print formats in Customizing for Work Clearance Management [Seite 66].2002 Printing Operational Tags Definition An operational tag is a printout of an item of an Operational WCD [Seite 27]. you can print an operational tag for each item of an Operational WCD. See also: Operational Cycle [Seite 31] Work Clearance Management (PM-WCM) 470 69 . You can print test tags in the first temporary untagging phase. Use In order to document a lockout/tagout [Seite 30]. We distinguish between the first printout (original) and the following printout (copy). You specify the printing format for test tags in Customizing for Work Clearance Management by assigning a corresponding print format for test tags to each tag print format. • Operational Test Tag This operational tag is on site given to a technical object and indicates that the technical object is temporarily untagged for testing purposes. There are two types of operational tags: • Operational Tag This operational tag is given on site to a technical object and indicates that the technical object is tagged. Operational tags are normally printed in the operational cycle [Seite 31]. You can print operational tags in the first tagging phase.

that an operational tag was already printed and is at your disposal. just referenced more than once in the different Operational WCDs and affixed just once on site. you get an overview of the operational tags that are no longer necessary. The symbol means that the operational tag is reference from at least one other item. so that is can also be used more than once.11. the number of this operational tag can be made available to other items of the same technical object. The symbol means. This means. Features When an operational tag is printed. it is available for various items to be switched.2002 Multiple Usage of Operational Tags Use Several items of different Operational WCDs [Seite 27] can use the same operational tag [Seite 69]. Prerequisites In Customizing for Work Clearance Management you have defined the following: • Under Maintain Application Profile The criteria. in which a previously affixed operational tag must correspond to an operational tag to be printed for another Operational WCD. If you deactivate an item or close an Operational WCD. The two symbols displayed (for the tag and the test tag) have the following meanings: • You yourself have not yet printed any operational tag for the item. therefore. See also: Operational Cycle [Seite 31] Adjust Untagging [Seite 47] Work Clearance Management (PM-WCM) 470 70 . The operational tag is. • You yourself have printed any operational tag for the item. not printed more than once. At these times the system checks whether an operational tag is required elsewhere or should be removed from location. • Under Maintain Usage for Work Clearance Documents You have activated the multiple usage for operational tags in the respective usage of the Operational WCDs.SAP Online Help 08.

If you often use the same selection criteria to create lists. The following selection variants exist: • general selection variants replace the standard selection screen of the transaction with a company-specific selection variant • user-specific selection variants replace the company-specific selection screen with a user-specific selection screen The programs and transaction codes that you need to create selection variants are listed below: Single-Level List Processing Document Program Display Change Order [Seite 13] RIAUFK20 IW39 IW38 Work approval [Seite 18] RIWCWW02 WCLA WCL9 Work clearance application RIWCWA02 WCL6 WCL5 [Seite 21] Application [Seite 20] RIWCWA02 WCL8 WCL7 Operational WCD [Seite 27] RIWCWD02 WCL4 WCL3 WCD template [Seite 26] RIWCWD02 WCL2 WCL1 Multilevel List Processing Document Program Display Change Multilevel List RIWC0010 WCLB WCLE Filter: Order RIAUFK20 WCLB Filter: Work Clearance RIWCWA02 Application Filter: Work Approval RIWCWW02 Filter: Operational WCD RIWCWD02 Assignments as List Processing Document Program Display Order RIAUFK20 IW39 Work Approval RIWCWW01 WCTP Work Clearance Application RIWCWA01 WCTQ Application RIWCWA01 WCTS Operational WCD RIWCWD01 WCTR Copying of Items as List Processing Document Program Display Work Clearance Management (PM-WCM) 470 71 .11. These selections are then automatically proposed when you call up the transactions.2002 List Processing Using Selection Variants Use In Work Clearance Management [Seite 1].SAP Online Help 08. you can save these criteria as selection variants [Extern] that follow special naming conventions. list processing is used during the processing of all WCM objects [Seite 16].

11.2002 Work Clearance Document RIWCWI04 XXXX Selection of a Work Clearance Document for the List Comparison Document Program Display Work Clearance Document RIWCWD02 WCLB Activities For Work Clearance Management.SAP Online Help 08. you define selection variants in list processing under Go to → Variants → Save as Variant. Allocate the following names as variant names: • For general selection variants SAP_TCODE_<Transaction code> • For user-specific selection variants U_<User Name> See also: Working with lists [Extern] Work Clearance Management (PM-WCM) 470 72 .

In addition. fire protection or lockout/tagout [Seite 30].SAP Online Help 08. Owing to the complexity of the process. Process Flow Sample Process for Order Processing Without Valuation [Seite 77] Sample Process for Order Processing with Valuation [Seite 79] Work Clearance Management (PM-WCM) 470 73 . For example. employees with special authorizations are required. but also the planning of a procedure for how to work safely on the affected parts of the system. clear communication between all the employees or departments involved in maintenance work using Work Clearance Management is essential. Prerequisites In these cases. it is important to regulate all areas of responsibility clearly and assign the necessary tasks accordingly.11. who are allowed to issue an availability permit. the execution of maintenance tasks not only necessitates the planning of maintenance work. These safety measures [Seite 20] can include issuing permits for radiation protection.2002 Order Processing with Work Clearance Management Purpose Aspects of safety in the workplace must often be considered when executing maintenance work in order to ensure a safe working environment.

This is set up in Customizing such that it activates Work Clearance Management. you must activate Work Clearance Management for maintenance orders. Work Clearance Management (PM-WCM) 470 74 . Work Clearance Management can also be activated automatically: You have assigned an approval to a technical object. Features There are two ways to activate Work Clearance Management: • Through approvals [Extern] that you assign to the maintenance order and have configured in Customizing such that Work Clearance Management is activated • Through operations in maintenance orders with the control key WCM As approvals can also be automatically assigned to a maintenance order using technical objects. Within the valuation [Seite 75] it also holds that a partially performed valuation prohibits a cancellation of the activation. In addition. you must have performed the valuation before the pushbutton appears. you have defined that this approval in the technical object is copied to the maintenance order as default value. the pushbutton WC-Application appears in the application toolbar of the standard model [Seite 9] or the pushbutton Work Approval appears in the enhanced model [Seite 11].SAP Online Help 08. If you create a maintenance order for this technical object. the approval of the technical object is automatically copied as default value and thereby Work Clearance Management in the maintenance order is automatically activated.2002 Activating Work Clearance Management for Orders Use In order to ensure that work safety measures are performed for maintenance work tasks. If you have also activated the valuation.11. Activities If you have activated Work Clearance Management. These orders [Seite 13] are marked as WCM-relevant orders [Extern]. Prerequisites In Customizing for Work Clearance Management you have configured Work Clearance Management for the planning plant of the order.

whether safety measures must be implemented. the system sets the status VAL (Valuated) in the order: − No application required The pushbutton “Release for execution” appears in the order and you can set the status EXEC (Released for execution). Only then does the pushbutton “Release for execution” appear in the order and you can set the status EXEC (Released for execution). The order is now WCM-relevant and the pushbutton Valuation is displayed. • You have defined which applications in the order [Seite 13] must be valuated for the planning plant. As soon as at least one application is valuated. You can change a valuation until “Released for execution” [Seite 13] (Status EXEC – Released for execution) is issued. This takes you to the dialog box with the applications to be valuated. the applications valuated with Yes are mandatory. It also document who performs the valuation at what time. 3. Prerequisites In Customizing for Work Clearance Management [Seite 1] you have defined the following: • You have activated the valuation in the application profile for the planning plant. The valuation is the basis of the “Released for execution”. When you have valuated all the applications. the system sets the status VAL (Valuated) in the order. During the valuation the system checks whether you are authorized to valuate the application. Choose Valuation. Activities 1. and for this the approval status [Seite 55] must be green. 2. the order is solely WCM-relevant. you must specify during the processing of an order whether or not it is necessary for each application.11. As soon as you have valuated all the applications. that is. that is. For the valuation you must define explicitly for each application [Seite 20] whether or not it is necessary. Activate [Seite 74] Work Clearance Management for the order. • Enhanced model [Seite 11] Work Clearance Management (PM-WCM) 470 75 . Features If the valuation is activated and the applications are defined. − At least one application required • Standard model [Seite 9] A work clearance application must be assigned to the order.SAP Online Help 08. then every WCM-relevant order must be valuated.2002 Valuation Use You can activate the valuation [Extern] for WCM-relevant orders [Extern] so that the maintenance workers can decided themselves.

SAP Online Help 08. The work approval must have the approval status green. Work Clearance Management (PM-WCM) 470 76 .11.2002 A work approval [Seite 18] with the applications that were valuated with Yes must be assigned to the order. Only then does the pushbutton “Release for execution” appear in the order and you can set the status EXEC (Released for execution).

Issue “Released for execution” [Seite 13] in the order Through the confirmation of the tagging performed (that is. Here. or by using deadline monitoring of maintenance plans in preventive maintenance. Creating and planning an order You plan the activities and resources required. the approval status of the work clearance application is green).SAP Online Help 08. you can issue the status EXEC (Released for execution) for the maintenance tasks in the order. Process Flow Work Work Maintenance MaintenancePlan Plan Clearance Clearance Management Management 1 6 Create Create Plan Plan Release Release Confirm Confirm Complete Notification Complete Notification Order Order Order Order Order Order Order Order Order Order 1 2 2 4 5 7 Work History/Analysis History/Analysis Work SCADA Clearance 7 SCADA Clearance 1 Management Management 3 1. you must activate Work Clearance Management [Seite 74] for the order [Seite 13]. Notifying a maintenance requirement This can be performed manually using a malfunction report or automatically using a SCADA system in the control room.11. 3. 2. Create WCM objects [Seite 16] and tagging [Extern] You create the necessary work clearance application [Seite 21] using the corresponding Operational WCD [Seite 27]. You switch [Extern] the technical object using the Operational WCD and confirm the execution of the tagging in the work approval. Executing the work and confirming its completion Work Clearance Management (PM-WCM) 470 77 . 4. If the tasks to be performed require lockout/tagout. 5. create a cost estimate and perform scheduling. a lockout/tagout [Seite 30] is executed using the standard model [Seite 9].2002 Order Processing Without Valuation Purpose The following steps describe an example of a process in order processing without valuation [Seite 75].

The order is then copied into the order history. Order WCM EXEC WOCO TECO 2 4 5 7 Work Clearance Application PREP CLSD Operational WCDs PREP ETG UNT EUG CLSD 3 6 Status and Meaning Status Description WOCO the work is completed CLSD the WCM object is closed EXEC the order is released for execution. 7. you confirm the resources required (for example. As soon as you have closed the work clearance application. You confirm the completion of the work with the status WOCO (Work completed). 6. times. the Operational WCDs can be untagged. Completing an order and copying to an order history After the order has been technically completed. where it is available for evaluations in the SAP component Plant Maintenance Information System (PM-IS). Then close the Operational WCD. and external services) and technical findings. that is you can untag the technical objects.11.SAP Online Help 08. Close WCM objects and untagging [Extern]. the maintenance work can be begun WCM the Work Clearance Management is activated ETG the Operational WCD is tagged EUG the Operational WCD is untagged UNT the Operational WCD is untaggable TECO the order is technically completed PREP the WCM object is prepared Work Clearance Management (PM-WCM) 470 78 . that is. The following graphic is a schematic representation of this process: You can also see here which status is set .2002 During and after the completion of the work. the business completion is performed with settlement of the order. materials.

4. you must activate Work Clearance Management [Seite 74] for the order [Seite 13]. which are necessary on the basis of the valuation. Creating and planning an order You plan the activities and resources required. Here.SAP Online Help 08. You tag the technical object using the Operational WCD and confirm the execution of the work clearance application and all the additional applications in the work approval. Perform valuation [Seite 75] You must define explicitly for each application [Seite 20] whether or not it is necessary. 2. create a cost estimate and perform scheduling. Process Flow Work Work Maintenance MaintenancePlan Plan Clearance Clearance Management Management 1 7 Create Create Plan Plan Release Release Confirm Complete Notification Confirm Complete Notification Order Order Order Order Order Order Order Order Order Order 1 2 2 3 5 6 8 Work Work History/Analysis History/Analysis SCADA SCADA Clearance Clearance 8 1 Management Management 4 1.11. a lockout/tagout).2002 Order Processing with Valuation Purpose The following steps describe an example of a process in order processing with valuation [Seite 75]. the order receives the status VAL (Valuated). a lockout/tagout [Seite 30] is executed using the enhanced model [Seite 11]. or by using deadline monitoring of maintenance plans in preventive maintenance. such as the work clearance application [Seite 21] with the corresponding Operational WCDs [Seite 27]. If the tasks to be carried out require safety measures (for example. Create WCM objects [Seite 16] and tagging [Extern] You create the necessary work approval [Seite 18] as well as all the applications. When you have valuated all the applications. Notifying a maintenance requirement This can be performed manually using a malfunction report or automatically using a SCADA system in the control room. Work Clearance Management (PM-WCM) 470 79 . 3.

Executing the work and confirming its completion During and after the completion of the work. Completing an order and copying to an order history After the order has been technically completed. Issue “Released for execution” [Seite 13] in the order Through the confirmation of all the applications performed. and external services) and technical findings. The order is then copied into the order history. the approval status of the work approval becomes green. Then close the Operational WCD. which are necessary on the basis of the valuation. Thus you can issue the status EXEC (Released for execution) for the maintenance tasks in the order. Order WCM VAL EXEC WOCO TECO 2 3 5 6 8 Work Approval PREP CLSD Additional Applications Work Clearance Application PREP CLSD Operational WCDs PREP ETG UNT EUG CLSD 4 7 Status and Meaning Status Description WOCO the work is completed CLSD the WCM object is closed VAL the order is valuated Work Clearance Management (PM-WCM) 470 80 . As soon as you have closed the work approval and all applications (particularly the work clearance application). 8. the business completion is performed with settlement of the order. the Operational WCDs can be untagged. materials. you confirm the resources required (for example.2002 5. where it is available for evaluations in the SAP component Plant Maintenance Information System (PM-IS). You confirm the completion of the work with the status WOCO (Work completed). 6. times. 7.SAP Online Help 08. The following graphic is a schematic representation of this process: You can also see here which status is set . Close WCM objects and untagging [Extern]. that is you can untag the technical objects.11.

that is.11.SAP Online Help 08. the maintenance work can be begun WCM the Work Clearance Management is activated ETG the Operational WCD is tagged EUG the Operational WCD is untagged UNT the Operational WCD is untaggable TECO the order is technically completed PREP the WCM object is prepared Work Clearance Management (PM-WCM) 470 81 .2002 EXEC the order is released for execution.

if necessary • generates and assigns all the WCM objects necessary for a lockout/tagout from the orders • optimizes the number of Operational WCDs Through this.SAP Online Help 08. The following graphic illustrates the automatic generation of WCM objects based on the standard model [Seite 9]. Prerequisites • The orders have operations with the control key WCM. Through this. • The orders have the status CRTD (Created). Work Clearance Management (PM-WCM) 470 82 . • A WCD template [Seite 26] must be provided in the first user field [Extern] for these operations. in particular for those orders that were created during the scheduling of maintenance plans. This executable program: • activates [Seite 74] Work Clearance Management for the orders. Features Execute program RIWCOO16 to generate WCM objects automatically. • No WCM object has yet been assigned to the orders.2002 Automatic Generation of WCM Objects Use You can automatically generate WCM objects [Seite 16] for orders. all the WCM objects necessary for executing a lockout/tagout [Seite 30] are created. • The system supplies the Operational WCD [Seite 27] with the WCD template [Seite 26]. • A user does not lock the orders. the system supplies the individual WCM objects with the following data: • The system supplies the corresponding order with the work approval [Seite 18] and the work clearance application [Seite 21]. It copies the responsible work center from the order header to use as the work center.11. The system copies the planning data from the order. The system copies the planning data from the order. Thus you can generate the corresponding WCM objects.

x Template a WCD WCM Op.11. WCD b . WCD b Template c Op. WCD c Control Key First User Field Work Clearance Management (PM-WCM) 470 83 . WCD a Template b Op.2002 Order x Order x WCD WCM WCA. y Template b WCD WCM Op.SAP Online Help 08.Order y Order y WCD WCM WCA.