WCM

Work Clearance
Management
Uwe Kirchner
SAP AG
 SAP AG 2000 (Uwe Kirchner) / 1

Content
Background
Overview
New Functions

What is Basic WCM?
...the process of ensuring safe conditions

for personnel while performing maintenance
work and controlled testing

What is our Background?
 Clearance module created in R/2, installed in Cofrentes

nuclear power plant in Spain
 Modifications and enhancements required to suit additional
European as well as North American requirements
 WCM focus group (1996-1999)

What are the Requirements?
 Maintenance crews are working in a hazardous environment

(high voltage, radiation exposure, hot steam, ... )
 The guarantee of supply requires maintenance work while
systems are up and running
 The functionality of a technical system must not be affected
under any circumstances
 There are typical work-related illnesses, which require special
health and safety measures

What are the Key Benefits?
 Authorization process
 Open model
 Easy to learn & use
 Standardized procedures
 Generates templates
 Meets OSHA regulations
 Increases productivity
 Lockout/Tagout
 ...

What is Basic Lockout/Tagout?
Lockout/Tagout is the common name for a

process of "Control of Hazardous Energy"
as established by the Occupational Safety
and Health Administration (OSHA) under
Federal Registry 29 CFR 1910.147.

What are the Different Releases?
 ISU-WCM 1.1 (3.1H) - 12.1998
 ISU-WCM 1.2 (4.0B) - 06.1999
 ISU-WCM 4.61 (4.6B) - 05.2000
 R/3 4.6C - 06.2000

Who are our Customers?
 CS Energy and Powerlink (Australia)

 Electrabel (Belgium)
 Iberdrola and Endesa (Spain)
 PSE&G and Nebraska Power (USA)
 TEPCO (Japan)
 TUAS Power (Thailand)
 Vattenfall - Ringhals (Sweden)
 BEWAG and VSE (Germany)

Content
Background
Overview
New Functions

WCM Objects
 Work Approval (WAP) Order
 Applications Work Approval
Work Clearance
 Work Clearance Application (WCA) Application Further
Applications
 Application for Fire Protection Operational WCD
 ...
Enhanced Model
 Work Clearance Documents (WCD)
 WCD Template
Order
 Operational WCD
Work Clearance
Application
Operational WCD
Standard Model

WCM Object
Status processing and audit trail:
system status and user status
Assignment of partners:
General data different roles possible
Reference object Long text processing:

several internal remarks
Areas of responsibility
Assignment of documents:
Location data link to document management system
Planning data Assignment of permits:

process relevant, interactive, ...
Use of catalog technique:

code groups and codes

Work Approval
WAP
WAP
38481812
38481812
Further
Lockout/Tagout
Applications

Work Clearance Application
WCA
38481812
Operational Operational Operational

Operational
WCD WCD Operational
WCD
Operational
WCD WCD
12381812
WCD 12381823 12381845
12381812 12381845
12381812
Lockout/Tagout
Operational WCD

WCD Item
Operational group Status processing and audit trail:

system status and user status
Tagging information
Long text processing:
Untagging information several internal remarks
Additional information
Assignment of documents:
link to document management system
General information

Example of WCM Architecture
Order Order Order Order
Work Work
Approval Approval
Work Work
Clearance Application for Clearance
Application Radiation Application
Protection
Operational Operational Operational

WCD WCD WCD

Operational Cycle
ITG Initial State (ITG)

Tag (BTG)
Temporary Untagging Phase

BTG ETUG Tag Printed (PTAG)
Tagging Phase
Tagged (ETG)
PTAG PTST
Untag Temporary (BTUG)
Test Tag Printed (PTST)
ETG BTUG
Temporary Untagged (ETUG)
Untagging Phase
Untag (BUG)
BUG
Untagged (EUG)
EUG

Permits for WCM Objects
 Establish hierarchy levels within a WCM object

 Automatic assignment of permits during creation of WCM
objects
 Protect assignment from deletion
 Automatic approval rejections based on hierarchy levels
 “Traffic light” indicator for approval status controlled within a
WCM object by associated marked permits
 Automatic approval within a WCM object

Permits for WCM Objects
 Automatic blocking features

 based on assigned WCM objects
 based on WCM object system status
 approval interaction across WCM objects
 permits are marked to link across WCM objects
 control hierarchy of approval across WCM object
 The approval process passes information through all levels of
the WCM objects
 Every level can trigger or block the approval process
 Permit approval status information is inherited across WCM
objects in both directions

Maintenance Process with WCM
Work
WorkClearance
Clearance
Maintenance
Maintenanceplan
plan Management
Management
Create
Create Plan
Plan Release
Release Confirm Complete
Notification Confirm Complete
Notification Order Order Order Order Order
Order Order Order Order Order
Analyze
AnalyzeHistories
Histories
Work
WorkClearance
Clearance
SCADA
SCADA Management
Management

Maintenance Process with WCM
Order
WCM EXEC WOCO
WAP
PREP CLSD
Further Applications
WCA
PREP CLSD
Operational WCD
PREP ETG UNT EUG CLSD

Content
Background
Overview
New Functions

New Functions
 Enhanced reporting
 Archiving of WCM objects
 Continuous improvements (print outs, catalogs)
 Enhancement in the architecture of WCM
 Application profile for WCM module
 Enhanced features for the approvals

New Functions
 Operational cycle and phases

 Operational protection and protected area
 Integration of the current operational condition
 Concept of virtual tagging
 Date fields for WCM objects
 Link of WCM to preventive maintenance processing

WCM

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Work Clearance

 SAP AG 2000 (Uwe Kirchner) / 1

 SAP AG 2000 (Uwe Kirchner) / 2

...the process of ensuring safe conditions

 SAP AG 2000 (Uwe Kirchner) / 3

 Clearance module created in R/2, installed in Cofrentes

 SAP AG 2000 (Uwe Kirchner) / 4

 Maintenance crews are working in a hazardous environment

 SAP AG 2000 (Uwe Kirchner) / 5

 SAP AG 2000 (Uwe Kirchner) / 6

Lockout/Tagout is the common name for a

 SAP AG 2000 (Uwe Kirchner) / 7

 ISU-WCM 1.1 (3.1H) - 12.1998

 ISU-WCM 1.2 (4.0B) - 06.1999

 ISU-WCM 4.61 (4.6B) - 05.2000

 R/3 4.6C - 06.2000

 SAP AG 2000 (Uwe Kirchner) / 8

 CS Energy and Powerlink (Australia)

 SAP AG 2000 (Uwe Kirchner) / 9

 SAP AG 2000 (Uwe Kirchner) / 10

 Work Approval (WAP) Order

 Applications Work Approval

 SAP AG 2000 (Uwe Kirchner) / 11

Reference object Long text processing:

Planning data Assignment of permits:

Use of catalog technique:

 SAP AG 2000 (Uwe Kirchner) / 12

 SAP AG 2000 (Uwe Kirchner) / 13

Operational Operational Operational

 SAP AG 2000 (Uwe Kirchner) / 15

Operational group Status processing and audit trail:

 SAP AG 2000 (Uwe Kirchner) / 16

Order Order Order Order

Operational Operational Operational

 SAP AG 2000 (Uwe Kirchner) / 17

ITG Initial State (ITG)

Temporary Untagging Phase

 SAP AG 2000 (Uwe Kirchner) / 18

 Establish hierarchy levels within a WCM object

 SAP AG 2000 (Uwe Kirchner) / 19

 Automatic blocking features

 SAP AG 2000 (Uwe Kirchner) / 20

 SAP AG 2000 (Uwe Kirchner) / 21

WCM EXEC WOCO

PREP ETG UNT EUG CLSD

 SAP AG 2000 (Uwe Kirchner) / 22

 SAP AG 2000 (Uwe Kirchner) / 23

 SAP AG 2000 (Uwe Kirchner) / 24

 Operational cycle and phases

 SAP AG 2000 (Uwe Kirchner) / 25

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