WCM Process in SAP PM

Former Member · ‎10-07-2015

Hi Everyone,

this is my 1st threads on SCN, i want to know about WCM. what is the diff step in WCM Process. what is the uses of

1. application

2 valuation

3. WCM Doc

4. lockout/Tagout

regards,

Sonal

sebastian_lenartowicz · ‎10-16-2015

Greetings Sonal,

To try and answer your questions in a nutshell:

1) A Work Clearance Application is a document that is created by a "Work Requestor" (e.g. maintenance planner) in a Plant to make a request to the Operations or Operational Security department or responsible to make necessary security preparations and allow a maintenance team to go to the plant floor to perform necessary work. In some jurisdictions, this may be a legal document, or an internal one.

A WCA exists both in the Standard and Enhanced model of WCM. It is created on top of a Work Order and used to track the necessary Approvals, safety measures and link to WCD documents, which track the necessary activities to secure and lockout/tagout the installation. The WCA can be assigned if the Planning Plant has the relevant WCM configuration and the Work Order has a relevant Permit (usually called "WCM")

2) Valuation means that for the Work Orders you are to decide whether the Order is relevant to a Work Clearance Management process or not. If Valuation is active, this distinction has to be made for each Work Order. If it is inactive, then the distinction is decided by the Permit mentioned. (You may have WCM for some works but not others in the same plant, for example, you will need to shut down and secure an assembly to inspect it, but you do not need lockout/tagout to paint a safety railing around the assembly, or a room in the administration building.)

See https://help.sap.com/saphelp_erp60_sp/helpdata/en/a5/9878382b7711d68d770000e8284931/content.htm

3 & 4) A Work Clearance Document is used to specify and track which technical objects (Functional Locations, Equipments and others) need to be prepared and in what manner to allow the maintenance team to come in to perform the works. This is the "lockout/tagout process" and it may involve e.g. switches to disconnect, valves to open or close, blockades to apply etc. This document can be linked to the WCAs and only after the WCD is processed, the work may be safely performed. After work is performed, the WCD is finalized and closed.

See https://help.sap.com/saphelp_erp60_sp/helpdata/en/d6/81b6535fe6b74ce10000000a174cb4/content.htm

You may be looking for a deeper knowledge... Please ask at the SCN, but first...

Look up Work Clearance process overview on SAP Help. You might also find it useful to view some materials here:
http://help.sap.com/bp_utilities603/BBLibrary/Documentation/888_Scen_Overview_EN_CN.ppt

http://help.sap.com/saap/sap_bp/BBLibrary/Documentation/888_ERP607_Process_Overview_EN_XX.ppt

http://www.eventureevents.com/download_login/sap-for-utilities_2008/presentations/EAM_A/EAM_A_10_Sha...

Find the Configuration Guide here: http://help.sap.com/saap/sap_bp/BBLibrary/HTML/888_ERP607_EN_US.htm

Look up the SCN threads

https://scn.sap.com/thread/2114855

https://scn.sap.com/thread/3200217

https://scn.sap.com/thread/3636657

And finally, a wealth of information can be found at www.wcm-it.com