SAP BusinessObjects Risk Management Integration

You use this process to connect the data in your enterprise asset management (EAM) system with the risks and risk responses in your SAP BusinessObjects Risk Management (Risk Management) system. In this way, targeted information about potential risks and the appropriate responses is available to you during maintenance planning.

You can connect the following EAM data with risks:

Technical objects
Types of technical object
Characteristic values
Task lists
Plants
Safety symbol graphics

You can connect EAM objects defined as safety measures with responses.

Note Note

This process runs in SAP BusinessObjects Risk Management. For more information about working with this application, see SAP Library for SAP BusinessObjects Risk Management on SAP Help Portal at Start of the navigation path http://help.sap.com/rm100 End of the navigation path .

End of the note.

Prerequisites

SAP BusinessObjects Risk Management System

You are working with SAP BusinessObjects Risk Management 10.0.
You have implemented the Business Add-In (BAdI) BAdI: Notify Remote System of Adding Context Value (GRRM_NOTIFY_CONTEXT).
You have created and assessed your operational risks according to plant, and created and assigned the appropriate responses.

EAM System

You have activated business function EAM, Worker Safety (/EAMPLM/LOG_EAM_WS).
You have made the following settings in Customizing for Plant Maintenance and Customer Service under Master Data in Plant Maintenance and Customer Service Basic Settings Worker Safety :
- You have specified the maintenance planning plants in which safety information is required for the execution of maintenance work and made plant-specific settings for the assignment of safety measures in the safety plan.
- You have specified Risk Management as the connected risk management system and the logical systems involved.
- If you want to connect safety symbol graphics with risks, you have specified the folder in the MIME Repository where safety symbol graphics are stored as GIF or PNG files. You must also ensure that the filenames of your safety symbol graphics do not contain any blank characters (for example, Falling_from_Heights.png or FallingFromHeights.png).
  For more information, see MIME Repository.
To enable the assignment of characteristic values to risks, you have performed the following activities:
1. You have created an organizational area for safety for the class types for equipment and functional location.
  You do this in Customizing for Classification under Classes Maintain Object Types and Class Types .
2. You have identified the organizational area for safety to ensure that your EAM system and Risk Management system exchange only characteristic values that belong to this area.
  You do this in Customizing for Plant Maintenance and Customer Service under Master Data in Plant Maintenance and Customer Service Basic Settings Worker Safety .
3. You have assigned the organizational area for safety to the necessary classes and characteristics.
  You do this in the transaction for changing classes. On the SAP Easy Access screen choose Cross-Application Components Classification System Master Data Classes .
You have added objects to the safety measure list.
For more information, see Change Safety Measure List

General

A remote function call (RFC) connection exists from your EAM system to your Risk Management system and from your Risk Management system to your EAM system.

Process

The following process runs in Risk Management.

You make your EAM data available to Risk Management by creating dimensions.

A dimension represents a particular type of data in a particular system, for example, equipment in EAM system ABCCLNT001. You create dimensions in Customizing for Risk Management under Start of the navigation path Master Data Setup Next navigation step Define Dimensions for Contexts End of the navigation path .

For EAM data, you can create dimensions of the following dimension types:

Dimension Type	Dimension Type Description
CHARACTERISTICVALUE	Characteristics and characteristic values that belong to the organizational area for safety For every characteristic in your EAM system that you want to associate with risks, you must create a separate dimension of dimension type CHARACTERISTICVALUE. You enter the name of the characteristic in the Parametrization field. Furthermore, you can only use characteristics of data type character format (CHAR) and data type numeric format (NUM) with single-value value assignment.
EQUIPMENT	Technical objects of type equipment
FUNCTIONALLOCATION	Technical objects of type functional location
PLANT	Plants
SFTY_DOCUMENT	Documents that have been added to the safety measure list
SFTY_EQUIPMENT	Equipment production resources/tools (PRTs) that have been added to the safety measure list
SFTY_MATERIAL	Materials that have been added to the safety measure list
SFTY_OTHERPRT	Other PRTs that have been added to the safety measure list
SFTY_PERMIT	Permits that have been added to the safety measure list
SAFETY_SYMBOL	File name of a safety symbol graphic stored in the MIME Repository of your EAM system
SFTY_TASKLIST	Task lists that have been added to the safety measure list
SFTY_WCM_REQUIREMENT	Requirements from work clearance management
TASKLIST	Task lists
TECHOBJTYPE	Types of technical object
WORKER_SAFETY_RELEVANT	Dimension type that does not represent a particular type of data You must create one dimension of this type and assign it to any risk to which you assign an EAM object (see process step 3). This is necessary for the exchange of data between your EAM system and your Risk Management system.

You specify whether the dimensions you created in the previous process step are relevant for defining the context of risks (entity type RISK) or the context of responses (entity type RESPONSE).

You do this in Customizing for Risk Management under Start of the navigation path Master Data Setup Next navigation step Assign Dimension to Entity End of the navigation path . The entity type to which you assign a dimension depends on its dimension type as follows:

Entity Type	Relevant Dimension Types
RISK	CHARACTERISTICVALUE EQUIPMENT FUNCTIONALLOCATION PLANT SAFETY_SYMBOL TASKLIST TECHOBJTYPE WORKER_SAFETY_RELEVANT
RESPONSE	SFTY_DOCUMENT SFTY_EQUIPMENT SFTY_MATERIAL SFTY_OTHERPRT SFTY_PERMIT SFTY_TASKLIST SFTY_WCM_REQUIREMENT

Example Example

You create a dimension of dimension type EQUIPMENT for your EAM system ABCCLNT001 and assign it to entity type RISK. This means that you can select any piece of equipment in your EAM system as a context value for a risk in your Risk Management system.

You create a dimension of dimension type SFTY_MATERIAL for your EAM system ABCCLNT001 and assign it to entity type RESPONSE. This means that you can select any material that has been added to the safety measure list in your EAM system as a context value for a response in your Risk Management system.

End of the example.

Using the appropriate dimensions, you assign your technical objects, technical object types, task lists, plants, and characteristic values to risks by defining the context of the risks accordingly.
Note that for every risk associated with an EAM object or objects, you must also always specify the dimension created for dimension type WORKER_SAFETY_RELEVANT with context value X.
Recommendation
- Classify your EAM data using technical object types and characteristic values. You can then use dimensions of dimension type TECHOBJTYPE and CHARACTERISTICVALUE to assign multiple technical objects to a risk at once instead of having to assign them individually. This reduces the amount of manual data entry required and also the amount of data transfer required between the two systems. Furthermore, the number of context values that can be assigned to any one risk is limited to 1000.
- Assign only one safety symbol graphic, that is one dimension of type SAFETY_SYMBOL, to each risk. You can automatically limit the assignment of dimensions to one when you create them by choosing the single assignment checkbox. If more than one safety symbol graphic is assigned to a risk, the EAM system uses the first one only.
End of the recommendation.
When you save a risk after having defined its context, your Risk Management system informs your EAM system that an EAM object or objects has been assigned a risk. Later during maintenance planning, the EAM system uses this information to speed up the retrieval of risk information by only sending queries for objects that are actually risk relevant.
Using the appropriate dimensions, you assign safety measures to responses by defining the context of the responses accordingly.
Recommendation
When deciding how best to integrate permits as safety measures into maintenance planning, consider the following:

You can assign a permit to a technical object in your EAM system. This is the standard method and results in the permit always being assigned to maintenance orders involving the technical object. However, you can integrate permits more efficiently using Risk Management as follows:
- If a permit is always required for work on a technical object, then you can assign the technical object to the appropriate risk and assign the permit to the corresponding response. Similarly to the standard assignment method, this results in the permit always being proposed as a safety measure in orders involving the technical object. However, the advantage of using Risk Management is that if the permit is no longer necessary, or a different permit is required, you can make the change more simply.
- If a permit is only required for a certain type of maintenance work performed on the technical object, then you can assign the task list to the appropriate risk and assign the permit to the corresponding response. This results in the permit being proposed as a safety measure only in maintenance orders involving the task list.
When deciding how best to integrate documents as safety measures into maintenance planning, consider the following:
- If you want a document to be assigned in a maintenance order at operation level, then in your EAM system assign the document as a PRT to the task list. This results in the document automatically being assigned (as a safety measure) to the operation in maintenance orders involving the task list.
  Note that this option does not involve the use of Risk Management.
- If you want a document to be assigned to a maintenance order at header level, then assign the document as a response to a relevant risk using Risk Management. This results in the document being proposed as a general safety measure in maintenance orders involving the risk in question.
End of the recommendation.

Result

You have connected your EAM data with risks and responses maintained in Risk Management. During maintenance planning, the EAM system retrieves risks, responses, and safety measures based on the reference data in maintenance orders and task lists.

More Information

Safety Plan