Work Clearance Management

Work Permit System

Michael Lesk & Uwe Kirchner, WCM GmbH

Feb 12th, 2010
 Agenda

1. WP Background Information
1.1. Requirements (Statoil Hydro)
1.2. Example: Work Permit for Warm Work (Statoil Hydro)
1.3. Statistics (Conoco Phillips)
1.4. Detailed Process Flow (OLF)

2. SAP-WCM: Work Permit System

2.1. Basic Concept
2.2. Demo

3. Additional Information

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 Requirements
What the Tool for WP Should Include

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 Example: Work Permit for Warm Work

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 Requirements
Work Process for Work Permits – Level 1

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 Requirements
Work Process for Work Permits – Level 2

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 Statistics

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 Symbols

Planning of the Work Permit

Pre-Approval Process

Work Permit is Printed

Work Permit is Active

Work Permit needs to be Extended

Work Permit is Extended

Work Permit is Completed

Work Permit is Marked for Deletion

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 Detailed Process Flow (1/4)

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 Detailed Process Flow (2/4)

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 Detailed Process Flow (3/4)

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 Detailed Process Flow (4/4)

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 Agenda

1. WP Background Information
1.1. Requirements (Statoil Hydro)
1.2. Example: Work Permit for Warm Work (Statoil Hydro)
1.3. Statistics (Conoco Phillips)
1.4. Detailed Process Flow (OLF)

2. SAP-WCM: Work Permit System

2.1. Basic Concept
2.2. Demo

3. Additional Information

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What is Work Clearance Management?

... the process of ensuring safe conditions for

personnel while performing maintenance work
and controlled testing
Maintenance Process with Work Clearance Management

Maintenance plan Work Clearance

Management

Create Plan Release Confirm Complete

Notification order
order order order order

History/analysis
Work Clearance
SCADA
Management
Maintenance

Safety/Operation
Basic Assumption

 WorkClearance Management Basically Fits for a WP System…!

 High Reuse Potential of Existing Processes / Process Steps.

 But…?
 Itshall be Possible to Link Several Work Permits to the Maintenance Order
(or to One or Several Operations).
 Existing Data Integration of Maintenance and Safety Data within a WCM
Object shall be Enhanced.
 Representation of Maintenance Work and Safety Requirements within a
WCM Object
 Validity of WCM Objects shall be Enhanced.
 Process Controlling Functionality
 Appliance of Validity Period to One Shift; Extension for the Same Shift
 Terminology of Existing WCM Objects shall be Enhanced.
 UI of Existing WCM Objects shall be Enhanced.
 Resulting Concept

 Useof the Enhanced Model (:= WCM Architecture)

 Change of existing Assignment Rule
 Work Permits are Represented by Applications
 Work Permit – Level 1 will be Represented by WCA
Permit – Level 2 will be Represented by Another Application
 Work
 Flexible UI Definition
 Arrangement of Data on Work Permit Screen is Fully Subject to Customizing
 Reuse of Flexible UI Concept for all other WCM Objects (e.g. V&B Lists)
 Resulting WP-related Customizing Settings
 Configure Work Permits
 Define Works/Requirements for WPs
 Define View Profiles for WP UI

The SAP WCM component is an open system with different WCM objects and flexible Customizing.

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 UI of a WCM Object up to Now

Generic object services:

different services are possible

Status processing and audit trail:

system status and user status
Assignment of partners:
different roles possible
Long text processing:
several internal remarks

Assignment of documents:
link to document management system
Assignment of approvals:
cross-document, interactive

Use of catalog technique:

catalog groups and codes
Assignment of technical objects:
equipment and functional locations

 Requirements for a WP system

 Give strong “WP flavor” to the UI  New fields, reworked terminology/titles
 Different arrangement of data groups (on screen/tabstrips)  Flexible UI
 Reuse of existing generic functionality
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 UI of a “Work Permit” up to EhP4

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 UI of a Work Permit as of EhP5 (Sample Customizing I)

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 UI of a Work Permit as of EhP5 (Sample Customizing II)

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 Agenda

1. Background Information
1.1. Requirements (Statoil Hydro)
1.2. Example: Work Permit for Warm Work (Statoil Hydro)
1.3. Statistics (Conoco Phillips)
1.4. Detailed Process Flow (OLF)

2. SAP-WCM: Work Permit System

2.1. Basic Concept
2.2. Demo

3. Additional Information

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 Transaction WCLO/WCLP
Selection of Orders (1/2)

(1)

(2)

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 Transaction WCLO/WCLP
Selection of Orders (2/2)

(3)

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 Work Process for Work Permits – Level 1
1st Process Step: Create WP

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 Transaction WCLO/WCLP
1st Process Step: Create WP – Level 1 (1/4)

(1)

(2)

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 Transaction WCLO/WCLP
1st Process Step: Create WP – Level 1 (2/4)
Customizing determines which list editing program is called!

(3)

(4)

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 Transaction WCLO/WCLP
1st Process Step: Create WP – Level 1 (3/4)

(5)

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 Transaction WCLO/WCLP
1st Process Step: Create WP – Level 1 (4/4)

(6)

Planning Phase

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 Work Process for Work Permits – Level 1
2nd Process Step: Check & Approve

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 Transaction WCLO/WCLP
2nd Process Step: Check & Approve (1/3)

(1)

Pre-Approval Process

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 Transaction WCLO/WCLP
2nd Process Step: Check & Approve (2/3)
(2)

(3)

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 Transaction WCLO/WCLP
2nd Process Step: Check & Approve (3/3)

(4)

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 Work Process for Work Permits – Level 1
3rd Process Step: Print WP

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 Transaction WCLO/WCLP
3rd Process Step: Print WP (1/2)

(1)

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 Transaction WCLO/WCLP
3rd Process Step: Print WP (2/2)

(2)

WP printed

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 Work Process for Work Permits – Level 1
4th Process Step: Implement Safety Precautions

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 Work Process for Work Permits – Level 1
5th Process Step: Activate WP

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 Transaction WCLO/WCLP
5th Process Step: Activate WP (1/3)

(1)

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 Transaction WCLO/WCLP
5th Process Step: Activate WP (2/3)

(2)

(3)

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 Transaction WCLO/WCLP
5th Process Step: Activate WP (3/3)

(4)

WP activated

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 Work Process for Work Permits – Level 1
6th Process Step: Execute Work & Clear Workplace

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 Work Process for Work Permits – Level 1
7th Process Step: Complete WP

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 Transaction WCLO/WCLP
7th Process Step: Complete WP (1/2)

(1)

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 Transaction WCLO/WCLP
7th Process Step: Complete WP (2/2)

(2)

WP completed

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 Agenda

1. WP Background Information
1.1. Requirements (Statoil Hydro)
1.2. Example: Work Permit for Warm Work (Statoil Hydro)
1.3. Statistics (Conoco Phillips)
1.4. Detailed Process Flow (OLF)

2. SAP-WCM: Work Permit System

2.1. Basic Concept
2.2. Demo

3. Additional Information

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 What is Work Clearance Management?

 Necessary maintenance work on technical objects, such as inspections,

preventive maintenance or repairs, can only be executed once all the measures
to ensure a safe working environment have been implemented. These safety
measures can include, for example, lockout/tagout, fire protection and radiation
protection.

 You can use the Work Clearance Management (PM-WCM) component to control
and monitor the safety measures. You can ensure safe working conditions for the
employees in your maintenance department, adhere to environmental protection
regulations, and guarantee the reliability of your technical systems.

lockout/tagout

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 The Market for WCM are the Asset Intensive Industries

 The customer base of SAP's Work Clearance Management

component now includes utility companies, service
providers, companies in the oil, gas, and mining industries,
as well as companies in the public sector.

 These customers are spread all over the world in countries

such as Belgium, Spain, Sweden, Germany, the USA,
Canada, India, Singapore, Thailand, Korea, and Australia.

 In the utilities industry alone, customers are using WCM in

no fewer than 14 nuclear power plants - with the highest
safety requirements - and more than 150 fossil-fuel power
plants.

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 Some Key Benefits…

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 Some Key Benefits…

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 Finally

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 History of Work Clearance Management

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 Questions and Answers

Be Happy!

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 Copyright 2010 WCM GmbH

 No part of this publication may be reproduced or transmitted in any form or for any
purpose without the express permission of WCM GmbH.
 The information contained in this publication may be changed by WCM GmbH
without prior notice.
 SAP, R/3, mySAP, SAP NetWeaver and other mentioned SAP products and
services as well as their respective logos are trademarks or registered trademarks
of SAP AG in Germany and in several other countries all over the world.
 All other mentioned product and service names as well as the associated logos are
the trademarks of their respective companies.

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