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Former Member

Work clearance management


I want to configure WCM. Can you please tell me what are the configurations required & how that can be mapped with maintenance order.

your response is highly appriciated.



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2 Answers

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    Former Member
    Feb 13, 2012 at 07:12 AM


    You can download the WCM configuration guide from the below link:


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    Former Member
    Feb 22, 2012 at 08:17 AM


    Create maintenance order & activate WCM.

    Create and prepare Work Clearance Application (WCA).

    Create and prepare Work Clearance Documents (WCD).

    Approve Work Clearance Application.

    Approve all the permits required for WCD for tagging.

    Tag the equipments, object in WCD.

    Carry out the maintenance work, after u201CLabour Release u201C in the maintenance order .

    After work completion, set the order status to u201CWOCOu201D u2013 Work Completed.

    Request for un-tagging , by approving permits required for untagging in WCD.

    Un-tag the equipments, objects.

    Close the WCD.

    Close the WCA.

    i am just giving the process flow so that you will have clear view on the business process.



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    • Former Member


      Please find below the WCM process in details step by step..

      Two types of Work clearance models are there 1. Standard Model 2. Enhanced Model.

      1. Standard model : Order-WC Application-Work Clearance Document.

      2. Enhanced model : Order- WC Approval- WC Application-Work Clearance Document.

      Steps :

      1. Create Maintenance order with control key in the operation as " WCM".

      2. If it is standard model we need to link WC Application to order or if it is enhanced model link to Work

      Approval and then to WCA.

      3. Create WCD for WC application in both the models.

      4. Assign isolation points to WCD and print the tag and set the status of WCD items to " Tagged" then prepare

      and issue WCD.

      5. Once WCD is Issues prepare WC Application and if it enhance model Prepare WC Approval also.

      6.Once the WCD,WCA & Work Approval is issued we will find Release for execution icon in Order click on that

      and once the work is completed click on Work Completed ( System status is " WOCO").

      7. Close Work Approval,WCA.

      8.Untag the Isolation's and close the WCD.

      9. Time confirm the order.

      10. Technically completion of order.

      11.Settle the order.

      12. Close the order.