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Function documentationSafety Plan

 

You use the safety plan to ensure that safety is transparently and comprehensively considered during maintenance planning and maintenance execution. Those responsible for planning maintenance can use the safety plan to ensure that all the safety measures required to mitigate identified risks are assigned in the maintenance order. The maintenance workers responsible for maintenance execution can use the safety plan to ensure that they have taken all the required safety measures.

Integration

The safety plan is also available in the Task List application (see Task List).

Prerequisites

The safety plan is part of the maintenance order. For more information about prerequisites, see Order.

Features

Maintenance Planning

The features of the safety plan for users responsible for planning safe maintenance work depend on the source of risk information. The following standard scenarios are possible:

Scenario 1: Standalone Enterprise Asset Management (EAM)

In this scenario, no external risk management system is integrated into your EAM system. You plan a safe job by evaluating implicit risks.

The safety plan contains a list of all the safety measures planned for the maintenance order. Safety measures that apply to the order as a whole are listed under General Safety Measures. All other safety measures are listed according to the operations to which they apply.

You can add safety measures manually in the safety plan. If the order references a task list, the system may have added safety measures automatically. You can remove any safety measures you consider unnecessary.

Note Note

It is also possible to manually add and remove safety measures (except safety notes) in the relevant part of the order. For example, you can add a safety-relevant document on the Documents tab and you can add a safety-relevant PRT to an operation on the Production Resources/Tools tab. Regardless of how they are planned, safety measures are always displayed in both the safety plan and the relevant part of the order.

End of the note.

When adding new safety measures to the list of planned safety measures, note the following:

Safety Measure Type

Additional Information

Document

You can add documents either at header level as documents or at operation level as PRTs.

When you choose to add the safety measure type Document, only documents that are not PRTs are available for selection. To add a document PRT as a safety measure, you must choose to add a PRT. You can specify whether or not a document is a PRT when you add it to the safety measure list (see Change Safety Measure List).

Material

You can add materials either at header level as materials or at operation level as PRTs.

When you choose to add the safety measure type Material, only materials that are not PRTs are available for selection. To add a material PRT as a safety measure, you must choose to add a PRT. You can specify whether or not a material is a PRT when you add it to the safety measure list.

When you choose to add a material, you must also choose the operation or operations to which it applies.

Task list

When you add a task list, it appears in the list of planned safety measures as a general safety measure. However, its operations are added as further order operations. Any safety measures assigned to the task list and its operations are also added.

PRT

When you choose to add a PRT, you must also choose the operation or operations to which it applies. You can apply multiple PRTs to an operation or operations at once.

Safety note

You can choose to add a safety note at both header and operation level.

Note that although you add safety notes as safety measures in the safety plan and they are also displayed here as such, technically the system saves them to the order long text or operation long text. As a result, safety notes are printed in the job card as order or operation long text and not in the safety plan section.

Note Note

Only those safety measure types for which you have actually entered objects in the safety measure list are available for selection in the safety plan.

End of the note.

If you are working with work clearance management (WCM), the following additional safety measure types are available:

WCM Safety Measure Type

Additional Information

WCM requirement

You can add WCM requirements as general safety measures. The system automatically transfers requirements added in the safety plan to any work permits subsequently created for the order.

WCM object template

You can add WCM object templates as general safety measures.

When you subsequently use report RIWC0016 to automatically generate WCM objects for orders, the system uses the specified template (see Automatic Generation of WCM Objects).

When you add a WCM object template as a safety measure in the safety plan, the system attaches it to the order or task list by creating an operation with the control key WCM.

Note Note

You can add WCM requirements and WCM object templates as safety measures only in the safety plan.

You do not have to enter WCM requirements and WCM object templates in the safety measure list. They are safety relevant by default.

End of the note.
Scenario 2: SAP BusinessObjects Risk Management Integration

In this scenario, SAP BusinessObjects Risk Management is integrated into your EAM system. This risk management system helps you to plan a safe job by identifying the potential risks associated with the order together with the appropriate safety measures.

In this scenario, the safety plan comprises the list of relevant risks and the list of planned safety measures.

The list of relevant risks is generated the first time you open the safety plan. It contains the following information:

  • Risks

    Using information in the order such as reference object, task list, and technical object characteristic values, the system retrieves all potential risks associated with the maintenance work.

    Note Note

    The system automatically lists risks in order of risk score and risk level in SAP BusinessObjects Risk Management. Although these fields are not visible in the standard system, you can configure the User Interface Building Block (UIBB) used for the list of relevant risks to display them if necessary (see Floorplan Manager for Web Dynpro ABAP).

    End of the note.
  • Risk responses and safety measures

    For every risk, the system also retrieves the defined responses and, if possible, the concrete safety measures in your EAM system.

    If the system can determine the concrete safety measures for risk responses, then it not only lists them but automatically adds them to the list of planned safety measures. Safety measures that apply to the order as a whole (for example, permits) are added as general safety measures. Operation-specific safety measures (PRTs and materials) are added in line with your Customizing settings.

    If the system cannot determine the concrete safety measures for risk responses, then it lists the risk responses, but you must independently determine the concrete safety measure required and manually add it to the list of planned safety measures. Depending on your Customizing settings, you can do this in the list of planned safety measures only, or in both the list of planned safety measures and the list of relevant risks.

    If you are working with WCM, the system can determine only requirements as concrete safety measures. You must add WCM object templates manually in the list of planted safety measures.

In addition to the risks that the system retrieves based on the order data, it is also possible to add a risk manually. This may be necessary, for example, in the case of an unforeseeable risk that could not be anticipated when the order was created, for example bad weather. Similarly, you can remove risks, risk responses, and safety measures that are not relevant to the order. If you remove a risk or risk response for which safety measures have already been applied in the list of planned safety, these are also removed.

The list of planned safety measures in this scenario has the same layout and features as described above.

Note Note

The system retrieves relevant risks and, if possible, adds the corresponding safety measures to the list of planned safety measures the first time you open the safety plan only. This is reflected in the order status LRRA (List of Relev. Risks Available). However, the following changes to an order invalidate the safety plan, triggering the system to reset the list of planned safety measures, clear the status LRRA, and retrieve risk information again:

  • The order's reference object changes.

  • A new task list is added at order header level.

  • All the operations of a task list are removed from the order.

End of the note.
Maintenance Execution

When you use the print function of the Order application to print an order's shop papers to the output device Job Card, the information contained in the safety plan can also be included as a separate section in the job card. As a result, when the responsible maintenance worker opens the job card for a particular job in the job list, he or she has all safety information to hand.

For information about jobs, the job card, and working with the job list, see Job List in the Business Package for Maintenance Worker.