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WCM - Configuration and Steps

Sushant Kumar 134 posts since Dec 6, 2013


WCM - Configuration and Steps Oct 16, 2014 9:51 AM
Dear All,
I have to configure WCM in my company and but i dont have much idea, so please help me in this regards.
Required WCM Config and steps how its works.
Thanks
Sushant

Maria Terence 2,610 posts since Sep 15, 2008


Re: WCM - Configuration and Steps Oct 16, 2014 10:01 AM
Hi Sushant,
SAP Config doc.
Google
Click on the first doc.

Regards
Terence

Sushant Kumar 134 posts since Dec 6, 2013


Re: WCM - Configuration and Steps Oct 16, 2014 10:05 AM
Thanks, Got It. but i need one complete process cycle step wise.
Please help.
Thanks
Sushant

Akhilesh Singh

Generated by Jive on 2015-08-21+02:00


1

WCM - Configuration and Steps

Re: WCM - Configuration and Steps Oct 16, 2014 11:29 AM


Hi,
Work Clearance Management: Configuration Guide

Configuration:Defining Application Profile


Defining Enhancement Model
Defining Additional Application for Hot Work
Defining Number Range for Work Approval
Defining Number Range for Application
Defining Number Range for WC Documents
Defining Number Range for Tags
Assigning Number Ranges
Maintaining Usage for Work Approval
Defining Default Usage for Work Approval
Maintaining Usage for Applications
Defining Default Usage for Application
Defining Code Group for Catalog Types - Defining Code Group
Defining Code Group for Catalog Types - Defining Codes
Defining Catalog Profile - Catalog
Defining Catalog Profile - Catalogs / Code Groups
Assigning Catalog Types and Catalog Profile
Copying SAP Script Forms from Client
Generating Print Settings
0 Defining Shop Papers and Layout for Printout
Generating Basic Setting for Data Transfer
Defining Permit Categories
Maintaining Approvals for WCM Objects
Maintaining Usage for Work Clearance Documents
Defining Default Usage for Work Clearance Documents
Assigning Approvals
Defining Block Issuing of Approval Dependent on System Status
Defining Hierarchy for Approvals
Defining Cross-Document Approval Process
Activating Work Clearance Management for Maintenance Orders
Defining Operational Groups 0
Defining Operational Conditions 0
Defining Operational Types
Maintaining Operational Conditions (Combined with Operational Type)
Defining Print Format for Operational Tags
Maintaining Conflict Rules
Defining User Field Profile
Defining Workstation Application

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WCM - Configuration and Steps

Downloading Operational Document to Local PC


Master Data
Creating Document Master Record for WCD
Creating Work Clearance Document (WCD) Template - Header
Maintenance Screen of WCD Template
Creating Task List Group - Header
Creating Task List Group - Operation

Process Overview Table:Process step

External process
reference

Creating
Maintenance
Order

Business
condition

Business role

Transaction code

Expected results

Chemicals:
Maintenance
Specialist

IW31

Maintenance
order is created.

Creating Work
Approval from
Maintenance
Order

Chemicals:
Maintenance
Specialist

IW32

The work
approval is
created.

Creating Work
Clearance
Application
(WCA) from
Work Approval
(WAP)

PM-WCM:
Maintenance
Planner

WCTB

The WC
application is
created

Creating an
Additional
Application for
Hot Work from
WAP

PM-WCM:
Maintenance
Planner

WCTB

The application
for hot work is
created.

Creating
Operational
Work
Clearance
Document
(WCD) from
WCA

PM-WCM:
Maintenance
Planner

WCTL

Operational
WCD is created.

with WCM
Requirement

Generated by Jive on 2015-08-21+02:00


3

WCM - Configuration and Steps

Assigning
External
Document to
Operational
WCD

PM-WCM:
Maintenance
Planner

WCT7

External
document is link
to operational
WCD.

Setting WAP to
"Prepared"

PM-WCM:
Maintenance
Planner

WCTB

The WAP is set


to "PREP".

Setting WCA to
"Prepared"

PM-WCM:
Maintenance
Planner

WCTL

The WCA is set


to PREP.

Setting the
Hot Work
Application to
"Prepared"

PM-WCM:
Maintenance
Planner

WCTI

The Hot work is


set to Prepared

Approving
Tagging for
WCA before
Hot work is
Approved

PM-WCM:
Maintenance
Planner

WCTL

The permit
YU_TAGAPR
cannot be
issued if hot
work has not
been approved
yet.

Approving Hot
Work Permit

PM-WCM:
Maintenance
Planner

WCTI

In Hot Work,
all permits are
issued and
traffic light turns
green

Approving
Tagging for
WCA after
Hot Work is
Approved

PM-WCM:
Maintenance
Planner

WCTL

The permit
YU_TAGAPR
was issued.

Setting WCD to
"Prepared" to
Start Tagging

PM-WCM:
Maintenance
Planner

WCT7

The Operational
WCD is set to
PREP.

Performing
Tagging

PM-WCM:
Maintenance
Planner

WCT7

In WCD, all
permits are
issued and

Generated by Jive on 2015-08-21+02:00


4

WCM - Configuration and Steps

traffic light turns


green.
Approving
Safety
Measurement
in WCA

PM-WCM:
Maintenance
Planner

WCTL

In WCA, all
permits are
issued and
traffic light turns
green.

Printing Work
Permit

PM-WCM:
Maintenance
Planner

WCTL

The work permit


is printed.

Releasing
Execution for
Work Order

Chemicals:
Maintenance
Specialist

IW32

The work order


is released.

Performing
Test Cycle

PM-WCM:
Maintenance

WCTL

The test cycle is


completed.

Planner
Setting Work
Order to "Work
Completed"

Chemicals:
Maintenance
Specialist

IW32

The WOCO
status is active
for the order.

Setting Work
Approval to
"Closed"

PM-WCM:
Maintenance
Planner

WCTB

The WAP is set


to Closed.

Setting
Application for
Hot Work to
"Closed"

PM-WCM:
Maintenance
Planner

WCTI

The Hot work is


set to Closed.

Setting WCA to
"Closed"

PM-WCM:
Maintenance
Planner

WCTL

The WCA is set


to Closed.

Perform
Untagging

PM-WCM:
Maintenance
Planner

WCT7

Untagging is
completed.

Setting WCD to
" Closed "

PM-WCM:
Maintenance
Planner

WCT7

The WCD is set


to completed.

Generated by Jive on 2015-08-21+02:00


5

WCM - Configuration and Steps

Technically
See Operation
Completing the Maintenance
Order
(929)
Settling the
Order

See Operation
Maintenance
(929)

Closing the
Order

See Operation
Maintenance
(929)

Creating
Maintenance
Plan

Chemicals:
Maintenance
Specialist

IP41

Maintenance
plan has been
created.

Scheduling
Maintenance
Plan

Chemicals:
Maintenance
Specialist

IP10

Maintenance
plan has been
scheduled.

Running
Program
RIWC0016 to
Generate WCM
Objects

IT Administrator
(Professional
User)

SE38

The planned
maintenance
order with WCM
control key
has generated
related WCM
objects.

Checking Call
Object

Chemicals:
Maintenance
Specialist

IP10

A work approval
is created and
then assigned to
the maintenance
order
automatically.

Uwe Kirchner 65 posts since Jul 21, 2008


Re: WCM - Configuration and Steps Oct 23, 2014 7:53 AM
Hi Sushant,
you can find two configuration guides on the following website www.wcm-it.com.
Regards Uwe

Sushant Kumar 134 posts since Dec 6, 2013


Re: WCM - Configuration and Steps Oct 23, 2014 2:22 PM

Generated by Jive on 2015-08-21+02:00


6

WCM - Configuration and Steps

Thanks Alot

Makarand B. Gurjar 453 posts since Mar 11, 2008


Re: WCM - Configuration and Steps Apr 16, 2015 11:35 AM
Hi Akhilesh
What is step wise tagging ? is it that we can have each operation in PM work order will be having link with
WCM object? if yes, What are the steps in that configuration? I have already activated the Operations level
WCM in profile. I have already configured the approval groups. But still when my work order is created & it is
assigned with WCM as control key to any operation, my work order status changes to WCM, operations in that
are not having WCM status. Also not updated woth the status " release for execution" once order is released
for execution. Am i missing any steps.
Regards
Makarand Gurjar

Generated by Jive on 2015-08-21+02:00


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