Foundation for Environment, Health and Safety

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Illustrate the architecture for EHS and describe the different roles involved

EHS Architecture

This graphic shows the high-level architecture of the different solutions and details of SAP EHS Management as well as their integration in SAP S/4 HANA.

The figure, High-Level Architecture, considers following aspects:

  • SAP EHS Management solutions: Incident Management, Health and Safety Management, Environment Management, Management of Change (grey boxes)
  • Business objects (yellow boxes)
  • Functions: Calculation Engine, Task Scheduler (blue boxes)
  • Analytics (green boxes)
  • Integration to Business objects of other SAP S/4 HANA modules (note the right-hand side of the figure, for example, Human Resources, Material Management, Plant Maintenance)

The business process of each solution of SAP EHS Management will be described in the other units of this eLearning course.

You can use this component to integrate SAP EHS Management (EHS-MGM) with other components. This enables you to access data in other components from within the EHS-MGM applications and transfer data from EHS-MGM to other components. In addition to simplifying work with the applications, integration also ensures consistency by reusing existing data in different components. If you use integrated data in EHS-MGM, changes to this data are automatically reflected in all applications.

You can also use integration to start EHS-MGM processes involving actions in different components.

Integration for Person Information

SAP EHS Management (EHS-MGM) integrates person-related data from other components. This data can either be stored locally or in remote systems. The function allows you to access data for HR persons and business partners, organizational information, and time data. You can access personal information through integration to the corresponding components:

  • Personnel Administration (PA)
  • SAP Business Partner (SAP BP)
  • Organizational Management (PA-OS)
  • Personnel Time Management (PT)

Features

You can use this function to read personal information from the components that are listed above.

For the incident management application, PT integration and SAP BP integration also allow you to change person-related data:

  • You can create new business partners and change the data of existing business partners.
  • If PT integration is activated, you can create HR absences for injured persons.

Integration for Notification

You can use this function to integrate notification processes between SAP EHS Management (EHS-MGM) and other components that are either managed locally or in remote systems. It allows you to start processes for notifications that must be implemented in other components directly from the EHS-MGM applications. The EHS-MGM system monitors the status of each notification process until it is completed.

Integration is possible for the following notification categories:

  • Maintenance notifications (PM)
  • Quality notifications (QS)
  • Service notifications (CS)

Features

If the circumstances of an event or situation require actions to be taken in other components, you can start processes to communicate and initiate related tasks. For each notification, you can display details including its status directly from the EHS-MGM applications.

You can use the report, Check for Completed Notifications (R_EHHSS_ACT_CHECK_COMPL_EXT_NO), to check regularly for notifications that have been completed in other components. For all notifications in status, Completed, the report triggers the next process step. For more information, see the system report documentation.

You can use this component to integrate Environment, Health, and Safety (EHS) with other components. This enables you to access data in other components from within the EHS applications and transfer data from EHS to other components. In addition to simplifying work with the applications, integration also ensures consistency by reusing existing data in different components. If you use integrated data in EHS, changes to this data are automatically reflected in all applications.

You can also use integration to start EHS processes involving actions in different components.

Constraints

The following data must always be available in the local system:

  • Plants, including description and address data
  • Material and material descriptions
  • Currencies and exchange rates
  • Notification types for PM
  • Business partner roles
  • 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

Standard Roles

There are many responsible people, that are involved in numerous activities in the different solutions of SAP EHS Management.

Every company has its own requirements to define, who is responsible for which activity and which authorizations shall be granted.

Authorization objects are grouped in so-called roles. To support the definition of roles, SAP delivers standard roles for exemplary system users, which a common set of authorization objects.

It is recommended to select these standard roles, which are necessary, to copy these roles and refine them by removing or adding specific roles or authorizations to assign it to system users individually. Finally, the authorization administrator assigns these new roles to system users.

In Environment, Health, and Safety, you use specific roles in the application to access content. These roles are designed to support your EHS business processes.

All roles can be used in the SAP Business Client. However, the roles can be used to generate Portal Content for the SAP Enterprise Portal. For more information about creating Portal Content, see SAP Note 2083956 .

All roles are provided without any authorizations assigned to them. You must assign authorizations using the authorization objects in the back-end system.

Master Roles

In addition to these roles, a PFCG role (SAP_EHSM_MASTER) is provided that contains the complete content of the Environment, Health, and Safety application. When creating user-defined roles, SAP recommends you to use each master role as a template and to remove the undesired functions. This ensures that no configurations (for example, IBN settings) are lost.

Technically each business role is defined in the system with a Front-end and Back-end role. They can be different depending on the solution. Detailed information will be provided in EHS expert trainings.

Roles for Health and Safety Processes - Overview (1)

Roles for Health and Safety Processes - Overview (2)

Roles for Health and Safety Processes - Overview (3)

To fulfill your environment, health, and safety (EHS) requirements on a regional and global scale, you can use this component to report, review, and complete incidents, safety observations, and near misses.

This solution provides various methods for reporting the data. After initial reporting, you can collect additional information from the people involved, investigate why an incident (also near miss and safety observation) occurred, and track the financial impact on the organization and its assets. You can also assess risk, report data to internal and external stakeholders to fulfill legal, regulatory, and company reporting responsibilities, and analyze aggregated incident data.

You can access the apps of Incident Management on the SAP Fiori launchpad. Incident Management supports people that occupy the above listed roles.

Roles for Occupational Health (1)

The SAP EHS Management for SAP S/4HANA, occupational health application supports general employee occupational healthcare in your enterprise, as well as the planning and execution of special health surveillance protocols.

Special surveillance is required for those persons who may be exposed to certain influences of a chemical, physical, or biological nature at their workplace, or who perform activities that pose a health hazard. Health surveillance protocols can also include vaccinations or - as in the United States - random drug tests.

On the SAP Easy Access screen, choose one of the following paths:

  • Human ResourcesEnvironment, Health and SafetyOccupational Health
  • LogisticsEnvironment, Health and SafetyOccupational Health

You can see the Occupational Health menu path if the role is assigned to your user.

Roles for Occupational Health (2)

Roles for Audit Management

SAP deliver the role auditor (SAP_PLM_AUDITOR) for audit management. As a result, a user to whom this single role is assigned has authorizations for transactions Audit Management and Audit Monitor, as soon as the user and authorization distribution has been completed.

The following roles are defined in audit management. If required, you can define additional roles in Customizing.

Environment Management functionality is available on the SAP Fiori launchpad and supports people that occupy one of the above listed roles.

Frontend

SAP_BR_PRODN_OPTR_EHS_INFO

SAP_BR_ENVIRONMENTAL_MANAGER

Backend

SAP_EHSM_ENV_TECHNICIAN

SAP_EHSM_HSS_ENVMGR

In Management of Change, you use specific roles to access content. These roles are designed to support your business processes.

All roles are provided without any authorizations assigned to them. You must assign authorizations using the authorization objects in the back-end system.

The following NWBC roles are available for SAP Management of Change:

SAP_COCKPIT_MOC_MAIN: This role provides you with access to all of the Management of Change applications:

  • Home
  • Worklist
  • Create Change Request
  • Create Change Request - Quick Entry

SAP_COCKPIT_MOC_ANALYTICS: This role provides you with access to analytical data. The change activities you can carry out depend on the authorization roles assigned to your user.

SAP_MOC_SUPPORT: The application-specific read-only role SAP_MOC_SUPPORT can be assigned to users working in remote support. This provides read-only access for checking logs and analyzing data. It is not possible to change existing data or create new data in the customer system.

MOC Authorization Roles: The following authorization roles are available. They determine the change activities you can carry out (application areas) and the functions available on the user interface.

  • SAP_AUTH_MOC_ADMIN (Administrator): Creates and changes master data settings
  • SAP_AUTH_MOC_REPORTER (Reporter): Initiates the change request
  • SAP_AUTH_MOC_APPROVER (Approver): Checks that the activities assigned to the change request are viable
  • SAP_AUTH_MOC_COORDINATOR (Coordinator): Triggers and monitors all approvals and activities for a certain change request
  • SAP_AUTH_MOC_ACTIVITY_OWNER (Activity Owner): Carries out activities assigned to the change request

You can use the roles in SAP NetWeaver Business Client (NWBC) and SAP NetWeaver Portal.

Roles for Manage Safety

Master Data

S/4HANA Business User Management is used in S/4HANA Cloud and in S/4HANA on-premise editions and it is applied in the Environmental, Health, and Safety applications. Business User Management enables and supports the lifecycle maintenance of business users.

For the Business Users in S/4HANA the person, work center and communication related data are derived from the related Business Partner with relation 1:1. This data for Person, Work Center, Communication and Company is persistent and derived from the corresponding Business Partner and no longer redundant in the User Management. The goal is to have a fully integrated lifecycle among the physical person with the corresponding user information.

In SAP S/4HANA, Business Partner is the leading object for the natural person and single entry point to maintain Business Partner, Customer and Supplier (formerly known as Vendor) master data. This is to ensure ease of maintenance of the above master data and to achieve harmonization between them.

Following this once central business user, the Business Partner in S/4HANA is the natural person which contains and persist the person, work center and communication related data. The employee data can be retrieved from the following:

  • SAP Success Factors
  • SAP Human Capital Management
  • Third-party System

You use this component to represent an identified real place, virtual space, or object in the system. The location is a central master data object that can be organized in a structure to represent where a location exists spatially or functionally in a company. Examples of a location are a plant, a piece of equipment, or a work area.

In incident management, locations specify precisely where an incident took place, in health and safety management, locations specify precisely where hazards exist, and in environment management, locations specify precisely where emissions are produced.

The location makes it possible to utilize existing technical objects and functional locations from the Plant Maintenance (PM) component, and work areas from existing EHS solution in Environment, Health, and Safety.

You can create your own locations, or you can import technical objects that already exist in the Plant Maintenance (PM). You can also integrate existing locations that you have already created in your Environment, Health, and Safety system with technical objects from PM.

The user can choose between two types of structure view: The Location Structure and the Organizational Structure.

The Location Structure shows the hierarchy of locations and their sublocations. Under the Location Structure, the user can set a location as My Location. This serves as the starting point in the location hierarchy as it is then displayed as the first node. This avoids displaying the whole location structure.

The Organizational Structure, however, displays the hierarchy of organizational units. HR and Marketing are examples of organizational units. The locations that are assigned to an organizational unit are displayed under the node of the organizational unit. In the Organizational Structure, it is not possible to set a location as My Location.

A chemical is any kind of element, compound, or mixture of elements and/or compounds. Anything made of matter: any liquid, solid, or gas.

When you work with chemicals, your organization is subject to regulatory requirements that govern the use of chemicals and the exposure to your workers. Environment, Health, and Safety enables you to manage chemical data, ensure regulatory compliance, and protect the health and safety of workers that use chemicals.

You can request chemicals and approve them prior to their use in your company. You can enter relevant information for chemicals and use it to assess risk for chemicals. Additionally, you can create documents, such as safety instructions, that are used to inform employees about all health, safety, and personal protection relevant aspects of the chemicals they use.

If you author safety data sheets for your own chemical products by using the specification database of SAP EHS Management as part of SAP ERP or of Product Safety and Stewardship as part of SAP S/4HANA, you can transfer health and safety relevant data from the specification database into business objects of Environment, Health, and Safety. Note that by using this transfer mechanism, data is entered in the SAP ERP EHS system. Environment, Health, and Safety is the receiving system, where you do not change any transferred data.

Environment, Health, and Safety (EHS) provides three reports to transfer chemical data from the specification database of SAP EHS Management as part of SAP ERP or of Product Safety and Stewardship as part of SAP S/4HANA to the EHS system for use in health and safety management.

You can use the following reports to replicate data from the specification database to chemical business object in the EHS system:

  • Transfer of Phrases:  R_EHFND_PHRASE_TRANSFER
  • Transfer of OEL Data:  R_EHFND_FILL_REGL_BY_EHS_SUBST
  • Transfer of Chemicals:  R_EHFND_FILL_CHM_BY_EHS_SUBST

Task Management Foundation Process

The task management process is applicable for some of the solutions in the Environment, Health, and Safety portfolio.

You use tasks to plan and carry out actions or activities related to the business cases covered by the health and safety, incident, and environment management solutions of Environment, Health, and Safety. By using tasks, you can schedule various types of single or recurrent, preventive or corrective actions that optionally require an additional approval; notifications to responsible parties about needed maintenance activities, or requests any further changes and assistance with regard to equipment, assets, or processes.

For the purpose of functional and process clarity the following conceptual descriptions introduce additional task related terms, such as container or host object, task definition, task instance. In many cases, these terms are not displayed in their entirety on the user interfaces. Instead, the apps that cover the renewed and enhanced task management simply refer to tasks and task monitors.

The above figure, Task Management, outlines the different phases that cover the task management processes from their planning and creation to their completion.

The above figure, Overview of Task Management Apps, outlines the apps that cover task management in Environment, Health, and Safety.

There are two type of tasks that can be triggered:

  • A task without approver
  • A task with approver

On the Tasks tab, you can navigate to the incident tasks (for example) using the Manage Tasks button. When creating the task, you will have to select the type of task you would want to trigger.

On the process diagram you can see the main process of creating, executing and approving the task in the Environmental, Health, and Safety System. With a color indication you can differentiate between the process for a task without approver and with approver.

Depending on the business case, tasks can be created from different solutions in the Environment, Health, and Safety system:

  • Risk assessment
  • Control Implementation
  • Incident
  • Incident Investigation Step
  • Compliance Scenario
  • Compliance Requirement

There are two separate processes for task with and without approver. In the example above, a task has been created from an recorded incident in the system.

For tasks, you need to specify:

  • the person who is organizationally responsible, such as a manager as Owner
  • the person who performs the work as Assignee
  • the person who will verify the implementation as Approver (applicable only for task type with Approval)

As soon as the task execution process has being triggered and depending on the type of task (with or without approver) the system will trigger tasks (workflow) for the assignee, approver and owner. The actors in the task management process receive their tasks in the My Inbox app.

The execusion of the task is performed by the task assignee. As an assignee, you can complete or reject a task execution.

In case of a rejection, the task owner will be notified through a task in the My Inbox app to handle the rejection.

In case of a completion and no approval has been defined in the task definition, the task workflow will be completed. If an approver has been specified, a Handle Rejection task will be sent to the approver in My Inbox.

Once the task assignee rejects the implementation of the task, the owner of the task receives a task in the My Inbox app.

In the work item, the owner of the task has the following options:

  • Resend - The Resend option allows the owner of the task to return the task to the assignee. With this option, the owner of the task is  able to change task instance details without changing the due date or the assignee.
  • Cancel - The Cancel option allows the owner of the task to cancel the task implementation directly from the My Inbox app without entering the Display Task Instance app.

In order to change the due date or the assignee, the owner of the task needs to enter the Display Task Instance app by choosing Open Task.

In the header of the task, the following options are displayed:

  • Cancel Task - allows the owner of the task to cancel the task implementation directly from the My Inbox app without entering the Display Task Instance app.
  • Create Deviation - allows the environmental manager in the context of the Environment Management processes to trigger a creation of an incident of type deviation when a specific aspect such as an exceedance has to be reported and analyzed.
  • Change Assignee - If a change of the assignee is required, the owner can choose Change Assignee. With the support of a value help, the new person can be selected. The person needs to be a business user in order to appear in the list. Changing the assignee is an operation on a task process level.
  • Change Due Date - If a change of the due date is required, the owner of the task can choose Change Due Date. With the support of a value help type calendar view, the new date can be selected. The Due Date cannot be in the past. Changing the due date is an operation on a task process level.

On display of the task instance details, the current steps of the task workflow are also displayed. In addition to the already available options, such as Assign Step to Me and Forward, Resend and Cancel are also available on selection of the current step of the task.

In the case of task with approval, the task approver will receive a task in My Inbox to either approve or reject the task execusion.

If the task approver chooses the Rejected option, the workflow will notify in My Inbox, the task Assignee.

If the task approver chooses the Approved option, the task process will be completed.

Outputs and Reporting Options

You can use this component to generate print forms (such as a report) and interactive forms with data from the application. You can add, remove, and modify the standard reports and questionnaires that are delivered.

You can use the legal reports that are delivered with the standard system as they are, without making any changes.

You should adapt the questionnaires and internal reports that are delivered to your company's internal layout. SAP EHS Management uses the default technology for developing the layout of a form.

Print forms and interactive forms can be used by several components and processes within SAP EHS Management:

  • Inquiries and questionnaires to gather additional information from another system user or an external person
  • Report forms
  • Control evaluations

Features

  • Questionnaires, legal reports, and summary reports

    Print forms and interactive forms to request information in a questionnaire, report to authorities, or produce a summary of collected data are delivered. You can generate forms directly from the data record and as part of a process. In some cases, the system suggests forms to support you in complying with legal reporting requirements.

  • Send forms using e-mail, print forms, or store forms for offline use

    You can send forms from the data record via e-mail as part of a process. The recipient can send the form back using the Send pushbutton at the end of the form. Since some recipients of a form do not have access to the system, some forms can be stored on an Intranet to complete offline, or printed out and filled out by hand.

  • Review data before transferring into a data record

    You can configure forms to provide a review step. When the form is returned, the system generates a task for the sender to review the returned data. This enables you to preview the contents of the form and select which data you want to transfer into the data record.

This function enables you to extract data from the business objects (BOPF) and export it to your front-end computer in file formats such as CSV, Microsoft Excel 2007, or Microsoft Excel 2010. You can use the extracted data later on for performing analytics.

Within several application within the Environmental, Health, and Safety solutions such a file-based reporting has been enabled. The example in the above figure, File-Based Reporting, illustrates the possibility of exporting risk details using file-based reporting.

Apps used in Environment, Health and Safety (Foundation)

The following slides provide an overview about the essential apps, which are relevant for the solutions of Environment, Health, and Safety.

For Incident Management, Health and Safety Management, and Environment Management, you can use above listed apps to support your business processes.

With the Manage Location app you can search for locations. You can also set a location as My Location and navigate to a location to get further information or change data. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing locations.

With the Manage Location Roles app you can view and manage all role assignments across the entire location hierarchy. You can search by role or person, edit the assignments, and navigate to the corresponding location.

With the Set My Location app, you can set a location as My Location. This location is used to determine data for your area of responsibility. If you have not set a location as My Location, most other Environment, Health, and Safety apps will not display any data.

With the Monitor Tasks app, you can monitor created task instances. You can check the progress of tasks and carry out task-related operations.

With the Task Calendar app, you can plan tasks for your team in a calendar view. You can get an overview of existing task instances in a time schedule. Based on the overall schedule, the status of the tasks, and the workload of the team members, you can adjust the plan by reassigning and rescheduling the tasks between assignees.

In Incident Management, you can use above listed apps in addition to the foundation-related apps to support your business processes.

The My Inbox app is used to process your standard and custom workflow tasks.

With the Manage Incidents app, you can search for incidents, near misses, and safety observations. You can also call up and change the data of the respective incident, near miss, or safety observation.

With the Report Incident app, you can report incidents, near misses, and safety observations to your organization's health and safety department and track their processing status.

With the Manage Hours Worked app you can monitor and organize the workhours spent in your locations by employees and contractors. You can create new records and edit existing records. The system uses these records through the OSHA forms for reporting in a follow-up process.

With the Manage Summary Report app, you can generate incident summary reports that are necessary to fulfill legal, regulatory, or company-specific reporting requirements. You can also get an overview of already generated incident summary reports.

With the Create Injury/Illness Log Entry app, you can record medical assistance provided to an injured or sick employee at your company.

With the Mange Injury/Illness Log app, you can enter and manage medical assistance provided to an injured or sick employee at your company. You can search for injury/illness log entries, create new entries, or edit existing ones.

With the Incidents - Detailed Analysis app, you can analyze incidents, near misses, and safety observations that have been recorded in incident management. You can add several analysis steps to create an analysis path. With this analysis path, you can evaluate the data you need for information and reporting purposes.

With the Injuries and Illnesses - Detailed Analysis app, you can analyze recordable injury / illness cases that have been recorded in the incident management application. An injury / illness case is considered recordable if a legal report form exists for the injured person in the incident management application, and if reporting is required for this report form. You can add several analysis steps to create an analysis path. With this analysis path, you can evaluate the data you need for information and reporting purposes.

With the Injury / Illness Log - Detailed Analysis app, you can analyze injury/illness log entries. You can add several analysis steps to create an analysis path. With this analysis path, you can evaluate the data you need for information and reporting purposes.

With the Number of Recordable Cases app, you can monitor and analyze the cases of injuries, illnesses, and absences recorded for your locations. You can filter recordable cases of incidents by different criteria, depending on the view you need. A graphical overview displays the information in charts.

With the Incident Rate app, you can display a graphical representation of incident rates over a set time period. Additionally, you can view details such as numbers of hours worked, numbers of recordable cases, and view results by location.

With the DART Rate app you can display a graphical representation of the rate of incident cases that involve hours spent by employees away from work.

In Health and Safety Management, you can use above listed apps in addition to the foundation-related apps to support your business processes.

You can use the apps described in the following sections to create, edit, and manage regulatory lists:

  • With the Manage Compliance Requirements - Regulation, Policy app, you can search for compliance requirements used in health and safety processes. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing compliance requirements.
  • With the Activate Compliance Requirements app, you can get an overview of the active and inactive compliance requirements in the system so that you can deactivate or activate them based on their relevance to your company. If you activate a compliance requirement, such as a regulatory list for occupational exposure limits (OELs), it is automatically used in your risk assessment and workplace sampling processes.
  • With the Manage Listed Substances app, you can search for the listed substances that are used in health and safety processes. You can also use it as a starting point to navigate to other apps that further support your business processes of managing listed substances.
  • With the Manage Regulatory Lists - Restricted Substances app, you can search for regulatory lists that contain substances that are subject to legal or industry-specific regulations. These include declarable substances or substances for which all uses are prohibited or for which possible exemptions exist. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing regulatory lists for restricted substances.
  • With the Create Regulatory List Revision - Restricted Substances app, you can create regulatory list revisions for restricted substances.
  • With the Edit Regulatory List Revision - Restricted Substances app, you can edit regulatory list revisions for restricted substances.
  • With the Manage Jobs app, you can search for jobs used in your company for health and safety processes. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes for managing jobs.

You can use the apps described in the following sections to request a chemical approval and to manage chemical approvals:

  • With the Request Chemical Approval app, you can request approval for a chemical that you want to use at a specific location with a specific method of use, and for a specific purpose.
  • With the Manage Chemical Approvals app, you can view chemical approval requests that you are working on. You can use a search function to get an overview of further chemical approval requests within your company. In addition, you can trigger further actions, such as changing the data of a chemical.
  • With the My Chemical Approvals app, you can get a quick overview of the status of chemical approval requests to which you are assigned as either approver or approval team member.
  • With the Manage Chemicals app, you can search for chemicals used in health and safety processes. You can view and extract information available about a chemical and access documents, such as safety instructions. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes for managing chemicals.
  • With the Approved Chemicals app, you can get a quick overview of the approved chemicals that are used in your area of responsibility. You can view, for example, which chemicals with a certain classification or hazardous ingredient exist in your company, at which locations they are used, and how they are used.
  • With the Chemical Inventory Reporting app, you can get a detailed overview of the chemicals that are handled within your company. You can view information about the chemical, such as the classification, as well as the quantity data for a specified time period for the material assigned to this chemical. You can use this information to fulfill, for example, regulatory reporting requirements.

You can use the apps described in this section to identify, analyze, evaluate, treat, monitor, and review risks:

  • With the Manage Agents app, you can manage physical and airborne agents. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing agents.
  • With the Manage Risk Identification Template app, you can create risk identification templates. A template contains a list of predefined risks that are associated with various controls. If you have locations or jobs that share similar risks, you can use a risk identification template when identifying risks.
  • With the Assign Risks to Projects app, you can assign the risks that you have identified in the Identify Risks app for further analysis, evaluation, and treatment to risk assessment projects that are displayed in the My Risk Assessment Projects app.
  • With the Manage Risks app, you can view and export data for risks that are identified within your company. You can also follow up on selected risks. In addition, you can trigger further actions, such as changing risk assessment projects.
  • With the Manage Risk Assessment Projects app, you can view and export data for risk assessment projects that are assessed within your company. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes for assessing risks. You can trigger the appropriate action, such as further assessing risks or creating new risk assessment projects.
  • With the Manage Assessment Profiles app, you can specify risk assessment profiles. If you select, for example, a hazard or agent during the risk identification process, the system displays all hazards and agents that are used within health and safety management. However, in most companies, many agents, hazards, controls, and jobs are not used company-wide, but only in a certain location. With a risk assessment profile, you can specify which agents, hazards, controls, and jobs are used at a certain location and its sublocations. If a risk assessment profile is assigned to a location, the system displays only the agents, hazards, controls, and jobs during the risk identification process that are included in the profile.
  • With the Manage Workplace Sampling app, you can monitor the workplace sampling process. You can view sampling campaigns and sampling methods used in the workplace sampling process. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing and taking samples.
  • With the Manage Controls app, you can get an overview of controls that are used for risk assessment processes. You can request control evaluations for specific controls and edit the effectiveness of a control. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes for managing controls.
  • With the Edit Control Master Data app, you can create new controls or edit existing ones.
  • With the Manage Criteria app, you can specify the criteria that must be met before the system can automatically recommend a health surveillance protocol (HSP) as part of a risk assessment process.
  • With the Mange Control Inspections app, you can view control inspections to monitor whether controls are effectively mitigating risks. In addition, you can use this app as a starting point to navigate to other apps that further support your business processes of managing control inspections.
  • With the Mange Similar Exposure Groups app, you can get an overview of similar exposure groups (SEGs) that are used for risk assessment processes. You can trigger further actions, such as editing or creating SEGs and viewing personal exposure profiles (PEPs).
  • With the Display Safety-Relevant Information app, you can get an overview of information that is relevant for your health and safety at a certain location or at a specific job. You can view, for example, risks that have been identified for the location or the job, chemicals that are used, and controls that are in place. You can view incidents that happened at the location or on the job to raise the awareness of possible danger. You can also view maintenance orders and production orders since they can have an effect on the risk situation at a location or on a job. In addition, you can access legally required documents, such as safety data sheets and safety instructions, to inform you about steps to reduce risks and establish safe work practices.
  • With the Health and Safety Explorer app, you can explore and export risks, sample values, and exposure assessment data within your area of responsibility. In addition, you can use this app as a starting point to navigate to other apps that further support your health and safety business processes. With the Health and Safety Overview app, you get an overview of the most important information for your day-to-day business. You can navigate through the location hierarchy and display the information as charts for each selected location and its sublocations. In addition, you can use this app as a starting point to navigate to other apps that further support your health and safety business processes.
  • With the Sample Value Explorer app, you can explore and export sample value data within your area of responsibility.

Medical Service

This component enables you to handle all the processes involved in managing health surveillance protocols in the company health center. You open a medical service for each person who is required to undergo one or more health surveillance protocols on a certain date. A medical service contains all the data that is related to the scheduled protocols, such as work restrictions for health reasons, diagnoses, or examination results. The questionnaires assigned to health surveillance protocols can also be generated for the relevant persons and completed in this component.

Edit Brief Consultation

Using this procedure, you document brief consultations, for example, when a patient visits the health center briefly for medical advice or is given medication for a headache. You can use a user-defined text editor for support.

Planning Cockpit

The planning cockpit provides you with a complete overview of a series of important scheduling processes in occupational healthcare.

In the planning cockpit, you can manage the following processes:

  • Assignment of Health Surveillance Protocols to Persons
  • Determination of Persons for a Medical Service
  • Scheduling

In the planning cockpit, you can jump to a medical practice calendar whose clear graphical layout allows you to schedule appointments easily.

Info for Health Surveillance Protocol

You can search for and list current managed and assigned Health Surveillance Protocols for persons with their processing status.

General Questionnaire

This function enables you to create questionnaires in the SAP system that are tailored to your individual requirements. The questions, texts, and headers that you use in the questionnaires are set up and managed in the question catalog as question entries.

You can select between the following:

  • A general questionnaire contains a selection of the catalog entries defined in the question catalog. It also serves as a template for specific questionnaires.
  • General questionnaires are not assigned to an object, unlike specific questionnaires.

Specific questionnaires

A questionnaire that is assigned to a specific object.

For example, when you open a medical service in the SAP application component Occupational Health, the link to the health surveillance protocol object ensures that a general questionnaire is assigned automatically to the person who is required to answer it. This questionnaire can then be printed out from the medical service screen, or it can be completed online directly in the system.

Medical Service Results / Sign-off

App is listing all current medical service in an processing status (not closed). You can select single medical services form list and change to different management and information functions for Medical Services.

Proposal List Person<->Protocol

Occupational Health is integrated into HCM and Organizational Management.  You can setup system, that an automatic Surveillance Protocol determination is taking place. After system determination, you can initiate the adjustment of current person medical Service management with proposed health surveillance protocols.

Edit Health Surveillance Protocol

Health Surveillance Protocol  is set of medical examinations and tests that a person must undergo to enable possible health risks to be recognized, treated and, if need be, prevented. Health surveillance protocols are, for example, necessary when a new employee is hired, or when a person is exposed to certain agents on the job or at the workplace. There are certain examinations assigned to health surveillance protocols that are required as part of the protocol procedure. As all health surveillance protocols must be performed within certain time periods, examination types are assigned to them in the SAP system.

Edit Examination

Examination is a  medical procedure carried out in order to obtain measurable results for a medical diagnosis such as an audiogram or eye test. Examinations are assigned to health surveillance protocols and must be performed as part of the protocol procedure.

Edit Physical Tests

Definition of physical tests which can be assigned to examinations.

Edit Laboratory tests

Definition of laboratory tests that can be assigned to examinations, Edit Laboratory Tests.

SAP (own) Appointment Calendar

SAP central calendar of a user which shows all appointments. Occupational Health is integrating the SAP Appointment Calendar. If an Appointment in the planning Cockpit was defined, it is shown in the user SAP Appointment Calendar.

PersonTestsPhysical Tests / PersonsPulmonary Tests / PersonsTestsAudiograms / PersonsTestsLaboratory Tests

Reporting tools to list test results of different test categories.

Statistics on Protocols

Tool to list an overview with several statistic parameters for Health Surveillance protocols.

You can use the apps described in this section to support your environment management business processes.

  • With the Manage Compliance Requirements - Regulations, Permits, Policies app, you can view a list of available compliance requirements in environment management. You can use various filters to search for specific compliance requirements and maintain their data. Additionally, you can use this app to navigate to other apps where you can create new compliance requirements of policy, regulation, or permit type. You can use the created compliance requirements in further business processes, such as Emission Inventory or Waste Management, to ensure environmental compliance.
  • With the Import Compliance Requirement - Content Provider app you can import compliance requirements from an external source. Sources can be providers of regulatory content, such as RegScan.
  • With the Import Compliance Requirement - Spreadsheet app you can import compliance requirements from a spreadsheet file into the environment management system.
  • With the Manage Compliance Scenario app, you can view compliance scenarios that are relevant to a specific location or have specific compliance requirement assigned to them. You can manage existing compliance scenarios in the system by navigating to them for further editing. You can create new compliance scenarios for a specific location, as needed.
  • With the Import Data app, you can import environmental data into multiple data collection definitions in one go using a predefined template file (.XLSX). You can browse through already imported data and export potential data issues for further checks.
  • With the My Data Collections app, you can view all data collection records for the locations of your responsibility. You can record environmental data in the environment management system for later processing, such as validation by the responsible environmental manager, calculation and aggregation of emissions, deviation reporting.
  • With the Data Issues - Missing Data app, you can monitor records from collected or calculated environmental data at the locations of your responsibility. You can view the data records by issue type to identify and investigate issues that may have environmental impact, or may indicate pending equipment problems.
  • With the Data Issues - Exceedances and Warnings app, you can perform various operations with environmental data records at the locations of your responsibility that cause warnings and exceedances when checked against environmental limits.
  • With the Monitor Data - Environment Management app, you can monitor the data records, stored in the environment management system and relevant for various compliance scenario activities, such as, data collections, sampling definitions, calculations, or location-based aggregations. You can display the data in the app, either graphically, or in a table view.
  • With the Emission Forecast app, you can forecast emission data based on past emission data with the help of predictive learning algorithms and statistical methods. Additionally, you can compare the forecasted emission data against the environmental limits. By getting early indication of future deviations or noncompliance, you can plan proactively to avoid potentially unwanted events.
  • With the Environmental Data Explorer app, you can browse through transactional data records from all compliance scenario activities in the system. You can view the data through the location hierarchy and filter it by applying various criteria such as data type, status, year, month, and so on. You can export the data and use it for further reporting.
  • With the Manage Deviations app, you can perform various operations with deviations.

In Management of Change, you can use the apps listed above to support your business processes.

With the Create Change Request app, you can request a change and provide the details.

Change requests are requirements for adjustments to be made within a company, a plant, or a process.

With the Manage Change Request app, you can get an overview of change requests and search for specific change requests.

With the Edit Change Request app, you can create, display, and edit a change request.

With the Manage Change Activities app, you can get an overview of activities and search for specific activities.

Activities are tasks, approvals, notifications, and structure nodes that have to be carried out to complete a change request.

With the Edit Activity app, you can display and edit an activity.

With the Display Change Log - Change Request app, you can display all changes that have been performed for a particular change request.

With the Display Change Log - Change Activity app, you can display all changes that have been performed for a particular activity.

The Monitor Audit app is a SAP GUI for HTML transaction. These classic transactions are available in the SAP Fiori theme to support a seamless user experience across the SAP Fiori launchpad.

The audit evaluation provides different search possibilities for all audit components on the basis of various search criteria. In the audit evaluation, you can, for example, determine the number of outstanding corrective and / or preventive actions, display all audits or question lists, and determine which audit plans exist for a certain time period.

In the Audit Management cockpit, all processing functions for all data objects of audit management are available.

The user interface is subdivided into the following screen areas:

  • Navigation Area

    In the navigation area, you can create, copy, paste, cut, or delete audit components. When you select a component in the navigation area, the detailed data for this component is displayed in the work area on the right.

  • Work Area

    The work area contains a header area with the identifier for the audit component and a set of tabs with the detailed data of the component.

  • Worklist

    The worklist is divided into two sections. The upper section contains a structure tree that lists the data objects. The lower section displays the audit components you last processed.

  • Template List

    The template list is also divided into two sections. One section is for general templates for the audit management components, the other is for personal templates.

How to Create and Manage Tasks from a Compliance Requirement in Environment Management

Business Scenario

The Environmental Manager navigates to the compliance requirement for which a task is required. The task is being created and sent to the task assignee to complete it.

The task assignee has rejected the task and now, the Environmental Manager should handle the rejection. The task assignee is missing the instruction in order to complete the task. The Environmental Manager assigns the instruction to the task and re-sends the task to be implemented again.

Using the Monitor Tasks app, the Environmental Manager checks the status of the task implementation and verifies its completion.

Checking in My Inbox app, the Environmental Manager sees that a handling of the rejection for another task is required. The due date of the task is approaching therefore the Environmental Manager extends the time line for the implementation and also changes the assignee of the task.

Steps

  1. This video is designed for Environmental Manager. It has the purpose to show you how the standard process of creating and completing tasks may look like. The task management process is a foundation process used across the Environmental, Health, and Safety processes. Please play the video (without audio) below:

Result

Now, you know how to create and manage tasks in the Environment Management solution. As it is a foundation process in Environment, Health, and Safety tasks can be created and managed the same way in the other solutions.

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