WORK
CLEARA
NCE
MANAG
EMENT Use
• Work Clearance Management component is recommended in
all companies where specific safety regulations apply. These regulations can include laws on the
maintenance of industrial health and safety standards and requirements for dealing with
hazardous goods.
• WCM is typically used in Chemical, Oil, Gas and supplies industries.
Benefits
• A component with which the safety measures during maintenance work at technical objects can
be controlled and monitored.
• The WCM process is fully integrated with the work order process.
• All permit in WCM objects must be issued before execution of actual maintenance.
• A protection that ensures that a technical object that is managed as an item in an Operational
WCD can only be orderly tagged or untagged from certain Operational WCDs.
Integration
Work Clearance Management is integrated into the Plant Maintenance (PM) component. It is
thereby possible to consider aspects of safety in the workplace in addition to the traditional tasks of
planning maintenance work (material planning, scheduling). Not only must the different maintenance
tasks be planned exactly, but also how the affected system parts can be processed.
Configuration
Defining Application Profile
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Maintain Application profile
Defining Enhancement Model
Transaction code WCC2
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Architecture Assistant for Model
Selection
Click on
Defining Additional Application for Hot Work
This step is used to define hot work application, which also needs to be considered in WCM process in
addition to lockout/tagout.
Transaction code WCCB
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Architecture Assistant for
Maintaining Additional Application
Choose Create/Delete Application Activity
Define Descriptions
This step is used to define the description of WC Application and addition application created.
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Architecture Define
Descriptions
Defining Number Range for Work Approval
Transaction code WCC4
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Number ranges Maintain
number ranges for Work Approval
Defining Number Range for Application
Transaction code WCC5
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Number ranges Maintain
number ranges for Applications
Defining Number Range for WC Documents
Transaction code WCC6
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Number ranges Maintain
number ranges for Work Clearance Documents
Defining Number Range for Tags
Transaction code WCC7
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Number ranges Maintain
number ranges for operational tags
Assigning Number Ranges
Allocate the number ranges (internal and external) to the WCM objects.
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Number ranges Assign number
Ranges
Maintaining Usage for Work Approval
Define the use for the work approvals
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Usages Maintain Usage for
Work Approval
Maintaining Usage for Applications
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Usages Maintain Usage for
Applications
Defining Default Usage for Application
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Usages Maintain Usage for
Applications
Defining Code Group for Catalog Types - Defining Code Group
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Catalogs Define Catalog Types
and Code Groups for Catalog Types
Defining Code Group for Catalog Types - Defining Codes
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Catalogs Define Catalog Types
and Code Groups for Catalog Types
Defining Catalog Profile – Catalog
Transaction code OQN6
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Catalogs Define Catalog profile
Assigning Catalog Types and Catalog Profile
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Catalogs Assign catalog types
List Type and catalog profile
Generating Print Settings
Transaction code WCCA
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Print control Generate Print
settings
Defining Shop Papers and Layout for Printout
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Print control Define shop paper
and layout for printout
Defining Permit Categories
Permit categories are used to differentiate usage of permit in WCM process
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Standard Define Permit
Categories
Maintaining Approvals for WCM Objects
Transaction code IPMD
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Standard Maintain Approvals
Maintaining Usage for Work Clearance Documents
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Usages Maintain Usage for
Work Clearance Documents
Defining Default Usage for Work Clearance Documents
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Master data Usages Maintain Usage for
Work Clearance Document
Assigning Approvals
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Enhancements Assign Approval
Defining Block Issuing of Approval Dependent on System Status
Settings for linking the issue of approvals to the system status of the WCM object.
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Enhancements Block Issuing of
Approval Define Dependent on System Status
Defining Hierarchy for Approvals
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Enhancements Define hierarchy
for Approvals
Defining Cross-Document Approval Process
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Enhancements Define Cross-
Document Approval Process
Activating Work Clearance Management for Maintenance Orders
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Approvals Activate work clearance
management for maintenance order
Defining Operational Groups
Define the operational groups for your company. Operational groups serve to categorize operational
conditions.
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Lockout/Tagout Operation Cycle Maintain
Operational groups
Defining Operational Conditions
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Lockout/Tagout Operation Cycle Maintain
Operational conditions
Defining Operational Types
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Lockout/Tagout Operation Cycle Maintain
Operational types
Maintaining Operational Conditions (Combined with Operational Type)
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Lockout/Tagout Operation Cycle Maintain
Operational Data
Defining Print Format for Operational Tags
Transaction code SPRO
IMG menu Plant Maintenance and Customer Service Work Clearance
Management Lockout/Tagout Operation Cycle Define print
format for operational tags
