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SAP

S/4 system

​

Plant Maintenance

S4HANA 2021

(Inspection Type 8914)

​

Inspection Checklist

Part 1

SETUP

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  1. Data and Process Mapping.
  2. Characteristics to match Equipment and Inspection Plan.
  3. Characteristics to match General Task list and Inspection Plan.
  4. Classification of the Equipment Master.
  5. Classification of the Inspection Plan to Match the Equipment Master.
  6. Classification of the Inspection Plan to Match the General Task List.
  7. Inspection Plan QM Characteristics.
  8. Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  9. General Maintenance Task List.
  10. QM Inspection type and PM Order Type integration.
  11. Functional Location (Header Object) and Equipments (Subobjects)
  12. Manual create Maintenance Order (check Object List).
  13. Release Maintenance Order (check Check List).
  14. Check how the Inspection Plan was triggered.
  15. Check how the Inspection Lot details.
  16. Review Checklist Results.
  17. Results Recording.
  18. Auto UD and check RR and UD Statistics Results updates.
  19. Auto UD and check Measurement Document update.
  20. Checklist Report.
  21. DMS Document creation for Checklist Report.
  22. Create the Maintenance Plan for “Inspection Checklist”.
  23. Create Mass Scheduling JOB for the Maintenance Plan.
  24. Check and Release one CALL object.
  25. Review updated Scheduling Overview.

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The implementation of EAM inspection checklist is a new function in Asset Management, Maintenance Management as of Release SAP S/4HANA 2021.

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Checklist are very often needed in Plant Maintenance to perform regular inspections and checklist of Assets (Equipments and Functional Locations), and can serve as a legally binding documentation. (example, proof of annual building safety checks etc).

​

Regular Inspection can be generated via the Maintenance Plans and manual Maintenance Orders can be created to trigger Checklist (Inspection lots) for FL and EQs.

​

The main trigger mechanism for the generation of an Inspection Checklist (Inspection lot) assigned to the Maintenance Order is triggered by:

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  • Classification data assigned to the Equipment and Functional Location.
  • Classification data assigned to the Inspection Plan.
  • Checklist type assigned to the Maintenance Task List Operation copied to the Maintenance Order or entered manually in the Maintenance Order operation.

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Maintain Checklist Type (IW99)

CL01MM

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Checklist Characteristics (IW98)

Insp Plan Technical Object

CL_TYPE = EAM_CL_TYPE (Pump Capacity) Constant

T_PM08_CL = T_PM08 (Checklist Type)

​

Inspection Plan (QP02)

CL-EN-00/1

Class EQ11 (018)

Characteristics (Pump Capacity) T_PM08_CL = 23 m3/s, 45 m3/s

Characteristics (Checklist Type) CL_TYPE = CL01MM

QM Characteristics

Q-CL0010 (Response Time) link to T_CQCL0010

Q-100040 (Visual Inspection)

Maintenance Task List (IA06)

A/T-PMCLEN/1 Usage 4 Status 4

Operation 20 MAIN/CL01MM

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Functional Location (IH01)

00-01-PRD-03-03-HD

Equipment T-PX00 MP T_CQCL0010

Class EQ11 (002)

Characteristics T_PM08 45 m3/s

Equipment T-PY00 MP T_CQCL0010

Class EQ11 (002)

Characteristics T_PM08 23 m3/s

​

Order Type PM07 = Inspection Type 8914 (Origin 89)

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Insp.Plan CL-EN-00/1 (QP02)

(Usage 4 Status 4)

Class EQ11 (018)

T_PM08_CL = 45 m3/s

T_PM08_CL = 23 m3/s

CL_TYPE = CL01MM

QM Characteristics

Q-CL0010 (Response Time)

link to T_CQCL0010

Q-100040 (Visual Inspection)

General Task List A/T-PMCLEN/1

(Usage 4 Status 4)

Operation 10

Operation 20 MAIN/CL01MM

Operation 30

Functional Location 00-01-PRD-03-03-HD

Equipment T-PX00 MP T_CQCL0010

Class EQ11 (002)

Characteristics T_PM08 45 m3/s

Equipment T-PY00 MP T_CQCL0010

Class EQ11 (002)

Characteristics T_PM08 23 m3/s

Checklist Characteristics (IW98)

Insp Plan Technical Object

CL_TYPE = EAM_CL_TYPE (Pump Capacity) Constant

T_PM08_CL = T_PM08 (Checklist Type)

Maint.Order

PM07

(Insp type 8913)

0-01-PRD-03-03-HD

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Object List

0-01-PRD-03-03-HD

T-PX00

T-PY00

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Inspection Lot

T-PX00

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Inspection Lot

T-PX00

​

00-01-PRD-03-03-HD

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Logistics - PM - Maint.Processing - Order - Inspection Processing - Environment - Inspection Checklist - IW98

The setting is to match

Insp. Plan characteristics value TO Equipment characteristics value

plus

Insp. Plan characteristics value TO Task List Operation Checklist Type

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Class EQ11 (018)

CL_TYPE

T_PM08_CL

Class EQ11 (002)

….

T_PM08

T_PM8_CL in the Inspection Plan allows more than one values

T_PM8 in the Equipment only one value

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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EAM_CL_TYPE is NOT a characteristics but a constant value to match the Maintenance Task List Operation Checklist Type

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The setting is to match

Insp. Plan characteristics value TO Equipment characteristics value

plus

Insp. Plan characteristics value TO Task List Operation Checklist Type

(Checklist Types are defined here)

Logistics - PM - Maint.Processing - Order - Inspection Processing - Environment - Inspection Checklist - IW99

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Field "Checklist type" is defined at operation of maintenance order and maintenance task list. The field value indicates what inspection plan is to be used for the operation.

At generation of inspection checklists, there is a specific classification characteristic at QM inspection plan that matches with maintenance order operation field "Checklist type". This classification characteristic name is defined in transaction IW98: column “Characteristic of inspection plan” with constant value “EAM_CL_TYPE” in column “Characteristic of Technical Object”.

You define checklist types and language-dependent texts in transaction IW99.

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AFVC is a SAP standard transparent table used for storing Operation within an order related data in SAP. The field CL_TYPE is the “Checklist type”

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Class EQ11(002)

Use to Classify the Equipment Master

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Class EQ11(002)

Use to Classify the Equipment Master T-PX00

T_PM08 = 23 m3/s

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Class EQ11(002)

Use to Classify the Equipment Master T-PY00

T_PM08 = 45 m3/s

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Use to Classify the Inspection Plan

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Equipment T-PX00 T_PM08 = 23m3/s matches

Inspection Plan T_PM08_CL = 23m3/s

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Equipment T-PY00

T_PM08 = 45m3/s matches

Inspection Plan T_PM08_CL = 45m3/s

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Inspection Plan classification characteristic CL_TYPE = CL01MM

matches

General Task List operations constant value in “Checklist type”

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Inspection Plan HEADER without Inspection Point

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Inspection Plan HEADER with

USAGE “4”

Status “4”

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Inspection Characteristics assigned to the Operation

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Master Inspection Characteristics Q-CL0040 is a Qualitative Characteristics

Master Inspection Characteristics Q-CL0040 is not link to a Class Characteristics

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Master Inspection Characteristics Q-CL0010 is a Quantitative Characteristics

Master Inspection Characteristics Q-CL0040 is linked to a Class Characteristics

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Sampling Procedure “FIX1-0” is Fix Sample size of 1

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Master Inspection Characteristics Q-CL0040 is linked to Class Characteristics T_CQCL0010

Class Characteristics T_CQCL0010 is used to create the Equipment Measuring Point

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Class Characteristics T_CQCL0010 is used to create the Equipment Measuring Point

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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No Inspection Point assignment in the General Task List

Usage “4” for PM

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No specific requirement except scroll all way to the right to check for “Checklist Type” assignment

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No specific requirement except scroll all way to the right to check for “Checklist Type” assignment

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Inspection Origin “89” was designed to be used to support this scenario

Inspection type “8914” will be used

to link

to PM Order Type “PM07”

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Inspection type “8914” will be used

to link

to PM Order Type “PM07”

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FL and EQ generated as Object List at the Maintenance Order Creation

Subobjects below the Header Object will be generated into the Object List

Header Object is Copied as Object List Generation start point

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Checklist (Inspection Lot) generated at Order Release (if indicator not set, use IW92 to generate the Inspection lots)

If this checkbox is selected, at "technical completion" of the order, all checklists (inspection lot) of the order must have a usage decision or deactivation flag, respectively.

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Notification type used to create the Notification at Usage Decision of the Inspection Lot (Checklist)

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  • Data and Process Mapping.
  • Characteristics to match Equipment and Inspection Plan.
  • Characteristics to match General Task list and Inspection Plan.
  • Classification of the Equipment Master.
  • Classification of the Inspection Plan to Match the Equipment Master.
  • Classification of the Inspection Plan to Match the General Task List.
  • Inspection Plan QM Characteristics.
  • Inspection Plan QM Characteristics and link to Equipment Measuring Point.
  • General Maintenance Task List.
  • QM Inspection type and PM Order Type integration.
  • Functional Location (Header Object) and Equipments (Subobjects)
  • Manual create Maintenance Order (check Object List).
  • Release Maintenance Order (check Check List).
  • Check how the Inspection Plan was triggered.
  • Check how the Inspection Lot details.
  • Review Checklist Results.
  • Results Recording.
  • Auto UD and check RR and UD Statistics Results updates.
  • Auto UD and check Measurement Document update.
  • Checklist Report.
  • DMS Document creation for Checklist Report.
  • Create the Maintenance Plan for “Inspection Checklist”.
  • Create Mass Scheduling JOB for the Maintenance Plan.
  • Check and Release one CALL object.
  • Review updated Scheduling Overview.

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Subobjects

Header Object