Emission Management Process Walkthrough 20170308-1

Early Knowledge Transfer (EKT)
Component Extension 6.0 for SAP EHS Management

Emission Management – Process Walk-through
March 2017
Objectives Slide
At the end of this lesson, you will be able to:

 Understand on a high level the system functionality
 Understand process and steps dependencies
 Understand key steps of the process
© 2017 SAP SE or an SAP affiliate company. All rights reserved. Early Knowledge Transfer Customer 2
Business Example
Ed is an environmental manager of a gas pipeline company who occasionally needs to record

environment-related data (consumption or emissions). Consumption can be related to the fuel
used for compressor stations (for example, natural gas) and the emissions are the result of
burning that fuel (for example, CO2, N2O, or CH4).
Component extension 6.0 for EHS Management comprises the environmental management
component that supports the process of identifying requirements, collection of data, calculation
of emissions, data monitoring and processing of identified deviations.
Using the emission management, Ed can define the requirements and form a compliance
scenario, he can define the data needs, who will collect that data, how often and from where, he
can . In addition, Ed can define validation criteria (validation rules) for the collected data. He can
monitor the result of the validation checks. Ed can define calculation expressions and monitor
the calculated data. Finally, if some of the records exceed a particular rule, Ed can handle it as a
deviation.
Involved Roles
Try to manage not to have a Knowledge and Interests

spill! Not to manage a spill Low High
Enviro. Domain Knowledge

Age: 42
Regulatory Knowledge
Background: Degree in chemical engineering Operational Knowledge
On a daily base Ed ensures that they are in compliance with all Project Management Skills
environmental regulations and laws. In addition to working to ensure Electronic tool usage
compliance, Ed spends a considerable amount of time in keeping up-do-
Collaborative Workstyle
date with current changes to environmental regulations and making sure
that these are implemented at the site. Finally, he helps the operations Level of data aggregation
Ed teams to establish plans to incorporate new, environmentally friendly
ways of increasing production while decreasing costs and environmental
Env. Manager risks.
When the red lamp starts to blink I Knowledge and Interests

start pushing the button …. Low High
Enviro. Domain Knowledge

Age: 47+
Regulatory Knowledge
Background: Operational Knowledge
Richard has high school diploma. Technical school at best. Possible Project Management Skills
experience in maintenance. Electronic tool usage
Richard Collaborative Workstyle
Level of data agreggation

Env. Technician
Emission Management
Process
Identify Requirements Collect Data Calculate Emissions Monitor Data Process Deviations
• Organize in a structured way • Notification driven data • Simplified calculations using • Monitor and handle data • Identify deviations
requirement data from collection (measurements) standard mathematical issues: missing data, data
regulations, permits, or internal not available, environmental • Perform investigation
operations and aggregations
policies • Data based on daily, limits exceedances, • Take corrective and
monthly and yearly data • Automatic, manual, and test warnings preventive measures
• Environmental limits periods calculation execution options
• Regulatory lists • Handle multiple records • Create and submit deviation
• Sampling of chemical • Input data sources for reports
• Setup applicable requirements properties calculation – collected data, • Approve, invalidate, replace
sampled data, other data options
to equipment and locations
calculated data, regulatory
• Handle changes using revisions list constants
Process Walk-through
Environmental Manager
Home
The ‚home screen‘ is the starting point and gives a perfect overview about important issues and tasks. Data issues such as missing/pending
data, exceedance of limit value and warnings are directly shown at glance.
The open tasks are presented in a personalized worklist.
Compliance Requirements
Concept
To be environmentally compliant, a given location (or a piece of equipment) must adhere to certain requirements; these may be part of the
documents (regulations or permits) issued by global environmental agencies, or policies that are issued by the companies internally.
To ensure and control the environmental compliance at a location or equipment in accordance with the corresponding regulations, permits, or
internal policies, the environmental manager have to prepare the set of requirements (conditions) that are relevant for the industry of your
company.
The environment management component enables the customer to create an object known as a compliance requirement and use the issued
regulations, permits, or internal policies as a basis for this object. The compliance requirement facilitates the creation of industry-relevant
excerpts of the larger environmental documents.
Compliance Requirements
Types & Common Attributes
The compliance requirement contains all master data related to regulations, permits, and policies you create in the system. Creating a
compliance requirement is prerequisite in working with compliance scenarios and their underlying elements.
To ensure compliance in your industrial processes, the compliance requirement business object helps you organize detailed information which is
critical to the environment, and operate with environmental limits and regulatory lists, against which the system checks all of your processed and
recorded data.
Compliance
Requirements
Basic
Information
Attributes
Environmental
Limits Regulation Permit Policy
Regulatory
Lists
Identify Requirements
Create Regulation
Maintain the regulations which are applicable for your operations. Add the legal requirements in a hierarchy and add environmental limits and
regulatory lists.
To activate the object set the status to Released. In case of changes over
time, system supports the creation of multiple revisions.
Regulation Completed
Add Paragraph
Once the Compliance Requirement

(Regulation, Policy or Permit) is created,
you can add the respective paragraphs
and add the content for them.
When the Regulation is created, the

system defaults the title of the
Regulation as main paragraph in the
table. Every other paragraph will be
under the main one.
Add Paragraph
Upon confirmation the system adds the paragraph into the table. By default the paragraph has no environmental limits (threshold values) and
regulatory lists (Emission Factors, Global Warming Potential, HHV lists, etc.) assigned.
Environmental Limit
The environmental limits define compliance checks on the environmental data (collected or calculated) within the compliance requirement
paragraphs.
An environmental limit denotes an environmentally-relevant threshold that can be related to the collected or calculated data. After the limit is set, the
corresponding data is verified against it and the system automatically determines whether the data is within the range, approaches the limit, or
exceeds it.
Regulatory List
The regulatory lists to define the values of a given chemical property within a list of specified chemicals. The regulatory lists contain reference
information about additional compliance checks that can be extracted from the environmental documents (regulations, permits, or internal policies).
Add Regulatory Lists
Maintain regulatory list data such as emission factors which can be used for Emission calculation at a later stage. Depending on the
used substance and the pollutant you have to provide the applicable emission factor.
Add Environmental Limits
Limit checks are very important to demonstrate the compliance. Limit definitions are very flexible and easy to define. An icon indicator is
showing at glance the limit check result.
Define environmental limits by providing a name, a type such as ‘upper, lower or range limit‘ ,the subject and unit of measure. It is possible to
define a limit value and a warning value.
Create Policy
Navigation allows a very easy

creation of compliance objects
such as Regulations, Permits and
Policies.
The requirement objects always

ask for „valid from“ and „to“ period
where the object is applicable for.
Complete Policy
Policy consists at least of:

• Title
• Issuing Organization
• Domain
Validity Area is not mandatory but it is

still an important attribute of the
requirement creation. It is additional
attribute that can be added after the
policy is initially created.
The requirements are very easy to

maintain by selecting the level and
pressing the add button. Environmental
limits and regulatory lists can be
assigned on each level.
Once the Policy details are completed,

set the status to Released, therefore
the policy is available in the searches.
Compliance Scenario
Create Scenario
Once the compliance requirements are created, a next step would be to create the compliance scenario as well. Within the scenario a linkage
between the location and the compliance requirements is created and the assignment of the responsible person is done.
The compliance scenario business object is a hub

for operating with data collection, sampling, and
emission calculations. Responsible persons can
be assigned and environmental limits, attach
compliance certificates and other documents to
your activities.
• Validity
• Location
• Compliance Requirement
are amongst the Scenario name mandatory

entities.
In case the paragraph is not with status released,
it will not appear for selection when creating the
compliance Scenario.
Complete Compliance Scenario
A compliance scenario has the following details to be captured in the system:
• Compliance Element
• Measurements
• Samplings
• Calculations
• Compliance Scenario Details
• short and long description
• assigned Location
• Assigned Requirements
• Paragraphs
• Requirements
• Validity Period
• Persons Responsible for Location
Complete Compliance Scenario
Define Requirements Paragraphs
The system allows a quick assignment of

paragraphs to the Compliance Scenario by
showing a dialog that displays the Paragraph
Name and Validity Period.
Upon confirmation the requirement is added

to the Compliance Scenario.
Emission Management
Process
• Data based on daily,
policies limits exceedances, • Take corrective and
monthly and yearly data • Automatic, manual, and test warnings
• Environmental limits preventive measures
periods calculation execution options
• Regulatory lists
• Handle multiple records • Create and submit deviation
• Sampling of chemical • Input data sources for
• Approve, invalidate, replace reports
• Setup applicable requirements properties calculation – collected data,
Collect Data
Setup Data Collection
For the purpose of environmental compliance, the environment manager can plan and
execute data collections for the specific chemicals or physical parameters that are used
at a given location (or a piece of equipment) in your company.
To do this, an object known as data collection definition can be created. It contains all the
necessary information (such as the chemical or physical parameter, the unit of
measurement, and the data period) that is needed to carry out collection of
environmentally-related data. Later on, the collected data is used in the emission
calculation activities.
Once the basic attributes of the Compliance Scenario

are ready, several subsequent steps can be performed
such as:
• Trigger Data Collection Process
• Trigger Samplings
• Trigger Calculations
Collect Data
Assign Environmental Limits
The Data Collection is identified by its definition and the assigned environmental limits. The existing limits can be validated and new ones can be
added.
Collect Data
Add Data Collection Details
Details of the Data Collection for this

particular measurement can be accessed
in the Compliance Scenario.
Collect Data
Schedule and assign Responsible
The Responsible Persons to perform the measurement are shown in the Data Collection Definition. The actual assignment of the persons is done
on the Location that was assigned to the Compliance Scenario.
Additionally, the Schedule of the data collection can be maintained.
Collect Data
Add Samplings
Sampling process for substances involved in industrial processing at the plant can be set up in the system. Organizing the sampling activities in a
compliance scenario enables you to monitor and provide chemical data from sampling, and in this way comply with environmental requirements.
Sampling dates and process sampled data in

organized sampling processes can be planned
which ensure compliance with environmental
regulations.
The handling of all sampling activities and process

steps is done in the compliance scenario.
Collect Data
Add Sampling Definition Details
Sampling Definition Details can be viewed directly from the Compliance Scenario attributes.
Collect Data
Manage Sampling Details
Sampling Name is the only mandatory attribute for the Sampling definition. In addition The Sampling Method, the Planned Samples and
Instructions and Hints can be added to the details. The Sampling Subject and the Chemical Property are already preselected and not editable.
Collect Data
Create Sampling Method
In case a required Sampling Method is not maintained in the system, the Environmental Technician can created the method straight ahead.
Name and Type of Sampling Method is required for the creation.
Collect Data
Define Sampling Method Details
Define the Sampling details and Release

the sampling method. Only then the
method will be available for selection in
the Compliance Scenario.
To each Sampling method you can add

the procedures that has to be followed
and also any relevant documents or links
to external materials can be attached to
the Sampling Method details for further
support of the process.
Emission Management
Process
policies • Data based on daily, limits exceedances, • Take corrective and
monthly and yearly data • Automatic, manual, and test warnings preventive measures
Calculate Emissions
Add Calculations
The environment manager can create and manage the calculation of emissions at its location (or equipment). Emission calculations can be
created based on the provided compliance requirements and their regulatory lists, the collected environmentally-related data, or other
calculations.
The calculation of environmentally-related data is controlled by a background job that runs in the back-end system when given events occur. An
example for such an event could be the arrival of newly-submitted and approved data records in the system after the data collection procedure.
The approved data records are either

the result of a manual approval
procedure, executed by the
responsible environmental manager,
or the result of an automatic approval
process that includes the
environmental limits in the system.
In this case, the calculations are

triggered automatically and the results
are recorded and used in the system.
Calculate Emissions
Calculation Setup Details
Further calculation details can be
entered in the system.
The calculations that are created

in the compliance scenario are
carried out by the system
automatically, regardless of the
source of input data (as long as
the source is a correct input for
the calculation).
Calculate Emissions
Add Expression
A detailed description can be added to
the calculation data as well as the
expected expression applied in the
calculation.
A table with the Input Values is

presented with the possibility of manual
addition of the variables or a scanning
variables from expression.
The option of scan variables from

expression would expect that a formula
would be maintained in field Expression
(as shown on the figure).
Calculate Emissions
Collect Data Source Type
By adding the Input Variables the
Data Source Type and Data
Source have to be added.
When defining the Data Source

Type, you define whether the
based of the calculation variable is
• collected,
• calculated,
• fixed value
• due to regulatory list or
• sampled data.
Select the Data Source from the
list of available data sources.
Calculate Emissions
Execute Check Function
A check functionality can be executed based on predefined conditions.
Calculate Emissions
Trigger Test Calculations
Test calculation of emissions can be executed once the definition of the calculation is completed. The system will run a simulation where the
environmental manager can check the results.
Calculate Emissions
Test Calculations (Period)
Calculate Emissions
Test Calculations (Input Data)
Calculate Emissions
Test Calculations (Results)
Calculate Emissions
Activate Compliance Scenario
After activation the compliance scenario, the system will send notification to the responsible environmental technicians to collect the data. The
system will also calculate automatically as soon as the input data sources of the calculation are available and approved.
Calculate Emissions
Request Data for passed Periods
Calculate Emissions
Assignment for data collection notification
After the activation of the
compliance scenario, a
notification is triggered to
the responsible parties.
Calculate Emissions
Missing Data/Pending Data Notification
Example of the notification for missing
measurements is illustrated on the figure.
Calculate Emissions
Overdue Notification
Example of the notification for overdue
measurements is illustrated on the figure.
Calculate Emissions
Monitoring Pending Data Collections (1)
Calculate Emissions
Monitoring Pending Data Collections (2)
Calculate Emissions
Enter Values
The Environmental Technician maintains the values in the system.
Calculate Emissions
Plan Sampling
The Environmental Technician can start the planning of the sampling process. The sampling dates can be defined and added in the list.
Calculate Emissions
Samplings Overview
Calculate Emissions
Sampling Results
The results of the sampling can be captured in the system with the corresponding value and comment.
Calculate Emissions
Monitor Sample Data
The data can be monitored through the activities of the compliance scenario. The status of the sample is visible in the sample data table.
Calculate Emissions
Monitor Collected Data
A result of the calculation
data is presented as
overview for the particular
location.
Indication for replacements

and deviations created is
shown in the table.
Calculate Emissions
Monitor calculated data
Data Monitoring
Search
Data Issues
Monitoring & Handling
The environmental manager has a main role of monitoring and handing the exceedance of limit values. For this role in the system there is a
separate home page that shows explicitly with a colored icons the exceedance of limit values, warnings as well as missing data/pending data
and data, which is not available.
Multiple Data Issues
Replace
A replacement of wrongly reported data can be done through the Data Issues Monitoring. A comment in regards with the replacement can be
added in the dialog.
Emission Management
Process
requirement data from collection (measurements) standard mathematical issues: missing data/pending
regulations, permits, or internal data, data not available, • Perform investigation
policies • Data based on daily, environmental limits • Take corrective and
monthly and yearly data • Automatic, manual, and test exceedance, warnings preventive measures
Process Deviation
Deviation
“ … deviation is a measure of difference between the observed value of a variable and some other value …”
Wikipedia, the free encyclopedia
The deviation reporting process is part of the environmental management processes and it is designed to handle cases of violation of
environmental requirements. These can be related to incorrectly implemented procedures or limits and thresholds that were violated by the latest
measured data compared to preceding processes of data collection.
The deviation record is an event of violation of specific environmental requirements

which in Environment, Health, and Safety Management is designed as an incident.
For this reason, the deviation object is technically an incident object with the specific
group deviation. The deviation object has its own application lifecycle. Therefore, it
does not require fully implemented incident management component. However, for
the deviation processes a corresponding incident management configuration is
required.
Process Deviation
Process Flow
 Identify deviation
The deviation record describes a case when environmental requirements were violated.
In environmental management a deviation can be created as follows:
• From data monitor of a measurement.
• From validation results monitor.
• From service – in case the deviation is not related to measured data during identification.
 Assign and approve deviation data
The deviation processing application allows the environmental manager to assign and unassign relevant data.
The completion of a deviation requires approved assigned data. This means that it is handled as part of a reported deviation.
 Investigation
The investigation is a sub-process in the deviation.
 Take measures
The Tasks tab allows the environmental manager to define and process
corrective or preventive measures, such as: actions, notifications, approvals.
Process Deviation
Create Deviation
The environmental manager can record an identified deviation during the measurement data monitoring. Once the processes of collecting and
recording the measurements is competed, the deviations can be easily recognized and captured in the system.
The Create Deviation pushbutton in the Data Monitoring dialog of a specific measurement allows the environmental manager to assign one or
more than one unhandled value with status New or missing values to a deviation.
The environmental manager can select records from the result table (records for missing data or validation rule errors).
Process Deviation
Deviation Data
On the Deviation tab the environmental manager can assign, unassign, and approve the deviation data in order to complete the process of
deviation reporting. To be able to close the deviation incident, the status of all deviation records must be Approved with Deviation.
Using the Change Regulations pushbutton on the deviation incident the environmental manager can change the regulations in use. The possible
regulations can be configured in the Customizing activity Specify Regulations under the General Configuration node.
Process Deviation
Investigation Flow
The investigation process is similar to the incident management and the environmental manager can schedule it in tab Investigation. The
investigation is a separate process that comprises the following steps:
• Plan the investigation – specify the investigation lead, create a list of investigation steps that should be performed, and assign these steps to
investigators.
• Perform the planned steps in order to gather information on the case.
• Analyze the information and schedule the necessary measures on the Tasks tab.
• Finally, close the investigation by generating summary report and completing the investigation with a conclusion.
Process Deviation
Tasks
Outcome of the registered
deviation reflects the measures
that a company would apply to
reduce the noticed deviation.
The measures that are to be
created in the system will use
the standard Task
Management process within
Incident Management.
General Actions and standard
Notifications can be triggered
out of a deviation.
Process Deviation
Reporting
On the Reports/Documents tab the
environmental manager can attach
related documents and generate a
report from the available templates
(SAP Interactive Forms by Adobe).
The functionality is similar to the
incident management and requires
prior design and configuration of the
template, as well as setting its
availability in the Add pushbutton on
the Report Forms section.
By default, no reports are available

with the standard delivery. You can
design and create a template form
using transaction code SFP.
Lesson Summary
You should now be able to

 Understand on a high level the system functionality
 Understand process and steps dependencies
 Understand key steps of the process
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Early Knowledge Transfer (EKT)

Component Extension 6.0 for SAP EHS Management

At the end of this lesson, you will be able to:

Ed is an environmental manager of a gas pipeline company who occasionally needs to record

Try to manage not to have a Knowledge and Interests

Enviro. Domain Knowledge

Background: Degree in chemical engineering Operational Knowledge

When the red lamp starts to blink I Knowledge and Interests

Enviro. Domain Knowledge

Background: Operational Knowledge

Richard Collaborative Workstyle

Level of data agreggation

The open tasks are presented in a personalized worklist.

Once the Compliance Requirement

When the Regulation is created, the

Navigation allows a very easy

The requirement objects always

Policy consists at least of:

Validity Area is not mandatory but it is

The requirements are very easy to

Once the Policy details are completed,

The compliance scenario business object is a hub

are amongst the Scenario name mandatory

A compliance scenario has the following details to be captured in the system:

The system allows a quick assignment of

Upon confirmation the requirement is added

Once the basic attributes of the Compliance Scenario

Details of the Data Collection for this

Additionally, the Schedule of the data collection can be maintained.

Sampling dates and process sampled data in

The handling of all sampling activities and process

Define the Sampling details and Release

To each Sampling method you can add

The approved data records are either

In this case, the calculations are

The calculations that are created

A table with the Input Values is

The option of scan variables from

When defining the Data Source

Indication for replacements

The deviation record is an event of violation of specific environmental requirements

By default, no reports are available

You should now be able to

National product specifications may vary.

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