WCM

https://help.sap.com/saphelp_sfin200/helpdata/en/c4/81b6535fe6b74ce10000000a174cb4/
frameset.htm

WCM → Master Data → Architecture → Assistant for Model Selection

Enhanced Model
Work Permit Management - Prepare and Create
WCM → Master Data → Architecture → Assistant for Model Selection
PMCS → WCM→ Master Data → Application Profile
WCM → Master Data → Architecture → Assistant for Maintaining
Additional Applications

Can create multiple applications by giving any numbers like plant and number (2 or 3 or
4….) so that when you are creating a work application,all these many created applications
will be shown as a popup and we can create the required number of applications for an
approval.
WCM → Master Data → Architecture → Define Valuation
Define Valuation - It is not being used now.It was a very old functionality and if you want to
configure it now,we need to configure for Valuation only separately without permits.
WCM → Master Data → Number Ranges
Maintain Separate Number ranges for all the below and then assign those number ranges in
another node.
For each process,have a different number range for ease of understanding.
Observe that Number given is 01 , not 1.
WCM → Master Data → Number Ranges → Assign Number Ranges
WCM → Master Data → Check COnsistency of Master Data
WCM→ Master Data → Print COntrol → Define Shop Papers and Layout
for Printout

The below config will come by default and no need for us to give the Program name and
form.
WCM → Approvals → Standard → Define Permit Categories
WCM → Approvals → Standard → Maintain Approvals
WCM → Approvals → Enhancements → Assign Approval

Based on the type of approval we are creating (WW=Approval , WA=Application,WD,0 =

Operational document and the assignment of the permit,these will come in the work order
while creating an WCM flow like all the permits related to Approval will come when creating a
Work approval,and permitted related to application come when creating an application…..

WCD Item is nothing the line items that comes in the WCD template that we define under
operation groups and giving equipment / floc.
For Type = O, Operational WCD,we will always give the permit as automatically issued i.e
Permits Tag and Tagged.
WCM → Approvals → Enhancements → Define Hierarchy for Approvals

Approval in Work Order

Application

Operational WCD
WCM → Approvals → Enhancements → Define Hierarchy for Approvals

Based on the type,for eg: WA,by giving the hierarchy level it will display in a hierarchical
manner on Application

WCM → Approvals → Enhancements → Define Cross-Document

Approval Process

In this IMG activity, you establish settings for cross-object maintenance of approvals.

Within an approval category you can establish settings so that an approval cannot be issued for a
certain WCM object unless an approval was also issued for an assigned WCM object. To do this, you
must set approvals as relevant to processing.

The direction of a dependency can be either to a higher-level WCM object, to a lower-level WCM
object, or neutral.

The direction of the dependency indicates whether approvals from higher-level WCM objects ("UP") or
permits from lower-level WCM objects ("DN") must be taken into account when an approval is to be
issued.
WCM → Approvals → Enhancements → Block Issuing of Approvals
Always tagging permits will be kept for releasing automatically

System will block the tag printing until the Tagged permit is issued.

WCM → Approvals → Enhancements → Define Dependent on

Assignments
WCM → Approvals → Activate WCM for Maintenance Orders
This is the main step to activate the Permits and whatever the permits we give here,they will
only be appeared in the work order.

WCM → Lockout/Tagout → Operational Cycle → Maintain Operational

Groups
These will come under the WCD document -->WCD items.

WCM → Lockout/Tagout → Operational Cycle → Maintain Operational

Conditions
WCM → Lockout/Tagout → Operational Cycle → Maintain Operational
Types

WCM → Lockout/Tagout → Operational Cycle → Maintain Operational

Data
System will automatically generate all the combinations based on the above given two
configs.

WCM → Lockout/Tagout → Operational Cycle → Define Print Format

for Operational Tags
It is required for printing the print review.else you can’t see the print preview.
Work Permit

WCM→ Master Data → Architecture → Configure Work Permits

We need to activate the below business functions before going for work permits as these will
be greyed out.
1.LOG_EAM_WCM_1
2.LOG_EAM_WCM_2
3.LOG_EAM_WCM_3
Above config is very important..
If we change any values,the Work permit button will not be enabled.

WCM→ Master Data → View Profiles → Define View Profiles

WCM→ Master Data → View Profiles → Assign View Profiles
Test Steps with Talk Points
Test Step Name Instruction Expected Result Talk points

Create a Enter the Short Malfunction Notification of A Malfunction has occurred in the machine and
malfunction text and the type M2 created successfully you create a Breakdown Notification. You enter a
Notification of Type technical object brief description of the malfunction , technical
M2 on which object (Functional Location / Equipment) on
Malfuntion is which issue has occurred, optionally detail
being reported description can be given in the long text of the
(Equipment or notification about the malfunction issue and the
Functional task that is required to be done.
Location) Select the breakdown Indicator checkbox as it is
a breakdown Notification
Select the Priority and press enter. A Popup will
display and select Yes to specify dates
(Required Start and End dates) as per the
priority definition.
Since Breakdown indicator was selected, system
will ask to confirm the Malfunction start date and
time
(defaulted as current date/time). Click continue
button to accept.
The Malfunction Start date/ time can be edited if
the Notification is being raised at later point of
time.
The Malfunction start and End date/ time is used
to calculate Breakdown duration and hence
MTBR & MTTR.
Save the Notification. System will give a
message in the message bar that your
Notification (Notification Number) saved.

Release the IW22 - Notification released The Notification will be received by the
Notification Open successfully concerned Maintenance department to which it
Notification in was referred. An authorized person from that
Change Mode department will release the notification after
and release the assessing the relevance of the job required.
notification by Before releasing the notification, he will
clicking on the check/edit the Required Start / End dates,
release button Planner group and Main work center and assign
task(s) if not entered before and then it will be
put in progress ( Released).
After putting Notification in Process, status of
Notification will get changed from OSNO to
NOPR as shown below.

Create PM02 Break Enter the Work Order created and After releasing the Notification, if permit, material
Down Maintenance notification in Work order number or external service (contractual job) is needed to
Work Order change mode generated from notification carry out the maintenance, the maintenance
and click on the department will do the planning (e.g.- external
create order service, Material etc.) and therefore create a
button in the Maintenance order to act upon the notification.
notification.
An Order can be created directly from the
Notification screen. To create an Order directly
from the notification screen, click create order
button. A pop will appear, Select order type as
PM02, Plant and Work center and then press
enter.
Central header screen will open. Data will get
copied from the Notification like Order short text,
 Planner Group, Maint work center, Reference
object etc. If any changes are required it can be
done.

Enter or modify the After entering Operations entered for the The first operation in the operations screen gets
Operations for a the Operation work order copied from the order header description as
Work Order text, enter the default by the system. It can be replaced with
no. of manpower some other operation text as required.
in If any Task list is available to carry out the
Number field and required job then operations of that Task list can
enter the also be
proposed copied directly to the order using menu function:
duration in the Extras > Task list selection > To reference
Dur. field, object/
based on these General task lists.
entries system
will calculate the
value of Work.

Enter any Stock Enter the Stock Stock Material addedd If some material is required for any of the
Material under the material under successfully operations, then go to the components screen by
components tab the component clicking on the components tab.
tab. Enter the material code no. or choose from the
drop-down list and the required quantity of the
material as per the requirement.Then press
ENTER; now system will ask you for which
operation you want to
assign this material, either enter the operation
number or click on Operation list button and
select the desired operation.

Navigate to Menu Permit entering Screen to enter the Permit You will enter the Permit as per the defined work
path and click on pop Up screen will be displayed.
Go to and select will appear
Permits

Select Permit Select YU_WCM YU_WCM Permit will be Work Approval button will be displayed in the
"YU_WCM" from permit. assigned and Work Approval work order on the top of the screen.
the drop down and Button will be appear. Work Order System status will be get WCM
click on OK and Save the work order. status indicating Work Clearance Management is
then Save the Work active for Order.
Order.

Open work order in Assignments - Display Work Click on the Work Approval buttonon the top of
change mode and approval pop up screen will the sccreen.
Click on Work be displayed
Approval Button

Click on create Data Transfer pop up Work Approval assignment screen will appear.
button and click on window will appear with Click on New button to create a Work approval
continue button on and it will display Assignments popup as shown
Data transfer popup in the screenshot.Choose the required
to navigate to Work checkboxes for the transfer of data and then
approval create press Continue key.
screen

Select required Work approval saved with Can change the work approval description, Valid
dates and save the work approval number. to and Valid from dates , Priority, Overall
Work approval and condition and revision phase in the work
work order apperoval creation screen.

Select Change Previously created Work Select the Work Approval from the report.
Work Approvals and Approval will be displayed
Select Approval
status,Enter the
Work approval
number and plant
and execute the
report

Click on the work Change Work Approval

approval number screen will appear.

Click on Create Work Application number Can enter or change the work approval
Work Application generated description, Valid to and Valid from dates ,
button and create Priority, Overall condition and revision phase in
the work application the work apperoval creation screen.
by entering all the
requried details and
save

Change Work Assignments - Change

Application and operational WCD's popup
click on Operational screen will be displayed
WCD's button

Click on Create Create Operational WCD Can enter or change the work approval
Operational WCD Header screen will be description, Valid to and Valid from dates ,
button and copy displayed Priority, Overall condition and revision phase in
assignments and the work apperoval creation screen.
then enter the
required details

Click on All details were entered Select the technical object from
Maintenance Equipment/Functional location/comments from
Screen and enter the deopdown list. Also operational group,Print
the Technical Format,Tagging condition and other required
Object, Tagging details
condition and tag
Print Format

Set Work clearance Work clearance Document The Isolations can be deleted (using button) or
Document as will be set as prepared new isolations can be inserted here , if required
prepared before preparing the WCD.
The WCM object (WAP, WCA, WCD etc.) fields
cannot be edited, once they are prepared.
Only very limited fields can be edited after
revoking the prepared status (via Menu option:
Operational
WCD >Functions > Revoke prepared).

Save the Work Work Order Saved Now the Work approval button at top changes
Order successfully and appears like closed resistor this , It means
that order is assigned to a Work Approval, since
all the WCM objects have been generated. Click
Save button in the standard toolbar at top of the
screen to save the Order.

Set Work clearance Work clearance Application

Application as will be set as prepared
prepared

Set Work Approval Work Approval will be set as

as prepared prepared

Navigate back to Hierarchy lisy with Work You can go in to the detail screen of any
the report and click order,work approval,Work document by just clicking directly on its number,
on Hierarchy to Application and Work system will open that document, e.g. if you want
view the above clearance document is to see the order then you can directly click on the
created Work displayed. order no. and system will open the order screen
approval and Work directly from here.
clearance document

Issue only the Released for execution > For executing the work, Maintenance
required permits for button will appear in the department will apply for permit(s) by creating
Work Approval. work order header screen applicable WCM objects and then making status
after providing all the of those as prepared (PREP). For Permit to Work
approvals. (PTW), the operational WCD is prepared with
Approval permit is issued required isolations, which need to be tagged by
operations department before Permit to work
(PTW) can be issued.
> Operation department will see the list of
permits that maintenance has applied for (i.e.
with status-PREP) .The operation shift in-charge
approves the Work Approval after deciding
whether the required isolations can be
done in case of PTW.
> After only this go-ahead approval by in-charge,
the Operation executive can arrange required
isolations at site for PTW & then issues the work
permit to Maintenance department.
> After reviewing the documents, the operation
shift in-charge will approve the Work Approval.
Click on the No Approval is issued
butto.Approval screen will open, enter name in
Approved by, now select the APPROVAL and
click ISSUE button or press Enter key.
The approval is activated with details & Work
Approval will be saved

Issue all the All the permits were issued Note that now the traffic light of Work Approval,
required permits for which was just approved, has become yellow,
Work clearance which shows that the approval has been issued.
Application Now there is no need to issue the approval for
each WCA document since the approval from top
WCM
object- WAP flows to WCA object automatically.
Click on the refresh button at top and traffic light
of all the WCA document will become yellow
except the operational WCD

Click on the Work Tagging process initiated. Approval screen will open, enter name in
Clearance Approved by, now select the APPROVAL and
document traffic click ISSUE button or press Enter key for the Tag
light to Initiate Permit. The WCD is activated with details &
Tagging Operational WCD will be saved

Click on the WCD switching screen The operations executive will open the WCLE or
Switching screen in opened successfully WCL9 transaction , for listing the approved Work
the Work clearance (Now all the traffic lights has become yellow. )
document.Select Approvals by shift in-charge, for doing the
the item click on required isolations (for Permit to Work (PTW))
Tag button and before permit can be issued to maintenance
save. department.
The tagging of isolations, listed in the operational
WCD document, is performed from the switching
screen.
Next step is to go to the switching screen and
select the isolations in the list and then click on
the TAG button to Tag the isolations.
The isolations will Crossed equal to symbol to
show that tagging/ isolation is under process.
The Tag action starts processing of Tagging/
Isolating. The system status PROC is set. The
technician
will make all the isolations and inform to the
Operation executive in control room.

Click on the System status changed to Select all the isolations in the list and click on the
Switching screen Tagged tagged button to set the status to Tagged.
button in the Work After saving,The traffic light of WCD will become
clearance green as all the required approvals for WCD are
document(WCD) in place, the last one being the Tagged status
for setting Tagged after all the isolations completed.
status and save the
WCD.

Click on the Work All the approvals for WCD Approval screen will open, enter name in
clearance were issues and traffic light Approved by, now select the APPROVAL and
Document permit turns green. click button or press Enter key.
buttons and issue
the permit for
tagged.

Click on Work All required permits issued Refresh the screen and the traffic lights of Work
Approval traffic light for Work approval to carry Clearance Application (WCA) & Operational
and issue all the out isolation. WCD document will turn green.
required and Approval screen will open for Work Clearance
remaining approvals Approval, enter name in Approved by, now
to carry out isolation select the APPROVAL and click button or press
Enter key.

Release Work Fiori app – Work order released > Maintenance order needs to be released by
Order and save it. Change Orders successfully authorized maintenance person, because only
and Operations after the order release, one can withdraw
materials from store against the Material
Reservation no. generated by system for any
stock material assigned in the order, so that work
can be started at site.
Work order system status will be changed from
CRTD (Created ) to REL(released) status

Issue Goods for the MIGO Goods Issued successfully If any spares are required before executing the
created reservation actual work and stock of which is available in the
store, then maintenance department will first
draw that material from the store.
 When the order will be released system will
automatically check the availability of material (If
assigned in theorder) in the store and generate a
Reservation no. for that material(s), against
which that material can be drawn from the store.
To get that reservation no., open Component tab
of your order and note the Reservation number.
Print the Material Requisition slip and then the
maintenance person will go to store with the
printed Material Requisition Slip (if required and
if defined in MM module process), duly signed by
authorized person from his Department and draw
the material.

If any materials have been assigned to any

operations in the order, with stock available in
store then store person will issue that materials
against the order with reference to the
reservation no. generated for the order.
> The maintenance person will go to store for
picking the materials against order
no./Reservation number
> Store person will run goods movement
transaction in SAP MM module, enter the
Reservation no./Order no. & execute the goods
issue in the system. This will result in posting of
Material document with following system
message
> Then store person will physically issue all the
materials to the maintenance person.
When the material gets issued from the store
against Maintenance order, the order gets a new
status GMPS (Goods movement posted) as
shown below. The Actual cost of Materials is also
updated in the Costs tab as shown below.

Click on the WCL9 System status changed to

Release for EXEC (Execution)
execution button in
the change work
order screen

Issue permits in WCL9 Permit issued for temporary

Work Application untagging

Confirm Work Order Fiori app - Enter Work Order confirmed based The actual time consumption for each operation
PM Order on the actual hours spent for of work order will be known only after executing
confirmation the operations. the work at site. Then time confirmation of work
order operations (internal) can be entered in the
system to record that how much time was taken
for each operation. This will provide accuracy of
planning by comparing planned work time in
order and actual time, as confirmed. On the initial
screen, enter the order number and press “Enter”
key or click on “Enter” icon . Enter PM Order
Confirmation: Operation Overview screen will
open. Select those operations for which you want
to do the time confirmation.
You can do the time confirmation only for internal
operations (with Control key PM01) and not for
external operations (with Control key PM03).
Confirmation of operation for obtaining permit
(with Control key WCM) is also not required.
After all the confirmable operations of Order are
confirmed, the order gets status CNF (confirmed)
 as shown below.

Enter the work Fiori app – Order status changes to After all the order operations are completed at
order in change Change Orders WOCO (Work Completed) site and all the Permit(s) requirement is over,
mode and click on and Operations Maint. Person will do the Work completion of
Work Completed order. This is taken by system as permit(s)
and save the Order. closing request by maintenance. Maintenance
supervisor will return the Permit(s) physically
also to the operation control room.
System will give a message in the message bar
as Work for Order XXXX has been completed.
Now Order will get new status WOCO (Work
completed), denoting permit closure request, as
shown below.

When the WOCO status is set in order, the

system closes all the higher level WCM objects
(e.g. Work Approval, Work Clearance application
automatically except operational WCDs (e.g.
PTW) which contain isolations since isolations
need to be normalized and after that WCD to be
closed manually by operations.

If the current permits use is over but any new

permit is still to be applied, then the WOCO
status should not be set, otherwise you will not
be able to apply for that new permit since the
Work Approval and WCA will be
closed by system at the time of WOCO and you
will not be able to create and prepare the new
permit.

Click on the Fiori app – WCD Status changes to After the Work Completion by maintenance and
Switching screen in Change Orders Untag physical returning of permit to work to control
the Work clearance and Operations room, operation department will do the untagging
document and click or normalisation of isolations at site which were
on Untag Before done before issuing the permit to
untagging,Work work.
Approval and Now operation executive will start untagging
Application should (normalizing) process of all the isolations
be closed then pertaining to the returned permit to work.
only you will not Go to Switching screen using button at WCD
get any error.else header and click on the Untag Button to start the
an error message untagging process after selecting all the
will come. isolations.
The isolation items will get Crossed equal to
symbol to show that untagging/ normalization is
under process and ETG status is replaced by the
BUG status.

Click on Untagged WCL9+ WCD status changes to The technician responsible will perform
Button after Untaged normalization of all the isolations in the field as
selecting all the per the normalizations handed over to him by
items (Isolation line operation executive.
items) Now the Operation executive will select all the
isolation items and press Untagged button for
indicating that normalization process is
completed.

The system will give message: OPerational WCD

was saved with number XXXX and BUG status is
replaced by the EUG (untagged).
Close Operational WCD will be closed, Now Operational WCD can be closed by
WCD following the menu path as shown below:
Operational WCD → Functions → Close
The Operational WCD is saved by the system
automatically at

Technically Fiori app – Work order completed

complete the work Change Orders technically
order and Operations