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