Professional Documents
Culture Documents
General Configuration
Specify General Settings
Use
In this Customizing activity, you can configure the following general systems settings:
Currency
Currencies are defined according to the international ISO standard.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Currency
Currencies are defined according to the international ISO standard.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Authorization-Based Profile
Function Class
(The system determines if field control applies in the order that the above fields are listed here.)
If you create more than one profile for a node, you can make settings for the merge strategy for each profile.
4. After creating the profile, you can define the property settings for the business object node in the subdialogs. These
are settings that control the behavior and appearance of the user interface. In this step, you can also specify how to
propagate the settings to subnodes.
Example
You use SAP EHS Management to record incidents that occur in the United States and are subject to OSHA requirements.
There are certain injury/illnesses that are handled as privacy cases in the United States. In this case, you can use field control to
display the Privacy Case and Additional Criteria radio buttons when you record data about injuries/illnesses that occurred in the
United States. Otherwise, these fields are not displayed.
Create Regulations
Use
In this Customizing activity, you can create regulations for business objects used in SAP EHS Management. You can use
regulations as the conditional basis for applying field control settings and to control the forms available to the data record. This
way, the system adapts a data record automatically according to a specific regulation and helps you fulfill regulatory
requirements.
If your organization operates in countries and regions with specific regulatory requirements, for example, for managing incidents,
you createthe regulations in this activity.
If your organization has internal policy, for example, for managing incidents, you create the internal policy as a regulation in this
activity.
Standard settings
For more information about the Content Management Service, see SAP Library for SAP NetWeaver 7.0 EHP 2 on SAP Help
Portal at http://help.sap.com under SAP Netweaver Library -> SAP NetWeaver by Key Capability -> Application Platform by Key
Capability -> Business Services -> Knowledge Provider (BC-SRV-KPR) -> Content Management Service (BC-SRV-KPR).
Basic Settings
Guided Procedures:
When you choose to perform automatic workflow customizing, only those activities that currently have the error status are
executed automatically. If an activity still has the error status after performing automatic workflow customizing, you may need to
make additional settings, and peform automatic workflow customizing again or manually perform customizing.
Further information
For more information, see SAP Help Portal -> ERP Central Component Enhancement Package 4 -> SAP NetWeaver Library ->
SAP NetWeaver by Key Capability -> Application Platform by Key Capability -> Business Services -> SAP Business Workflow ->
Reference Documentation -> Workflow System Administration.
Purpose
Variant
PCO class
Requirements
You have set up the workflow system in the Customizing activity Perform Automatic Workflow Customizing for Foundation
for EHS Management.
If you want to extend your processes with additional functionalities in the SAP Business Workflow, you have implemented a
customer-specific PCO class to handle the process. For more information about extending or changing the PCO class, see
Customizing activity Extend and Adapt Process in Foundation for EHS Management.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
3. If necessary, select the Exclude checkbox to exclude a process from process monitoring and analysis.
You have specified process definitions in the Customizing activity Specify Process Definitions for Foundation of SAP EHS
Management.
You have performed a consistency check without errors in the Customizing activity List Configured Processes for Foundation
of SAP EHS Management.
Standard settings
This BAdI does not have a default implementation.
Activities
After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation.
If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then
choose one of them by choosing Create, and continue as follows:
1. In the dialog box, enter a name for the implementation of the Add-In and choose Create.
The system displays the initial screen for creating Business Add-In implementations.
2. On this screen, enter a short description for your implementation in the Implementation Short Text field.
3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class
field automatically, by assigning a class name based on the name of your implementation.
4. Save your entries and assign the Add-In to a package.
5. To edit a method, double-click its name.
6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and
endmethod. statements.
7. Save and activate your code. Navigate back to the Change Implementation screen.
Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not
perform the following step:
8. Choose Activate.
When the application program is executed, the code you created is run through.
CL_EHFND_SCHEDULER_REPLANNER
Event:
TRIGGER_REPLANNING
Choose the Info icon to display technical information about the selected process in the report
R_EHFND_WFF_PROCDEF_INFO.
Activities
To extend and adapt processes in the following ways, perform the activities described below:
Adapt Existing Processes
1. Create a copy of the workflow template in the Workflow Builder that you want to modify.
2. Make the desired changes in the copied template.
Note that if you add customer-specific dialog steps and these step appear in the user's inbox, you must configure the
corresponding tasks in the workflow inbox. For more information, see Note below.
3. Activate the event binding for the CREATE event of the corresponding PCO class.
4. Disable the event linkage for the old workflow template to prevent creating two workflow instances when the event
occurs.
Add Data Fields to a PCBO
You can add customer-specific data fields to a process control business object (PCBO) by modifying the extension structure in
transaction SE11.
Add New Variants of a Process Definition
You can create customer-specific variants of processes by adding a new definition with your own variant name.
For more information, see the Customizing activity Specify Process Definition for Foundation for EHS Management.
Change the BAdI implementation for PCBOs
To change the implementation of the BAdI for the creation of the PCBOs, you can do one of the following:
Extend the default implementation CL_EHFND_WFF_DEF_PCBO_CREATION and add the required methods or
overwrite existing ones.
Inherit and then modify the class of an existing purpose and variant that is delivered in the standard system
(recommended).
Create an own implementation of a PCO class by implementing the interface IF_EHFND_WFF_PCO, or by extending
the abstract base class for the PCO class CL_EHFND_WFF_ROOT_PCO.
After you create the PCO class, enter it in the activity Specify Process Definition for the relevant process definition.
Note
SAP EHS Management uses the POWL-based inbox. If you adapt processes and the corresponding workflow templates, you
must configure the tasks in the workflow inbox in Customizing for Cross-Application Components under Processes and Tools for
Enterprise Applications -> Inbox.
See also the corresponding process component to obtain the correct application ID and POWL type for the workflow inbox.
Specify Types
Use
In this Customizing activity, you can specify types for actions and notifications.
When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the type
from the values you specify in this activity.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Specify Subjects
Use
In this Customizing activity, you can specify subjects for actions and notifications.
When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the subject
from the values you specify in this activity.
Requirements
You have made the settings for Customizing activity Specify Types for Foundation for EHS Management.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Specify Effectiveness
Use
In this Customizing activity, you can specify the effectiveness for actions and notifications.
When you create an action or a notification in the SAP EHS Management (EHS-MGM) component, you can choose the
effectiveness from the values you specify in this activity.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Specify Templates
Use
In this Customizing activity, you can specify templates for actions and notifications that you create in the SAP EHS Management
(EHS-MGM) component. The template stores the standard values for the action or notification. During processing, you can
choose an action or a notification from the template. The system automatically retrieves the values for the following fields from
the template and fills them in on the user interface:
Type
Subject
Category
Notification
Description
You can use templates to speed up the process of creating actions and notifications.
Requirements
You have made the settings in Customizing for Foundation for EHS Management for the following activities:
Specify Types
Specify Subjects
Specify Effectiveness
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Note that you must scroll all the way to the right to see all of the settings for a template.
Responsible Person
Implementor
Approver
In the components of SAP EHS Management, there are specific processes that involve action. In these processes, workflow
tasks are used to perform the work. You can use this BAdI to return the specific workflow task and to integrate your business
processes.
Standard settings
In the standard system, the following BAdI implementations are activated:
EHFND_ACTION_BADI
After you call the IMG activity, the system displays a dialog box where you enter a name for the implementation.
If implementations of this Business Add-In have already been created, the system displays them in a dialog box. You then
choose one of them by choosing Create, and continue as follows:
1. In the dialog box, enter a name for the implementation of the Add-In and choose Create.
The system displays the initial screen for creating Business Add-In implementations.
2. On this screen, enter a short description for your implementation in the Implementation Short Text field.
3. If you choose the Interface tab, you will notice that the system has populated the Name of the Implementing Class
field automatically, by assigning a class name based on the name of your implementation.
4. Save your entries and assign the Add-In to a package.
5. To edit a method, double-click its name.
6. Enter your implementation code between the method <Interface Name>~<Name of Method>. and
endmethod. statements.
7. Save and activate your code. Navigate back to the Change Implementation screen.
Note: You can also create an implementation for an Add-In and not activate it until later. If you want to do this, do not
perform the following step:
8. Choose Activate.
When the application program is executed, the code you created is run through.
Specify Forms
Use
Forms contain data for a business object. You can use forms, for example, in legal and internal reporting or as inquiry
questionnaires.
In this Customizing activity, you can specify and configure forms to integrate them into the application. You can also assign the
languages in which the forms are available. Each form can exist in multiple languages. The available languages are determined
dynamically at runtime. If you need the form in an additional language, you can translate it using transaction SFP and choosing
Goto -> Translation. Furthermore, you can specify one language as a fallback language. If the requested language is not
available, the system uses the fallback language.
Requirements
The configured classes (Form Controller, Data Provider and, if relevant, the Inbound Persister) must be available and active.
Furthermore, the Form Object (Form Repository Object of transaction SFP) must be active and the corresponding interface
structure must be the same as the one that is returned by the GET_DATA method of the Data Provider.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
3. If the form belongs to a questionnaire and you would like to store the data within an inquiry process, define the
Inbound Persister.
4. If required, you have to set the form popup name
5. If a dialog for accepting the data exists, you can also add the Configuration for Accepting Data if a specified Web
Dynpro configuration ID has to be used.
Example
Form name: INC_INFO_WITNESS
Description: Incident Information Questionnaire for a Witness
Form type: SAP Interactive Form
Form category: Questionnaire
Form creation controller: CL_EHFND_FW_ADS_FORM_CR_CTRL
Data provider: CL_EHHSS_AIF_INC_WITN_Q_DPROV
Name of form object: EHHSS_INC_AIF_INC_WITN
Further information
For more information about adding new forms (for example, internal forms), see SAP Help Portal at http://help.sap.com/ for SAP
EHS Management under Foundation for EHS Management -> Print Forms and Interactive Forms (EHS-MGM-FND-FRM) ->
Adding Print Forms and Interactive Forms.
Business Partner
Customer Service
Plant Maintenance
Quality Management
You are using SAP ERP 6.0 (Basis 700) or higher for the remote system of your Quality Management system.
You are using R/3 Enterprise 4.70 Extension Set 2.00 (Basis 620) or higher for the remote system of all other systems.
Standard settings
The standard system is delivered without RFC destinations. You can access data from the local system only.
Activities
To access data from a remote system, perform the following steps:
1. Choose the remote system for the destination type.
2. Enter an existing RFC destination (connection type 3) for the specified remote system.
Note: The remote system for PM assets and for PM notifications is always the same system.
If it is necessary to improve performance when integrating to a remote PM system, you can create customer-specific indices on
the remote PM system. The following are example indices that you can create:
Table EQUI: Create an extension index with fields EQUNR and EQART.
Table IFLOT: Create an extension index with fields TPLNR and EQART.
Table ILOA: Create an extension index with fields ILOAN and SWERK.
Notes
You must access certain data directly on a local system. To make this data available on the local system, you can distribute it,
for example, using an Application Link Enabling (ALE) or by replicating data from Customizing. The following is a list of the data
required on the local system and the table or object where it is located:
Data Required in Local System
Business partner roles
Plants and plant descriptions
Material and material description
Currencies and exchange rates
Region texts
Country texts
Language texts
Notification types for PM, QM, and CS
Attendance and absence types
Marital status texts for HR persons
Marital status texts for business partners
Attendance and absence types
Shift group and shift planning of the organizational unit
Organizational data, including organizational units and persons in
PA-OS
Table/Object
Tables TB003, TB003T
Material number and material description from the material
master
Table T005U
Table T005T
Table T002T
Table TQ80
Table T554S and T554T
Table T502T
Table TB027T
Infotype 1039 and tables T77DB, T77DT, T77ED, T77ET
Table T554S
Note that to make organizational data from PA-OS available in the local system, you can distribute the relevant HR master data
between the PA-OS system and the EHS-MGM system. However, since the EHS-MGM applications only require specific PA-OS
data, a distribution limited to the basic infotypes is sufficient. The distributed organizational data cannot be changed from the
EHS-MGM applications as the system settings only allow read access.
The assignment of a user to employee (infotype 0105) for workflows must be done in the HR system. The users themselves
must be maintained in the local system.
Quality notifications
Maintenance notifications
Service notifications
Requirements
You have defined notification types that you want to use in SAP EHS Management in the Customizing activity Define
Notification Types for Cross-Application Components.
You have specified destinations for the integration of the Quality Management (QM), Plant Maintenance (PM), and Customer
Service (CS) components in the Customizing activity Specify Destinations for Integration for Foundation for EHS
Management.
The following requirements apply only to the notification types that you want to use in SAP EHS Management:
1. You have not defined any allowed changes for the desired notification types in the Customizing activity Allowed
Change of Notification Type for Cross-Application Components.
2. You have ensured that the desired notification types contains tasks in the Customizing activity Define Screen
Templates for Cross-Application Components. For each action or notification in SAP EHS Management, one task is
created in the notification. The task will be filled with the following:
Sort number:
1 (constant)
Task text:
The desired notification types do not contain any mandatory fields in the Customizing activity Define Screen
Templates for Cross-Application Components. If you have specified mandatory fields that do not exist in SAP
EHS Management, the user cannot create a notification and receives an error message.
Fields that you want to be mandatory exist in SAP EHS Management, are visible on the user interface, and are
set as mandatory in the Customizing activity Specify Field Control for Foundation for EHS Management.
4. You have ensured that the desired notification types have internal (and not external) number range assignments.
Standard settings
3. Specify the limits of the number range interval. The individual number range intervals must not overlap.
4. If the number range interval is intended for external number assignment, set the Ext indicator.
5. Save your changes.
Activities
1. Ensure that you have sufficient authorizations to read from the PM system and to update locations.
2. Schedule report R_EHFND_SYNCEAM_LOCATION to run as a background job once a day. If the PM data rarely
changes, you can schedule the background job to run less frequently.
Note that the background job queries all integrated technical objects for changes. Depending on the number of objects that are
integrated, this may create additional load for the SAP EHS Management and PM system.
Further information
For more information about scheduling background jobs, see SAP Help Portal at http://help.sap.com -> Background Processing
-> Job Scheduling Explained -> Scheduling Background Jobs.
The <EHFND_LOC_ADDRESS> tag will be automatically completed with the current location's corresponding address string.
Further information
For more information about configuring Web Dynpro CHIPs and the Web Dynpro Side Panel, see SAP Help Portal at
http://help.sap.com -> Web Dynpro for ABAP -> Web Dynpro ABAP: Development in Detail -> Advanced Concepts -> Web
Dynpro ABAP Page Builder -> and the following topics:
Creating CHIPs
Incident Management
You can customize the business objects used in incident management to use field control, support you in fulfilling regulatory
requirements, and store attached documents. For more information, see the following Customizing activities for Foundation for
EHS Management:
Create Regulations
Process Foundation
You can customize the process foundation to support your incident-specific processes. For more information, see the following
Customizing activities for Foundation for EHS Management:
Once you have configured processes for incident management, you can perform checks on the system, display the configured
processes, and collect statistics about your processes. For more information, see the following Customizing activities for
Foundation for EHS Management:
Actions
During incident recording, you can specify actions and notifications in response to incidents, or to prevent future incidents from
occurring. In Customizing, you can configure the settings for actions and notifications. For more information, see the following
Customizing activities for Foundation for EHS Management:
Specify Types
Specify Subjects
Specify Effectiveness
Specify Templates
Specify Forms
Integration
In incident management, you can use data from other SAP components, for example, assets from Plant Maintenance (PM),
person information from Personnel Management (PA) and SAP Business Partner (BP), time data from Personnel Time
Management (PT), materials from Material Management (MM), and notification types from Cross-Application Components. For
more information, see the following Customizing activities for Foundation for EHS Management:
Note that the documentation for this activity contains information about specifying destinations to make
integrated data available, as well as notes about the data that you can access only on your local system.
Locations
You can use locations in incident management to describe where an incident occurred. For more information, see the following
Customizing activities for Foundation for EHS Management:
EHFNDRPTID Report ID
Standard settings
The standard system is delivered with a predefined set of intervals for the number range objects mentioned above.
Activities
1. Specify the object for which you want to define a number range interval.
2. Display the existing number range intervals.
3. To define a number range interval for internal number assignment, enter the value IE.
4. Specify the limits of the number range interval. The individual number range intervals must not overlap.
5. If the number range interval is intended for external number assignment, set the Ext indicator.
6. To transport the number range interval, select Interval -> Transport.
Caution
When you transport the newly-defined number range intervals, all existing intervals are deleted so that only the new number
range intervals are available in the target system. The number status, however, is saved. That is, numbers are always assigned
sequentially. The next assigned number follows on from the number assigned to the object before the transport.
Specify Regulations
Use
In this Customizing activity, you can specify which regulations apply to a certain incident group, incident category, region, and
country.
The system uses these settings to provide the regulatory information for processing the incident data records that have the
specified group, category, country and region.
Requirements
You have created regulations in the Customizing activity Create Regulations.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Requirements
You have specified processes for the health and safety (HSS) component in the Customizing activity Specify Process
Definitions for Foundation for EHS Management.
You have checked the processes by implementing the Customizing activity List Configured Processes for Foundation for EHS
Management.
Standard settings
The standard system is delivered with examples.
The standard system is delivered with settings for a fatality notification functionality. If you want to use this functionality, do not
make changes to the current process definition for the incident lifecycle process in the Customizing activity Specify Process
Definitions. When a fatality is recorded in incident management, this functionality raises the event FATALITY_OCCURRED of
the PCO in the incident lifecycle process (CL_EHHSS_PCO_INC_LC). The workflow retrieves the people to be notified, and the
system assigns these people to workflow task 500086. Then, the system starts the notification workflow for each person.
The following workflow templates are delivered with the corresponding PCO class and event:
WF Template
500001 - EHHSS_INC
CL_EHHSS_PCO_INC_LC
500002 - EHHSS_INQY
CL_EHHSS_PCO_INC_INQUIRY
500003 - EHHSS_APPR
CL_EHHSS_PCO_INC_APPROVAL
500004 - EHHSS_NOTI
CL_EHHSS_PCO_INC_NOTIFIC
500005 - EHHSS_ACT
CL_EHHSS_PCO_INC_ACTION_STD
500006 - EHHSS_DPAT
CL_EHHSS_PCO_INC_LC
Activities
To adapt workflows, you can perform the following activities:
You can change the process flow directly in the workflow template (in the Workflow Builder), or copy the delivered
template to the customer-specific namespace.
You can add additional steps within a process by performing the following steps:
1. Change the workflow template (or copy the delivery to the customer-specific namespace)
2. Create further steps and (if necessary) workflow tasks in the customer-specific namespace in the Customizing activity
Define Tasks and Actions for Cross-Application Components.
3. Add the new tasks to the workflow inbox configuration in the Customizing activity Assign Task IDs to POWL Types
for Cross-Application Components. Enter the application ID EHHSS_INBOX and the POWL type
EHHSS_INBOX_TYPE for your task.
4. Activate the workflow template.
You can add logic that can be called from a workflow task (process step) by performing the following steps:
1. Create a PCO class that inherits from the delivered class of the process that is specified in the Customizing activity
Configure Process Definitions. It is recommended to inherit from the delivery class and adapt it with further public
methods. To include your business logic, use one of the following two options:
Implement the logic in a BOPF action of the corresponding process control business object (PCBO). Note: this
is the architecture that SAP EHS Management follows.
2. Use the standard event (WORKITEM_COMPLETED) if you open a dialog and the workflow has to wait for an event.
If you want to use a more specific event, you must define the new event on the PCO class. For the dialog to raise the
new event to continue the workflow, you can use the static method RAISE_WF_EVENT of the root PCO
CL_EHFND_WFF_ROOT_PCO.
3. After you have finished implementing and adapting the workflow template, configure the new PCO class in the
process definition in the Customizing activity Configure Process Definitions for Incident Management.
You can use the dispatcher workflow to react to changes in the incident with an automatic notification. To add to the
current changes that trigger a notification via the dispatcher process, start the dispatcher workflow and extend the
workflow template as required.
To implement the standard setup and automatically assign the roles, execute this activity once.
For more information about the tasks and the roles that are assigned by this activity, see the report
R_EHHSS_CONFIG_TASK_ROLES.
Further information
You can assign roles manually to tasks by opening each task in transaction PFTC_CHG.
OSHA regulation (EHFND_US_OSHA) specified for the United States (US), for incidents (001 Incident), and for the
incident group for injury/illness (EHHSS_IGR_OCC_INC)
OSHA 301 report form (OSHA_301) is assigned to the OSHA regulation (EHFND_US_OSHA) as a legal report
When you choose to add a report form to the data record, the system proposes the OSHA 301 form.
Activities
Select the form for offline recording in the language you require, and store it on a public medium.
Ensure that when you generate the form, you only select a form for offline recording; otherwise, an exception may occur.
Further information
If you use the example forms delivered in the standard system, you can record safety observations and near misses offline and
choose the Send pushbutton in the form to submit it to the incident manager. The form is sent by e-mail to the system, where the
e-mail inbound handler creates a data record for the near miss or safety observation using the inbound persister of the
corresponding form. For more information about setting up the inbound handling of forms, see Define InboundProcessing for
E-Mails.
You have configured the inbound e-mail address for each form in the Customizing activity Specify Forms.
Your company's e-mail system is set up in such a way that it forwards the e-mail to the SAP EHS Management
component based on the e-mail address that is configured for the form.
You have assigned the PFCG role SAP_EHSM_HSS_INCIDENT_EML_REC to the user SAPCONNECT. This role
contains the authorization profiles needed to receive and process e-mails.
Standard settings
There is a default exit handler for EHS Management: CL_EHHSS_INC_INB_PROC_BCS. It logs the e-mails that are received
using the SAP Application Log. You can use transaction SLG1 to view the logs by entering the following parameters:
Object: EHHSS_BO_INC
Subobject: EHHSS_AIF_INC_INBD
Activities
In this Customizing activity, you should specify the following parameters:
Recipient Address: Specify the e-mail address(es) that are configured for the corresponding forms. If you use an
asterisk (*) as the value, this inbound handler is called for each e-mail address. However, it is recommended that you
use the recipient address(es) of the forms that are configured.
Document Class: *
If you want to change how the e-mail exit handler behaves, you can create your own implementation that inherits from the
default class. In this case, go to transaction SE24, create a new class that inherits from CL_EHHSS_INC_INB_PROC_BCS, and
modify the HANDLE_FORMS method.
Incident Group
Definition
Classifies the incident based on whether it is, for example, an injury or illness.
Use
If you assign one or more than one incident group to an incident, the system automatically displays relevant data fields or
hides unnecessary data fields in the incident record.
Safety Observation Group classifies the safety observation based on the situation it involved, for example, the use of
defective material. You can select more than one safety observation group, if necessary.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Location Classification specifies the primary or initial location where the incident occurred.
You can use the location classification for reporting and statistical purposes
Estimated Risk Type indicates the potential risk of a future incident resulting from the circumstances of a near
miss or safety observation.
Specify Roles
Use
In this Customizing activity, you can define the roles of an involved person or organization.
You can also define that a role can be used only for certain incident categories by selecting the corresponding indicators.
Note
The person roles you define in this Customizing activity do not correspond with the roles that are assigned to business partners.
You can define business partner roles in Customizing for Cross-Application Components under SAP Business Partner ->
Business Partner -> Basic Settings -> Business Partner Roles -> Define BP Roles.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Role of Involved Person indicates the role or roles of a person or organization involved in an incident, such as a
Witness.
Injured Person
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Incident Type classifies further the type of incident that occurred, such as an incident on the way to work.
Depending on regulations, different types of incident are relevant for legal reporting. You can use the incident type to
determine which incidents are taken into account for reporting purposes. For example, if you select an incident type that is
classified as occupational according to OSHA standards, the incident is included in the OSHA 300 Log.
Needlestick and sharps injuries (in case of contamination with another person's blood or other potentially infectious
material)
Tuberculosis
Hearing losses
Standard settings
The standard system is delivered with example definitions for the above-named cases of injury or illness.
The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA
recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node
PERSON_INJ_INFO -> field control profile OSHA in the Customizing activity Specify Field Control for Foundation for EHS
Management.
Activities
In this Customizing activity, you can define different means of transportation that can be used to take an injured person from first
aid treatment to further treatment or to their home.
Standard settings
The standard system is delivered with examples.
The standard system is delivered with field control settings that display this field only when the incident is subject to OSHA
recording requirements. For more information, see the settings for business object EHHSS_INCIDENT -> node
PERSON_INJ_INFO -> field control profile OSHA in the Customizing activity Specify Field Control for Foundation for EHS
Management.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Injury/Illness Classification classifies the injury or illness type according to OSHA standards, for example, as an
injury or one of several occupational health conditions.
The OSHA 300 form collects data on specific occupational health conditions, such as the following:
Skin diseases or disorders
Respiratory conditions
Poisoning
Hearing loss
All other illnesses
After specifying a classification for an injury or illness, you can select only the injury or illness types that correspond to the
selected classification.
Injury/Illness Type indicates the type of injury or illness that an injured person suffered due to an incident. Each
injury/illness type is classified according to an OSHA-specific injury/illness classification.
Influencing Factors
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Incident-Causing Object
Definition
Specifies an object that contributed to the occurrence of the incident.
Dependencies
To further describe what happened to the incident-causing object at the time of the incident, you can also specify the
movement of this object.
In this Customizing activity, you can define different external influences. During incident recording, you can specify these
external influences to provide detailed information about the circumstances under which an incident occurred.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
External Influence specifies an external influence that contributed to the incident, for example, rain or snow.
Assets
Select equipment types from Plant Maintenance (PM) to restrict the number of available equipment types in EHS-MGM
Requirements
If you want to select equipment types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as equipment types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without equipment types.
Activities
If you want to use a restricted number of PM equipment types for EHS-MGM, select the required equipment types and
enter a description for all relevant languages. If you do not enter a description, the system automatically uses the
description that is defined for the selected equipment types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use equipment types that are only relevant for EHS-MGM, define the required entries and enter a
description for all relevant languages.
If you do not specify any equipment types, all PM equipment types can be selected during incident recording. However, once
you have specified equipment types for EHS-MGM, you can only use the equipment types that are defined in this Customizing
activity.
Recommendation
Although it is possible to use PM equipment types together with equipment types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM equipment type, for example, but you would not find a
PM equipment type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add pieces of equipment from Plant Maintenance with the technical object type
1000 or 2000 as pieces of equipment to an incident.
Specify the following entries:
Equipment Type Equipment Type Description
1000
2000
As a result, it is possible to add pieces of equipment with the equipment type 1000 or 2000 to an incident.
Select property types from Plant Maintenance (PM) to restrict the number of available property types in EHS-MGM
Requirements
If you want to select property types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as property types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without property types.
Activities
If you want to use a restricted number of PM property types for EHS-MGM, select the required property types and enter
a description for all relevant languages. If you do not enter a description, the system automatically uses the description
that is defined for the selected property types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use property types that are only relevant for EHS-MGM, define the required entries and enter a
description for all relevant languages.
If you do not specify any property types, all PM property types can be selected during incident recording. However, once you
have specified property types for EHS-MGM, you can only use the property types that are defined in this Customizing activity.
Recommendation
Although it is possible to use PM property types together with property types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM property type, for example, but you would not find a PM
property type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add properties from Plant Maintenance with the technical object type 1000 or
2000 as properties to an incident.
Specify the following entries:
Property Type Property Type Description
1000
2000
As a result, it is possible to add properties with the property type 1000 or 2000 to an incident.
Select vehicle types from Plant Maintenance (PM) to restrict the number of available vehicle types in EHS-MGM
Requirements
If you want to select vehicle types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as vehicle types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without vehicle types.
Activities
If you want to use a restricted number of PM vehicle types for EHS-MGM, select the required vehicle types and enter a
description for all relevant languages. If you do not enter a description, the system automatically uses the description
that is defined for the selected vehicle types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use vehicle types that are only relevant for EHS-MGM, define the required entries and enter a description
for all relevant languages.
If you do not specify any vehicle types, all PM vehicle types can be selected during incident recording. However, once you have
specified vehicle types for EHS-MGM, you can only use the vehicle types that are defined in this Customizing activity.
Recommendation
Although it is possible to use PM vehicle types together with vehicle types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM vehicle type, for example, but you would not find a PM
vehicle type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add vehicles from Plant Maintenance with the technical object type 1000 or 2000
as vehicles to an incident.
Specify the following entries:
Vehicle Type Vehicle Type Description
1000
2000
As a result, it is possible to add vehicles with the vehicle type 1000 or 2000 to an incident.
Damage Type describes the type of damage (such as water or fire damage) that was caused by the incident or that could
be caused by the circumstances of the near miss or safety observation.
Release Type
Definition
Indicates the type of release that occurred during the incident, for example, a release into the air, water, or ground.
Release Size
Definition
Indicates the size of the release that occurred during the incident.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Material State indicates the state of matter for a material that is released. For example, an oil release is a material
released in a liquid state.
Affected Land Type indicates the type of land affected by the release during an incident.
Material Disposal Site indicates the disposal site for a material that was recovered after a release.
Waste Type
Definition
Classifies the disposed material according to the type of waste it is, for example, hazardous.
Cleanup Method indicates how the released material was cleaned up, for example, burning in situ.
In this Customizing activity, you can define areas affected by the incident. When you review and complete an incident record,
you can assess the risk to an area on the Risk Assessment tab.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Affected Area
Definition
Indicates an aspect or area of a business that an incident could affect. An incident could affect, for example, people.
Use
You can assess the risk to an area on the Risk Assessment tab by choosing values for the various risk parameters, for
example, severity.
Specify Severity
Use
In this Customizing activity, you can define severity values and the corresponding risk scores. When you review and complete
an incident record, you can assign a severity value to an affected area on the Risk Assessment tab. The severity is one of
several risk parameters used to calculate the risk to that area.
Requirements
You have defined affected areas in the Specify Affected Areas Customizing activity.
Standard settings
The standard system is delivered with examples.
There is a unique set of severity values for each area.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. Check the existing example scores under Risk Score and adapt them as required.
Incident Severity
Definition
Indicates the severity of an incident with respect to a specific area. Each severity value has a corresponding score value
that is used in the risk calculation.
Use
You can enter a severity value for an affected area on the Risk Assessment tab. The severity is one of several risk
parameters used to calculate the risk to the corresponding area.
Risk Rating
Definition
Specifies the risk to a specific area.
The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range
(between a lower score limit and an upper score limit).
Use
You can assess the risk potential for a specific affected area by entering information for relevant risk parameters, such as
the severity on the Risk Assessment tab.
Affected Area indicates an aspect or area of a business that an incident could affect. An incident could affect, for
example, people.
You can assess the risk to an area on the Risk Assessment tab by choosing values for the various risk parameters, for
example, severity.
Score for Risk Assessment
Definition
Indicates the score that the system uses for a risk parameter when it calculates the risk rating for a specific area.
Use
The system automatically calculates the sum of the risk parameter scores to provide the total risk score.
Dependencies
You can define the risk parameter scores for risk assessment in the following activities in Customizing for SAP EHS
Management:
Specify Incident Severity
Specify Incident Likelihood
Specify Incident Frequency
Specify Incident Duration Classifications
Example
You can select a severity value, such as minor, for an area in the Risk Assessment tab. The selected severity value has
a corresponding score. This score contributes to the total risk score.
Specify Frequency
Use
In this Customizing activity, you can define frequency values. When you review and complete an incident record, you can
assign a frequency value to an affected area on the Risk Assessment tab. Each frequency value has a corresponding score
value. The frequency is one of several risk parameters used to calculate the risk to an area.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. Check the existing example scores under Risk Score and adapt them as required.
3. If necessary, define additional entries.
A unique key must be assigned to each entry.
Specify Likelihood
Use
In this Customizing activity, you can define likelihood values. When you review and complete an incident record, you can
assign a likelihood value to an affected area on the Risk Assessment tab. Each likelihood value has a corresponding score
value. The likelihood is one of several risk parameters used to calculate the risk to an area.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. Check the existing example scores under Risk Score and adapt them as required.
3. If necessary, define additional entries.
A unique key must be assigned to each entry.
Likelihood to Reoccur
Definition
Indicates the likelihood that an incident will reoccur and affect a specific area. Each likelihood value has a corresponding score
value.
Use
You can enter the likelihood that an area will be affected again on the Risk Assessment tab. The likelihood is one of several risk
indicators used to calculate the risk to the corresponding area.
Specify Frequency
Use
In this Customizing activity, you can define frequency values. When you review and complete an incident record, you can
assign a frequency value to an affected area on the Risk Assessment tab. Each frequency value has a corresponding score
value. The frequency is one of several risk parameters used to calculate the risk to an area.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
If you want the system to display a value on the user interface automatically, you can select the Default checkbox for
the corresponding entry.
2. Check the existing example scores under Risk Score and adapt them as required.
3. If necessary, define additional entries.
A unique key must be assigned to each entry.
Incident Frequency
Definition
Indicates the frequency that an incident may occur with respect to a specific area. Each frequency value has a
corresponding score value.
Use
You can enter the frequency for an affected area on the Risk Assessment tab. The frequency is one of several risk
indicators used to calculate the risk to the corresponding area.
Risk Rating
Definition
Specifies the risk to a specific area.
The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range
(between a lower score limit and an upper score limit).
Use
You can assess the risk potential for a specific affected area by entering information for relevant risk parameters, such as
the severity on the Risk Assessment tab
Use
The system automatically assigns a risk rating when the sum of the risk scores falls between the lower score limit and the
upper score limit.
Use
The system automatically assigns a risk rating when the sum of the risk scores falls between the lower score limit and the
upper score limit.
Use
You can enter the duration classification for an affected area on the Risk Assessment tab. The duration is one of several risk
parameters used to calculate the risk to the corresponding area.
Severity
Likelihood to Reoccur
Frequency
Duration
You can enter a data value for each risk parameter. A risk score is assigned to each of these values.
The system automatically calculates and assigns a risk rating when the sum of the risk scores falls within a certain range
(between a lower score limit and an upper score limit).
Requirements
You have defined risk score values in the following Customizing activities:
Standard settings
The standard system is delivered with examples.
Activities
1. Select the Default checkbox if you want the system to display a specific risk rating on the Risk Assessment tab
automatically until a different risk rating is calculated.
2. In the Description (XS) field, enter a letter grade or word to describe the corresponding Risk Rating value. You can
use generic descriptors, such as C or Moderate.
3. In the Description (L) field, enter words or a phrase to further describe the risk rating, for example, Acceptable with
Controls.
4. In the Risk Icon field, enter the color of the LED icon that is to be displayed for the corresponding risk rating.
5. In the Lower Score field, enter the lowest score for the range of possible scores for the corresponding risk rating. Risk
rating ranges must not overlap, that is, the lower score for one risk rating must not have the same value as the upper
score for another risk rating.
6. In the Upper Score field, enter the highest score for the range of possible scores for the corresponding risk rating.
The rating is determined according to the lower and upper limit of the sum of scores
The BAdI method calculate_risk receives the risk assessment type (initial or residual), the precalculated sum of risk scores, the
distinctive scores for severity, likelihood to reoccur, frequency and duration, and returns the value for the risk icon.
Requirements
You have made the following settings in the Customizing for SAP EHS Management under Incident Management:
Specify Affected Areas
Specify Severity
Specify Likelihood
Specify Frequency
Specify Duration Classifications
Specify Risk Ratings
Standard settings
This BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
Violation Category specifies the violation category, for example, repeated violations or serious violations.
Violation Type
Definition
Specifies the violation type, for example, a violation that is directly related to a training issue.
Violation Source indicates the source organization, agency, or type of person that reported the violation.
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary,
you can deactivate this implementation and use a customer-specific check instead.
Caution
If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal
requirements, for example, when generating legal reports based on the incident data.
Standard settings
The BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
BAdI Implementations
BADI_RDY_FOR_ACT_INC_CLOSE
Check if the Restricted Access attribute for the incident is set to Yes or No
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
If the incident has actions assigned, check if all actions that are not recurring are complete
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID
This BAdI implementation does not perform any checks in the standard system. You need to create your own
implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE
This BAdI implementation performs the following checks:
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
001 Incident
ACTION_NAME
SET_VOID_ROOT
SET_CLOSED_ROOT
INVESTIG_RESULT_SET_CLOSED
NODE_NAME
You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business
object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction
SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example
You want to define a check that is only executed if:
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
BADI_IRT_CHECK_OSHA_301
This BAdI implementation performs the following checks:
Check if the actual start working time for the injured person is maintained
Check if either an activity was selected, or a free text description for the injured person's activity is maintained
If an injury/illness is maintained, check if the injury/illness information and body part information is maintained
Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined
If the Fatality attribute is set to Yes, check if the date of death is maintained
BADI_IRT_CHECK_BG_UNF_BER
This BAdI implementation performs the following checks:
Check if the actual start working time for the injured person is maintained
Check if the actual end working time for the injured person is maintained
BADI_IRT_CHECK_REL_REP
This BAdI implementation does not perform any checks in the standard system. You need to create your own
implementation if you want to implement customer-specific checks.
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
You can use the following filter values when defining customer-specific BAdI implementations:
Possible filter values for form names are all form names that are entered in Customizing for EHS Management.
Specify Steps
Use
In this Customizing activity, you can specify investigation steps and you can group these steps together to build the
investigation process.
You can specify offline steps, assign investigation templates, and specify a root cause hierarchy for the step definition.
Requirements
To use offline forms, you have specified an Interactive Form for each offline step category in the Specify Step
Categories Customizing activity.
To specify a root cause hierarchy for steps with the category EHHSS_ST_CAT_ROOTCAUS, you have specified a root
cause hierarchy in the Specify Root Cause Types Customizing activity.
To use root cause steps for offline steps using the INV_ROOTCAUSE_FORM Interactive Form, the hierarchy has a
maximum of three levels.
Standard settings
Specify Guidelines
Use
In this Customizing activity, you can assign investigation guidelines to incident categories and incident groups. The
investigation lead can access these guidelines at the start of the investigation process.
The investigation guideline is part of the template for the investigation flow that the system determines based on specific incident
attributes.
Activities
Add new investigation guidelines, as required.
To ensure that you have an overview of all guidelines that you have used, we recommend that you do not change or delete old
guidelines. We recommend that you add new guidelines with a higher version number.
Specify Templates
Use
Prerequisites
You have specified the destinations of the PM, CS, and QM systems in the Customizing activity Specify Destinations for
Integration for Foundation for EHS Management.
You have specified the notification types that you use in EHS-MGM in the Customizing activity Specify Notification Types
for Foundation for EHS Management.
Features
The report determines all incident management notifications that are in status In Process and checks whether these notifications
have been set to Completed in the relevant component. For all notifications that have been completed, it triggers the next
workflow step, which by default involves the creation of a workitem for the approver to complete the notification in the incident
management application.
All report actions are documented in the application log (object: EHHSS_BO_INC, subobject: EHHSS_IAC_EXT_NOTIF).
Activities
Depending on the business processes of your company, you can use the Customizing activity Schedule Jobs for Notification
Status Check to schedule the report periodically, for example, once a day.
In this Customizing activity, you can specify the equipment types that are allowed to be entered as a classification of an involved
asset during incident recording of SAP EHS Management (EHS-MGM).
You can do the following:
Select equipment types from Plant Maintenance (PM) to restrict the number of available equipment types in EHS-MGM
Requirements
If you want to select equipment types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as equipment types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without equipment types.
Activities
If you want to use a restricted number of PM equipment types for EHS-MGM, select the required equipment types and
enter a description for all relevant languages. If you do not enter a description, the system automatically uses the
description that is defined for the selected equipment types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use equipment types that are only relevant for EHS-MGM, define the required entries and enter a
description for all relevant languages.
If you do not specify any equipment types, all PM equipment types can be selected during incident recording. However, once
you have specified equipment types for EHS-MGM, you can only use the equipment types that are defined in this Customizing
activity.
Recommendation
Although it is possible to use PM equipment types together with equipment types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM equipment type, for example, but you would not find a
PM equipment type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add pieces of equipment from Plant Maintenance with the technical object type
1000 or 2000 as pieces of equipment to an incident.
Specify the following entries:
Equipment Type Equipment Type Description
1000
2000
As a result, it is possible to add pieces of equipment with the equipment type 1000 or 2000 to an incident.
Definition: equipment
Plant Maintenance (PM)
An individual, physical object that is maintained as an autonomous unit.
Select property types from Plant Maintenance (PM) to restrict the number of available property types in EHS-MGM
Requirements
If you want to select property types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as property types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without property types.
Activities
If you want to use a restricted number of PM property types for EHS-MGM, select the required property types and enter
a description for all relevant languages. If you do not enter a description, the system automatically uses the description
that is defined for the selected property types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use property types that are only relevant for EHS-MGM, define the required entries and enter a
description for all relevant languages.
If you do not specify any property types, all PM property types can be selected during incident recording. However, once you
have specified property types for EHS-MGM, you can only use the property types that are defined in this Customizing activity.
Recommendation
Although it is possible to use PM property types together with property types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM property type, for example, but you would not find a PM
property type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add properties from Plant Maintenance with the technical object type 1000 or
2000 as properties to an incident.
Specify the following entries:
Property Type Property Type Description
1000
2000
As a result, it is possible to add properties with the property type 1000 or 2000 to an incident.
Select vehicle types from Plant Maintenance (PM) to restrict the number of available vehicle types in EHS-MGM
Requirements
If you want to select vehicle types from PM, you have defined technical object types in Customizing for Plant Maintenance
under Define Types of Technical Objects. You can specify these technical object types as vehicle types in Customizing for
SAP EHS Management.
Standard settings
The standard system is delivered without vehicle types.
Activities
If you want to use a restricted number of PM vehicle types for EHS-MGM, select the required vehicle types and enter a
description for all relevant languages. If you do not enter a description, the system automatically uses the description
that is defined for the selected vehicle types in PM.
Note
To maintain the description in other languages, when you edit an IMG activity, select the relevant record and then
choose Goto -> Translation.
If you want to use vehicle types that are only relevant for EHS-MGM, define the required entries and enter a description
for all relevant languages.
If you do not specify any vehicle types, all PM vehicle types can be selected during incident recording. However, once you have
specified vehicle types for EHS-MGM, you can only use the vehicle types that are defined in this Customizing activity.
Recommendation
Although it is possible to use PM vehicle types together with vehicle types that are only relevant for EHS-MGM, we do not
recommend this. If you used both, you would be able to select a non-PM vehicle type, for example, but you would not find a PM
vehicle type for it, which could cause some confusion.
Example
In Plant Maintenance, the technical object types 1000 and 2000 are defined. In Plant Maintenance, pieces of equipment are
created with these technical object types.
In the incident recording, it shall be possible to add vehicles from Plant Maintenance with the technical object type 1000 or 2000
as vehicles to an incident.
Specify the following entries:
Vehicle Type Vehicle Type Description
1000
2000
As a result, it is possible to add vehicles with the vehicle type 1000 or 2000 to an incident.
Integration with the SAP component Personnel Time Management (PT) allows you to access working time data and absences
for injured persons during the review and completion step for incident records.
Note
As PT manages time data for employees, integration is only possible for internal persons.
To be able to make full use of PTintegration, check that the following settings are correct before you activate PT integration for
incident management:
Personnel Time Management
The link between person and absence is established based on the relationship between personnel subarea and absence type
that is defined in Customizing for Personnel Time Management. This includes the following steps:
1. Group together personnel subareas for which the same absence types are valid (personnel subarea grouping) in the
Customizing activity Group Personnel Subareas for Attendances and Absences.
2. Assign absence types to the personnel subarea groupings in the Customizing activity Define Absence Types
The relationship between personnel subarea groupings and absence types is time-related. The validity period is limited
by the start and end date of the relationship.
Foundation for EHS Management
For access to PT data, the required authorizations for the Absences infotype are assigned to all users with display authorization
for incident records. For more information, see the Customizing activity Check Authorizations for Person Information.
Definition: employee
Personnel Management (PA)
A person who contributes or has contributed to the creation of goods and services in the enterprise based on a work contract or
a contract for services.
The employee constitutes the main focus of interest for the majority of Human Resource application components, such as
Personnel Administration, Time Management, Payroll, and so on. All business processes in these application components relate
to the employee.
Absences can also be grouped for other personnel-related reasons, such as employee time accounts and valuation of personnel
times. Different absence types are assigned to partial periods of time during a health cure. The sequence of partial periods and
the assigned absence types can be displayed using an absence event.
Infotype
Definition
Contains a code that represents a specific infotype. Infotypes allow you to describe object attributes.
Use
Use this field to identify the infotype you wish to work with. To do so either:
Example
The Relationship infotype allows you to describe how different objects are linked.
If you select this checkbox, the system calculates working hours as follows:
Working hours = regular working hours + overtime hours - absence hours.
If you do not select this checkbox, the system calculates the working hours as follows:
Months in Past
This value is used to calculate PT key figures for analytical reporting using the Business Information Warehouse. If you
specify a date for PT data in analytical reporting, the system determines the data from the specified date to the specified
number of days into the past.
Requirements
You have checked the settings for Personnel Time Management and Foundation for EHS Management as described in Check
Customizing Settings for Personnel Time Management.
Requirements
You have activated PT Integration in the Customizing activity Activate Personnel Time Management Integration.
Standard settings
The standard system is delivered with examples.
Activities
1. Check the existing examples and adapt them as required.
2. If necessary, define additional entries.
A unique key must be assigned to each entry.
Use
You can use this BAdI implementation to activate or deactivate the integration of Personnel Time Management (PT) for
analytical reporting in SAP EHS Management (EHS-MGM). If you activate the BAdI implementation, the system determines the
key figure values for Full-Time Equivalents and Working Time per organizational unit and calendar day from PT.
As only employee data is managed in PT, no key figure values are determined for external persons or business partners. To
include key figures for external persons or business partners in analytical reports, you can create a customer-specific
implementation of the Business Add-In Determination of FTE and Working Time.You can also use an implementation of this
BAdI to determine key figure values according to company-specific determination rules.
Note
If you activate this implementation and an implementation of the BAdI Determination of FTE and Working Time the system
combines the results of both determination runs per employee, if appropriate.
Requirements
You have made the required settings for analytical reporting using the Business Information Warehouse.
Standard settings
The BAdI implementation is active in the standard system.
Working Time analytical reporting and legal reporting, for example, OSHA reporting
Note
The key figure values for Full-Time Equivalents and Working Time values are always determined per organizational unit and
date period. The system takes into account all objects (for example, employees or business partners) that are directly assigned
to an organizational unit or that are assigned to a subordinate organizational unit.
Requirements
The following prerequisites must be met:
You have made the required settings for analytical reporting using the Business Information Warehouse.
You have specified the required forms for legal reporting in the Customizing activity Specify Forms for Foundation for
EHS Management.
Standard settings
The BAdI is not active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
BAdI Methods
READ_EXT_DATA
You can use this BAdI method to read person information from external sources. The method is called for a date period
for an organizational management object that is requested for analytical reporting.
Import Parameters
IS_ORG_MAN_OBJ - Structure containing the object type and the object ID of the organizational management
object that uniquely identifies the organizational unit
Export Parameters
EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational
management object
EV_NUMFTE - Cumulated Full-Time Equivalents value for the imported calendar date and organizational
management object
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
Analytical Reporting
Change descriptions
Standard settings
You can identify the report lauchpad for analytical reporting by using the following properties:
Role:
Instance:
EHHSS
REPORTS
To modify an existing entry, select this entry in the tree on the left-hand side and modify its properties on the
right-hand side of the screen.
To add or remove entries from the lauchpad, add or remove entries from the tree on the left-hand side of the
screen.
Further notes
For more information about analytical reporting with spreadsheets, see the topic Generate Spreadsheet Report in the
Application Help for SAP EHS Management at http://help.sap.com/.
Business Add-Ins
You can use this BAdI implementation to activate or deactivate the integration of Personnel Time Management (PT) for
analytical reporting in SAP EHS Management (EHS-MGM). If you activate the BAdI implementation, the system determines the
key figure values for Full-Time Equivalents and Working Time per organizational unit and calendar day from PT.
As only employee data is managed in PT, no key figure values are determined for external persons or business partners. To
include key figures for external persons or business partners in analytical reports, you can create a customer-specific
implementation of the Business Add-In Determination of FTE and Working Time.You can also use an implementation of this
BAdI to determine key figure values according to company-specific determination rules.
Note
If you activate this implementation and an implementation of the BAdI Determination of FTE and Working Time the system
combines the results of both determination runs per employee, if appropriate.
Requirements
You have made the required settings for analytical reporting using the Business Information Warehouse.
Standard settings
The BAdI implementation is active in the standard system.
Working Time analytical reporting and legal reporting, for example, OSHA reporting
Note
The key figure values for Full-Time Equivalents and Working Time values are always determined per organizational unit and
date period. The system takes into account all objects (for example, employees or business partners) that are directly assigned
to an organizational unit or that are assigned to a subordinate organizational unit.
Requirements
The following prerequisites must be met:
You have made the required settings for analytical reporting using the Business Information Warehouse.
You have specified the required forms for legal reporting in the Customizing activity Specify Forms for Foundation for
EHS Management.
Standard settings
The BAdI is not active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
BAdI Methods
READ_EXT_DATA
You can use this BAdI method to read person information from external sources. The method is called for a date period
for an organizational management object that is requested for analytical reporting.
Import Parameters
IS_ORG_MAN_OBJ - Structure containing the object type and the object ID of the organizational management
object that uniquely identifies the organizational unit
Export Parameters
EV_WORKTIME - Cumulated Working Time value for the imported calendar date and organizational
management object
EV_NUMFTE - Cumulated Full-Time Equivalents value for the imported calendar date and organizational
management object
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary,
you can deactivate this implementation and use a customer-specific check instead.
Caution
If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal
requirements, for example, when generating legal reports based on the incident data.
Standard settings
The BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
BAdI Implementations
BADI_RDY_FOR_ACT_INC_CLOSE
Check if the Restricted Access attribute for the incident is set to Yes or No
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
If the incident has actions assigned, check if all actions that are not recurring are complete
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID
This BAdI implementation does not perform any checks in the standard system. You need to create your own
implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE
This BAdI implementation performs the following checks:
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
001 Incident
ACTION_NAME
SET_VOID_ROOT
SET_CLOSED_ROOT
INVESTIG_RESULT_SET_CLOSED
NODE_NAME
You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business
object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction
SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example
You want to define a check that is only executed if:
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
For each action, a BAdI implementation is delivered that performs the corresponding check in the standard system. If necessary,
you can deactivate this implementation and use a customer-specific check instead.
Caution
If you implement customer-specific checks, you must ensure that these are complete in terms of data consistency and legal
requirements, for example, when generating legal reports based on the incident data.
Standard settings
BADI_RDY_FOR_ACT_INC_CLOSE
This BAdI implementation performs the following checks:
Check if the Restricted Access attribute for the incident is set to Yes or No
If the incident is an occupational incident, check if at least one involved person has the Injured Person role
If the incident is classified as a notice of violation, check if at least one notice of violation is assigned
If the incident has actions assigned, check if all actions that are not recurring are complete
For any injured person, check if the Required in Summary Report attribute is set to Yes or No
For any release of incident, check if the Reporting Required attribute is set to Yes or No
BADI_RDY_FOR_ACT_INC_VOID
This BAdI implementation does not perform any checks in the standard system. You need to create your own
implementation if you want to implement customer-specific checks.
BADI_RDY_FOR_ACT_INV_CLOSE
This BAdI implementation performs the following checks:
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
You can use the following filter values when defining customer-specific BAdI implementations:
INCIDENT_CATEGORY
001 Incident
ACTION_NAME
SET_VOID_ROOT
SET_CLOSED_ROOT
INVESTIG_RESULT_SET_CLOSED
NODE_NAME
You can use all existing node names from business object EHHSS_INCIDENT. To display the nodes of this business
object, use transaction /bobf/conf_ui or execute the search help EHFND_ELM_BO_NODE_NAME in transaction
SE11 in test mode using BO_NAME = EHHSS_INCIDENT.
Example
You want to define a check that is only executed if:
ACTION_NAME = SET_CLOSED_ROOT
NODE_NAME = BASIC_INFO_ALL
If you deactivate or change a check, you must also ensure that all actions are complete or are in the process of completing.
Standard settings
The BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
BAdI Implementations
BADI_IRT_CHECK_OSHA_301
This BAdI implementation performs the following checks:
Check if the actual start working time for the injured person is maintained
Check if either an activity was selected, or a free text description for the injured person's activity is maintained
If an injury/illness is maintained, check if the injury/illness information and body part information is maintained
Check if only the first reportable injury/illness or the first reportable unknown injury /illness is defined
If the Fatality attribute is set to Yes, check if the date of death is maintained
BADI_IRT_CHECK_BG_UNF_BER
This BAdI implementation performs the following checks:
Check if the actual start working time for the injured person is maintained
Check if the actual end working time for the injured person is maintained
BADI_IRT_CHECK_REL_REP
This BAdI implementation does not perform any checks in the standard system. You need to create your own
implementation if you want to implement customer-specific checks.
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.
You can use the following filter values when defining customer-specific BAdI implementations:
Possible filter values for form names are all form names that are entered in Customizing for EHS Management.
Use
This Business Add-In (BAdI) is used in the SAP EHS Management (EHS-MGM) component. You can use this BAdI to adapt the
standard logic to calculate the risk assessment and to determine the risk icons that are displayed.
The risk icons are set according to the risk rating. The risk rating is calculated for each affected area based on configurable
scores for the following risk parameters: severity, likelihood to reoccur, frequency and duration. The calculated value can be
manually overwritten by the user.
The default logic for calculating the risk assessment and determining the risk icons is as follows:
The rating is determined according to the lower and upper limit of the sum of scores
The BAdI method calculate_risk receives the risk assessment type (initial or residual), the precalculated sum of risk scores, the
distinctive scores for severity, likelihood to reoccur, frequency and duration, and returns the value for the risk icon.
Requirements
You have made the following settings in the Customizing for SAP EHS Management under Incident Management:
Specify Affected Areas
Specify Severity
Specify Likelihood
Specify Frequency
Specify Duration Classifications
Specify Risk Ratings
Standard settings
This BAdI is active in the standard system.
For more information about the standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
Activities
Information about the implementation of BAdIs in the context of the enhancement concept is available in the SAP Library for
SAP NetWeaver under BAdIs - Embedding in the Enhancement Framework.