Using Safety Data Sheet Authoring - Collecting Data for Publication

Objectives

After completing this lesson, you will be able to:
  • Outline the concepts for safety data sheet authoring.
  • Memorize examples of compliance requirements for safety data sheet authoring.
  • Depict confidential business information (CBI).

Regulatory Background and Process Overview for SDS Authoring

Have a glance at regulation based content for safety data sheets and the SDS authoring process.

This image explains the process of safety data sheet authoring and management, highlighting the gathering and assessment of information for compliance with various regulations and product-specific requirements.

We will now have a closer look at safety data sheet authoring. Here we gather a lot of the information published in the safety data sheet. This information is related to the different sections of the safety data sheet:

  • For some sections, there are dedicated regulations in place which define how to assess information, for example, Components with Occupational Exposure Limits, Hazardous Ingredients, GHS Classification, or Waste Code.

  • For other sections, information to be published is more specific to the product, its applications or its uses; for example, First Aid Measures, Fire Fighting Measures, Accidental Release Measures, or Personal Protection Measures.

You gather the information by assessing related compliance requirements for the unpackaged product.

This image outlines various compliance requirements and regulations related to the preparation of safety data sheets for chemicals, including occupational exposure limits, hazardous ingredients, waste codes, emergency measures, and globally recognized standards like OSHA, REACH, and GHS.

We are now looking at compliance requirements which must be assessed to prepare content of safety data sheets. For example:

  • Substances with occupational exposure limits – OEL
  • Hazardous ingredients
  • Waste code

But also emergency information like:

  • First Aid Measures
  • Firefighting Measures
  • Personal Protection Measures
  • Accidental Release Measures

Some of these compliance requirements are related to legal regulations like those on substances with occupational exposure limits or waste codes applicable for disposure of the product.

Other compliance requirements relate to information which must be provided in safety data sheets, but there are no specific regulations, which define the content. For example, first aid, or firefighting measures, personal protection, or accidental release measures. Such information relates to the products or the product portfolio.

This image illustrates the roles involved in business integration, highlighting the central roles focused on product compliance processes, including Master data specialist, Product stewardship specialist, and Dangerous goods specialist.

Tasks in SDS authoring

Looking at the content of a safety data sheet, we see that besides the safety data sheet related assessments at the unpackaged product level, the safety data sheet has additional content:

  • Dangerous goods information, resulting from dangerous goods assessments;
  • Information, related to substances like toxicological information, occupational exposure limits, regulation-based classifications, or other data resulting from substance assessments.

This means that in the safety data sheet authoring process, which is a core product compliance process, all our product compliance specialists are involved:

  • Product stewardship specialist, who is liable for authoring of the safety data sheet;
  • Master data specialist, who takes care for substance related assessments and basic data like physical-chemical data.
  • Dangerous goods specialist, in charge of dangerous goods assessments and the resulting dangerous goods classification data.

SDS-related Assessments and further SDS Content

Understand how content for safety data sheets evolves from compliance assessments and the product's properties.

This image outlines the relation of safety data sheet assessment being assigned to the compliance view and being differentiated into Safety Data Sheet Related Assessments, mainly gathering data for safety data sheet authoring and Safety Data Sheet Assessments, managing safety data sheet versions, translations and requirements for SDS shipment. The part Safety Data Sheet Related Assessments is highlighted.

We will now have a look at safety data sheet related assessments, which provide information to be published on the safety data sheet.

This image details various assessments and compliance data required for authoring the Safety Data Sheet - for example basic compliance data coming from composition information or properties, dangerous goods assessments, and Safety Data Sheet related assessments.

Basic compliance data, along with listed substances, provide the foundation for almost any further assessment.

Two Groups of Compliance Requirements (CRs)

For safety data sheet related assessments, we have two groups of compliance requirements provided with the system embedded content:

Compliance requirements (CRs), which are based on legal regulations

You activate these CRs from the system embedded content and use them to assess safety data sheet related information for your products:

  • Information on Hazardous Ingredients
  • Components with Occupational Exposure Limits
  • SARA Hazard Classification
  • Storage Class
  • NFPA Rating
  • Waste Code
  • Registration of Confidential Business Information

Compliance requirements (CRs), which can be configured by the product stewardship specialist

You can create your own company CRs based on the examples provided with the content:

  • First Aid Measures
  • Firefighting Measures
  • Accidental Release Measures
  • Personal Protection Measures

Be aware, that in the compliance requirements coming with the system embedded regulatory content, you can also add company-own phrases.

Note

Please be aware, that you cannot modify any CRs with content provider SAP SE, you can only edit your company-own CRs, which have the content provider Customer.

Concepts and Prerequisites for SDS Authoring

Depict the prerequisites you must take care of for safety data sheet authoring.

This image outlines the compliance requirements for SDS (Safety Data Sheet) authoring, with major sections: First the header section with the assigned compliance pattern, defining data structures and logic and validity,Then the section Details for Assessment comprising of, for example, fields with phrases, regulatory graphics, and substance lists with regulatory data.

Safety data sheets have a regulation defined structure. For some of the sections belonging to this structure, you also must apply regulations when gathering the related content, for example, when it comes to components with occupational exposure limits.

You find compliance requirements for these sections with the system embedded regulatory content.

To complete the content for your product's safety data sheet, you make use of

  • Physical-chemical and safety-related data, toxicological and ecotoxicological data maintained for the product;
  • Dangerous goods assessments;
  • Assessments on substances along with basic compliance data of substances.
This image outlines a step-by-step process for initiating a system for authoring safety data sheets, including using system-embedded content or creating own compliance requirements, and managing and activating compliance versions and purposes, with specific apps for components with occupational exposure limits (OEL)

Regarding components with occupational exposure limits (OEL), there are specific apps to manage and activate compliance requirements.

This image outlines the process to create, maintain, and assign company compliance requirements, involving steps to manage compliance requirement versions, activate them, and assign them to compliance views for assessment

Creation of Company-own Compliance Requirement for Fire Fighting Measures

Create company specific compliance requirements for SDS related assessments, for example for firefighting measures.

This image lists three steps related to compliance and safety data: managing compliance requirements - safety data sheets, activating compliance requirements - safety data sheets, and managing compliance purposes.

Manage Compliance Requirements Safety Data Sheets

For initial creation of a company specific compliance requirement, you press the Create First Version of the CR. You define names for the compliance requirement and the first version. Then you select the applicable compliance pattern. Maintain the pattern specific details, for example assign phrases to the phrase enabled fields.

When finished, you release your new compliance requirement version.

Activate Compliance Requirements Safety Data Sheets

Before you can make use of a compliance requirement, you must activate it. Only activated compliance requirements are available for assignment to compliance purposes.

You can also deactivate obsolete compliance requirement versions.

Manage Compliance Purposes

To have compliance requirements available for assessment in a compliance view, you must assign compliance requirements to compliance purposes. Only compliance purposes can be assigned to a compliance view

Note

This is a brief outline of the process steps to manage compliance objects for safety data sheet related assessments.
This image illustrates the process of creating a new compliance requirement version in SAP's Manage Compliance Requirements app, emphasizing the importance of assigning the correct compliance pattern specific to company-own requirements.

You start creation of a new, company-own compliance requirement (CR) by creating the first version in the Manage Compliance Requirements – Safety Data Sheets app.

The assignment of the compliance pattern is key – it defines the data structures and, where applicable, compliance calculations.

Be aware, that you can create your own CRs only for specific compliance patterns.

You cannot edit or replace regulation-based compliance requirements provided with system embedded regulatory content.

In the example, we create a CR for Firefighting Measures.

This image shows a software interface for managing compliance requirements, with options to navigate to the Manage Phrase-Enabled Fields app to edit phrase assignments for individual compliance fields.

The available phrase-enabled fields of the compliance requirements are defined by the compliance pattern.

From here, you can directly navigate to the Manage Phrase-Enabled Fields app to edit the assignment of phrases for the individual fields.

This image displays a user interface for managing phrase-enabled fields in SAP, specifically focusing on assigning phrases to the Suitable Extinguishing Media: Advice field with options to create new phrases or copy existing ones.

Here, you have two options to assign phrases to a field:

  • Create your own phrase
  • Copy from Existing Phrase.
This image shows a feature in SAP for copying existing phrases with numerous translations, providing content related to firefighting measures and extinguishing media.

Copy from Existing Phrase – when you copy phrases from the system embedded content, you have numerous translations at hand.

This image shows a user interface for managing phrase-enabled fields, highlighting the process of creating and translating phrases in a compliance requirement context.

When you Create your own phrases – be aware of the translations you need, you must add all these translations.

This image provides instructions on finalizing a compliance requirement (CR) in SAP by managing phrase-enabled fields, checking available phrases, setting the maintenance status to released, and activating the CR version.

When you finished with managing phrase-enabled fields, you navigate back to your compliance requirement (CR).

Here you check the available phrases per field.

You finalize editing your compliance requirement by setting the maintenance status to released.

Then you must activate the CR version.

This image provides instructions on using the Activate Compliance Requirements – Safety Data Sheets app in SAP to activate released compliance requirement versions for assessment and assignment to compliance purposes.

To activate your released compliance requirement version, you use the Activate Compliance Requirements – Safety Data Sheets app:

  • Only upon activation, the first version of a new CR is available for assignment to a compliance purpose, which makes it available for assessment in compliance views.
  • Activation of a subsequent version of a CR makes the new version available for assessment in compliance views.

Assess your own CR

This image demonstrates how to use the Manage Basic Compliance Data app in SAP to navigate and assess the compliance requirements for a specific product under Safety Data Sheet related assessments.

To assess the compliance requirement assigned to a product via a compliance purpose, you use the Manage Basic Compliance Data – Unpackaged Products app and navigate to the compliance assessments – here the Safety Data Sheet related assessments.

You open the details of the compliance requirement and work on the assessment.

This image shows a compliance assessment interface where users can edit and assign phrases related to firefighting measures for a product and then release the completed assessment.

Here you edit the details of the compliance assessment by selecting the phrases applicable for your product.

When finished, you release the completed compliance assessment.

Components with Occupational Exposure Limits

Let's look at how components with occupational exposure limits are identified and how you can extend compliance requirements with own OEL lists.

The image depicts the relation of the Analytical Composition of a product, which is part of the basic compliance data and processing of a compliance requirement on components with occupational exposure limits. From these two sources, the affected substances contained in a product are determined.

Regulations provide lists of substances with assigned occupational exposure limits (OELs).

System embedded content provides compliance requirements containing these substance lists.

For such compliance requirements assigned to a product, the system automatically calculates affected substances upon release of the analytical composition against the given substance list.

Resulting affected substances are included into the assessment of the compliance requirement for the product stewardship specialist to review and release.

This image depicts a process flow showing how basic compliance data and and a regulatory list providing components with occupational exposure limits are used to determine affected substances of a product for safety data sheet related assessments.

For compliance requirements focusing on substances with occupational exposure limits (OELs), automated compliance calculations determine affected substances from released analytical composition.

This image provides an overview of the SAP interface for managing the analytical composition of unpackaged products, highlighting the regulatory list for substances with occupational exposure limits (OEL).

As soon as you release the analytical composition of the product, automatic compliance calculations determine the affected substances with occupational exposure limits.

This image shows a compliance assessment interface for managing components with Occupational Exposure Limits (OEL) from SAP, specifically focusing on ethanol components and their regulatory limits.

You find the results in the assessment of the related compliance requirement.

This image illustrates the process of supplementing regulatory content for compliance requirements regarding components with OELs (Occupational Exposure Limits) by integrating a company's own list of components with OELs.

You can supplement a regulation-based compliance requirement on components with occupational exposure limits (OELs) with a company-own list of components with OELs.

This may be applicable for example in case you as the manufacturer of a product have evidence to apply an occupational exposure limit which is more restrictive than the limit given in regulations or to define a limit for a substance not having an OEL so far.

This image outlines the steps for supplementing compliance requirements on components with occupational exposure limits using a company-specific list, which includes editing, activating, configuring, and implementing the compliance requirements.

Confidential Business Information - Overview

Although a main aspect of product compliance is to provide information on the affected products, there are cases, where you do not want to disclose all details of the product's analytical composition. In general, disclosure of a product's compositional information is subject to regulations, which may also include allowance for product data to be regarded as Confidential Business Information (CBI).

Confidential business information primarily relates to the product's safety data sheet, labels and compositional data published.

The process to handle such confidential business information which is intended to not be fully disclosed therefore has two levels.

This image outlines the steps for managing confidential business information, including defining it with basic compliance data and registering it with safety data sheet-related assessments.

Definition of Confidential Business Information (CBI) - here you define disclosure of "secret" substances and the related concentration values can, for example, be replaced by a range. You make the definition of confidential business information in the product's composition section, means the product's basic compliance data.

In general, the definition of confidential business information should not be specific for a legal area, but be valid globally.

Registration of Confidential Business Information (CBI) - according to the legislation for a country/region, you might need to register the product or the substances of a product, you want to keep confidential.

This means, the registration of confidential business information is specific for a country/region.

The registration is processed by assessing the related compliance requirement, representing the applicable legal regulation. This is subject of safety data sheet assessments.

Confidential Business Information - Definition

Define substances to be masked from on the analytical composition.

This image shows the SAP interface for managing the compositions of an unpackaged product, including confidential business information, which aims to protect individual substances' details.

The objective of Confidential Business Information (CBI) definition is to not disclose individual substances being components of the product.

CBI definition is based on the analytical composition of the unpackaged product.

You maintain CBI definition in the compositions section of the compliance view of the unpackaged product.

This image shows how to create Confidential Business Information (CBI) in the SAP Unpackaged Product - Basic Compliance Data module to define substances not intended for disclosure.

In the Compositions section, you use the action Create Confidential Business Information (CBI) to define substances intended to not be disclosed, for example, on safety data sheets.

Upon creation of confidential business information, you assign the applicable legal area. Usually, the definition is valid globally.

This image shows an SAP interface for managing basic compliance data of an unpackaged product named Hygienic surface wipe orange, outlining its compositions, properties, and the action to create and edit confidential business information optionally for a specified legal area.

Navigate into the details of the newly created confidential business information to edit data.

This image shows a SAP interface screen for managing confidential business information with an explanation about defining print settings for concentration information, highlighting options to either calculate ranges based on regulations or use substance-specific values.

You define the print settings for concentration information from the available options:

  • Calculate Ranges Based on Regulations: This is the preset option.
  • Use Substance-Specific Value: For this option, you can maintain the value or a range per substance.

In the next step, you add substances for confidential business information.

This image shows a dialogue for adding substances from the analytical composition to a confidential business information section.

Add substances for confidential business information from the released analytical composition.

This image shows an interface for managing confidential business information related to the concentration of substances, exemplified by the substance 4-Limonene.

With the print setting Use Substance-Specific Values for concentrations you can, for example, enter a range for the concentration of the substance for confidential information.

This image shows a SAP interface for managing basic compliance data of an unpackaged product, highlighting the section where confidential business information can be found.

After saving and releasing the data, you find the confidential business information for the selected legal area in the compositions section of the unpackaged product.

Management of Compliance Requirements for CBI Registration

Review and activate compliance requirements for confidential business information registration.

This image demonstrates how compliance requirements for the registration of confidential business information, based on specific regulations like the CA Trade Secret Registration (Jan 2015) from Health Canada, are integrated into the SAP system's regulatory content.

Compliance requirements for confidential business information registration are provided with the systems embedded regulatory content.

Since the registration of confidential business information is based on specific regulations, it is not necessary to create customer specific compliance requirements with compliance pattern registration of confidential business information.

This image showcases a SAP interface for managing compliance requirements, specifically highlighting the integration of confidential business information registration and the use of phrase-enabled fields for maintaining textual information.

Phrase-enabled fields allow to maintain textual information on the registration, for example to be outputted on safety data sheets.

Process integration for compliance requirements with compliance pattern confidential business information registration defines, if the assessment is made on:

  • The unpackaged product and the components thereof
  • Substances
This image shows the process of activating compliance requirements in SAP, including the selection of the preferred legal area for confidential business information registration.

Upon activation of the compliance requirement with compliance pattern confidential business information, you select the preferred legal area for the analytical composition to be used when assessing the registration of confidential business information.

Next, you assign the activated compliance requirement to a compliance purpose for assignment to your products.

Confidential Business Information - Registration

According to the definitions in the compliance requirement version for confidential business information (CBI) registration, in the compliance assessment, you maintain for registration of the product or components:

  • CBI registration number
  • Registered by - own company or supplier
  • Registration status - filed or granted
  • Registration date

On the registration of product, you can maintain additional information:

  • Additional statements, using phrases
  • Further details

Details maintained in the CBI registration be used, for example, for output on safety data sheets.

This image shows a compliance assessment screen for a hygienic surface wipe product in SAP, highlighting safety data sheet evaluations and related assessments for confidential business information registration.

You find the compliance assessment for confidential business information registration in the safety data sheet related assessments.

This image explains the confidential business information registration process for a product, including the registration of the product and its components, and the ability to maintain statements about mixture concentrations.

In the example compliance assessment, you can have confidential business information registration on two levels:

  • Registration of the product
  • Registration of components

You can maintain an additional statement using phrases and the concentration of a mixture, contained in the product.

This image shows a screenshot from an SAP interface displaying the registration details of a product called CA Trade Secret Registration (Jan 2015) and its components, including their CAS numbers and registration statuses.

Registration of components relate to the legal area specific analytical composition selected upon activation of the compliance requirement version. In case the legal area composition does not exist or is not released, fall-back is the globally valid analytical composition.

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