EHS100

SAP S/4HANA EHS - Environment

Management

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PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
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Course Version: 17
Course Duration: 2 Day(s)
Material Number: 50158620
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Typographic Conventions

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Contents

vii Course Overview

1 Unit 1: Process Overview

3 Lesson: Getting an overview of EHS

23 Lesson: Getting familiar with the Environment Management module

63 Unit 2: Master Data Preparation

65 Lesson: Getting familiar with the required Master Data for the
Environment Management process

81 Unit 3: Compliance Requirements: Identification and Preparation

83 Lesson: Understanding the Compliance Requirements in the

System

97 Unit 4: Compliance Scenario: Creation and Preparation

99 Lesson: Creating and Managing a Compliance Scenario in the

system

145 Unit 5: Data Monitoring and Emissions Forecasting

147 Lesson: Getting familiar with Environmental Data Monitoring tools

159 Unit 6: Task Creation and Management

161 Lesson: Getting familiar with the Task Management process

175 Unit 7: Process Deviations

177 Lesson: Understanding how to Manage Deviations

189 Unit 8: File-based Reporting

191 Lesson: Understanding how to Export Environmental Data

195 Unit 9: Example Content

197 Lesson: Understanding of the standard delivered example content

203 Unit 10: Roles and Authorizations

205 Lesson: Learning standard roles and authorisation objects

211 Unit 11: Configuration and Extensibility

213 Lesson: Specifying different Configuration Objects

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245 Unit 12: Environment Management in SAP S/4HANA Cloud

247 Lesson: Understanding the Current Availability of the Solution on

SAP Cloud

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Course Overview

TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
● Technology Consultant
● Business Analyst
● Business Process Architect
● Business Process Owner/Team Lead/Power User
● Solution Architect
● User

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viii © Copyright. All rights reserved.
 UNIT 1 Process Overview

Lesson 1
Getting an overview of EHS 3

Lesson 2
Getting familiar with the Environment Management module 23

UNIT OBJECTIVES

● Get an overview of EHS

● Get an overview of the regulatory and permit compliance process
● Get an overview of the emission management process

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Unit 1: Process Overview

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 Unit 1
Lesson 1
Getting an overview of EHS

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Get an overview of EHS

EHS Overview
Overview
The sustainability, health and well-being related to the Corporate Sustainability Report
focuses and directs SAP's purpose. SAP seeks to help the world run more efficiently and
improve people's lives. This is the guiding principle to our business strategy - in particular, our
sustainability, health, and corporate social responsibility (CSR) portfolio. We believe social,
environmental, and economic activities and performance are interrelated - one impacts the
other. Our efforts focus on creating a sustainable future for SAP, our customers, and society.
For us, it is crucial to be a responsible business that intelligently strives to balance people, the
planet, and profit.

Figure 1: Environment, Health, and Safety Overview

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Unit 1: Process Overview

Figure 2: Sustainability at SAP

SAP acts as both an enabler and an exemplar to create positive economic, social, and
environmental impacts within planetary boundaries. As an enabler, SAP provides products
and services that meet the purpose and sustainability challenges and opportunities of our
customers. Furthermore, as an exemplar, SAP is leading by example in our own sustainable
business operations and practices.
For further information about SAP Purpose and Sustainability, use the following link:
https://www.sap.com/corporate/en/company/sustainability-csr.html

Strategy for Sustainability

Figure 3: EHS Overview 1/3

The figure outlines the following:

Climate and Natural Capital Accounting
How to build true cost values into end-to-end management of enterprises and across
business networks.

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 Lesson: Getting an overview of EHS

Resource efficiency, tracking and reuse

Building resilience and circularity principles into the supply chain, material flows, markets,
and resource consumption
Protecting people, communities, and societies
Ensuring the continuous improvement in safe equitable and compliant businesses, within the
company and across the value chain
Next-Gen Sustainability Performance Management
Merging financial and non-financial data to understand sustainability impacts and enable
holistic sustainability reporting while supporting sustainable business decisions

SAP Sustainability Management - Overview

Figure 4: EHS Overview 2/3

The figure above outlines SAP Sustainability Management.

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Unit 1: Process Overview

Identify the Challenge

Figure 5: EHS Overview 3/3

What is the challenge?

● Corporate leaders have no transparency regarding insights into daily operations - they are
accountable and need transparency, which they do not possess
● Site-level management and leadership in the face of EHS practitioners are drowning in
data and have bad tools, which leads them to be frustrated
● In the field, operations individual employees are not engaged in safety programs, so there
is no feedback on the information they submitted to management

Design Philosophy

Figure 6: The Design Philosophy

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 Lesson: Getting an overview of EHS

The design philosophy of SAP in the area of EHS means that it is to be able to connect these
groups of field operations, EHS practitioners and the corporate level.
SAP supports these groups within the customers organizations by providing tools and
processes that are highly integrated and the information is accessible in real time from
bottom to top and the reverse.

Solution Portfolio
The following figure outlines the solution portfolio.

Figure 7: Solution Portfolio

EHS Incident Management

To fulfill your environment, health, and safety (EHS) requirements on a regional and global
scale, you can use the EHS Incident Management 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.
EHS Health and Safety Management
You use EHS Health and Safety Management component to assess risk within your
organization as it relates to the environment or health and safety of people. This enables you
to comply with regulations and gain a comprehensive insight into the situations that involve
risk. This component supports you in identifying, analyzing, evaluating, and managing risks.
You can take the appropriate actions necessary to reduce risk to acceptable levels and
prevent any harmful effects on the health and safety of your employees and the environment.
You can also perform job hazard analyses to assess risk for a specific job or activity.
To ensure the safe handling of chemicals within your company, you can use this component
to enter the relevant information for chemicals and use the information 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. This ensures regulatory compliance and protects the health and safety of
workers that handle chemicals.

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Unit 1: Process Overview

This component helps you reduce the cost of risk management by supporting and automating
administrative tasks and processes, which increases the efficiency of the people responsible
for health and safety management as well as the reliability and cost-efficiency of
implementing controls.
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.

Note:
The Occupational Health application is delivered as a Repeatable Customer
Solution (RCS) on S/4HANA.

Audit management facilitates systematic examination to determine whether or not an object

meets predefined requirements. It provides you with the ability to define question lists,
evaluate the results, and document them.

Note:
The Audit Management application is a core component of the SAP S/4HANA
Enterprise license. It is a solution that can be used in the context of EHS processes
(for example, Safety Audits).

EHS Environment Management

The environment management application component helps companies to stay compliant
with emissions-related environmental regulations. The solution covers the processes and
sub-processes of managing compliance scenario activities to ensure compliance. These
processes enable you to create and incorporate a strategy of managing environmentally-
related data from data collection, sampling, calculation, and aggregation of emissions into the
daily operations within your companies.
Management of Change
The Management of Change solution has the objective of providing the system the ability to
execute and monitor change effectively within an organization so that it does not lead to
unknown or uncontrolled operational risk.
Manage Safety

This includes two aspects, such as Permit to Work and Work Clearance Management.

The Permit to Work process is a critical and mandatory process for an asset-intensive
industry such as Oil and Gas, Utilities, Chemicals, and so forth. The process ensures the
safety of maintenance workers while performing tasks in a hazardous environment.

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 Lesson: Getting an overview of EHS

In the SAP S/4HANA world, this topic falls under Asset Management - Environment Health
and Safety. Work permit management functions are available in the Order, Order and
Notification List, and Job List applications.

Solution Portfolio - Value Drivers

The following figure outlines the key value drivers for the solution portfolio.

Figure 8: Solution Portfolio - Value Drivers

With Incident Management, the value drivers fall into the following areas:
● A record of actual incident data that supports customers in achieving their main goal,
which is the reduction of incident rates.
● A proactive safety culture that closely tracks, analyzes, and learns from the (theoretically)
larger number of unsafe conditions and near misses that occur within an operation. It uses
that insight to act with the goal of reducing the chances of major incidents.

Health and Safety solutions drive to the following:

● More efficient chemical data management that controls chemicals onsite and keeps track
of the chemical inventory in real-time
● Reduction of operation risk
● Minimization of workplace exposures
● Initiating protocol-driven medical services
● Integrated corrective and preventive action tracking (CAPA)

Environment management value drivers are to ensure the company's compliance with
environmental regulations as well as minimize emissions.
Companies need support to monitor, implement, and report changes and this is how
Management of Change drives customers to reduce any risk as a result of the required
changes.
Maintenance safety has priority over all other goals drives to better control of work and tools
that support the prevention of safety violations.

Incident Management
The objective of the EHS Incident Management solution is to provide you with a centralized
solution that tracks all types of incidents and drives a consistent process for incident entry,
investigation, and corrective actions.

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Unit 1: Process Overview

Figure 9: Incident Management

The solution provides you with the following capabilities:

● Multiple options for incident data entry, including mobile and offline entry
● Record injury and/or illness log entry log and create incident out of it
● Data structure, user interface, and security model specific to the incident type, near miss,
and safety observations
● Direct integration to ERP and HR processes
● Workflow-driven initial notifications, investigation steps, and corrective actions
● Real-time analytical reports and dashboard views
● Real-time incident rate calculations

Customers can benefit from the following:

● Learn from analyzing a central database of all types of events to reduce incident rates and
severity
● Increased visibility and automation of tasks and corrective actions
● Reduced time for processing incidents and regulatory reporting
● Valuable process integration within EHS and other SAP applications

Health and Safety

EHS Health and Safety solutions have the objective to enable an end-to-end process for
identifying and dealing with all manner of hazards and risks to the well-being of the workforce.

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 Lesson: Getting an overview of EHS

Figure 10: Health and Safety

The solution provides you with the following capabilities:

● Manages the entire lifecycle of all identified risks in the workplace with mobile-enabled
hazard identification to multiple types of risk analysis methods to controls and mitigation
tasks
● System validation between hazards, impact, and controls
● Chemical Approval process with vendor SDS data management and real-time inventory
reporting (for example, SARA 312)
● Real-time analytical reporting and dashboard views
● Industrial hygiene monitoring by planning and executing workplace sample campaigns and
related measurements

Customers can benefit from the following:

● Standardized approach to managing operational risks
● Reduced workplace exposures and related health impacts
● Increased visibility and automation of risk mitigation strategy and tasks
● Valuable process integration within EHS and other SAP applications

Occupational Health
The objective of the EHS Occupational health solution is to provide you with a repository to
track the occupational health history of employees and drive a risk-based Occupational
Health process with integration back to central HR data.

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Unit 1: Process Overview

Figure 11: Occupational Health

The solution provides the following capabilities:

● Define Health surveillance protocols including laboratory and physical tests and
questionnaires
● Assign protocols to individuals manually or automatically based on the work area and
hazards to which they will be exposed
● Schedule appointments and send documentation/questionnaires to the patient - and
enable ad-hoc consultations
● Capture examination results, diagnoses, follow up events, and work restrictions in the
central patient record

Customers can benefit from the following:

● Central list of health surveillance protocols to drive the scheduling of medical services and
testing for the appropriate personnel
● Visibility to the identified risks that require medical monitoring

Audit Management
The objective of Audit Management is to provide you with a solution for comprehensive
auditing activities across multiple business domains and processes.

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 Lesson: Getting an overview of EHS

Figure 12: Audit Management

The solution provides you with the following capabilities:

● Complete planning of audit programs and individual audits
● Audit Scheduling and Execution
● Supporting different Audit Types (OSHA, ISO, API RP75 GMP, and so on)
● Offline processing of Audits
● Audit Valuation
● Corrective and Preventive Actions (CAPA)
● Reporting and analysis

Customers can benefit from the following:

● Simplify communication with audit partners in all phases of the process by leveraging
different technology within the application
● Integrate auditing activities across multiple applications for different business
requirements
● Reduce the cost and complexity of auditing

Note:
The Audit Management application is a core component of the SAP S/4HANA
Enterprise license and is not included within SAP EHS.

EHS Environment Management

The objective of EHS Environment Management solution is to establish a transparent
business process that ensures and demonstrates compliance for all EHS requirements within
the enterprise.

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Unit 1: Process Overview

Figure 13: Environment Management

The solution provides you with the following capabilities:

● Central repository for all compliance requirements from enterprise level down to specific
equipment including regulatory, permit-driven, and internal policies
● Ability to detect and track compliance deviations through a lifecycle of investigation,
causal analysis, and corrective actions
● Task Calendar and Task Monitor applications
● Calculator for GHG as well as other air or water emissions to fulfill legal and reporting
requirements
● Interface for specific providers of regulatory content

Customers can benefit from the following:

● Reduced risk of non-compliance and penalties
● Reduced effort to calculate emission totals
● Ensure continuity of license to operate
● Improved calculation accuracy and transparency

Management of Change
The objective of the Management of Change solution is to provide you with a system to
execute and monitor change effectively within an organization so that it does not lead to
unknown or uncontrolled operational risk.

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 Lesson: Getting an overview of EHS

Figure 14: Management of Change

The solution provides you with the following capabilities:

● An easy-to-use Change Request screen for field users
● A highly configurable solution based on a business rules engine that drives notifications
and approval process
● An application that is adaptable to any type of change - PSM, PHA, PSSR, procedural,
what-if, and so on
● The ability to pull in expert input to evaluate change and drive risk assessments
● A tool that tracks all activities and tasks to ensure the approved change is completed
properly
● Closed-loop integration with core ERP to reduce data entry and ensure accuracy

Customers can benefit from the following:

● The ability to implement operational changes with full confidence that potential risks have
been assessed and controlled
● The ability to rationalize and automate management-of-change processes to reduce
manual effort, wasted time, and error

Maintenance Safety and Permit to Work

The objective of the Maintenance Safety solution is to provide an integrated process between
Asset Management and EHS to communicate pertinent safety risks and control the
maintenance work being performed.

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Unit 1: Process Overview

Figure 15: Maintenance Safety and Permit to Work

The solution provides you with the following capabilities:

● Full electronic support for controlling hazardous work using permits and isolation
procedures
● Supports various levels of work permits and multilevel approvals
● Manage necessary operational lists, tags, and test tags within the isolation procedures
● Natively integrated with master data in the SAP Enterprise Asset Management solution
and the maintenance work order process
● Mobile app for Work Clearance Management supporting Lockout/Tagout Procedures

Customers can benefit from the following:

● You can complete hazardous work safely while reducing the cost of maintenance and
increasing equipment uptime
● You can prevent safety violations and incidents

EHS Reporting and Analytics - Solution Scope

By applying the design philosophy for EHS SAP, you can take advantage of analytical tools
that connect the shop floor to the top floor. SAP EHS Analytics solutions take account of the
level of detail each of these groups require and support them in their daily business activities.

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 Lesson: Getting an overview of EHS

Figure 16: EHS Reporting and Analytics - Solution Scope

SAP Analytics Cloud and SAP Digital Boardroom provide (holistically) the bigger picture to
the corporate team. Whereas the EHS practitioner is more interested in more detailed
reporting capabilities and that is where the analytical path framework and smart business
dashboards can enable him/her in building in own dimensions the EHS analysis.

Value Proposition for SAP Sustainability Management

The following figure outlines the value proposition for SAP Sustainability Management.

Figure 17: Value Proposition for SAP Sustainability Management

The value propositions for SAP Sustainability Management are as follows:

● It is a suite of holistic sustainability solutions that help organizations in their journey
towards becoming a sustainable enterprise.

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Unit 1: Process Overview

● It enables organizations to assess and reduce their carbon footprint, increase resource
productivity through circular processes, and run safer, sustainable business processes.
● It provides industry-specific insights that combine operational and financial data across
value chains, embedded in core business processes.

Value Proposition of the SAP EHS Solution Suite

The EHS function is likely to be considered a cost center with older systems, small budgets,
and manual processes. It is often separated from the main enterprise processes and is not
part of the digital transformation that is sweeping through most companies today. In addition,
the institutional knowledge of the management system and how the processes run are not
codified and maintained in any way within the systems being used.

Figure 18: The Value Proposition of the SAP EHS Solution Suite

The modular but unified platform provided by SAP enables the EHS function within an
enterprise to be more aware, reduce risk, drive intelligent processes, and be at the forefront
of digital transformation instead of being left behind on a non-integrated island.

Business Value with SAP EHS

Looking at the first level, it is about managing EHS on an island. Processes are managed, but
everything is just around EHS on its own and often the value to the company obviously is not
that high.

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 Lesson: Getting an overview of EHS

Figure 19: The Journey towards Business Value with SAP EHS

The next step is bringing the EHS processes into context. The context could be personnel
data, but also other enterprise information merging it with data that is already available. That
definitely enriches the value that EHS can bring to the company.
Additionally, the next step is not just looking at the EHS data and embedding it in the data
from other sources but having a deep dive into the processes. Having safety and
environmental aspects already being part of the ongoing day-to-day operations and
contributing to them is the key.
The next step is generating all this data and learning from it using the people on the ground as
a data source, using sensors as an information source to understand what is taking place - be
it understanding, doing simulations, modeling, predicting what can happen, and even going
into what-ifs and simulations.
Consequently, if any type of parameter in the safety operations change, how could that affect
the final performance?
The final target is creating this awareness of having an embedded application, which supports
the companies in learning continuously, getting automated insights, analyzing it, and feeding
it back into the processes.
Three themes are vital here:
● Establishing situational awareness for the workforce
● Having autonomy of the system, and of the processes, where possible
● Having EHS as a kind of ubiquitous dimension in all kinds of the operations, and the
processes, in the company

Stakeholder Benefits
The following figure outlines Corporate, EHS Practitioner, and Operations.

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Unit 1: Process Overview

Figure 20: Stakeholder Benefits

Corporate focuses on the following:

● Real-time situational awareness at all levels within the enterprise
● Reduced risk of non-compliance
● Visibility to and quicker reaction to employee-related issues
● Empowerment to drive a proactive safety culture across the top levels of the enterprise
● Improved ability to drive decisions and actions through the enterprise based on insight
gained from the system

EHS Practitioner requires the following:

● Reduced effort and cost related to OSHA reporting, chemical inventory reporting,
compliance assurance, emissions calculations, and so on
● Real-time analytical reporting across all processes
● Direct integration to sources of truth for equipment, locations, people, and chemicals
● Easier way to track all compliance, corrective, and preventative actions at both the site and
enterprise levels

Operations seek the following:

● A safer workplace where all risks, hazards, and exposures are known and addressed
● A means to ensure that safety information is always up to date and received automatically
● Empowerment to drive a proactive safety culture at the shop floor
● Empowerment to initiate processes such as incident tracking and Management of Change
based on role-based authorizations
● Consistent workflow and task tracking functionality from all processes - operators only
need to learn one system

Value of True Integration

The true value of true integration is outlined in the following figure.

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 Lesson: Getting an overview of EHS

Figure 21: Value of True Integration

Process
● Handoffs and triggers that occur in your real-life business processes can be driven by the
system with no drops in communication or responsibility
● Process improvement is not only enabled by the system, but the system becomes a
source of new ideas and innovation

Data
● Provides context not matched by point solutions
● Data entry at all levels is quicker and less error-prone
● Processes run on a consistent source of truth
● EHS department does not need to deal with maintaining enterprise data

Reporting
● Consistent user-interfaces across multiple parts of SAP
● No need to maintain separate interfaces to other reporting tools
● Leverage central SAP ERP hierarchies as a source of truth like Plant, Functional Locations,
Cost Centers, and Org Structure to enable both roll-up and drill-down reporting in real-
time
● Consistent security paradigm between process data and reporting logic
● Gain additional insight with the ability to pull data from disparate processes within the SAP
landscape

Key Takeaways
SAP supports your EHS management system, so you can take a holistic approach to manage
safe operations. The end-to-end process provides support for key business processes that
create an effective safety culture by engaging all employees in safety and by providing risk-
based safety information. With the proactive approach of identifying and controlling risks, you
can reduce the likelihood and severity of incidents. Visibility into risks top floor to the shop
floor will reduce risk and enable continuous improvement in safety performance.

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Unit 1: Process Overview

Figure 22: Key Takeaways

LESSON SUMMARY
You should now be able to:
● Get an overview of EHS

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 Unit 1
Lesson 2
Getting familiar with the Environment
Management module

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Get an overview of the regulatory and permit compliance process
● Get an overview of the emission management process

Regulatory and Permit Compliance Process

SAP Fiori Launchpad - Role-based Entry Screen
The following figure, SAP Fiori Launchpad - Role-based Entry Screen, outlines the features
and applications you can access through that screen.

Figure 23: SAP Fiori Launchpad - Role-based Entry Screen

High-level Process
The high-level process of environment management contains of three main steps - prepare,
execute, and manage. Each of the steps can be repeated as many times required depending
on the business use case.

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Unit 1: Process Overview

Figure 24: High-level Process

Environment Management - Components

The main components for Environment Management are illustrated in the following figure.

Figure 25: Environment Management - Components

Emission Management - Standard Process Roles

In the Environment Management process, there are two main actors in the process.

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 Lesson: Getting familiar with the Environment Management module

Figure 26: Emission Management - Standard Process Roles

These main actors are as follows:

● Environmental Manager: The role represents the subject-matter specialists in the
environmental team at a given customer plant or site. Typically, they have an education
regarding the chemicals in use.
● Production Operator: The role represents a typical production worker at a customer plant
or a site who has been assigned environmental tasks like taking meter readings. Usually
that is a secondary responsibility for him/her.

Regulatory and Permit Compliance - Business Process

The regulatory and permit compliance process helps companies to manage compliance, and
as a result, reduces operational risk in your company. You can manage compliance
information about permits, regulations, and policies, import compliance requirements from a
spreadsheet, streamline compliance planning by associating tasks directly with compliance
requirements, and handle deviations.

Figure 27: Regulatory and Permit Compliance - Business Process

Regulatory and compliance management has a very linear process. The environment
manager is being supported in the creation of a compliance requirement repository. The

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Unit 1: Process Overview

compliance requirements can be either manually created or optionally they can be retrieved
as regulatory content from a third-party solution. The Environment Management solution
comes with a built-in option for integration to SAP content provider partner RegScan and
their RegScan One solution. Other integrations with content providers - for example, ENHESA
can be easily built.
After the compliance requirements have been created or imported from the third-party
solution of a content provider, they can be assigned to specific locations.
The environment manager can schedule compliance tasks directly from the compliance
requirements, trigger the execution of the tasks, monitor using the task calendar view and
perform the required analysis.

Basic / Master Data: Location Role: Environmental Manager

The regulatory and permit compliance process requires certain master data to be created. In
this process, a location structure has to be created in the system. Without a single location,
the process can not be triggered.

Figure 28: Basic / Master Data - Location Role: Environmental Manager

Division ABC and its subordinate locations Tank Area, Ethanol Storage Tank R2-BB4, Ethanol
Storage Tank R5-BB7, and Ethanol Storage Tank R6-BB9 will be used in the process
walkthrough as an example.

Regulatory and Permit Compliance - Business Process

The regulatory and permit compliance process starts with the definition of the regulatory
content, as shown in the following figure.

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 Lesson: Getting familiar with the Environment Management module

Figure 29: Regulatory and Permit Compliance - Business Process

Regulatory Content
Applicable requirements based on regulations can be imported from external content
providers. Automatic updates to requirements are also made available when applicable
regulations change. To enable this action, you can use the app, Import Compliance
Requirement - Content Provider. The sources can be providers of regulatory content, such as
RegScan.

Figure 30: Regulatory Content

You can use this app to complete the following tasks:

● Display a list of regulations and lower-level compliance requirements that are available for
importing as content from the content provider
● Display in table view the total number of updated regulations related to compliance
requirements in the system
● Retrieve compliance requirement content manually from the content provider into the
environment management system
● Update all compliance requirements in the environment management system with the
latest pending changes from the regulatory content provider

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Unit 1: Process Overview

Interface for Compliance Content Providers

We will now explore the interface for compliance content providers.

Figure 31: Interface for Compliance Content Providers

The interface for compliance content providers enables you do the following:
● View the content provider regulations with their corresponding Compliance Requirement
records
● Track pending versus completed updates
● Import multiple Compliance Requirements at once
● Access the content provider web page with each change explanation
● Choose whether to apply all the updates together or execute record by record

Regulatory and Permit Compliance - Maintain Compliance Requirements

The content can be entered manually or an interface with an content provider can be
established. Existing compliance requirements can be copied for further enhancement of the
regulatory content.

Figure 32: Regulatory and Permit Compliance - Maintain Compliance Requirements

Maintain Compliance Requirements

Based on external or internal guidelines, a corporate EHS Regulatory Expert maintains the so-
called Compliance Requirements. The compliance requirement contains all master data
related to regulations, permits, and policies you create in the system. To ensure compliance in

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 Lesson: Getting familiar with the Environment Management module

your industrial processes, the compliance requirement business object helps you organize
detailed information, which is critical to the environment.

Figure 33: Maintain Compliance Requirements

The Manage Compliance Requirements - Regulations, Permits, Policies app supports the
environmental manager's ability to view a list of available compliance requirements in
environmental management. Various filters can be used to search for specific compliance
requirements and maintain their data.
Additionally, this app can be used to navigate to other apps where you can create new
compliance requirements of policy, regulation, or permit type. The created compliance
requirements can be used in further business processes, such as Emission Inventory or
Waste Management, to ensure environmental compliance.

Maintain Compliance Requirements - Permit

We will now look at the creation of a new permit to meet compliance requirements.

Figure 34: Maintain Compliance Requirements - Permit

In this example, the environmental manager creates a new permit to meet compliance
requirements. Other main activities can also accomplish the following:
● Adjust the settings in this app to optimize business processes

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Unit 1: Process Overview

● Add as many permits as necessary to fulfill the requirements and manage compliance over
time

The environmental manager can add the required paragraphs to describe the specific
requirements related to the permit.

Maintain Compliance Requirements - Regulation

In this example, the environmental manager creates a new regulation to meet compliance
requirements. The paragraphs displayed in the example (in the following figure) have the
purpose to describe the specific requirements related to the regulation.

Figure 35: Maintain Compliance Requirements - Regulation

Maintain Compliance Requirements - Policy

In this example, the environmental manager creates a new policy to meet compliance
requirements. The paragraphs displayed on the example above have the purpose to describe
the specific requirements related to the policy.

Figure 36: Maintain Compliance Requirements - Policy

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 Lesson: Getting familiar with the Environment Management module

Regulatory and Permit Compliance - Schedule Compliance Tasks

In this step, Schedule Compliance Tasks, the responsible manager can determine the tasks
plan for the location. The tasks can be single or recurrent and they can be referenced with the
compliance requirement or a specific paragraph. The purpose is to ensure the compliance at
the location.

Figure 37: Regulatory and Permit Compliance - Schedule Compliance Tasks

Schedule Compliance Tasks 1/3

The environmental manager defines the activities and tasks that need to be implemented in
order to ensure compliance of the requirements from regulations, permits or policies. On the
Policy: Tank leakage prevention program screen, from the Tasks tab, you can choose Manage
Tasks to enter in the Tank leakage prevention program compliance requirement.

Figure 38: Schedule Compliance Tasks 1/3

Schedule Compliance Tasks 2/3

In the Select Task Type dialog box, the environmental manager selects Task from the list.

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Unit 1: Process Overview

Figure 39: Schedule Compliance Tasks 2/3

Schedule Compliance Tasks 3/3

The created task is related to an internal tank inspection for a location Ethanol Storage Tank
R2-BB4 with a reference to the paragraph, Regular internal tank inspections.

Figure 40: Schedule Compliance Tasks 3/3

Regulatory and Permit Compliance - Execute Compliance Tasks

When the tasks are defined, the responsible manager can schedule them, and then the
execution process can commence. The assignees of the tasks will receive the tasks in their
inboxes.

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 Lesson: Getting familiar with the Environment Management module

Figure 41: Regulatory and Permit Compliance - Execute Compliance Tasks

Execute Compliance Tasks 1/2

The environmental manager, field operator or technician receives the work item in My Inbox.
The task can be completed, forwarded, or suspended. Comments, attachments, and links can
be displayed and opened.

Figure 42: Execute Compliance Tasks 1/2

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Unit 1: Process Overview

Figure 43: Execute Compliance Tasks 2/2

Regulatory and Permit Compliance - Tasks Management (Calendar)

In the task management process, the manager can use the Task Calendar app to monitor the
execution of the tasks using a calendar view.

Figure 44: Regulatory and Permit Compliance - Tasks Management (Calendar)

Monitor Tasks - Task Calendar

The environmental manager monitors and reschedules tasks, as needed, to meet the
requirements and fit the schedule of the team.

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 Lesson: Getting familiar with the Environment Management module

Figure 45: Monitor Tasks - Task Calendar

Environment managers can view the Task Calendar view of their team. Tasks can be filtered
based on Location, Status, and Type. Managers can reassign the tasks by dragging and
dropping it between individual users. Managers can change start/end date by stretching or
shrinking the tasks. Daily/Monthly views are available for the monitoring team using
Compliance Tasks.

Regulatory and Permit Compliance - Task Monitor and Analysis

The environmental manager plans activities to ensure compliance with applicable
requirements by setting up tasks and adding a reference to the identified compliance
requirement. This compliance requirement was shown in the previous slides. The
environmental manager adds recurrence to tasks to fulfill the requirements and to manage
compliance over time.

Figure 46: Regulatory and Permit Compliance - Task Monitor and Analysis

Tasks - Monitoring and Analysis

The Monitor Task app provides a snapshot of all tasks and allows direct access to individual
task records. The default view in the app is configurable by the end-user and results can be
exported to Excel for further analysis.

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Unit 1: Process Overview

Figure 47: Tasks - Monitoring and Analysis

Regulatory and Permit Compliance - Record Deviation

If a deviation or issue is identified, then the responsible manager can record a deviation and
perform an investigation.

Figure 48: Regulatory and Permit Compliance - Record Deviation

Create Deviation 1/2

The environmental manager creates a deviation incident based on identified issues. Then, the
environmental manager investigates the deviation and initiates preventive and corrective
measures as tasks assigned to the deviation.

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 Lesson: Getting familiar with the Environment Management module

Figure 49: Create Deviation 1/2

Create Deviation 2/2

To create the incident deviation, the environmental manager has to enter the title, start date
and end date of the identified issue.

Figure 50: Create Deviation 2/2

Tracking Deviations 1/3

Based on limit exceedances, overdue compliance tasks, or other issues, deviation records can
be tracked in the system and managed similar to the EHS incidents. The identified issues can
be investigated and a root-cause analysis can be executed. All required corrective actions can
be specified and executed from the deviation incident.

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Unit 1: Process Overview

Figure 51: Tracking Deviations 1/3

Tracking Deviations 2/3

Under the Deviation tab and the sub-tab, Triggering Tasks, the link to the compliance task is
maintained. This is specified automatically as the deviation incident has been created directly
from the task instance.

Figure 52: Tracking Deviations 2/3

Tracking Deviations 3/3

From the deviation incident, there are different types of corrective actions which can be
triggered. You can create and edit task definitions for maintenance notifications (as shown in
the example above) in your locations. The maintenance notification tasks help ensure that all
equipment at your locations is properly maintained and operates in working order through an
integration with the Plant Maintenance solution.

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 Lesson: Getting familiar with the Environment Management module

Figure 53: Tracking Deviations 3/3

Regulatory and Permit Compliance - Outputs

Various tools within SAP Environment Management exist which allow the environmental
manager to monitor and analyze the data.

Figure 54: Regulatory and Permit Compliance - Outputs

Environmental Data Explorer app supports you in browsing 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.
The Task Calendar app supports you in planning tasks for your team in a calendar view. You
can have an overview of existing task instances in a time schedule. Based on the overall
schedule, status, and workload of the team members you can adjust the plan by reassigning
and rescheduling the tasks between assignees.
Compliance Analysis app supports you in getting an overview of tasks grouped by status,
location, and compliance requirement type. You can add several analysis steps, one after
another, to filter and analyze compliance task execution. This helps you to gain further
insights, quickly identify pain points, and evaluate the data you need for information and
reporting purposes.

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Unit 1: Process Overview

Emissions Management Process

SAP Fiori Launchpad - Role-based Entry
The following figure, SAP Fiori Launchpad - Role-based Entry Screen, outlines the features
and applications you can access through that screen.

Figure 55: SAP Fiori Launchpad - Role-based Entry Screen

High-level Process
The high-level process of environment management contains of three main steps - prepare,
execute, and manage. Each of the steps can be repeated as many times required depending
on the business use case.

Figure 56: High-level Process

Environment Management - Components

The main components for Environment Management are illustrated in the following figure.

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 Lesson: Getting familiar with the Environment Management module

Figure 57: Environment Management - Components

Emission Management - Standard Process Roles

In the environmental management process, there are two main actors in the process.

Figure 58: Emission Management - Standard Process Roles

These two actors are as follows:

● Environmental Manager - The role represents the subject-matter specialists in the
environmental team at a given customer plant or site. Typically, they have an education
related to the chemicals in use.
● Production Operator - The role represents a typical production worker at a customer plant
or a site who has been assigned environmental tasks like taking meter readings. Usually,
that is a secondary responsibility for him/her.

Emissions Management - Business Process

The Environment Management application is a component that helps companies to stay
compliant with emissions-related environmental regulations.

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Unit 1: Process Overview

Figure 59: Emissions Management - Business Process

The process of environment management includes the following steps:

1. Prepare locations and chemical data for environment management:
● Prepare the locations and the location structure
● Prepare the needed chemical mixtures and substances
● Create listed substances
● Create chemical/physical properties
● Create sampling methods

2. Identify compliance requirements:

● Create compliance requirements based on regulations, permits, or internal policies and
specify their area of validity
● Organize the compliance requirement paragraphs; specify environmental limits, add
regulatory list information, and prepare regulatory equations
● Activate the compliance requirements

3. Plan and monitor emissions:

● Create scenarios and assign paragraphs from requirements to them; add validity
information and responsible persons
● Add activities, such as, data collections, samplings, calculations, and aggregations
● Activate your compliance scenarios
● Monitor data

4. Collect and sample data:

● Record collected data in the system
● Record sample data in the system
● Carry out calculation or location-based aggregation of emission data

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 Lesson: Getting familiar with the Environment Management module

5. Monitor data and Identify Issues:

● Review values for collected, calculated, sampled, and aggregated data
● Identify unusual values and deviations

6. Record Deviations and Start Investigation:

● You can perform the following activities during this step, for example
● Investigate the deviation case
● Take corrective or preventive measures (actions)

7. Analyze Data and Forecast:

● Analyze emission data
● Perform forecast based on previously recorded data in the system

8. Reporting:
● Perform further deviation reporting
● Export records of collected, calculated, sampled, and aggregated data to plain
spreadsheets
● Export records of collected, calculated, or sampled data to pre-defined file-based reports

Emission Management - User Story

As an environmental manager, I need to be able to manage the emissions inventory from
creating a repository of the legal requirements, creating compliance scenarios for the
applicable locations/equipment, and gathering the needed environmental data to monitor it
to keeping track and processing deviations when necessary.

Figure 60: Emission Management - User Story

Emissions Management - Business Process

The following figure outlines the business process for emissions management.

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Unit 1: Process Overview

Figure 61: Emissions Management - Business Process

Basic / Master Data: Location - Role: Environmental Manager

The emissions management process requires certain master data to be created. In this
process, a location structure has to be created in the system. Without a single location, the
emissions management process cannot be triggered.

Figure 62: Basic / Master Data: Location - Role: Environmental Manager

Power Plan Boston and its subordinate locations, Power Unit B1 and Power Unit B2, will be
used in the process walkthrough as an example.

Create Compliance Requirement - Role: Environmental Manager 1/7

To be environmentally compliant, a given location (or a piece of equipment) must adhere to
certain requirements part of the documents (regulations or permits) issued by global
environmental agencies or policies that are issued by the companies.

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 Lesson: Getting familiar with the Environment Management module

Figure 63: Create Compliance Requirement - Role: Environmental Manager 1/7

These documents consist of conditions and requirements, and they are organized into a given
order (such as chapters, subchapters, parts, subparts, paragraphs) relevant for various
industries or businesses.
The environmental manager, on the SAP Fiori launchpad, opens the Manage Compliance
Requirements - Regulations, Permits, Policies app.

Create Compliance Requirement - Role: Environmental Manager 2/7

We will now examine the requirement purpose, as created by the environment manager.

Figure 64: Create Compliance Requirement - Role: Environmental Manager 2/7

Depending on the requirement purpose, the environmental manager can create one of the
following:
● Regulation
● Permit
● Policy

The process walkthrough focuses on the creation of a compliance requirement type, Policy.

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Unit 1: Process Overview

Create Compliance Requirement - Role: Environmental Manager 3/7

The newly created compliance requirement has to be enhanced with the required content.

Figure 65: Create Compliance Requirement - Role: Environmental Manager 3/7

The environmental manager navigates to the Contents tab and maintains the following:
● Environment Limits
● Regulatory Lists
● Equations

This data is used later in the process in the compliance scenario.

Create Compliance Requirement - Role: Environmental Manager 4/7

The environmental manager selects the paragraph of the compliance requirement and
maintains the relevant environmental limits.

Figure 66: Create Compliance Requirement - Role: Environmental Manager 4/7

Create Compliance Requirement - Role: Environmental Manager 5/7

The environmental manager selects the paragraph of the compliance requirement and
maintains the relevant regulatory lists.

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 Lesson: Getting familiar with the Environment Management module

Figure 67: Create Compliance Requirement - Role: Environmental Manager 5/7

Create Compliance Requirement - Role: Environmental Manager 6/7

The environmental manager selects the paragraph of the compliance requirement and
maintains the relevant equations.

Figure 68: Create Compliance Requirement - Role: Environmental Manager 6/7

Create Compliance Requirement - Role: Environmental Manager 7/7

The environmental manager releases the compliance requirement to enable the policy for
further use.

Figure 69: Create Compliance Requirement - Role: Environmental Manager 7/7

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Unit 1: Process Overview

Identify Compliance Requirement - Role: Environmental Manager

A compliance requirement of Policy type has been created with an environmental limit,
regulatory lists, and equations in it.

Figure 70: Identify Compliance Requirement - Role: Environmental Manager

The compliance requirement has been released and can be used to set company goals for
compliance of greenhouse gas emissions with applicable environmental limits.
The next step in the process is as follows: the environmental manager starts planning the
emissions by creating and setting up the activities in the required compliance scenarios.

Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 1/3
After the environmental manager has created and released the compliance requirement
of type, Policy, the environmental manager creates a compliance scenario for one of the
company's production units to set that unit as applicable for its requirements about
greenhouse emissions reporting.

Figure 71: Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 1/3

Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 2/3
The environmental manager opens the Manage Compliance Scenario app and chooses the
option to create a compliance scenario.

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 Lesson: Getting familiar with the Environment Management module

Figure 72: Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 2/3

Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 3/3
A compliance scenario has been created for one of the company's production units and can
be used to set that unit as applicable for compliance requirements about greenhouse
emissions reporting.

Figure 73: Create Compliance Scenario for Power Unit B1 - Role: Environmental Manager 3/3

In order to comply with the requirements, the user can setup the necessary activities - data
collections, calculations, sampling, and location-based aggregations.

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
1/6
The environmental manager sets up compliance activities within the created scenario, such
as data collections, samplings, and some calculations.

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Unit 1: Process Overview

Figure 74: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 1/6

The planned activities help the environmental manager to ensure the compliance of the
company's production unit with the applicable requirements about greenhouse emissions.
The figure above provides a visual illustration of these activities.

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
2/6
The environmental manager navigates to the Compliance Scenario: Greenhouse Gas
Monitoring B1 (demo) at Power Unit B1 screen and adds a data collection definition.

Figure 75: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 2/6

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
3/6
The environmental manager adds a sampling compliance activity. A specific sampling method
has been created and released. Further on, it can be used in the sampling definition.

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 Lesson: Getting familiar with the Environment Management module

Figure 76: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 3/6

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
4/6
The environmental manager defines the calculations in the compliance scenario.

Figure 77: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 4/6

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
5/6
The environmental manager defines a location-based aggregation in the compliance scenario.

Figure 78: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 5/6

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Unit 1: Process Overview

Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager
6/6
Compliance activities have been added to the scenario to help ensure the compliance of the
company's production unit with applicable requirements about greenhouse emissions.

Figure 79: Set Up Compliance Scenario Activities for Power Unit B1 - Role: Environmental Manager 6/6

Copy Compliance Scenario to Power Unit B2 - Role: Environmental Manager 1/2

Compliance scenario for Power Unit B1 has to be copied to scale up with the setup for
compliance management for the additional production unit of the company Power Unit B2
where the same compliance requirement applies.

Figure 80: Copy Compliance Scenario to Power Unit B2 - Role: Environmental Manager 1/2

The environmental manager performs the copy and adjusts the specific details for Power Unit
B2.

Copy Compliance Scenario to Power Unit B2 - Role: Environmental Manager 2/2

Compliance scenario for Power Unit B1 has been copied to scale up with the setup for
compliance management for the additional production unit of the company Power Unit B2
where the same compliance requirement applies.

Figure 81: Copy Compliance Scenario to Power Unit B2 - Role: Environmental Manager 2/2

Create Compliance Scenario for Power Plant Boston - Role: Environmental Manager
A compliance scenario has to be created for Power Plant Boston to set up the applicability of
the plant to the compliance requirement about greenhouse emissions.

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 Lesson: Getting familiar with the Environment Management module

Figure 82: Create Compliance Scenario for Power Plant Boston - Role: Environmental Manager

Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental
Manager 1/3
Compliance scenario activities, such as calculations and aggregations, have to be set up
for Power Plant Boston. These activities can be used to check emissions data from all power
plants in the company and verify that the set company targets can be met.

Figure 83: Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental Manager 1/3

The environmental manager adds a new location aggregation.

Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental
Manager 2/3
The environmental manager adds a new calculation and defines the details such as required
expression and data source for the calculation variable.

Figure 84: Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental Manager 2/3

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Unit 1: Process Overview

Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental
Manager 3/3
Compliance scenario activities, such as calculations and aggregations, have been set up
for Power Plant Boston. These activities can be used to check emissions data from all power
plants in the company and verify that the set company targets can be met.

Figure 85: Set Up Compliance Scenario Activities for Power Plant Boston - Role: Environmental Manager 3/3

Activate Compliance Scenarios for Power Plant Boston and Sublocations - Role:
Environmental Manager
The compliance scenarios for Power Plant Boston and its sublocations have been activated in
one go. The planned compliance activities in them can start and be monitored on a plant level.

Figure 86: Activate Compliance Scenarios for Power Plant Boston and Sublocations - Role: Environmental
Manager

Emissions Planning and Monitoring - Role: Environmental Manager

The environmental manager has performed the required steps to complete the planning. The
respective compliance scenarios for the main location and the subordinate locations have
been created. All scenarios have been activated.

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 Lesson: Getting familiar with the Environment Management module

Figure 87: Emissions Planning and Monitoring - Role: Environmental Manager

The next step in the process is as follows: the environmental manager with the help of the
production operator or technician records the missing data.

Record Environmental Data for Power Unit B1 - Role: Environmental Manager

Emissions data for Power Unit B1 has to be entered in the system to reflect monthly data
collections and samplings, part of the company's operations.

Figure 88: Record Environmental Data for Power Unit B1 - Role: Environmental Manager

The environmental manager enters the final results in the compliance scenario under the
sampling overview.

Record Environmental Data for Power Unit B1 - Role: Production Operator - EHS Info
The production operator or technician maintains the missing data using the My Data
Collections app.

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Unit 1: Process Overview

Figure 89: Record Environmental Data for Power Unit B1 - Role: Production Operator - EHS Info

Record Environmental Data for Power Unit B1 - Role: Environmental Manager

Emissions data for Power Unit B1 has been entered in the system to reflect monthly data
collections and samplings, part of the company's operations.

Figure 90: Record Environmental Data for Power Unit B1 - Role: Environmental Manager

Following the same approach, the emissions data for Power Unit B2 can be entered in the
system to reflect monthly data collections and samplings, part of the company's operations.

Collect Data and Sample - Role: Environmental Manager

The environmental manager with the help of the production operator has recorded the
missing data.

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 Lesson: Getting familiar with the Environment Management module

Figure 91: Collect Data and Sample - Role: Environmental Manager

The next step in the process is as follows: calculation and aggregation based on collected and
aggregated data as well on as the input from the regulatory lists assigned to the compliance
requirement.

Collect and Aggregate - Role: System

In the current scenario, the process step for calculation and aggregation is processed
automatically. It can be executed manually (shown on the images in the following figure) or
when all data has been collected. It depends on the setup defined in the compliance scenario.

Figure 92: Collect and Aggregate - Role: System

For our example, the data will be aggregated into the scenario for the location Power Plant
Boston.

Monitor Data and Data Issues - Role: Environmental Manager

Calculation and aggregation based on collected and aggregated data as well as on the input
from the regulatory lists assigned to the compliance requirement.

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Unit 1: Process Overview

Figure 93: Monitor Data and Data Issues - Role: Environmental Manager

The next step in the process is as follows: the environmental manager starts monitoring the
data on a plant level and performs checks against company goals about compliance with
applicable environmental limits.

Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 1/3
Emissions data for Power Plant Boston has been monitored and checked against company
goals about compliance with applicable environmental limits. The environmental manager
opens the compliance scenario created for location Power Plant Boston and under the
defined calculation navigates to the Monitor Calculated Data app.

Figure 94: Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 1/3

Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 2/3
The environmental manager opens the compliance scenario created for the Power Plant
Boston location and under the defined location aggregation navigates to the Monitor Data
app.

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 Lesson: Getting familiar with the Environment Management module

Figure 95: Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 2/3

Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 3/3
The environmental manager identified that two of the amounts go above the upper
environmental limit. A deviation has to be created for each value above the limit.

Figure 96: Monitor Environmental Data for Power Plant Boston - Role: Environmental Manager 3/3

Record Deviation and Start Investigation - Role: Environmental Manager

The environmental manager starts monitoring the data on a plant level and performs checks
against company goals about compliance with applicable environmental limits.

Figure 97: Record Deviation and Start Investigation - Role: Environmental Manager

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Unit 1: Process Overview

The next step in the process is as follows: the environmental manager concludes that there
are deviations from the environmental limits and deviation records have to be created to
further investigate the causes.

Create a Deviation for Power Plant Boston - Role: Environmental Manager

Based on the monitoring and analysis of incoming monthly emission data for Power Plant
Boston, a deviation incident has been created for the data where company goals are not met.

Figure 98: Create a Deviation for Power Plant Boston - Role: Environmental Manager

A Deviation for Power Plant Boston - Role: Environmental Manager

The created deviation is a category of incident in which an investigation process can be
triggered to support the analysis of the cause for the exceedance.

Figure 99: A Deviation for Power Plant Boston - Role: Environmental Manager

Emission Management - Summary

The following figure outlines emission management, which has the following objective,
capabilities, and benefits.

Figure 100: Emission Management - Summary

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 Lesson: Getting familiar with the Environment Management module

Objective
● Reduce your environmental impact with comprehensive emissions management

Capabilities
● Manage emissions of greenhouse gas (GHG) as well as other air or water emissions to
fulfill legal requirements
● Calculate and aggregate emissions while fostering proactive data transparency and
monitoring
● Detect and communicate deviations, including investigations and tracking follow-up
activities

Benefit
● Reduce risk of environmental non-compliance and penalties
● Ensure license to operate
● Improved calculation accuracy and transparency

LESSON SUMMARY
You should now be able to:
● Get an overview of the regulatory and permit compliance process
● Get an overview of the emission management process

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 UNIT 2 Master Data Preparation

Lesson 1
Getting familiar with the required Master Data for the Environment Management process 65

UNIT OBJECTIVES

● Specify location details

● Manage listed substances
● Manage chemical/physical properties
● Manage sampling method
● Update location details
● Create sampling method
● Create chemical/physical properties

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Unit 2: Master Data Preparation

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 Unit 2
Lesson 1
Getting familiar with the required Master Data
for the Environment Management process

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Specify location details
● Manage listed substances
● Manage chemical/physical properties
● Manage sampling method
● Update location details
● Create sampling method
● Create chemical/physical properties

Locations and the Location Structure

Ability to Create Master Data
The environmental manager has been provided with the ability to create master data to
support the emissions management process. These master data objects are essential for
carrying out the process.

Figure 101: Ability to Create Master Data

The logistic and organizational master data displayed above is introduced in Environment
Management to support the process of compliance management.
In the following unit, you will get familiar with the usage of the location and location structure
and how essential they are for the emissions management process.

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Unit 2: Master Data Preparation

Location Definition
The emissions management process requires certain master data to be created. In
Environment Management, locations are used to define the emission sources, which will be
used later in the process of calculating the emissions. You can define master data, such as the
plant or company code, to which that location belongs. You can also specify the location's
address and geographic coordinates to identify its precise position. You can use the precise
position to visualize a location on a map that can be integrated into the system.

Figure 102: Location Definition

In this process, a location structure must be created in the system. Without a single location,
the process cannot be triggered.
To use the location in the emissions management process, the environmental manager needs
to maintain the following information about the location:
● Persons Responsible
● Environmental Details

Persons Responsible for a Location

In the emissions management process, the assignment of an Environmental Manager and
Environmental Technician or a Production Operator at a location level is required.

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Figure 103: Persons Responsible for a Location

The assignment of the Environmental Manager is required to enable the managing of all
compliance activities in the compliance scenario.
The assignment of the Production Operator or Environmental Technician is required to be
able to receive all notifications of data collection.

Location Environmental Details - Location Classifiers

The environmental manager can use data classifiers to group environmental data.

Figure 104: Location Environmental Details - Location Classifiers

A location classifier is a textual object that is used to categorize locations and can be assigned
to compliance requirements to specify their applicability.
Depending on the use case, in Environment Management, the environmental manager can
either create their own classifiers or use the standard classifiers delivered as sample content
by SAP. The following business catalog SAP_EHS_BC_ENV_MNG_LOCCL_PC is assigned to
any of the business roles. When a location or a compliance requirement is classified by adding
a classifier to it, the system displays in a suggested value list all available classifiers that
match the entry.

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Unit 2: Master Data Preparation

Location Environmental Details - Location Classifiers

In the Manage Compliance Scenario app using the Display by Location tab, the environmental
manager can evaluate quickly and concisely the compliance status of the selected location.

Figure 105: Location Environmental Details - Location Classifiers

If the location classifiers match with the compliance requirement classifiers, the system
displays a green sign indicating that the location has a compliance scenario for the defined
company goals and the type of operations running at the location.

Manage Location Classifiers App

Location classifiers can be also created and further maintained by the environmental
manager in the Manage Location Classifiers app.

Figure 106: Manage Location Classifiers App

Location Environmental Details - Properties

For each location, properties with environmental aspect can be defined to capture different
parameters (for example, emission factor, valve count, pressure, maximum flow, and so
forth.).

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Figure 107: Location Environmental Details - Properties

The environmental manager adds a property to the location with the following input data
points:
● Property (selected from the list of existing ones)
● Value
● Unit
● Comment

The additional information is as follows:

● Why will it be required to know the number of the valves in a location?
● Regulations predefine the quantity of emissions in case there is a valve installed on a
certain plant.
● In that case, the calculation of the emissions of that particular location would be a
multiplication of the value from a parameter "valve count" and the standard quantity of
emissions (emission factor).

Location Environmental Details - Properties 1/3

In case the required property does not exist, the environmental manager can create it. The
creation of a new property only requires a property name and possible units of measurement
with their descriptions.

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Unit 2: Master Data Preparation

Figure 108: Location Environmental Details - Properties 1/3

Location Environmental Details - Properties Usage 2/3

When the location property is created, it can be used in the compliance scenario. Within the
calculation definition, properties can be used as input data sources.

Figure 109: Location Environmental Details - Properties Usage 2/3

The environmental manager can choose a data source type Location Data with a data source
the location property.

Location Environmental Details - Properties Usage 3/3

The environmental manager can use a location property assigned to the compliance scenario
location or from a different location. By default, the system sets the compliance scenario
location.

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Figure 110: Location Environmental Details - Properties Usage 3/3

Listed Substances
Ability to Create Master Data
The environmental manager has been provided with the ability to create master data to
support the emissions management process. These master data objects are essential for
carrying out the process.

Figure 111: Ability to Create Master Data

The logistic and organizational master data displayed above is introduced in Environment
Management to support the process of compliance management.
In the following unit, you will get familiar with the listed substances and their usage.

Listed Substances
The listed substance object represents a substance in the way that it is defined in a legal or
industry-specific regulation.

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Unit 2: Master Data Preparation

Figure 112: Listed Substances

It can also be a virtual substance such as the carbon dioxide equivalent which is used in
regulations to relate and aggregate the different greenhouse gas emissions to a single
emissions value.
In environment management, the environmental manager can use listed substances to define
environmental data sets in the compliance scenario like data collection, calculation results,
aggregation, and sampling data. Listed substances can be used when the composition data of
a material (product) is required.
The object can be maintained in the Manage Listed Substances app.

Create Listed Substances 1/2

From the Manage Listed Substances app, the environmental manager can view the recently
used listed substances and can search through the available ones in the system.

Figure 113: Create Listed Substances 1/2

The environmental manager can create new listed substances from the Manage Listed
Substances app. SAP delivers an extensive catalog of pre-build listed substances as part of
the standard product that can also be used.

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Create Listed Substances 2/2

Details can be specified using the Create Listed Substances functionality.

Figure 114: Create Listed Substances 2/2

The following details are to be specified:

● Substance name
● Synonyms and translations of the listed substance
● CAS number
● Substance Represents which can be either Substance or Group of Substances
● If a group of listed substances is selected, only existing listed substances can be added to
the group.
● If the listed substance does not exist in the system, it can be created from the Manage
Listed Substances app. When entries are created and maintained in this app, the listed
substance can be used later when you set up compliance requirement paragraphs and
compliance scenario activities.

Synonyms and Translations for Listed Substances

For each synonym and translation entry, specify a name, sequence number, and a language.

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Unit 2: Master Data Preparation

Figure 115: Synonyms and Translations for Listed Substances

The sequence number that can be specified controls the order of appearance of the provided
synonym or translation entry. The numbering order must be unique for each language.
Usage of Listed Substances
Listed Substances are widely used within the emissions management process. The
environmental manager using listed substances can create and manage the following:
● Regulatory lists
● Environmental limits
● Equations
● Data collections
● Sampling definitions
● Location-based aggregations
● Calculations
● Material data

Use of Listed Substances - Examples (1)

The following examples illustrate the selection of a listed substance that define a subject in
the data collection definition in the compliance scenario.

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Figure 116: Use of Listed Substances - Examples (1)

Use of Listed Substances - Examples (2)

The following examples illustrate the usage of the listed substances in the regulatory list
definition.

Figure 117: Use of Listed Substances - Examples (2)

Chemical/Physical Properties
Ability to Create Master Data
The environmental manager has been provided with the ability to create master data to
support the emissions management process. These master data objects are essential for
carrying out the process.

Figure 118: Ability to Create Master Data

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Unit 2: Master Data Preparation

The logistic and organizational master data displayed in the figure above is introduced in
Environment Management to support the process of compliance management.
In the following unit, you will get familiar with the chemical/physical properties and their
usage.

Chemical/Physical Properties
For the purposes of environment management, additional chemical/physical properties that
are not directly related to specific chemicals can be created. These are chemical/physical
properties that can be properties of the equipment or environment where you wish to carry
out environmentally-related activities, such as data collections or calculations.

Figure 119: Chemical/Physical Properties

They are all user-specified measurable properties (for example, system temperature, tank
volume, or valve count of a production unit).
With the Manage Chemical/Physical Properties app, you can create new chemical/physical
properties.

Create Chemical/Physical Properties

The environmental manager creates a new chemical/physical property by choosing the
option, Create Chemical/Physical Property.

Figure 120: Create Chemical/Physical Properties

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

The following details can be maintained:

● Property Name
● Units of Measure

Use of Chemical/Physical Properties - Example

The following example illustrates the usage of the chemical/physical property in the
regulatory lists of the compliance requirement.

Figure 121: Use of Chemical/Physical Properties - Example

Sampling Method
Ability to Create Master Data
The environmental manager has been provided with the ability to create master data to
support the emissions management process. These master data objects are essential for
carrying out the process.

Figure 122: Ability to Create Master Data

The logistic and organizational master data displayed above is introduced in Environment
Management to support the process of compliance management.
In the following unit, you will get familiar with the sampling methods and their usage.

Sampling Method
To ensure consistent sampling activities, the environmental manager can prepare sampling
methods and distribute uniform instructions for them. Later, when compliance scenarios are

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Unit 2: Master Data Preparation

created, the sampling methods can be used as a basis for sampling activities at different
locations or pieces of equipment at your company.

Figure 123: Sampling Method

With the Sampling Method app, the environmental manager can view and edit all existing
sampling methods in the environmental management system. The app can be used as a
starting point to create a new sampling method, which will be used in the sampling activities.

Recent/Search for Sampling Method

We will now examine what the environmental manager can view in the Sampling Method app.

Figure 124: Recent/Search for Sampling Method

Initially when the Sampling Method app is opened, the environmental manager can view the
following:
● Recent - Under this tab, a list of the recently opened sampling methods is displayed.
● Search - Under this tab, a search for a sampling method can be performed by using the
name and/or the status.

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 Lesson: Getting familiar with the required Master Data for the Environment Management process

Create Sampling Method 1/2

A sampling method is an object that contains information about the details of the sampling
procedure of a given material or a listed substance and its chemical/physical properties.
The sampling method consists of information about the sampled subject (material or listed
substance), any specific instructions, information about the analytes, document attachments,
and links to further information.

Figure 125: Create Sampling Method 1/2

To create a new sampling method, the environmental manager chooses the Create Sampling
Method option. The following details are required for the creation of a sampling method:
● Name
● Type of Sampling Method - the standard list provides the following types: Composition
(Predefined Analytes), Composition Analysis, Contaminants Analysis
● Sampled Subject - a sampled subject can be either a listed substance or a material. The
fields becomes visible only in the cases of samping method of a Composition (Predefined
Analytes) type.

Create Sampling Method 2/2

The following examples display the variation of the screen layout of the sampling method
based on the type of a sampling method.

Figure 126: Create Sampling Method 2/2

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Unit 2: Master Data Preparation

Usage of Sampling Method

The sampling methods are used in the definition of a sampling activity in the compliance
scenario. The following example illustrates how the assignment is done.

Figure 127: Usage of Sampling Method

LESSON SUMMARY
You should now be able to:
● Specify location details
● Manage listed substances
● Manage chemical/physical properties
● Manage sampling method
● Update location details
● Create sampling method
● Create chemical/physical properties

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 UNIT 3 Compliance Requirements:
Identification and Preparation

Lesson 1
Understanding the Compliance Requirements in the System 83

UNIT OBJECTIVES

● Create compliance requirements

● Create environmental limits
● Create regulatory lists
● Create equations
● Create compliance requirement

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Unit 3: Compliance Requirements: Identification and Preparation

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 Unit 3
Lesson 1
Understanding the Compliance Requirements
in the System

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Create compliance requirements
● Create environmental limits
● Create regulatory lists
● Create equations
● Create compliance requirement

Compliance Requirements
Company Compliance Obligation and Responsible Role
To be environmentally compliant, a given location (or a piece of equipment) must adhere to
certain requirements. These may be parts of the documents (regulations or permits) issued
by global environmental agencies or policies that are issued by the companies.

Figure 128: Company Compliance Obligation and Responsible Role

These documents consist of conditions and requirements, and they are organized into a given
order (such as chapters, subchapters, parts, subparts, paragraphs) relevant for various
industries or businesses.
The creation of compliance requirements that represents the legal catalog is the main
responsibility of the environmental manager.

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Unit 3: Compliance Requirements: Identification and Preparation

The compliance requirement is a main instrument for the environmental manager to ensure
and control the environmental compliance at a location or equipment in accordance with the
corresponding regulations, permits, or policies.
The set of requirements (conditions) has to be prepared with relevance to the industry for the
company.
The environment management component enables you to create an object known as
a Compliance Requirement and use the issued regulations, permits, or policies as a basis for
this object.
The compliance requirement facilitates the creation of industry-relevant excerpts of the
larger environmental documents.

Create Compliance Requirement 1/2

The environmental manager opens the Manage Compliance Requirements - Regulations,
Permits, Policies app.

Figure 129: Create Compliance Requirement 1/2

The app provides the possibility to manage the existing requirements for the company as well
as the creation of new ones.

Create Compliance Requirements 2/2

Initially, the app displays a list of the existing requirements. In the header of the table, the
options for creating compliance requirements are displayed.

Figure 130: Create Compliance Requirements 2/2

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 Lesson: Understanding the Compliance Requirements in the System

Depending on the requirement purpose, choose one of the following:

● Create Regulation
● Create Permit
● Create Policy

Alternatively, the environmental manager can do a mass creation of the compliance

requirements using the Import Compliance Requirement - Spreadsheet app.

Import Compliance Requirements

In addition to the manual definition of compliance requirements, Environment
Management also enables the environmental manager to import compliance requirements
from spreadsheet files.

Figure 131: Import Compliance Requirements

Using the Import Compliance Requirement - Spreadsheet app, the environmental manager
can browse data files from the file system and import these files into the environmental
management system. When a file for import is specified, the app loads it and examines the
compliance requirements stored in it. Then, the app runs data consistency checks and
outlines the potential import-related issues that may occur in the system. After the potential
issues are resolved, the app imports and stores the compliance requirements in the system.

Manual Creation of Compliance Requirement

The environmental manager has to enter the required information as a first step in the
creation of the compliance requirement.

Figure 132: Manual Creation of Compliance Requirement

The following details are valid for the three types of compliance requirements:
● ID - an optional field which allows the Environmental Manager to organize the compliance
requirements using a numeric system
● Compliance Requirement Name - title for the compliance requirement
● Issuing Organization - the name of the organization that issues the compliance
requirement

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Unit 3: Compliance Requirements: Identification and Preparation

● Valid From / Valid To - dates of validity of the compliance requirement

● Domain - the environment domain for which the requirement is valid
● Description - additional information about the requirement (long text field)
● Validity Area - country/region and region for which the requirement is valid

Note:
If you do not specify any country/region of validity, the compliance requirement is
considered valid in all countries/regions.

Compliance Requirement Creation Completed

When the initial step for creation is completed, the system displays the main details and the
full structure of the compliance requirement.

Figure 133: Compliance Requirement Creation Completed

Under the Contents section, the structure of the paragraphs can be created.

Organizing Compliance Requirement Content

The structure of a compliance requirement contains the following:
● Compliance Requirement Details
● Contents
● Tasks
● Documents

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 Lesson: Understanding the Compliance Requirements in the System

Figure 134: Organizing Compliance Requirement Content

The compliance requirement details section is filled in after the initial creation. The structure
of a paragraph always starts with a leading level, which is basically the compliance
requirement name.
The task of the environmental manager is to extract the compliance requirements from the
official legal source and maintain them in the system as paragraph(s). The Contents table
displays the structure of the paragraphs and a count of the environmental limits, regulatory
lists, equations, and tasks related to each paragraph.
As a next step in the process, the environmental manager can start building the contents for
the compliance requirement in the system as illustrated on the image above.

Basic Information
Each compliance requirement paragraph is created in the system with the following structure:
● Basic Information
● Documents
● Environment Limits
● Regulatory Lists
● Equations
● Tasks

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Unit 3: Compliance Requirements: Identification and Preparation

Figure 135: Basic Information

The Basic Information tab captures the following:

● General Data - captures the ID (free text field) and the name of the paragraph
● Location Classifiers - allows the maintenance of location classifiers which can be used later
in the compliance management process
● Requirement Text
● Guidelines

Documents
Under the Documents tab, all documents that are relevant to the compliance requirement can
be attached.

Figure 136: Documents

This tab can be used as a central repository of regulatory documentation and can be used as
a reference in the emissions management process.

Manage Compliance Requirement Tasks

In the Compliance Requirement app under the Tasks tab, the environmental manager can
manage tasks based on the standard task process.

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 Lesson: Understanding the Compliance Requirements in the System

Figure 137: Manage Compliance Requirement Tasks

Regulatory Content for Environment Management

In the Environment Management application component for Environment, Health, and
Safety (EHS), SAP delivers content comprising environmental regulations and detailed
compliance requirements.

Figure 138: Regulatory Content for Environment Management

The compliance requirement Title 40: Protection of Environment; Mandatory Greenhouse Gas
Reporting by the United States Environmental Protection Agency (EPA) is one of the
examples.
The content delivery is in the form of values delivered into existing data structures like
regulatory list values from Regulatory Lists and Emissions Factors.
The topic will be covered in detail in Unit 9 of this course.

Environmental Limits
Define Environmental Limits
Environmental limits are used to define compliance checks on the environmental data
(collected, calculated, sampled, or aggregated) within your compliance requirement
paragraphs.

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Unit 3: Compliance Requirements: Identification and Preparation

Figure 139: Define Environmental Limits

An environmental limit indicates an environmentally-relevant threshold. After the limit is set,

the corresponding environmental data is verified against it and the system automatically
determines whether the data is within the range, approaches the limit, or exceeds it. This way,
the environmental manager can easily identify any inconsistencies related to the
environmental data and can address these accordingly.
Environmental limits conform to the lifecycle of compliance requirements. When the
requirement is released, the environmental limit is also released for active use. The
compliance requirement can be assigned to a compliance scenario and the environmental
limits can be applied in the different activities of the scenario.
Multiple environmental limits can be defined depending on the business case, specific
requirements, or the installed equipment.
The type of environmental limits that can be created are as follows:
● Upper Limit
● Lower Limit
● Range

The subject of the environmental limit can be a listed substance or a chemical/physical

property that the environmental limit applies for and the corresponding unit of measurement.

Usage of Environmental Limits

After the environmental limit is created and released, it is ready for active use. The use of the
environmental limit can be checked in the compliance scenarios and the corresponding
activities (data collections, calculations, samplings, or location aggregations).

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 Lesson: Understanding the Compliance Requirements in the System

Figure 140: Usage of Environmental Limits

The Where Used list also enables you to navigate directly to the activities and scenarios that
use the limit. In addition, environmental limits can be deleted when it is ensured that they are
not used in any compliance scenario activities.

Note:
If the limits are used, they must be either unassigned from the corresponding
activities, or even deleted from the activities, before the limits can be deleted.

The example in the figure, Usage of Environmental Limits, illustrates the usage of the
environmental limit for a calculation activity defined in a compliance scenario.

Regulatory Lists
Define Regulatory Lists
Regulatory lists are used to define the values of a given chemical property within a list of
specified substances. A regulatory list contains reference information that can be extracted
from the environmental documents (regulations, permits, or policies).

Figure 141: Define Regulatory Lists

The regulatory list comprises two objects of environmental importance - a chemical/physical

property and a table of substances with default values of that property. In the Environment
Management component, regulatory lists can be created only for predefined chemical/
physical properties.

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Unit 3: Compliance Requirements: Identification and Preparation

The regulatory lists conform to the lifecycle of the compliance requirement. That is, when the
requirement is released, the regulatory list is also released for active usage.
The standard system is delivered with the following regulatory list types:
● Boiling Point
● Carbon Content
● Emission Factor
● Global Warming Potential
● High Heating Value
● Liquid Density
● Low Heating Value
● Molecular Weight
● Vapor Pressure Equation Constant
● Vapor Pressure

Define Paragraph Regulatory Lists

Figure 142: Define Paragraph Regulatory Lists

To be able to create a new regulatory list, the environmental manager has to maintain the
following details:
● Name
● Official Name (more detailed description)
● Chemical/Physical Property - specifies the chemical/physical property for which the
regulatory list is created; the app does not allow changes on any predefined chemical/
physical properties
● Listed Substance/Pollutant

Usage of Regulatory Lists

When you are setting up the compliance scenario, the environmental manager can use the
regulatory lists as input variables in the calculation formulas. The data source type will be the

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 Lesson: Understanding the Compliance Requirements in the System

regulatory list and the data source will be based on the regulatory list types (for example,
Emission Factor) and the predefined value (0,0016 kg/MMBtu). This is shown in the example
in the figure above.

Figure 143: Usage of Regulatory Lists

Equations
Define Equations
When the environmental manager prepares industry-relevant compliance requirements at the
company, the regulatory equations that must be used for the calculation of the environmental
data (for example, calculation of produced emissions) have to be identified. These equations
can be either identified in the regulations, permits, policies, or, depending on the business
case, created by the environmental manager in the compliance requirements.

Figure 144: Define Equations

The equations can be reused multiple times and the environmental manager can ensure that
the same methodology of calculation is being applied. An important aspect is that they also
allow multiple expressions one after another with multiple final results.
The equations control the mechanism of identification and calculation of environmentally-
relevant data at the company and later, the reporting of this data to the respective authority
or the supervisory organization.
To define equations, the environmental manager can specify the following types of results:
● Final

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Unit 3: Compliance Requirements: Identification and Preparation

The final results represent the final values persisted as individual data sets that are the
product of the calculations. The final results can be used for direct reporting to the authorities
and/or for follow-up calculations. Depending on the use case, final results can be used also in
other expressions of the same equation (similarly to the intermediate results).
● Intermediate

The intermediate results represent transitional values that are used (for example, as input
variables) in other expressions of the same equation. The intermediate results cannot be used
for direct reporting of data to the authorities. Instead, the environmental manager can specify
various expressions with intermediate results that can be reused in the same equation for
calculating environmental data. This way, the expressions with intermediate results facilitate
the definition of larger, error-prone equations. Using expressions with intermediate results in
the equation allows handling of more complex methodologies which require a lot of sequential
steps (for example, tank equations).
The mathematical expression of an equation consists of numbers (constants), mathematical
functions, operators, and input variables that are used in the calculations.
The intermediate or final results (output variables) can be reused as input variables within the
expressions of the equation. However, to avoid recursive references between expressions,
there are sequence dependencies and restrictions that are implemented in the Check
Consistency functionality. Furthermore, to ensure the correctness of the entered dimensions,
you can use the Check Dimensions functionality.
The equations conform to the lifecycle of the compliance requirement. When the requirement
is released, the equation is also released for active usage.
The environmental manager only defines the equations as a basis for future calculations. The
environmental manager can check the usage of the equation across the calculation activities
and the corresponding compliance scenarios. The Where Used list also enables the
environmental manager to navigate directly to the activities and scenarios that use the
equation.

Note:
In addition, equations can be deleted but first it must be ensured that they are not
used in any calculation activities.

Usage of Equations
After an equation is created and released, it can be used actively. The environmental manager
can use the equations and perform calculations of environmentally-relevant data.
The following figure provides you with an example of the usage of the equation in a
compliance scenario in the system.

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 Lesson: Understanding the Compliance Requirements in the System

Figure 145: Usage of Equations

LESSON SUMMARY
You should now be able to:
● Create compliance requirements
● Create environmental limits
● Create regulatory lists
● Create equations
● Create compliance requirement

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Unit 3: Compliance Requirements: Identification and Preparation

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 UNIT 4 Compliance Scenario: Creation
and Preparation

Lesson 1
Creating and Managing a Compliance Scenario in the system 99

UNIT OBJECTIVES

● Create and setup the data collection process

● Create and setup sampling
● Create and setup calculations
● Create and setup location-aggregations
● Create compliance scenario for power unit B1
● Set up compliance scenario activities for power unit B1
● Copy compliance scenario to power unit B2
● Create compliance scenario for Power Plant Boston
● Set up compliance scenario activities for Power Plant Boston
● Activate compliance scenarios for Power Plant Boston and its sublocations
● Record environmental data for power unit B1
● Record environmental data for power unit B2

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Unit 4: Compliance Scenario: Creation and Preparation

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 Unit 4
Lesson 1
Creating and Managing a Compliance Scenario
in the system

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Create and setup the data collection process
● Create and setup sampling
● Create and setup calculations
● Create and setup location-aggregations
● Create compliance scenario for power unit B1
● Set up compliance scenario activities for power unit B1
● Copy compliance scenario to power unit B2
● Create compliance scenario for Power Plant Boston
● Set up compliance scenario activities for Power Plant Boston
● Activate compliance scenarios for Power Plant Boston and its sublocations
● Record environmental data for power unit B1
● Record environmental data for power unit B2

Data Collection Process

Collect Data Process Steps
To ensure the operational compliance of a company, the environmental manager can
schedule data collections for specific materials, substances, or chemical/physical properties
that are used at a given location (or for a piece of equipment) in the company.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 146: Collect Data Process Steps

The data collection process is a main step in the emissions management process. In the
compliance scenario, a standard activity can be used to do the following:
● Add
● Schedule
● Monitor the collection of environmentally-related data at your location (or equipment)

It contains all the necessary information (such as the subject, the unit of measurement, and
the data period) that is needed to carry out the collection of environmentally-related data.
Later on, the collected data is used in the emissions calculation activities.

Add Data Collection 1/2

To trigger the data collection processes in the selected compliance scenario, the
environmental manager can add activities of type Data Collection. In the Compliance Scenario
Activities section, choose Add and then Data Collection.

Figure 147: Add Data Collection 1/2

Add Data Collection 2/2

The environmental manager can specify a data collection name that is unique in the current
compliance scenario. Unlike the data collection title (that is set automatically to the data
collection definition and is a combination of the data period, subject, unit of measurement,

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 Lesson: Creating and Managing a Compliance Scenario in the system

and data collection ID); the data collection name is a free text heading that is specified by the
user and serves for the identification of the data collection across the applications. Note that
the data collection name is optional and if you do not provide an entry, the application
automatically sets the title of the collected data as a data collection name.

Figure 148: Add Data Collection 2/2

A data period has to be entered. The data period is the time period that is used to characterize
the collected data in terms of usage or validity.
The environmental manager must enter the subject (a chemical substance, mixture, listed
substance, or chemical/physical property) for which data collection will be scheduled.
A unit of measurement of the subject must be also specified.
Optionally, specify the method that you want to use for data collection: Manual or Automatic.
Important to know is that when you create hourly data collection activities, the input method
can only be automatic.
In case data from another system has to be used in the emissions calculation process, an
external source must be specified. An external source tag is mandatory for data collection
activities with automatic input method.
As a result, a new data collection is created in the compliance scenario.

Data Collection Definition

When the activity is created, an overview of the data collection definition is displayed to the
environmental manager with the information that was entered in the initial creation step.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 149: Data Collection Definition

You can change or update the details of an existing data collection definition. You can update
the list of persons responsible for carrying out the data collection or the due period. However,
to prevent changes to definitions that are in productive usage within the compliance
scenarios, the system restricts the editing of active data collection definitions. To edit the
data collection definition, the status of the compliance scenario revision must be Inactive.

Data Collection Checks

After the data collection is defined and the compliance scenario is activated, a background job
will be executed in a back-end system at a predefined interval.

Figure 150: Data Collection Checks

It checks for missing or not yet scheduled data records in all active data collection definitions.
A key element is the processing of the due date for a specific data collection definition. The
background job automatically defines the day on which the next data collection value should
be entered. This is based on the scheduling information specified in the data collection
definition (start date and due period) and the data period.
The data period of the data collection, and the input method of the data, are inter-dependent.
If the check of the background job detects missing data for daily, monthly, or yearly data
period, the system recognizes that the collection for those data records, is manual. For the
hourly data collection periodicity, the system identifies that the data is imported
automatically by an import interface. It responds by sending a notification with the missing
data records to the assigned environmental manager.
In unit 11, you will be able to see where the background job is defined in the customizing.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Assignment of Environmental Limits

When the Assign Environmental Limits option is selected, a dialog box opens and displays all
environmental limits that are created in the compliance requirement paragraph that is
assigned to the compliance scenario and are valid for the same subject as the data collection
definition, the calculation result, or the location-based aggregation.

Figure 151: Assignment of Environmental Limits

Data Collection Details 1/3

The environmental manager can change or update the details of an existing data collection
definition. To edit the data collection definition, the status of the compliance scenario revision
must be Inactive.

Figure 152: Data Collection Details 1/3

Under the data collection details, the following details can be changed:
● Name
● Input Method - In the Details section, choose the Manual or Automatic input method,
depending on the way you want environmental data to be collected.

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Unit 4: Compliance Scenario: Creation and Preparation

Manual: An environmental technician will receive a notification by the system, which contains
information about the data that must be collected.
Automatic: The system is configured to receive the data automatically using a data import
interface. Persons responsible are not assigned or involved. The system uses a technical
name SAP_WFRT for the role, which is assigned to specify that the data collection is
automatic.
● Allow Overwrite
● Automatic Approval
● Schedule

The assignment of environmental technicians for a Location can be edited in the Persons
Responsible for Location section in the location master data details.

Data Collection Details 2/3

In the Schedule section, the environmental manager can specify the due date for collecting a
concrete value.

Figure 153: Data Collection Details 2/3

By default, each value is expected by the system and not marked as Missing within the span
of the data period of the corresponding data collection activity.
For example, data collection activities of data period Daily are expected to receive data all
through the day, data collections of data period, Monthly - throughout the entire month, and
data collections of data period, Yearly - during the course of the year.
The Due Date (calculated by the system from Due Within) that was entered controls for how
long the value should be expected in the system after the expiry of the data period. After the
expiration of that due date, the concrete record is marked as Missing, and the environmental
technician is notified of the overdue data collection value by email. If the value is still not
supplied a day after the notification has been received, a separate notification for the overdue
data collection value is also sent to the environmental manager.
The start date in the Schedule section cannot be changed.

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Note:
You cannot change the start date in the Schedule section.

The start date denotes the Valid From date of the compliance scenario revision. When you
activate the scenario and the data collection activities, the system allows you to choose
whether you want to use the start date or the date of activation as a beginning for the data
collection.

Data Collection Details 3/3

The section, Environmental Technicians Responsible for Location, shows the assignment of
the environmental technician at the location of the compliance scenario.

Figure 154: Data Collection Details 3/3

Collecting Manually Environmentally-Related Data 1/4

To be able to start the data collection process, the environmental manager has planned and
activated data collection in the compliance scenarios. The person responsible for data
collection has the correct user role and authorizations assigned to his or her user.

Figure 155: Collecting Manually Environmentally-Related Data 1/4

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After the environmental manager plans the activities and activates the data collection in the
compliance scenarios, the collection of the environmentally-related data can start.
As long as the persons responsible for the data collection are correctly assigned and the users
have the required authorizations, the system triggers the e-mail notification. The
environmental technicians or operators who are assigned to collect the data receive their
tasks by e-mail after the activation of the compliance scenario.

Collecting Manually Environmentally-Related Data 2/4

Using the My Data Collection app, the technicians or operators can maintain the missing
entries. Initially the app displays all current data collection activities that have been triggered.
Using the filters, the environmental manager can view only the pending ones or the ones for
which no schedule has yet been triggered.

Figure 156: Collecting Manually Environmentally-Related Data 2/4

Using this app, you can perform the following tasks:

● Get an overview of all, pending, and unscheduled data collections that are planned for
processing
● Provide and save the values for the relevant data collection activities
● Export and import data collection values to a spreadsheet format

Collecting Manually Environmentally-Related Data 3/4

To be able to maintain the missing data, the environmental technician or production operator
has to use the Edit button in the app. The header of the app displays the most valuable
information for the environmental technician or operator.

Figure 157: Collecting Manually Environmentally-Related Data 3/4

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Collecting Manually Environmentally-Related Data 4/4

To be able to add new ad-hoc or not originally planned data, the environmental technician or
production operator can use the Add button in the app.

Figure 158: Collecting Manually Environmentally-Related Data 4/4

Filters
The system provides predefined views for all, pending data collections and for data with no
schedule. Additionally, the result table indicates with a red color the number of pending
records and corresponding collection schedule (for example, yearly, quarterly).

Figure 159: Filters

Export / Import Data

The environmental technician or production operator can also export the missing data
records into a spreadsheet format and later import the data.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 160: Export / Import Data

List of Pending Records

By default, the system displays the data records which are pending. The production operator
has selected the location from the previous list based on the activity.

Figure 161: List of Pending Records

List of All Records

The production operator can also view all records for the data collection irrespective of their
issue type.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 162: List of All Records

The system displays a header for the data which must be collected. Important improvement
here is the indication of the location path and the indicator for the average collected values
based on the previous 20 records.

Scheduling Automatic Data Collection

As an environmental manager you need to ensure compliance to environmental requirements
for your locations and equipment. You need to have environmentally-related data collected in
the system, so that you can process the data, monitor it, and prepare some of the data for
reporting. The scheduling of an automatic data collection enables you to gather
environmental information for further processing in an automated way. This is achieved by
integrating with external software components which transfer the data, tagged as external
source, using an import interface.

Figure 163: Scheduling Automatic Data Collection

There certain prerequisites that have be set up, which are as follows:
● You have to set up the master data for locations and chemicals.
● You have to configure the automatic data collection import interface to work in integration
with MII, so that data can be transferred from an external source into the environment
management system.
● The background job for data collection checks is scheduled in Customizing.

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Unit 4: Compliance Scenario: Creation and Preparation

Usage of Collected Data

The environmental manager can use the collected data as input for follow-up calculations.

Figure 164: Usage of Collected Data

Monitor Collected Data

The collected data can be monitored through the compliance scenario by the environmental
manager. Using the Monitor Data - Environment Management app, the data can be visually
analyzed.

Figure 165: Monitor Collected Data

Using the Monitor Data - Environment Management app, the environmental manager can
browse for data files from the file system and import these files into the data collection
definition that is currently open for monitoring.
When a file for import is specified, the app loads it and examines the data records stored in it.
Then, the app runs data consistency checks and outlines the potential import related issues
that may occur in the system.
After the potential issues are resolved, the app imports and stores the environmental data in
the system.
Finally, the data-related checks (such as environmental limits) are run.

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When the Monitor Data - Environment Management app opens, the system displays a
graphical representation of all values (data records).
Optionally, using the additional search criteria, you can filter out data records based on time
period, status, issue type, or presence of deviation incidents, and preliminary results for
calculated data.
Select a value to display further details of it, such as issue type, status, date, value, history of
changes in case the value was replaced or a link to a deviation incident created for the value.
When you select more than one value, the app displays the details of the last one selected.
In the results list (either graphical or table view), you can take action in case there is an
unusual value that requires immediate attention. To do this, you can select a record, and then,
carry out one of the following activities:
● Approve the data record - You can accept the value (collected or calculated) and provide a
short description in the Comment field to explain your decision.

If you approve an empty data record regardless of whether it was not yet collected or it was
not collected on purpose, the record is considered unavailable and causes data issue of the
type, Data Not Available.
When you are using monitoring apps, you cannot approve sampled data records. Sampled
data is approved and finalized only in the Sampling Overview section of the compliance
scenario. Therefore, you have to do the following:
● Replace the value of the data record - You can replace an incorrect or missing value and
provide a short description in the Comment field to explain your decision.
● Invalidate the data record - If you consider the value of a data record incorrect and you do
not want to use it further, you can invalidate the record.
● Create a deviation incident for the record - You can create a deviation incident for a
selected data record (collected or calculated data) and investigate the reason for it as part
of another process.
● Import additional data records by using a spreadsheet data file

The environment management system enables the environmental manager to import data
from spreadsheet files.

Monitor Collected Data

The Monitor Data - Environment Management app can displays all values (data records) in
table view.

Figure 166: Monitor Collected Data

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Sampling Collection Process

Sampling Prerequisite
To be able to trigger a sampling activity in the compliance scenario, the environmental
manager has to create the appropriate sampling methods.

Figure 167: Sampling Prerequisite

A sampling method is an object that contains information about the details of the sampling
procedure of a given material or a listed substance and the expected results (analytes).
The creation of a new sampling method can be done either directly upon adding the sampling
activity in the compliance scenario or by using the Sampling Method - Environment
Management app.

Sampling Activities
The sampling definition enables the environmental manager to set up and organize sampling
collection activities to ensure environmental compliance of industrial processes. The
sampling definition can be accessed and edited in the compliance scenario.

Figure 168: Sampling Activities

Using the sampling definition, the environmental manager can do the following:

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 Lesson: Creating and Managing a Compliance Scenario in the system

Plan the schedule of sampling activities.

● Enter sampling results, when they are collected or received
● Monitor sampled data and change already entered data, as needed
● Assign limit checks to the individual sampling results

Add Sampling Activities 1/2

To add a sampling activity, the environmental manager has to enter the following data:
● Sampling Name
● Sampled Subject - a substance/material that will be sampled and sent to a laboratory for
analysis
● Sampling Method - the procedure for taking, storing, and transporting samples

Figure 169: Add Sampling Activities 1/2

Adding analytes and expected sampling results to the sampling can be done manually.
Alternatively, choosing the Autofill Components from Chemical, which can be used to
automatically populate the analytes based on the sampled subject, sampling method, or a
combination of both. After the confirmation of the dialog box, the sampling activity is added to
the compliance scenario.

Add Sampling Activities 2/2

The sampling activity has been added to the compliance scenario.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 170: Add Sampling Activities 2/2

At a glance, the environmental manager can view the sampling definition and the composition
of analytes.
If required, environmental limits can be assigned based on the compliance requirement setup.
The system will check the incoming sampling data against the limits and indicate if warning or
exceedance levels have been reached.

Edit Sampling Definition

The environmental manager can edit and further refine the sampling definition.

Figure 171: Edit Sampling Definition

The following fields can be updated:

● Sampling Name
● Planned Number of Samples
● Instructions and Hints

Additional analytes can be added to an already initiated sampling in the same app.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Sampling Activities
The Sampling Overview screen provides the environmental manager with a means for
handling and overview of the different sampling processes by status.

Figure 172: Sampling Overview

Plan Sampling
The planning of the sampling can be triggered from the Sampling Overview page.

Figure 173: Plan Sampling

The environmental manager can schedule sampling dates and process sampled data in
organized sampling processes. The handling of all sampling activities and process steps is
done within the compliance scenario. The planning of the sampling is completed as soon as
the sampling dates are defined, and the dialog box is confirmed.
The sampling process can be performed also retrospectively by selecting sampling dates in
the past. This allows the environmental manager to keep record of all performed activities
even if they were done ad-hoc.

Planning Sampling Data

The environmental manager can schedule sampling dates in the future and process the
sampled data in organized sampling processes.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 174: Planning Sampling Data

In this case, the Planned Samples section will display all future sampling dates that the
sampling process will be triggered on.

Finalize Sampled Data

When the results from the laboratory have been received, the environmental manager can
enter the values in the Finalize Samples section of the Sampling Overview page.

Figure 175: Finalize Sampled Data

The data can be saved and finalized later.

If the environmental manager submits the values, sampled data is saved and the samples for
the respective date are moved to Completed Samples, where the results can be viewed.

Sampling Results
Upon submission of sampling results, the system can perform the follow-up limit checks and
calculations.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 176: Sampling Results

When the results have been submitted, the system carries out follow-up limit checks and
calculations on the data.
The limit checks are applied only to the final data.
The additional aggregation functions support experts to finalize the sampling result faster,
especially for activities where multiple physical sample results need to be handled.
If required, the sampling can be invalidated.

Complete Sampling
If the values are submitted, the sampled data is saved and the samples for the respective date
are moved to the Completed Samples section where the results are displayed. The invalidated
samples are displayed on the Sampling Overview page. In addition, the system makes the
finalized sampling results available as input for calculation activities.

Figure 177: Complete Sampling

Use of Sampled Data

The environmental manager can use the sampled data (for example composition and waste-
water results) as input for follow-up calculations.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 178: Use of Sampled Data

Monitor Sampled Data

The environmental manager can monitor the sampled data directly from the compliance
scenario. Navigating to the Monitor Data - Environment Management app and filtering the
data for a specific time period, the environmental manager can view the sampled data for that
period in a graphic or a table format.

Figure 179: Monitor Sampled Data

The sampled data can be exported in a spreadsheet format.

Calculations
Calculating Environmentally-Related Data
The environmental manager can use the activities in the compliance scenario to manage the
calculations of emissions at the location (or equipment). The calculations can be based on the
provided equations in the compliance requirement and the data from regulatory lists,
collected environmentally-related data, or other calculations (chained calculations are
allowed).

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 180: Calculating Environmentally-Related Data

The automatic mode of calculation is controlled by a background job that runs in the back-end
system when given events occur like when input data for a given period is available in the
system.
A calculation activity consists of the following major components:
● A calculation setup that carries the basic information and details of the calculation, such as
name, description, calculation mode, and link to the specified equation (if applicable).
● A calculation result that represents a container for the environmentally-relevant data sets
produced by the calculation. Each calculation result carries information about the subject
of calculation (a material, listed substance, or chemical/physical property), its unit, and its
data period.

Define and Schedule Calculation

The environmental manager can define and schedule calculation of environmentally-related
data at a given location through a compliance scenario. To calculate environmentally-related
data, a calculation activity has to be created.

Figure 181: Define and Schedule Calculation

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Unit 4: Compliance Scenario: Creation and Preparation

Add Calculation Activity

Figure 182: Add Calculation Activity

The calculation can be created by one of the following options:

● A local expression created ad-hoc (mathematical formula)
● By a reusable equation from the compliance requirement paragraph that is assigned to the
scenario

Calculation Activity with Local Expression

A local expression (mathematical formula) created ad-hoc that is used only in the specific
calculation and is also enclosed in the calculation setup. The expression is a linear
representation of a mathematical formula that is extracted from the corresponding
environmental regulation, permit, or internal policy.

Figure 183: Calculation Activity with Local Expression

A calculation expression is the mathematical formula that you use for the calculation of
environmentally-relevant data. It has input variables of environmental data, such as collected
or sampled values that are recorded in the system, the results of other calculations,
regulatory lists, or locally defined fixed values.

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 Lesson: Creating and Managing a Compliance Scenario in the system

The result of a calculation is an environmentally-relevant value, such as the amount of

substances or compounds emitted at the company. When a calculation setup with locally
used expression is created, only the result to be obtained with the calculation is specified.

Add Calculation

Figure 184: Add Calculation

The environmental manager has to enter the following information:

● Calculation Name
● Result Data Definition
● Data Period - A data period is the time period that is used to characterize the calculated
data in terms of usage or validity. It can be set to Hourly, Daily, Monthly, Quarterly, Half-
Yearly, and Yearly.
● Subject - a material, listed substance, or chemical/physical property
● Unit

Define Rolling Periods

The environmental manager can calculate data for rolling periods, such as results for the last
24 hours, for each hour, or the value for the last 12 months each month.

Figure 185: Define Rolling Periods

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Unit 4: Compliance Scenario: Creation and Preparation

The rolling calculation results are supported by an aggregation function with the following
parameters:
● SUM (input; periods)
● AVG (input; periods)
● MIN (input; periods)
● MAX (input; periods)

Calculation Setup Details

Further setup of the calculation can be done by navigating to the Calculation Setup Details
page.

Figure 186: Calculation Setup Details

Calculation Setup
The Calculation Setup section can be further edited by the environment manager.

Figure 187: Calculation Setup

The Calculation Mode can be defined in the following way:

● Automatic - The system performs the calculation automatically as soon as possible. If the
period is not over or the input data is incomplete, the calculation result is marked as
preliminary.

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 Lesson: Creating and Managing a Compliance Scenario in the system

● Automatic for Complete Data Only - The system performs the calculation automatically at
the end of the calculation period only if complete set of input data is available.
● Manual - The system does not perform the calculation automatically.

Define Expression
The environmental manager enters the expression manually.

Figure 188: Define Expression

These are valid operations and functions that the environmental manager has used in the
expression definition.

Calculation Operators and Functions - Mathematical Operators

The following table shows a list of all available operators with their possible use with the other
elements of the expression.

Figure 189: Calculation Operators and Functions - Mathematical Operators

Calculation Operators and Functions - Aggregation Functions

A list of aggregation functions and their possible use with other elements of the expression is
displayed in the table.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 190: Calculation Operators and Functions - Aggregation Functions

All aggregation functions work with numbers, variables, functions, and other calculations.
The following principles apply in the use of aggregation function parameters:
● Variables (VAR_A, VAR_B, and so on) accept variable data sets from sources such as data
collections, calculations, and location aggregations.
● N accepts constant data source with positive integer value. Default value is N=1.
● FROM and TO accept data with a valid date format.

Calculation Operators and Functions - Mathematical Functions

In the following table, you can find a list of the mathematical functions and their possible
usage with other elements of the expression. All functions work with numbers, variables, and
other calculations.

Figure 191: Calculation Operators and Functions - Mathematical Functions

Input Variables
To complete the setup of the calculation, the environmental manager has to complete the
definition of the variables.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 192: Input Variables

The input variables of the expression are the placeholders for the real environmental data that
should be used in the calculation.
The data source type (Calculated Data, Collected Data, Location Aggregated Data, Fixed
Value, Regulatory List, Sampled Data, Date, Location Data) and the data source have to be
defined.

Assign Environmental Limits to Calculation Result

The environmental manager has completed the setup of the calculation.

Figure 193: Assign Environmental Limits to Calculation Result

The environmental limits can be assigned. This triggers automatic system checks when the
calculation is being performed.

Calculation Activity with Equation from Compliance Requirement

An alternative to the locally created expression is the use of equations in the calculation
setup.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 194: Calculation Activity with Equation from Compliance Requirement

The Environment Management component enables the environmental manager to be able to

create calculations with the help of predefined equations that are pulled from the compliance
requirement paragraph, assigned to the scenario. When a calculation setup is created based
on an existing equation, the expressions and optionally the results are defined already.
Therefore, when editing the calculation setup, any part of the equation, such as the output
variable, the expression, the input variables, the intermediate or predefined final results
cannot be edited.
If the equations are defined originally with specific expected data, such as for example, a
specific subject and unit of measurement, this data is visible in the corresponding section.
When the environmental manager edits the calculation and maps real values to the input
variables, it is critical that he or she specifies the correct environmental data.

Add Calculation

Figure 195: Add Calculation

To add a calculation based on an equation from the compliance requirement, the

environmental manager has to enter the following:
● Calculation Name
● Equation Name - using a F4-Search Help, the system returns a list of possible equations.
They have been defined in the compliance requirement assigned to the compliance
scenario.

Calculation Activity Added

The calculation has been added with the initial data. The calculation result is automatically
pre-populated.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 196: Calculation Activity Added

After adding the calculation activity, the system informs the environmental manager that the
data sources for the calculation have not been defined. The calculation has to be further set
up through the Calculation Setup Details page.

Calculation Setup
The calculation name and description can be further refined and updated.

Figure 197: Calculation Setup

If the result title is not defined in the equation, the functions Set Title and/or Set Period should
be used to finalize the definition.

Equation Details
The details of the equation are not editable.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 198: Equation Details

The equation name is presented as a link that can be used by the environmental manager.

Set Title for Results

The environmental manager has to set the title of the result.

Figure 199: Set Title for Results

The subject and the unit of measurement are already populated by the system from the
equation.

Set Title
A data period is the time period that is used to characterize the calculated data in terms of
use or validity.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 200: Set Title

It can be set to Hourly, Daily, Monthly, Quarterly, Half-Yearly, or Yearly.

The subject is a material, listed substance, or chemical/physical property for which the
calculation will be performed. The subject and the unit of measurement are not editable as
they are predefined.
The environmental manager can calculate data for rolling periods, such as results for the last
24 hours, for each hour, or the value for the last 12 months each month. The rolling calculation
results are supported by an aggregation function with the following parameters:
● SUM (input; periods)
● AVG (input; periods)
● MIN (input; periods)
● MAX (input; periods)

Results
The result type has been defined.

Figure 201: Results

Input Variables
The environmental manager has to complete the definition of the variables. The input
variables of the expression are the placeholders for the real environmental data that should

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Unit 4: Compliance Scenario: Creation and Preparation

be used in the calculation. The data source type can be calculated, collected, location-based
aggregated, sampled data or location data, fixed value or regulatory list. The solution allows a
chain of calculations and aggregations one after the other to support more complex
scenarios.

Figure 202: Input Variables

For example, on an equipment level the user can have a conversion from fuel to emissions,
then on a plant level there could be an aggregation per emissions and then another
calculation to convert the emissions to equivalent (for further information, refer to the
process walkthrough).

Calculate Manually 1/4

The environmental manager has completed the setup of the calculation.

Figure 203: Calculate Manually 1/4

The environmental limits can be assigned to each calculation result. This triggers automatic
system checks when the calculation is performed.
When the environmental manager finishes the editing of the calculation setup and before
he/she activates it (by activating the compliance scenario), a check can be performed to
verify how the calculation works either using real data that is available in the system, or by
providing own data values.
There are two ways to start the manual calculation. It can be done either from the compliance
scenario by selecting the activity or from the calculation activity setup details.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Calculate Manually 2/4

Firstly, the period has to be defined for which the calculation of the environmentally-related
data will be performed.

Figure 204: Calculate Manually 2/4

Calculate Manually 3/4

As a second step, the environmental manager can get an overview of the calculation data,
such as the calculation result, expression, input variables, data sources, and input data
records. A reason for this calculation must be entered.

Figure 205: Calculate Manually 3/4

The results of the manual calculation override and replace the results of the previous
calculation, regardless of whether it was manual or automatic.

Calculate Manually 4/4

At the Review and Submit step, the app displays the result of the manual calculation and
allows the environmental manager to store it into the system.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 206: Calculate Manually 4/4

Test Calculation
In the Calculation Setup Details page, the environmental manager is enabled to perform a test
calculation.

Figure 207: Test Calculation

Guided Test Calculation 1/3

First, the functionality allows the environmental manager to select the period for which the
calculation of the environmentally-related data will be performed.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 208: Guided Test Calculation 1/3

Guided Test Calculation 2/3

As a next step, the system displays the data records that are available for the specified period
and allows the environmental manager to process the test calculation either using the system
data or using own values for the purposes of the test.

Figure 209: Guided Test Calculation 2/3

Guided Test Calculation 3/3

Finally, the functionality carries out the specific calculation and displays the result.
Consequently, the results of the test calculation can be evaluated by the environmental
manager and they can determine the potential results of the real calculation upfront.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 210: Guided Test Calculation 3/3

Monitor Calculate
Accessing the Monitor Data - Environment Management app through the compliance
scenario, the environmental manager can monitor the calculated data against the
environmental limit and identify any potential issues with it.

Figure 211: Monitor Calculate

Location-aggregations
Aggregating Environmentally-Related Data
The Location Aggregation activity allows the environmental manager to acquire aggregated
values of the environmental data for the purposes of environmental assessments and
reporting to authorities.

Figure 212: Aggregating Environmentally-Related Data

The activity of data aggregation is created and managed in the system based on the
company's location structure. Location-based aggregations use as input data collections,

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 Lesson: Creating and Managing a Compliance Scenario in the system

sampled data, and calculated data from compliance scenarios. Aggregation results depend
on the recorded environmental data which was approved and on the chosen mathematical
function which governs the running of the aggregation itself.
Location-based aggregations can be performed manually or scheduled to run automatically.
The automatic aggregations are triggered when the status of the matching data gets updated.
When defining the location-based aggregation, the environmental manager specifies which
mathematical function will be used for the aggregation activity.
The following aggregation functions are available:
● Arithmetic Sum (SUM)
● Arithmetic Average (AVG)
● Maximum Value (MAX)
● Minimum Value (MIN)
● Count of Elements (COUNT)

Define and Schedule a Location-based Aggregation 1/3

Location-based aggregation of data enables you to get a quick view of your environmental
information for a particular location structure within a specified period of time. All activities
necessary for the handling of location-based aggregations are contained in the aggregation
setup. As a first stage in operating with aggregations, you can define the required initial
parameters and save them into the system. After that, you can return to the aggregation
setup to run a location-based aggregation manually.

Figure 213: Define and Schedule a Location-based Aggregation 1/3

Define and Schedule a Location-Based Aggregation 2/3

The environmental manager can define a short name for the location-based aggregation. The
field is optional. If not manually filled in, the system generates a name automatically.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 214: Define and Schedule a Location-Based Aggregation 2/3

The Result Data Definition section of the dialog box requires the following aggregation
parameters:
● Data Period - defines the periodicity for the data sets to be aggregated. It can be set to
Hourly, Daily, Monthly, Quarterly, or Half-Yearly, Yearly. It acts as a filter for the Matching
Data list.
● Subject - identifies the type of material data, listed substance, or chemical/physical
property, for which the system aggregates data. If a listed substance group is selected in
the subject, the matching data finds all data sets for the listed substances part of the same
group.
● Unit - used to specify the unit of measurement for the selected subject.

Define and Schedule a Location-Based Aggregation 3/3

The Aggregation section of the dialog requires as aggregation parameters a Function to be
selected. This is a mathematical function to be used for the aggregation activity.

Figure 215: Define and Schedule a Location-Based Aggregation 3/3

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 Lesson: Creating and Managing a Compliance Scenario in the system

You specify the mathematical function that you want to be used for your aggregation activity.
The following aggregation functions are available:
● Arithmetic Sum (SUM)
● Arithmetic Average (AVG)
● Maximum Value (MAX)
● Minimum Value (MIN)
● Count of Elements (COUNT)

Review and Edit Additional Aggregation Details 1/5

Under the Assign Environmental Limits section, the environmental manager can assign an
environmental limit. The Assign Environmental Limits dialog box displays the environmental
limits defined in the compliance requirement used in the compliance scenario.

Figure 216: Review and Edit Additional Aggregation Details 1/5

Review and Edit Additional Aggregation Details 2/5

When the new aggregation activity is saved in the system, further details in the aggregation
setup can be entered.

Figure 217: Review and Edit Additional Aggregation Details 2/5

Review and Edit Additional Aggregation Details 3/5

Under the Location Aggregation Details section, the details of the location-based aggregation
can be refined and further edited.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 218: Review and Edit Additional Aggregation Details 3/5

The aggregated data and the function can no longer be changed. The name and the
description of the aggregation are editable.
The Aggregation Mode determines the condition according to which an automatic
aggregation will or will not be performed. The following aggregation modes are available for
selection:
● Automatic - The system calculates automatically as soon as possible. If the period is not
over or the input data is incomplete, the calculation result is marked as preliminary.
● Automatic for Complete Data Only - The system calculates automatically at the end of
the calculation period only if the complete set of input data is available.
● Manual - The system does not calculate automatically.

Review and Edit Additional Aggregation Details 4/5

Depending on the business case a new one can be created. Using the F4-Help of the field,
Aggregate by Classifier, an existing classifier can be selected.

Figure 219: Review and Edit Additional Aggregation Details 4/5

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 Lesson: Creating and Managing a Compliance Scenario in the system

Review and Edit Additional Aggregation Details 5/5

In order to determine the data sets that will be included in the aggregation process, a
classifier has to be used. For example, it can be distinguished between the stored quantity
and the emissions of a tank substance.

Figure 220: Review and Edit Additional Aggregation Details 5/5

The Matching Data section displays all the data sets that match all conditions defined during
the setup of the location aggregation - the subject, the data period, the unit of measurement.
They are assigned within the location structure underneath the current location. For example,
if the location-based aggregation is on a plant level, the system will display the data sets for
this location.
The environmental manager can select the data records that will be aggregated, choose Yes
from the drop-down list and execute Set Classifier for the marked data records so that they
are included in the aggregation. The data records that should not be included in the
aggregation must be set to No.
The environmental manager can select the data records, choose No from the drop-down list
and execute Set Classifier for the marked data records.

Trigger the Aggregation of Data 1/5

The environmental manager can manually aggregate data based on the operational or
reporting requirements of the environmental department.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 221: Trigger the Aggregation of Data 1/5

Trigger the Aggregation of Data 2/5

Under the Activities section, the environmental manager selects the location-based
aggregation that is to be triggered. Then, the environmental manager chooses Edit
Aggregation Setup for the activity. The environmental manager is navigated to the location
aggregation details page where the manual aggregation can be triggered.

Figure 222: Trigger the Aggregation of Data 2/5

To start the procedure, the environmental manager chooses Aggregate Manually. The
aggregation wizard opens.

Trigger the Aggregation of Data 3/5

In the first step, the aggregation period has to be set.

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 Lesson: Creating and Managing a Compliance Scenario in the system

Figure 223: Trigger the Aggregation of Data 3/5

Trigger the Aggregation of Data 4/5

After the initial step for the selection of a data period for the manual aggregation, the Check
Input step provides an overview of the input data.

Figure 224: Trigger the Aggregation of Data 4/5

Under the Reason section, a mandatory explanation has to be entered in the Description field.
A data period can be filtered and the data included in the aggregation data for that period -
displayed.

Trigger the Aggregation of Data 5/5

We now turn to the final step in the process.

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Unit 4: Compliance Scenario: Creation and Preparation

Figure 225: Trigger the Aggregation of Data 5/5

In the final step, the environmental manager can review all data included in the aggregation.
The overview table displays the following information:
● Period
● Value
● Unit
● Status
● Value Not Available
● Preliminary Result - the flag indicates that not all data was available at the time when the
aggregation was processed. In the displayed example for the month of January, not all
data was gathered.

To complete the process, the data can be saved.

Monitor the Aggregated Data

The environmental manager can monitor the aggregated data and check the aggregated data
against the assigned environmental limit. If any exceedances are noticed, an incident of a
Deviation type can be created. For more information about the deviation process, refer to unit
7.

Figure 226: Monitor the Aggregated Data

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LESSON SUMMARY
You should now be able to:
● Create and setup the data collection process
● Create and setup sampling
● Create and setup calculations
● Create and setup location-aggregations
● Create compliance scenario for power unit B1
● Set up compliance scenario activities for power unit B1
● Copy compliance scenario to power unit B2
● Create compliance scenario for Power Plant Boston
● Set up compliance scenario activities for Power Plant Boston
● Activate compliance scenarios for Power Plant Boston and its sublocations
● Record environmental data for power unit B1
● Record environmental data for power unit B2

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Unit 4: Compliance Scenario: Creation and Preparation

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 UNIT 5 Data Monitoring and Emissions
Forecasting

Lesson 1
Getting familiar with Environmental Data Monitoring tools 147

UNIT OBJECTIVES

● Monitor data issues

● Examine emissions forecast
● Check environmental data with the Environmental Data Explorer
● Check environmental data with the Environmental Data Monitor
● Monitor environmental data for Power Plant Boston

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Unit 5: Data Monitoring and Emissions Forecasting

146 © Copyright. All rights reserved.

 Unit 5
Lesson 1
Getting familiar with Environmental Data
Monitoring tools

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Monitor data issues
● Examine emissions forecast
● Check environmental data with the Environmental Data Explorer
● Check environmental data with the Environmental Data Monitor
● Monitor environmental data for Power Plant Boston

Monitor Data Issues

Monitor Environmental Data with the Data Issues apps 1/4
The Environment Management component allows the environmental manager to
simultaneously monitor any issues related to the environmental data using pre-configured
issue-monitoring apps. These apps group the data records from multiple compliance
scenarios and locations by the issue type - the issue type being defined by what caused it.

Figure 227: Monitor Environmental Data with the Data Issues apps 1/4

In this way, the monitors allow the environmental manager to quickly identify potential issues
with the environmentally-related data, so that he or she can take preventive or corrective
measures in time. The issue monitoring apps display issues related to data that was either
collected or calculated only in the locations of the responsibility of the environmental
manager.

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Unit 5: Data Monitoring and Emissions Forecasting

Monitor Environmental Data with the Data Issues apps 2/4

By default, the app loads and displays environmental data for the location (and its
subordinate locations) based on the assignment of the current user as an environmental
manager for that location.

Figure 228: Monitor Environmental Data with the Data Issues apps 2/4

The app supports the environmental manager so that they can monitor the following:
● Limit Exceedances: The environmentally-related data was checked against the values of an
environmental limit (threshold) and the data exceeds either the upper or the lower limit
value.
● Warnings: The environmental data was checked against the values of an environmental
limit and the data has surpassed the warning value but not the limit value.
● Missing Data: Indicates that the environmentally-related data has not yet been collected or
calculated.
● Data Not Available: The environmental data does not contain any specific value, but only a
comment.

Monitor Environmental Data with the Data Issues apps 3/4

A more analytical view of the data details can be displayed when the environmental manager
selects a given data record.

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 Lesson: Getting familiar with Environmental Data Monitoring tools

Figure 229: Monitor Environmental Data with the Data Issues apps 3/4

When specific data issues are being monitored, the app displays additional information, such
as location and value details, violated environmental limits, and a link for monitoring the other
data records that are part of the same activity.

Monitor Environmental Data with the Data Issues apps 4/4

Figure 230: Monitor Environmental Data with the Data Issues apps 4/4

In the results list, the environmental manager can select a record, and then, carry out one of
the following activities:
● Approve – The collected or calculated value can be accepted, and a short description in the
Comment field, to explain the decision can be entered. If an empty data record is being
approved regardless of whether it was not yet collected or it was not collected on purpose,
the record is considered unavailable and causes a data issue of the type, Data Not
Available.
● Replace – A replacement of an incorrect or missing value can be done, and a short
description in the Comment field, is required to explain the decision.
● Invalidate - If the value of a data record is incorrect, and if it will not be used further, the
record can be invalidated.

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Unit 5: Data Monitoring and Emissions Forecasting

● Create Deviation Incident - A deviation incident for a selected data record (collected or
calculated data) can be created and investigation for the reason for it can be performed as
part of the incident management process.

Emissions Forecasting
Forecast with Monitor Data app
A Forecast button is enabled on all tabs in the Monitor Data - Environment Management app.
By default, the button is inactive.

Figure 231: Forecast with Monitor Data app

The environmental manager needs to select the respective data for the activity from the list. It
is only then that the button becomes active and forecasting can be performed.

Forecast from Recent Tab

The following figure provides you with a detailed view of the option that enables you to
execute the forecast from the Recent tab.

Figure 232: Forecast from Recent Tab

Forecast from Display by Location Tab

In the following figure you can see a detailed illustration of the option that you use to execute
the forecast from the Display by Location tab.

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 Lesson: Getting familiar with Environmental Data Monitoring tools

Figure 233: Forecast from Display by Location Tab

Forecast from Search Tab

The following figure provides you with a detailed view of the option that enables you to
execute the forecast from the Search tab.

Figure 234: Forecast from Search Tab

Emission Forecast

Figure 235: Emission Forecast

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Unit 5: Data Monitoring and Emissions Forecasting

Forecast Concept
The environmental manager can forecast emission data based on historical emission data
with the help of predictive learning algorithms and statistical methods. Additionally, a
comparison of the forecasted emission data against the environmental limits can be
performed. By getting early indications of future deviations or noncompliance, the
environmental manager can plan proactively to avoid potentially unwanted events.
Emissions are forecasted based on historical emissions data with the help of predictive
learning algorithms and statistical methods. The forecasted emissions can be compared to
the environmental limits. This is a very powerful way of getting an early indication of future
deviations or noncompliance.
Forecasting Methods
The emissions forecasting functionality is enabled to use predictive and custom-developed
algorithms. The standard delivery of the app comes with two forecast methods:
● Double Exponential Smoothing method

The Double Exponential Smoothing model is suitable to model time series with the trend but
without seasonality. In the model, there are two kinds of smoothed quantities: smoothed
signal and smoothed trend.
It is part of the SAP HANA Predictive Analysis Library (PAL). SAP PAL defines functions that
can be called from within SQLScript procedures to perform analytical algorithms.
SAP PAL includes classic and universal predictive analysis algorithms in ten data-mining
categories, time series algorithms being the ones applicable for emissions forecasting.

● Latest Delta Extrapolation method

The Latest Delta Extrapolation method is a statistical method that takes the difference of the
last two values and extrapolates it linearly for the forecast period.

Environmental Data Explorer

Monitor Environmental Data with the Environmental Data Explorer App 1/4
The various monitoring apps in the Environment Management component enable you to
monitor the environmentally-relevant data that is available in the system. Depending on the
monitoring use case that you have, you can use the app that is most useful for the case.

Figure 236: Monitor Environmental Data with the Environmental Data Explorer App 1/4

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 Lesson: Getting familiar with Environmental Data Monitoring tools

The Environmental Data Explorer app provides the possibility to monitor and browse all
transactional data in the system. The app enables the environmental manager to view the
data (collected, calculated, sampled, or aggregated) associated with its location in the
hierarchy.
After a location at which the monitoring of the data should occur is selected, the app enables
the environmental manager to additionally filter out data based on various criteria, such as
issue type, data status, calendar date, data type, data title, location, and preliminary results.
Besides the monitoring aspect of the Environmental Data Explorer app, the app enables the
environmental manager to analyze, slice and dice the data, and then, export it in spreadsheet
for further use.

Monitor Environmental Data with the Environmental Data Explorer App 2/4
As a starting point, the relevant location has to be selected. By default, the app displays the
My Location of the environmental manager.

Figure 237: Monitor Environmental Data with the Environmental Data Explorer App 2/4

If required, the monitoring and the analysis can be performed for another location. The Show
All Locations option displays the whole location structure.

Monitor Environmental Data with the Environmental Data Explorer App 3/4
With the help of the available filters, the result can be further refined.

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Unit 5: Data Monitoring and Emissions Forecasting

Figure 238: Monitor Environmental Data with the Environmental Data Explorer App 3/4

Monitor Environmental Data with the Environmental Data Explorer App 4/4
The result of the data refinement is displayed in the Items table.

Figure 239: Monitor Environmental Data with the Environmental Data Explorer App 4/4

To produce internal or external reports that are necessary to fulfill legal, regulatory, or
internal reporting requirements, the environmental manager has to export the
environmentally-related data for later use as the basis of these reports.
Furthermore, the app enables you to export the environmental data to a file on the file system
either to a plain spreadsheet, or to a predefined file-based report. For more information, see
unit 8.

Environmental Data Monitor

Monitor Data app in Compliance Scenario
Using the Manage Compliance Scenario app, the environmental manager can monitor
collected, sampled, calculated, or aggregated data.

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 Lesson: Getting familiar with Environmental Data Monitoring tools

Figure 240: Monitor Data app in Compliance Scenario

In this case, the Monitor Data - Environmental Management app is opened to support the
monitoring of the environmental data.

Monitor Environmental Data with Monitor Data app 1/4

The Monitor Data - Environmental Management app provides another possibility for
monitoring data.

Figure 241: Monitor Environmental Data with Monitor Data app 1/4

The app enables the environmental manager to perform the following functions:
● Review environmental data records for a specific data collection, calculation, aggregation,
or sampling activity
● Overview the data graphically
● Filter data records by different criteria
● Process data by approving, replacing, or invalidating data records
● Process data exceedances of environmental limits through deviation incidents

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Unit 5: Data Monitoring and Emissions Forecasting

● Import environmental data using spreadsheet files from the file system
● Export data records to file-based reports

Monitor Environmental Data with Monitor Data app 2/4

The environment manager has two option how to review environmental data records. The first
is to search for the desired record in the Recent tab.

Figure 242: Monitor Environmental Data with Monitor Data app 2/4

Monitor Environmental Data with Monitor Data app 3/4

The second option is to select the record from the location structure.

Figure 243: Monitor Environmental Data with Monitor Data app 3/4

Monitor Environmental Data with Monitor Data app 4/4

Here the environmental manager has the possibility to take a close look at the records. The
records can be visualized as a graph or as a list. In the first step, a time period needs to be
defined.

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 Lesson: Getting familiar with Environmental Data Monitoring tools

Figure 244: Monitor Environmental Data with Monitor Data app 4/4

Moreover, there is a possibility to use further search criteria to get the best possible view on
the records.
The red dotted line indicates the Upper Limit, which is assigned to the environmental record.
As soon as the line is crossed the environmental manager can create a deviation.
The yellow dotted line indicates the Upper Limit warning. As soon as the record crosses the
environmental manager will get a notification from the system.

LESSON SUMMARY
You should now be able to:
● Monitor data issues
● Examine emissions forecast
● Check environmental data with the Environmental Data Explorer
● Check environmental data with the Environmental Data Monitor
● Monitor environmental data for Power Plant Boston

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Unit 5: Data Monitoring and Emissions Forecasting

158 © Copyright. All rights reserved.

 UNIT 6 Task Creation and Management

Lesson 1
Getting familiar with the Task Management process 161

UNIT OBJECTIVES

● Create and manage tasks from compliance requirement

● Create and manage tasks from compliance scenario
● Create a task from a compliance requirement
● Monitor tasks

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Unit 6: Task Creation and Management

160 © Copyright. All rights reserved.

 Unit 6
Lesson 1
Getting familiar with the Task Management
process

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Create and manage tasks from compliance requirement
● Create and manage tasks from compliance scenario
● Create a task from a compliance requirement
● Monitor tasks

Tasks from Compliance Requirement

Creating Compliance Requirement Tasks
Environmental managers use tasks to organize and plan all actions with scenario or any
aspect of the compliance scenario, such as applicable locations (pieces of equipment),
assigned compliance requirements, or any checks related to the scenario activities.
To start task processing, environmental managers first create objects known as task
definitions. These objects encapsulate the information needed for the execution of the task,
such as priority, scheduling and recurrence, responsibilities, and additional pieces of
information, for example, attachments or links.

Figure 245: Creating Compliance Requirement Tasks

Task Definition Lifecycle

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Unit 6: Task Creation and Management

Similar to other objects in Environment, Health, and Safety, the task definitions that you
create have a specific lifecycle that is controlled by their status at a given moment. The
following statuses are valid for the task:
New
● This is the initial status of a task definition. It is set when the task is created and saved.
Note that you can only delete task definition with the status New.

In Process
● When you schedule and save the task, the system creates an instance of the task for
processing and sets the status of the task definition to In Process.

Closed
● When all of the task process instances are closed, the task status is also set to Closed and
the task is considered carried out and complete.

Task Types

Figure 246: Task Types

The task can be created with one of the following options:

● Task
● Task with Approval

Task Management Process

The following diagram illustrates the task management workflow.

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 Lesson: Getting familiar with the Task Management process

Figure 247: Task Management Process

Create New Task

Figure 248: Create New Task

In the details section, you need to fill in the following fields:

● Title
● Assignee

An assignee is the party that actually carries out the task. The assignee receives a work item
of the task in his or her inbox. He or she can accept, reject, or forward the task to another
assignee.
● Owner

An owner is the party that is responsible for monitoring the execution of a task. The owner is
notified of a task, only if the assignee discards the task, or, if it is a task with approval, if the
approver does not approve the task.

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Unit 6: Task Creation and Management

● Approver (if a task with approval was selected)

An approver is the person who checks if the task was carried out correctly by the assignee.
When a task is implemented, the approver automatically receives an approval work item in his
or her inbox.
● Start Date and Due Date
● Priority

In the Attachments section, attach any relevant document or link, for example, if you want to
add background information as a reference to the created task. Note that the attached
document exists only in the task definition and it is not visible in the task instance (or the
implementer work item) once the task process is started.
In addition, there is a possibility to design the task as recurrent.

Processing Compliance Scenario Tasks

After you create a task definition in the compliance scenario, the system creates a task
instance. On the task instance start date, the system starts a workflow that controls the
execution of the different task process steps.

Figure 249: Processing Compliance Scenario Tasks

As part of the standard workflow of the environmentally-related task, the specified owner,
assignee, or approver, receives a work item (a reference to a task instance) in their inbox.
Then, they process the work item as appropriate and after all work items are processed and
done, the task instance is set to Completed.
Task Lifecycle
The task status provides information about the current state of a task instance. The following
task statuses are available:
Scheduled
● Specifies a task instance that is planned but its workflow is not generated, and the task
instance is not yet in the user's inbox.

Due
● Specifies a task instance that has reached its start date and is visible in the user's inbox.

Overdue

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 Lesson: Getting familiar with the Task Management process

● Specifies a task instance that has not been performed by its due date.

Completed
● Specifies a task instance that has been confirmed as finished.

Canceled
● Specifies a task instance that is no longer needed, and has been made inactive.

Error
● Specifies a technical error in the task instance definition or the workflow.

Implementing Tasks
There are numerous options related to implementing tasks.

Figure 250: Implementing Tasks

The responsible person can complete or reject the task by selecting the corresponding
button.
Completed
● When the corresponding approver approves the task, the workflow finishes and the task
instance is closed.

Reject
● When the corresponding approver does not approve the implementation of a task, the
workflow goes on and it invokes the step of the process where the due date or the
implementer can be changed. In this case, the task is sent to the inbox of the person
responsible and he or she can reassign it to another processor or change its due date.

In case the task is rejected, the task owner has to handle the rejection.

Open Task
You can handle an open task in a number of ways.

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Unit 6: Task Creation and Management

Figure 251: Open Task

Handle the rejection of the task implementation by selecting the corresponding radio button.
Re-send
● When you resend a task, the workflow goes to the previous process step. This means that
the task is sent back to the inbox of the assignee of the task instance for further processing
and execution.

Cancel
● When you cancel the implementation of a task, the workflow is removed from the inbox.

Change Assignee and Change Due Date

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.

Figure 252: Change Assignee and Change Due Date

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

● Cancel Task

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 Lesson: Getting familiar with the Task Management process

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.
● Create Deviation

This option allows the responsible person to create deviation. If the deviation is created from
the Task Instance app, the task process will be displayed as triggering task in the Deviation
tab.
● 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 can choose Change Due Date. With the
support of a value help type calendar view, the new date can be selected. The Due Date can
not be in the past. Changing the due date is an operation on a task process level.

Active Operations in Task Instance App

On display of the task instance details, the current steps of the task workflow are also
displayed.

Figure 253: Active Operations in Task Instance App

In addition to the already available options, such as the following:

● Assign Step to Me and
● Forward

Resend and Cancel are also available on selection of the current step of the task.

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Unit 6: Task Creation and Management

Approving Tasks

Figure 254: Approving Tasks

The environmental manager can approve or reject implementation of the task by selecting the
corresponding button.
Approved
● When the implemented task is approved, the workflow goes to the next process step. This
means that either the task is sent to the inbox of the approver (if an approver is specified in
the task definition), or the task instance is closed (in case an approval step is not planned).

Rejected
● When the environmental manager rejects the implementation of a task, the workflow goes
on to the Handle Rejection process step. This means that the task is sent to the inbox of
the person responsible and they can reassign it to another processor or change its due
date.

Tasks Approved
When the implementation of the task is completed and approved, the status of the task is
updated in the compliance requirement.

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 Lesson: Getting familiar with the Task Management process

Figure 255: Task Approved

Monitoring and Processing Compliance Requirement Tasks through the Monitor Tasks
app
The various monitoring applications in the environment management component enable you
to monitor the environmentally-relevant data that is available in the system. Depending on the
monitoring use case that you wish to accomplish, you can use the application that is most
useful for the case.

Figure 256: Monitoring and Processing Compliance Requirement Tasks through the Monitor Tasks app

The Monitor Tasks app enables you to find and monitor environmentally-relevant tasks that
are created in the compliance requirements. Using the app, you can filter out tasks based on
various criteria, such as start, due, or completion dates, priority, origin type, current
processor or owner, and location. In addition, in the app you can navigate to the task instance
from the monitor where you can view detailed information.
Depending on the use case that you wish to accomplish, you can process a task from the
result list in any of the following ways:
● Perform task-related activities (process a task)

You can navigate to the task instance from the list of tasks, to view its details. On the Task
Instance screen you can either cancel a task, or open a task definition for editing.
Furthermore, you can provide comments to the task, view related objects, and add
attachments relevant for the task.

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Unit 6: Task Creation and Management

● Open the task definition for editing

When you open the task definition for editing, you can change its title, description, assignee,
owner, priority, and recurrence, add attachments, or delete the task.
● Receiving e-mail notifications for tasks

On saving a changed or newly created task definition, the system sends push notifications to
the assignee of the task.

Tasks from Compliance Scenario

Task Management Process
The following diagram illustrates the task management workflow.

Figure 257: Task Management Process

Create Tasks from Compliance Scenario - Context

Figure 258: Create Tasks from Compliance Scenario - Context

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 Lesson: Getting familiar with the Task Management process

Environmental managers use tasks to organize and plan all actions associated to the overall
compliance scenario or any aspect of the compliance scenario, such as, applicable locations
(pieces of equipment), assigned compliance requirements, or any checks related to the
scenario activities. To start a task processing, environmental managers first create objects
known as task definitions. These objects encapsulate the information needed for the
execution of the task, such as priority, scheduling and recurrence, responsibilities, and
additional pieces of information, for example, attachments or links.
Task Definition Lifecycle
● New

This is the initial status of a task definition. It is set when the task is created and saved. Note
that you can only delete task definition with the status, New.
● In Process

When you schedule and save the task, the system creates an instance of the task for
processing and sets the status of the task definition to In Process.
● Closed

When all of the task process instances are closed, the task status is also set to Closed and the
task is considered carried out and complete.

Create Tasks from Compliance Scenario

The environmental manager can define and schedule tasks from the compliance scenario by
going to the tasks section of the compliance scenario and then selecting Manage Tasks to
access required application screen.

Figure 259: Create Tasks from Compliance Scenario

Create Tasks from Compliance Scenario

The following figure provides you with an example of creating a task from a compliance
scenario.

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Unit 6: Task Creation and Management

Figure 260: Create Tasks from Compliance Scenario

Task Types
The following figure provides you with an example of choosing a task type.

Figure 261: Task Types

The task can be created with one of the following options:

● Maintenance Notification
● Task
● Task with Approval

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 Lesson: Getting familiar with the Task Management process

Create New Task

Figure 262: Create New Task

In the details section, you need to complete the following fields:

● Title
● Assignee

An assignee is the party that actually carries out the task. The assignee receives a work item
of the task in his or her inbox. He or she can accept, reject, or forward the task to another
assignee.
● Owner

An owner is the party that is responsible for monitoring the execution of a task. The owner is
notified of a task, only if the assignee discards the task, or, if it is a task with approval, if the
approver does not approve the task.
● Approver (if a task with approval was selected)

An approver is the person who checks if the task was carried out correctly by the assignee.
When a task is implemented, the approver automatically receives an approval work item in his
or her inbox.
● Start Date and Due Date
● Priority

In the Attachments section, attach any relevant document or link, for example, if you want to
add background information as a reference to the created task. Note that the attached
document exists only in the task definition and it is not visible in the task instance (or the
implementer work item) once the task process is started.

Task from Compliance Scenario Scheduled

When the task defintion is created, the task workflow will be scheduled.

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Unit 6: Task Creation and Management

Figure 263: Task from Compliance Scenario Scheduled

The task processing and monitoring process is the same as in the previous chapter.

Display of Current Tasks

All relevant tasks for the compliance scenario will be displayed under the Tasks activity part of
the screen.

Figure 264: Display of Current Tasks

LESSON SUMMARY
You should now be able to:
● Create and manage tasks from compliance requirement
● Create and manage tasks from compliance scenario
● Create a task from a compliance requirement
● Monitor tasks

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 UNIT 7 Process Deviations

Lesson 1
Understanding how to Manage Deviations 177

UNIT OBJECTIVES

● Create deviations
● Carry out investigations
● Take corrective measures
● Report deviations
● Creating a deviation for Power Plant Boston

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Unit 7: Process Deviations

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 Unit 7
Lesson 1
Understanding how to Manage Deviations

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Create deviations
● Carry out investigations
● Take corrective measures
● Report deviations
● Creating a deviation for Power Plant Boston

Deviations
Incident Deviation Process
Deviations in the emissions management process are used to handle cases of violation of
environmental requirements.

Figure 265: Incident Deviation Process

A deviation record is an event of violation of specific environmental requirements, which

in Environment, Health and Safety is designated as an incident.
For this reason, the Deviation object is technically an incident object with a specific group -
deviation. The Deviation object requires the configured Incident Management component to
work.

Create Deviation from Monitor Data

There are 3 ways to create a deviation.

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Unit 7: Process Deviations

Figure 266: Create Deviation from Monitor Data

The 3 ways to create a deviation are as follows:

● Using the Monitor Data app
● Using the Manage Deviation Incident app
● Using the Display Task Instance app

Let us start with creating a deviation from the Monitor Data app.
The environmental manager can monitor the environmental data and check it against the
assigned environmental limit. If any exceedances have been noticed, an incident of the
deviation type can be created from the Monitor Data - Environment Management app by
selecting the records directly from the graphic or from the table view and using the Create
Deviation Incident button.

Create Incident Deviation

Figure 267: Create Incident Deviation

The environmental manager specifies the details in the following fields:

● Title - Represents the short description of the incident.
● Start Date - Indicates the date on which the deviation was noticed. It is automatically pre-
filled with the date of the earliest environmental data record.
● End Date - Indicates the date to which the deviation is identifiable.
● Description of Events - Allows to add further details about the deviation event. This helps
the incident manager to have a more complete overview of the situation.

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 Lesson: Understanding how to Manage Deviations

Manage Incident Deviation app

Using the Manage Deviation Incidents app, the environmental manager can browse to find the
created deviation incidents and further edit their details.

Figure 268: Manage Incident Deviation app

If required, a deviation can be created from the Create Deviation Incident option.

Edit Incident Deviation

The environmental manager can review and complete a deviation.

Figure 269: Edit Incident Deviation

During the review and completion process, the information that is entered is already available
for the deviation and can be validated or changed, if necessary.

Tab Basic Information

The environmental manager is first navigated to the Basic Information tab.

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Unit 7: Process Deviations

Figure 270: Tab Basic Information

The access to the entire deviation record can be restricted using the Restricted Access radio
button. If restricted access is chosen, the deviation record is only displayed to users who are
allowed to access confidential information. The access to confidential information is
controlled by the access level settings of the EHS Incident authorization object.

Tab Deviation
Under the Deviation tab, the environmental manager can specify compliance requirements
that relate to the entire deviation.

Figure 271: Tab Deviation

If the deviation has been created from the compliance requirement, the following occurs:
● The relevant compliance requirement is pre-filled based on the data and the environmental
limit.
● The Deviation Data subtab shows the relevant environmental data, which is a subject for
the created deviation.

The source of the deviation or the tasks that triggered the deviation can be added.

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 Lesson: Understanding how to Manage Deviations

Tab Deviation - Triggering Tasks

The Triggering Tasks tab remains empty as the deviation incident has not been created from
the Display Task Instance app.

Figure 272: Tab Deviation - Triggering Tasks

If a task has been identified as the root cause for the deviation, the Triggering Tasks subtab
will display it. New tasks can be added using the Add option.

Manage Incident Deviation app

The environmental manager can use also the Manage Deviation Incidents app to create and
manage deviations.

Figure 273: Manage Incident Deviation app

Create Deviation
The created deviation incident can be further edited using the Manage Deviation Incidents
app.

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Unit 7: Process Deviations

Figure 274: Create Deviation

Monitor Tasks app

The environmental manager can create a deviation as a follow-up activity directly from
the Display Task Instance app.

Figure 275: Monitor Tasks app

The created deviation automatically shows the respective task set as a triggering task, and
the relevant task information is automatically populated.

Create Deviation from the Task Instances app

As the owner of the task, the environmental manager can create a deviation while handing the
rejection.

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 Lesson: Understanding how to Manage Deviations

Figure 276: Create Deviation from Task Instance app

To create the deviation, the environmental manager maintains certain fields. By default, the
start date, time zone, and follow up issue category are mandatory fields.

Create Deviation from Task Instance app

To view the created deviation, the environmental manager navigates to the Manage Deviation
Incidents app.

Figure 277: Create Deviation from Task Instance app

Linkage between Deviation and Triggering Task

To view the linked task, the environmental manager navigates to the Manage Deviation
Incidents app. The triggered task is displayed in the Deviation tab.

Figure 278: Linkage between Deviation and Triggering Task

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Unit 7: Process Deviations

Investigations
Investigation Process
You do an investigation to determine the causes that led to an deviation incident. Depending
on legal or organization-specific requirements, an investigation can include different
investigation steps, for example, a root cause analysis or lessons learned.

Figure 279: Investigation Process

Starting the Investigation Process

To start the investigation you need to set the status to In Process. This is the initial trigger.

Figure 280: Starting the Investigation Process

Adding Steps to the Investigation

In the next step you need to add steps to the investigation flow. There are some preconfigured
steps that are delivered with the solution. For each step the responsible environmental
manager needs to assign a responsible person.

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 Lesson: Understanding how to Manage Deviations

Figure 281: Adding Steps to the Investigation

Example Investigation Step

The objective of the root cause analysis is to identify the root causes for an deviation incident.
You can assign one or multiple corrective or preventive actions for every root cause you have
identified.

Figure 282: Example Investigation Step

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Unit 7: Process Deviations

Corrective Measures
Take Corrective and Preventive Measures

Figure 283: Take Corrective and Preventive Measures

The Tasks tab of a deviation allows the environmental manager to define and process
corrective and preventive measures, such as the following:
● Tasks
● Tasks with Approval
● Maintenance Notifications

The Tasks are handled like the Task that were presented in the previous unit.

Deviations Reporting
Deviation Reporting
As an environmental manager, you can use this procedure to review and complete deviation
records that have been created for inconsistent environmentally-related data.

Figure 284: Deviation Reporting

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 Lesson: Understanding how to Manage Deviations

If you go to the Search Deviation Incidents tab. You can already see that the Incident Group
Deviation is predefined.

Filter Options
The environmental manager can adjust the filters by selecting Adapt Filters. In the following
figure, you can see the possible filter options. By selecting the checkboxes, you can add the
filters to the filter bar.

Figure 285: Filter Options

Adjusting the Columns and Sorting

In the settings you can modify the columns that are displayed, how many rows are visible and
also you can change the sorting option for the columns.

Figure 286: Adjusting the Columns and Sorting

Exporting using Profile

The environmental manager has the option to export the collected deviation incident data
using profile. For that, you need to select the relevant deviation incidents and than choose
Extract Incident Data.

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Unit 7: Process Deviations

Figure 287: Exporting using Profile

Note:
Exports using profile will be treated in the next unit.

LESSON SUMMARY
You should now be able to:
● Create deviations
● Carry out investigations
● Take corrective measures
● Report deviations
● Creating a deviation for Power Plant Boston

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 UNIT 8 File-based Reporting

Lesson 1
Understanding how to Export Environmental Data 191

UNIT OBJECTIVES

● Export to Spreadsheet
● Export data using profile
● Export environmental data for Power Plant Boston
● Export data using profile

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Unit 8: File-based Reporting

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 Unit 8
Lesson 1
Understanding how to Export Environmental
Data

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Export to Spreadsheet
● Export data using profile
● Export environmental data for Power Plant Boston
● Export data using profile

Export to Spreadsheet
Export Data with Monitor Data app
To produce internal or external reports that are necessary to fulfill legal, regulatory, or
internal reporting requirements, at first, you have to export the environmentally-related data
that you use later on as the basis of these reports. In environment management, you can
prepare and export data for the purpose of reviewing, storing, or reporting environmentally-
relevant information for your company.

Figure 288: Export Data with Monitor Data app

Export Data with Monitor Data app

The system is delivered with predefined export profiles for collected, calculated, and sampled
data. Furthermore, there is an export profile for collected data (ready for import) that enables
you to use the same file (when they are filled out with values) to import environmental data
into the system directly.

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Unit 8: File-based Reporting

Figure 289: Export Data with Monitor Data app

Export Data with Environmental Data Explorer 1/2

The environmental management can prepare and export data for the purpose of reviewing,
storing, or reporting environmentally-relevant information for the company. The app provides
export of the environmental data to a file on the file system either to a plain spreadsheet, or to
a predefined file-based report.

Figure 290: Export Data with Environmental Data Explorer 1/2

To generate and export the recorded, calculated, or aggregated data, the following types of
files are supported in Environment Management:
● To Spreadsheet

You can generate a spreadsheet of the data that is displayed by the corresponding monitoring
applications. The spreadsheet contains environmental data of more than one data type, for
example, a log of all data records of collected, calculated, sampled, or aggregated data that
were recorded in the environment management system over the year.
● To File-Based Report

You can export environmental data of specific data type to a predefined file formats that are
available as templates in the system. The predefined templates can control the structure of
the exported data, the needed attributes, and layout. Later on, you can use these file-based
reports as a basis for your reporting to authorities, for example, to the Environmental
Protection Agency (EPA) in the United States.

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 Lesson: Understanding how to Export Environmental Data

Export Data with Environmental Data Explorer 2/2

The environmental manager can generate a spreadsheet of the data that is displayed by the
corresponding monitoring app. The spreadsheet contains environmental data of more than
one data type, for example, a log of all data records of collected, calculated, sampled, or
aggregated data that were recorded in the environment management system over the year.

Figure 291: Export Data with Environmental Data Explorer 2/2

Export Data using Profile

Export Data with Environmental Data Explorer
The environmental manager can export the environmental data of a specific data type to
predefined file formats that are available as templates in the system. The predefined
templates can control the structure of the exported data, the needed attributes, and layout.

Figure 292: Export Data with Environmental Data Explorer

Later on, these file-based reports can be used as the basis for reporting to authorities, for
example, to the Environmental Protection Agency (EPA) in the United States.

Export Calculated Data

The example in the following figure shows the export profile for calculated data. Based on the
data type, the system provides the respective file-based template. The exception here is the
aggregated data. For this data type, there is no predefined export profile.

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Unit 8: File-based Reporting

Figure 293: Export Calculated Data

LESSON SUMMARY
You should now be able to:
● Export to Spreadsheet
● Export data using profile
● Export environmental data for Power Plant Boston
● Export data using profile

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 UNIT 9 Example Content

Lesson 1
Understanding of the standard delivered example content 197

UNIT OBJECTIVES

● Get an overview of example content

● Create customer-specific content
● Integrating with external content providers
● Copy function of compliance requirement

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Unit 9: Example Content

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 Unit 9
Lesson 1
Understanding of the standard delivered
example content

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Get an overview of example content
● Create customer-specific content
● Integrating with external content providers
● Copy function of compliance requirement

Overview of Example Content

Regulatory Content for Environment Management
In the Environment Management application component for Environment, Health, and
Safety (EHS), SAP delivers example content comprising environmental regulations and
detailed compliance requirements. In the illustration above, you can see the content and its
validity area.

Figure 294: Regulatory Content for Environment Management

For more information, please refer to the official SAP Note 2404012 - Content for EHS as part
of SAP S/4HANA and SAP S/4HANA Cloud.

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Unit 9: Example Content

Example - Standard Content

The content illustrated in the following figure is delivered with the system, but SAP takes no
responsibility to unsure the compliance of our customers. This content needs to be double
checked to see if it meets the regulatory requirements of your country.

Figure 295: Example - Standard Content

Regulatory Content for Environment Management

The content delivery is in the form of values delivered into existing data structures like
regulatory list values from Regulatory Lists and Emissions Factors. The content topics and
types, which are delivered with the standard solution, are displayed in the following table.

Figure 296: Regulatory Content for Environment Management

Content for Air Emissions and GHG Management Industries cover the following industries:
● Oil and Gas
● Utilities
● Chemicals
● Mining

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 Lesson: Understanding of the standard delivered example content

Copy Function of Compliance Requirement

Copy Regulatory Content
SAP Environment Management already provides example content of compliance
requirements. It is ready to be used to support the business operations and it can be copied
and enhanced as required to speed up the creation.

Figure 297: Copy Regulatory Content

Note:
The content that was provided by SAP cannot be modified. In this case, copying
the content is necessary, if the environmental manager decides to modify the
example content.

Integration with External Content Providers

Importing Compliance Requirements from Content Provider
Environment Management allows the integration with regulatory content providers, and thus,
enables you to import compliance requirements remotely. Using the corresponding app, you
can retrieve available regulations from the content provider and import these regulations as
compliance requirements into the Environment Management system.

Figure 298: Importing Compliance Requirements from Content Provider

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Unit 9: Example Content

When you retrieve the regulations, the application loads them and determines whether these
regulations are new to the system, or were already imported as compliance requirements.
Then, depending on the presence of these regulations in the Environment Management
system, you can either create new compliance requirements or modify the existing
requirements with the latest updates. After the relevant activity is determined, the application
stores the latest compliance requirements in the system.

Configuring Communication with Content Provider

The process of importing regulations from external regulatory content provider systems into
compliance requirements in the Environment Management system comprises two main
stages. The first stage features the connection between both the provider and consumer
systems. This connection relies on both: the configuration of a secure communication
channel, and the creation of a service-consumer pair through which the systems exchange
information and data. The second stage features the actual fetch of regulations and the
import (or creation) of compliance requirements.

Figure 299: Configuring Communication with Content Provider

The diagram in the figure above outlines the integration and import of compliance
requirements at the system of compliance from the regulatory content provider system.
Establish Secure Communication
● Import Certificates

The content provider system issues its certificate and provides trusted communication via
this certificate. Therefore, to establish trusted relations and machine-to-machine
communication, this certificate must be imported and configured on the system of
compliance. As a result, the entire further communication is encrypted and signed by this
certificate.
● Web Services

Normally, the regulatory content provider system exposes its content using Web services.
This enables the content for consumption by a wide range of remote systems, such as the
Environment Management system. To provide access to these services, the content provider
publishes their corresponding WSDL documents and allows remote and secure access to
these documents for the consumer systems. When secure communication between the
systems is established, the WSDL document can be pulled on the system of compliance and a
Web service consumer can be created out of it.
● Web Service Consumer

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 Lesson: Understanding of the standard delivered example content

To consume a given Web service that is exposed by a remote system, such as the regulatory
content provider, a corresponding Web service consumer has to be created and configured
for it on the client system. A Web service consumer comprises the following entities:
● Consumer proxy

The first step of the creation of a Web service consumer is the generation of a Web service
proxy, and then, the creation of a client application. The client application uses the proxy to
call and consume the Web service.
● Logical port

To access and consume a particular Web service definition, the consumer proxy must be
configured with a corresponding logical port. The logical port contains a reference to the Web
service and has the runtime configuration settings, such as a user name and password, with
which it can access and consume the service endpoint. You can think of a logical port as the
destination to which the Web service consumer with particular runtime settings sends a call
to access a particular service endpoint. For the same consumer proxy, you can create more
than one logical port, each having different runtime settings and pointing to the Web service.
In this way, you can configure the same consumer proxy to call the Web service definition
using different authorization or communication settings.
Import Regulations (Compliance Requirements)
When the communication channel between the content provider and the Environment
Management system is established, you can request information about the regulations that
are available for import from the provider. When you retrieve the information, the provider
system performs internal checks on whether the existing regulations were already initialized
and sent to the consumer. If they are loaded for the first time, the regulations are marked as
initialized. On a subsequent retrieve, the provider does not send them a new one, the provider
sends the changed (updated) information. The provider system prepares an XML file with the
required information about new or updated regulations and sends it to the client system.
● EHS Customizing Conversions

When information is received in the client system, business logic is invoked that parses the
XML file and performs some conversions (specified in EHS Customizing) to harmonize the
received content with the content that can be handled by environment management. When all
information is synchronized, the available regulations are displayed in the client application.
As a next step, you can select which regulations you want to import as compliance
requirements.
● Create Compliance Requirements

The import of regulations from the external content provider system is a process of automatic
creation of compliance requirements that are based on the regulatory information prepared
and sent by the provider system. To import compliance requirements from the content
provider, the corresponding regulations must be selected and the functionality for the
creation of requirements must be invoked. The application pre-fills the required information
from the regulation entry and allows the users to enter their alternative information for the
newly created (imported) compliance requirements.

LESSON SUMMARY
You should now be able to:
● Get an overview of example content

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Unit 9: Example Content

● Create customer-specific content

● Integrating with external content providers
● Copy function of compliance requirement

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 UNIT 10 Roles and Authorizations

Lesson 1
Learning standard roles and authorisation objects 205

UNIT OBJECTIVES

● Get familiar standard front-end and back-end system roles

● Get familiar with standard authorization objects
● Understand the specifics of system user setup

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Unit 10: Roles and Authorizations

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 Unit 10
Lesson 1
Learning standard roles and authorisation
objects

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Get familiar standard front-end and back-end system roles
● Get familiar with standard authorization objects
● Understand the specifics of system user setup

Frontend and Backend Standard System Roles

Backend Roles
Important: All roles are provided without any authorizations assigned to them. You must
assign authorizations using the authorization objects in the backend system.

Figure 300: Backend Roles

The environmental manager role is assigned to employees who are responsible for ensuring
the organization is compliant with environmental regulations and standards. The
environmental manager is responsible for assessing environmental aspects and impacts,
implementing risk treatment programs for environmental risks, monitoring environmental
performance, conducting control inspections, and investigating any incident that involves
releases into the environment.
To ensure compliance with environmental regulations and standards, the environmental
manager communicates with employees and performs training courses with regard to
potential environmental impacts. This person takes part in the chemical approval process to
ensure that a new chemical that is introduced in the company is checked from an
environmental point of view.
The production operator role is assigned to employees in production departments who
perform tasks, assigned by the environmental manager, to ensure compliance with

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Unit 10: Roles and Authorizations

environmental regulations and laws. The production operator ensures that the equipment is
maintained in good and safe working condition. He identifies and reports unsafe operations to
the environmental manager. In addition, the production operator evaluates equipment
performance and recommends improvements.

Frontend Roles
Important: All roles are provided without any authorizations assigned to them. You must
assign authorizations using the authorization objects in the backend system.

Figure 301: Frontend Roles

The environmental manager role is assigned to employees who are responsible for ensuring
the organization is compliant with environmental regulations and standards. The
environmental manager is responsible for assessing environmental aspects and impacts,
implementing risk treatment programs for environmental risks, monitoring environmental
performance, conducting control inspections, and investigating any incident that involves
releases into the environment.
To ensure compliance with environmental regulations and standards, the environmental
manager communicates with employees and performs training courses with regards to
potential environmental impacts. This person takes part in the chemical approval process to
ensure that a new chemical that is introduced in the company is checked from an
environmental point of view.
The Production Operator role is assigned to employees in production departments who
perform tasks, assigned by the environmental manager, to ensure compliance with
environmental regulations and laws. The production operator ensures that the equipment is
maintained in good and safe working conditions. He identifies and reports unsafe operations
to the environmental manager. In addition, the production operator evaluates equipment
performance and recommends improvements.

Standard Authorization Objects

Authorization Object EHENV_SCEN
You use the authorization object EHENV_SCEN to control the access to environment
management scenarios in Environment, Health, and Safety depending on the scenario
location.

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 Lesson: Learning standard roles and authorisation objects

Figure 302: Authorization Object EHENV_SCEN

The field ACTVT controls the activities of the user.

● Activity 06 (Delete), enables the configured user to delete environmental data and
compliance scenario activities (data collections, calculations, samplings, and so on).

Note that, when you want to delete activities and compliance scenarios, the system first
checks whether there is recorded environmental data in the compliance scenario activities,
and then performs the authorization check. This means that the system allows users who are
not configured with activity 06 (Delete) to delete empty compliance scenario activities and
empty compliance scenarios.
● Activity 76 (Enter) controls the access of the environmental technician to pending data
collections.

This activity must be enabled of technician. Otherwise, they cannot enter environmental data
into the system and hence process pending data collections.
● The non-mandatory
fields LOCTYPE, LOCSTATUS, LOCAUTHGRP, LOCPLANT , LOCCOST, LOCCOMP, LOCB
USAREA, LOCCOUNTRY , and LOCREGION are used to specify the compliance scenario
depending on the additional details of its location. For each role that uses
the EHENV_SCEN authorization object you can define the following in the authorization
data:
● If the user is authorized to manage compliance scenarios that are assigned to locations
with specific details only, specify the concrete values in the corresponding fields of the
authorization object.
● If the user is authorized to manage compliance scenarios that are assigned to locations
with any details, specify an asterisk (*) in the corresponding fields of the authorization
object.
● If the user is authorized to manage compliance scenarios that are assigned to
locations without any details, specify an empty string ('') in the corresponding fields of the
authorization object.

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Unit 10: Roles and Authorizations

Note that you are not allowed to specify an empty string for the non-mandatory
field LOCAUTHGRP. Therefore, if the user is authorized to manage compliance scenarios that
are assigned to locations without set LOCAUTHGRP, specify a new authorization object
separately and any entries in that field.

SAP System User Setup Specifics

Business User Concept
SAP S/4HANA Business User Management is used in SAP S/4HANA Cloud and in SAP 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.

Figure 303: Business User Concept

For the Business User in SAP 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, the 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 SAP 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

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 Lesson: Learning standard roles and authorisation objects

In environment management, it is required that the main players in the process such as
Environmental Manager and Production Operator to have a business user in the system.

Business User Setup

There are several ways to create a business user in the system.

Figure 304: Business User Setup

The following apps and reports can be used:

● Maintain Employees app
● Maintain Resources app

Maintain Employees app

We will now examine the Maintain Employees app.

Figure 305: Maintain Employees app

This app allows the administrator to perform the following tasks:

● Create employees
● Modify employee information such as personal data (Last Name, First Name, and email),
and employee data (Employee ID, Valid From, Valid To)
● Search for employee details providing the employee ID
● Mass upload employees

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Unit 10: Roles and Authorizations

For further information about the installation and configuration of the app, please refer to the
official documentation in the SAP Fiori Apps Reference Library.

Maintain Resources app

With this app, you can create and maintain resources, that is, business partners with
the Resource role, that can be used as external resources in project resource planning. You
can not only view and edit contextual information related to a resource, you can also mark it
for archiving.

Figure 306: Maintain Resources app

Important attribute is the business user, as user name you have to maintain the system user.
For further information about the installation and configuration of the app, refer to the official
documentation in the SAP Fiori Apps Reference Library.

LESSON SUMMARY
You should now be able to:
● Get familiar standard front-end and back-end system roles
● Get familiar with standard authorization objects
● Understand the specifics of system user setup

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 UNIT 11 Configuration and Extensibility

Lesson 1
Specifying different Configuration Objects 213

UNIT OBJECTIVES

● Specify general configuration objects

● Specify process configuration
● Specify master data configuration
● Specify compliance requirement configuration
● Specify file-based reporting configuration
● Configure integration scenarios
● Configure business add-ins

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Unit 11: Configuration and Extensibility

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 Unit 11
Lesson 1
Specifying different Configuration Objects

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Specify general configuration objects
● Specify process configuration
● Specify master data configuration
● Specify compliance requirement configuration
● Specify file-based reporting configuration
● Configure integration scenarios
● Configure business add-ins

Specify General Configuration Objects

Specify Allowed ABAP Function Modules in User-Defined Calculations
In this Customizing activity, you can set an existing custom function in the whitelist of allowed
functions for calculations in the context of compliance scenarios. The FUNC function can be
used in user-defined calculations with the function modules defined in the whitelist for
additional flexibility with the calculation engine. However, the full responsibility for the
definition of, and subsequent operation with, this function, all of its arguments, and their
subsequent usage lie entirely with the user (developer or consultant) who introduces and
enables the new function.

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Unit 11: Configuration and Extensibility

Figure 307: General Configuration - Specify Allowed ABAP Function Modules in User-Defined Calculations

The input parameters for the function include a custom-defined backend function, followed
by a maximum of 5 input parameters. In the standard system, this function works with
variable structures or numbers. The output is always a variable structure.
Example: The function EHFND_IF_GREATER_THAN works with four arguments - INPUT_1,
INPUT_2, INPUT_3 and INPUT_4. If the value of the first argument is greater than that of the
second, the result is the value of the third argument, else - the result is the value of the fourth
argument. Each of the four input parameters can be a hardcoded number or a variable. You
can assign labels to the variables to help your process, for example, CHECK_VALUE,
LIMIT_VALUE, RESULT_TRUE or RESULT_FALSE.

Specify Roles
In this Customizing activity, you can define the roles that can be assigned to people
responsible for data collection (Environmental Technician), or people responsible for
scheduling data collection and managing other compliance scenario activities (Environmental
Manager). The standard system is delivered with examples in the following figure.

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 Lesson: Specifying different Configuration Objects

Figure 308: General Configuration - Specify Roles

Schedule Jobs for Measurement Checks

In this Customizing activity, you can schedule a background job that executes a check for
missing, due, or overdue data collection entries in the system.

Figure 309: General Configuration - Schedule Jobs for Measurement Checks

The background job controls the execution of the report, R_EHENV_MDEF_CHECK_EXECUTE.

The report executes a check on the system and identifies all active data collection definitions
that are ready for the collection of environmental data. The report examines the data
collection definitions that consist of missing entries and, depending on the due date within the
period, the background job notifies (through email) the responsible party about the missing
data collection. In case the data entries of daily, monthly, or yearly data period are missing at
the due date, a reminder (notification) is sent to the responsible environmental technicians.

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Unit 11: Configuration and Extensibility

Note that the data entries for the data period, hourly, are collected automatically in the
system. For this reason, notifications for missing hourly data collections are not sent to
technicians. Otherwise, if any of the data entries are overdue, the notification is sent to the
environmental manager who is responsible.
To trigger the collection of daily, monthly, or yearly environmental data, we recommend that
you schedule the background job to run on at least a daily basis (for example, at midnight).
You can also schedule the job to run at shorter intervals, but as a prerequisite, prepare report
variants with the corresponding input parameters. If your business case features many
locations that span different time zones, we recommend that you schedule the background
job to run at shorter intervals (for example, every 2 hours). If you wish to trigger the automatic
collection of hourly data, schedule the report to run hourly.
This job processes amounts in chunks of 200. After a chunk is processed, the data is saved to
the database as a means of backup of the current state of the job.
To prevent the job from running too long and blocking the running of other jobs, there is a set
maximum processing time. When the set maximum processing time of 1hr is reached, the job
is stopped automatically, even if it is not complete.

Schedule Jobs for Automatic Calculations

In this Customizing activity, you can schedule a background job that automatically starts a
calculation on environmental data recorded in the system. Depending on the collection
nature, the environmental data that is recorded in the system may vary by type. Data can be
recorded in the system in the following ways:
● Manually by scheduling manual data collection activities performed by environmental
technicians
● Automatically by scheduling automatic imports of data from, files performed in the
background by machine-to-machine processes.

Figure 310: General Configuration - Schedule Jobs for Automatic Calculations

The background job controls the running of the report, R_EHENV_CDEF_AUTO_CALC_JOB.

This program carries out a check on the system and identifies all approved values that are
ready for automatic calculation. The program examines the approved data entries,

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 Lesson: Specifying different Configuration Objects

determines whether it complies with the conditions required to run, and triggers the
calculations. This program is scheduled to run at defined time intervals, or on specific events
like value changes.
The recommended setup is to configure a periodical activation of the program for manually
recorded and automatically imported data, both on the event SAP_EHFND_AMOUNT_CNG
using the system client number as a parameter. To do this, you can create a variant
containing the following settings:
● Job activation period 59 minutes
● No test mode
● No tracing
● No continuous activation
● All types of calculation operations

In addition, the program enables you to carry out automatic calculations depending on the
nature of the input data. To improve the system performance, you can schedule separate
processing of automatic calculation operations either based on manually recorded data or
automatically imported data. To do this, you need to create separate variants of the program
and specify for processing the corresponding calculation operations.

Schedule Jobs for Non-periodic Calculations

In this Customizing activity, you can schedule a background job that starts a calculation on
non-periodic environmental data recorded in the system. The following data source types are
classified as non-periodic input for calculation: sampled data of Valid Until periodicity, fixed
values, regulatory list values, chemical/physical properties, location properties.

Figure 311: General Configuration - Schedule Jobs for Non-periodic Calculations

The background job controls the running of the report,

R_EHENV_CDEF_AUTO_CALC_JOB_NP.
This program carries out a check on the system and identifies only those values which are
classified as non-periodic input. The program examines the data entries and determines

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Unit 11: Configuration and Extensibility

whether they comply with the conditions required to run. The calculation is started only for
non-periodic input data sets, that do not have a triggering event specified to start calculating.
This program is scheduled to run at defined time intervals. The system calculates data
upfront, taking into account all input recorded until the next scheduled run.

Schedule Jobs for Automatic Aggregations

In this Customizing activity, you can schedule a background job that automatically starts an
aggregation on environmental data recorded in the system. Depending on the collection
nature, the environmental data that is recorded in the system may vary by type. Data can be
recorded in the system in the following ways:
● Manually by scheduling manual data collection activities performed by environmental
technicians
● Automatically by scheduling automatic imports of data from, files performed in the
background by machine-to-machine processes.

Figure 312: General Configuration - Schedule Jobs for Automatic Aggregations

The background job controls the running of the report R_EHENV_ADEF_AUTO_CALC_JOB.

This program carries out a check on the system and identifies all approved values that are
ready for automatic aggregation. The program examines the approved data entries,
determines whether it complies with the conditions required to run, and triggers the
aggregations. This program is scheduled to run at defined time intervals, or on specific events
like value changes.
The recommended setup is to configure a periodical activation of the program for manually
recorded and automatically imported data, both on the event SAP_EHFND_AMOUNT_CNG
using the system client number as a parameter. To do this, you can create a variant
containing the following settings:
● Job activation period 59 minutes
● No test mode
● No tracing

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 Lesson: Specifying different Configuration Objects

● No continuous activation
● All types of calculation operations

In addition, the program enables you to carry out automatic aggregations depending on the
nature of the input data. To improve the system performance, you can schedule separate
processing of automatic aggregation operations either based on manually recorded data or
automatically imported data. To do this, you need to create separate variants of the program
and specify for processing the corresponding calculation operations.

Specify Number Range Intervals

Specify Number Range Intervals for Environment Management
In this Customizing activity, you can define number range intervals. A unique number
(identifier) is assigned to each record created in Environment, Health, and Safety.

Figure 313: General Configuration - Specify Number Range Intervals

Intervals must be defined for all Environment Management specific number range objects
shown on this slide. In addition, many objects from the EHS Foundation and Incident
Management are used and need to be defined to be able to create records in Environment
Management. Those are listed in the activity documentation.

Specify Process Configuration

Configure Process Definitions
In this Customizing activity, you can configure the processes used in the environment
management component of Environment, Health, and Safety.

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Unit 11: Configuration and Extensibility

Figure 314: Process Configuration - Configure Process Definitions

The standard system is delivered with examples. You can identify the process definitions for
environment management by the technical key of the purpose (ENV_*).

Assign Default Roles to WF Tasks

In this Customizing activity, you can assign default roles to workflow tasks that are used in the
environment management component in Environment, Health, and Safety. It is critical that you
execute this activity if you want to use the process foundation to support your business
processes. In the standard system, there are no agents assigned to the workflow tasks used
in environment management.

Figure 315: Process Configuration - Assign Default Roles to WF Tasks

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 Lesson: Specifying different Configuration Objects

Specify Master Data Configuration

Specify Sampling Method Types
The Type of Sampling Method groups sampling methods that have the same method for
performing samplings. A sampling method type contains specific attributes that are
important during the sampling process. These attributes are, for example, the type of
sampling equipment or sampling medium to be used, or whether blank samples have to be
taken.

Figure 316: Master Data Configuration - Specify Sampling Method Types

When you want to sample, for example, chemicals, such as formaldehyde, carbon monoxide
or diesel fuel, you need a special detector tube attached to a sampling head and a pump with
an appropriate flow rate. When you want to measure noise, for example, you only need a
dosimeter.
When you select a sampling method type in the application, only these fields are displayed on
the screen that you have specified in the Customizing activity.

Specify Role of Person Responsible

In this Customizing activity, you can specify the roles of persons responsible for special tasks
at a location. You can allow multiple persons responsible to be assigned to a role for location.

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Unit 11: Configuration and Extensibility

Figure 317: Master Data Configuration - Specify Role of Person Responsible

An environmental manager, for example, responsible for scheduling data collections. Persons
with this role can schedule the collection of measurement data from devices within the
industrial plant.

Inherit Roles of Person Responsible

In this Customizing activity, you can specify the roles of persons responsible that can be
inherited from superordinate locations and assigned automatically to the subordinate
locations that do not contain their own persons responsible.

Figure 318: Master Data Configuration - Inherit Roles of Person Responsible

That is, if a given location does not contain assigned persons responsible for specific roles,
the system allows automatic assignment of such persons responsible from the superordinate

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 Lesson: Specifying different Configuration Objects

locations of the location hierarchy. By specifying roles in this activity, you enable the
inheritance and assignment of persons responsible that occupy these roles.
The configuration of this activity has an effect on all locations across the overall location
hierarchy.
The standard system is delivered with examples. The following roles are enabled for
inheritance across the location hierarchy by default in the standard system:
● Environmental Technician
● Environmental Manager

Specify Location Types

An identified real place, virtual space, or object. 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.

Figure 319: Master Data Configuration - Specify Location Types

Examples of a location are a plant, a piece of equipment, or a work area.

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Unit 11: Configuration and Extensibility

Figure 320: Master Data ConfigurationEnable/Disable PM Integration

In this Customizing activity, you can enable or disable the integration for locations with the
Plant Maintenance (PM) component.
You can use the PM integration to import locations from PM and also to link existing locations
to PM technical objects.

Schedule Jobs for Location Sync

In this Customizing activity, you can schedule a background job to synchronize the master
data for the locations that are linked to objects in the Plant Maintenance (PM) component.

Figure 321: Master Data Configuration - Schedule Jobs for Location Sync

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 Lesson: Specifying different Configuration Objects

This ensures that the location data is up-to-date, for example, in search screens, analytical
reports, and so on. If you do not use the report, or the system has not run the scheduled
report yet, you can open a location's master data to synchronize that location's data with PM.
Schedule the job to run as a background job once a day. If the PM data rarely changes, you
can schedule the background job to run less frequently.

Note:
The background job queries all integrated technical objects for changes. The
number of integrated objects can create additional load for the Environment,
Health, and Safety and PM systems and affect performance.

Specify Evaluation Paths

In this Customizing activity, you can specify the evaluation paths for retrieving the objects
assigned to a position from the Organizational Management (PA-OS) component. This
activity enables you to assign a position to a location, and then display the people who
currently occupy that position.

Figure 322: Master Data Configuration - Specify Evaluation Paths

When you assign a position to a location, the position ID is stored in the location. The system
uses a function module to read the current organizational structure and evaluate it along the
configured evaluation path. The system returns the corresponding objects for the ID, such as
business partners and employees, at runtime.
Requirements
● You have integrated the system with the PA-OS system and the organizational structure is
available locally in the Environment, Health, and Safety system.
● You have entered evaluation paths in Customizing for PA-OS under Personnel
Management → Organizational Management → Basic Settings → Maintain Evaluation
Paths.

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Unit 11: Configuration and Extensibility

Specify Authorization Groups

In this Customizing activity, you can define authorization groups.

Figure 323: Master Data Configuration - Specify Authorization Groups

You can assign authorization groups to locations. The authorization groups are used in the
authorization checks for the location. Following this process, you can restrict access to
certain locations to specific users.
There are no separate authorization groups for the location structure. All actions performed
inside the location structure ascribe to the authorizations for the location.

Specify Forms
In this Customizing activity, you can specify the different forms of chemicals.

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 Lesson: Specifying different Configuration Objects

Figure 324: Master Data Configuration - Specify Forms

Specify Colors
In this Customizing activity, you can specify the colors of chemicals.

Figure 325: Master Data Configuration - Specify Colors

Specify Odors
In this Customizing activity, you can define odors of chemicals. You can select from the odors
specified here when you edit chemical data in the application.

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Unit 11: Configuration and Extensibility

Figure 326: Master Data Configuration - Specify Odors

Specify Compliance Requirement Configuration

Compliance Requirement Domains
In this Customizing activity, you can define domains for compliance requirements.

Figure 327: Compliance Requirement Config - Compliance Requirement Domains

A compliance requirement domain is an additional classification of the compliance

requirement (regulation, permit, internal policy). Depending on how the environmental
manager wants to use the requirement, he or she can classify it, for example, as a
requirement for air or water pollution. This facilitates the environmental managers who have
different areas of responsibility, for example, management of air emissions, water pollution,
or waste disposal, to create and use their own requirements.

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 Lesson: Specifying different Configuration Objects

Specify Environmental Limit Types

In this Customizing activity, you can define the types of environmental limits.

Figure 328: Compliance Requirement Config - Specify Environmental Limit Types

To define a new limit type, you have to also adapt the coding of the Business Add-In used for
the execution of environmental limit checks.
By default, the standard system is delivered with the following limit types that can be used
and defined in the compliance requirement paragraphs:
● Upper Limit

Specifies a limit (threshold) that is used to ensure values of collected or calculated data that
are less than the specified threshold. In this case, the environmental limit will cause
exceedance if the value of the collected or calculated data is greater than the entered upper
limit value. If the value of the collected or calculated data is between the upper warning value
and the upper limit value, the environmental limit will only cause a warning.
● Lower Limit

Specifies a limit that is used to ensure values of collected or calculated data that are greater
than the specified threshold. In this case, the environmental limit will cause exceedance if the
value of the collected or calculated data is less than the entered lower limit value. If the value
of the collected or calculated data is between the lower warning value and the lower limit
value, the environmental limit will only cause a warning.
● Range

Specifies a range that is used to ensure values of collected or calculated data that are within
the span of the specified thresholds. In this case, the environmental limit will cause
exceedance if the value of the collected or calculated data is not within that range. If the value
of the collected or calculated data is within the range but close to the specified thresholds, the
environmental limit will only cause a warning.

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Specify Regulatory List Types

In this Customizing activity, you can define regulatory list types.

Figure 329: Compliance Requirement Config - Specify Regulatory List Types

If you want to define customer specific regulatory lists and use these lists in the compliance
requirement, you also have to enhance the following entities:
● Enhance the business object EHFND_COMPL_REQUIREMENT, by adding a sub-node for
the new regulatory list to the node, REGULATORY_LIST.
● EHFND_UI_REQ_CONT_REGLIST_TAB component configuration that represents the
regulatory list in the compliance requirement.

If you want to define customer specific regulatory lists and use these lists as data sources
(input data) for calculations, you have to additionally enhance the functionality of the
standard delivery.

Specify File-Based Reporting

Configure General Settings
In this Customizing activity, you can specify general settings for the file-based reporting.

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 Lesson: Specifying different Configuration Objects

Figure 330: File-based Reporting - Configure General Settings

You can define a limit for email attachment size and the lifetime of reports for download in
days for background generation of file-based reports.

Specify File Formats

In this Customizing activity, you can specify the file formats, in which a report can be
generated. The specified file formats are used in the Customizing activity Specify Export
Profiles to create export profiles for file-based reporting.

Figure 331: File-Based Reporting - Specify File Formats

You can set the Template flag for each file format. This flag indicates that the file format
supports template files.

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Unit 11: Configuration and Extensibility

Note:
You can use the Customizing activity Specify Export Profiles to upload a template
file.

For each specified file format, a BAdI implementation has to be available in the Customizing
activity BAdI: Generate Export Files.

Environmental Data Selections

In this Customizing activity, you can specify the data selections for file-based reporting. The
data selection is independent of any file format or export purpose and thus can be reused for
different export profiles.

Figure 332: File-based Reporting - Environmental Data Selections

The business object nodes selected for a data selection specify a tree-like hierarchy. You have
to select one lead business object whose topmost node, the ROOT node, represents the root
of the hierarchy.
Based on the ROOT node of the lead business object, you can select associations with child
nodes. For these child nodes, you can select associations with further child nodes. This first
selected child node will become the parent node of further associated child nodes. This way,
you can build up a node hierarchy.
For each associated node, you can select the fields from which you want to export data. The
data extracted from these fields are combined in one data selection.

Note:
To get a denormalized table in the generated report, only one node on each node
level is allowed to have a 1:n child node.

The data source types specified for data selection determine the source type of the
environmental data that you want to include in the file-based report.

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 Lesson: Specifying different Configuration Objects

Specify Export Profiles

In this Customizing activity, you can specify export profiles for file-based reporting. Each
export profile has a lead business object. This lead business object is used to select the data
selections allowed for the export profile. Only data selections containing the same lead
business object can be assigned to the export profile.

Figure 333: File-Based Reporting - Specify Export Profiles

You can assign more than one data selection in one export profile. The assigned data
selections specify the data to be extracted for the report.
In addition to the lead business object and the data selection, you have to specify the file
format of the resulting file. If the file format XLSX (Microsoft Excel 2007/2010) is used, the
export profile can contain an Excel template file that is used for the export. After the file
upload, the name of the uploaded file is displayed as the file name. This file name can be
changed later.
Furthermore, you can enter a threshold for background exporting to configure whether a
report is processed in the foreground or in the background.

Note:
The EHFND_EXPP authorization object can be used to specify which user should
be able to generate file-based reports based on the configured export profile.

Integration Scenarios
Integration Scenarios
You can use this component to integrate Environment Management with other components.
This enables you to access data in other components from within the Environment
Management applications and transfer data from Environment Management 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

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Unit 11: Configuration and Extensibility

in Environment Management, changes to this data are automatically reflected in all

applications.

Figure 334: Integration Scenarios

Configure Business Add-Ins

Business Add-Ins for Compliance Requirements
Standard Business Add-Ins are delivered in the environment management component of
Environment, Health, and Safety. You can see the groups of Business Add-Ins listed in the
following figure.

Figure 335: Business Add-Ins for Compliance Requirements

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 Lesson: Specifying different Configuration Objects

Business Add-Ins
The standard Business Add-Ins are specified in the Customizing relevant for the environment
management component.

Figure 336: Business Add-Ins

BAdl: Execution of Environmental Limit Checks

Figure 337: BAdI: Execution of Environmental Limit Checks

BAdI: Execution of Environmental Limit Checks

This Business Add-In (BAdI) is used in the environment management component of
Environment, Health, and Safety. You can use this BAdI to enhance the standard functionality
when you execute environmental limit checks. This BAdI is active in the standard system and
uses the following method:
● CHECK_LIMITS

The method does not contain default implementation and allows you to implement your own
business logic that handles the additional environmental limit checks. The method includes
the following import parameters:
Import Parameters

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Unit 11: Configuration and Extensibility

● AMOUNT_VALUE - Value of Amount

● AMOUNT_UNIT - Measurement Units of Various Types
● OUT_OF_PRECISENESS_OPTR
● ENVIRONMENTAL_LIMIT - Compliance Scenario - Environmental Limit - Combined
Structure

Changing Parameters
● RESULT - Validation Result Type
● MESSAGES - Message Text and Severity

This BAdI definition uses the IF_BADI_EHFND_REQ_ENV_LIMIT_EX interface and has the
following implementations:
● BADI_EHFND_REQ_ENV_LIMIT_EX
● BADI_EHFND_REQ_ENV_LIMIT_EX_LO
● BADI_EHFND_REQ_ENV_LIMIT_EX_UP

BAdl: Import of Compliance Requirements

Figure 338: BAdI: Import of Compliance Requirements

BAdI: Import of Compliance Requirements

This BAdI is used in the environment management solution of Environment, Health, and
Safety. You can use this BAdI to enhance the standard functionality when you import
compliance requirements from spreadsheets from the file system.
The BAdI is intended for multiple uses and is not filter-dependent. This BAdI is active in the
standard system and uses the following method:
● IMPORT_REQUIREMENTS

The method contains default implementation and allows you to implement your own business
logic that handles the additional import of compliance requirements. The method includes the
following import and export parameters:
Import Parameters

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 Lesson: Specifying different Configuration Objects

● IR_T_REQUIREMENTS

Export Parameters
● ET_MESSAGES
● EV_SUCCESSFUL_IMPORT

This BAdI definition uses the IF_BADI_EHFND_REQ_IMPORT interface and has the following
implementation:
● BADI_EHFND_REQ_IMPORT

BAdl: Parsing of Compliance Requirements

Figure 339: BAdI: Parsing of Compliance Requirements

BAdI: Parsing of Compliance Requirements

This BAdI is used in the environment management solution of Environment, Health, and
Safety. You can use this BAdI to enhance the standard functionality when you parse
compliance requirements that you import from spreadsheets from the file system. The BAdI
is intended for multiple uses and is filter-dependent. This BAdI is active in the standard
system and uses the following method:
● PARSE_REQUIREMENTS

The method contains default implementation and allows you to implement your own business
logic that handles the additional parsing of compliance requirements. The method includes
the following import and change parameters:
Import Parameters
● IV_FILE_CONTENT

Change Parameters
● CR_T_PARSED_REQUIREMENTS
● CT_MESSAGES

This BAdI definition uses the IF_BADI_EHFND_REQ_PARSING interface and has the following
implementation:

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Unit 11: Configuration and Extensibility

● BADI_EHFND_REQ_PARSING_XLSX

BAdl: Import from Regulatory Content Providers

Figure 340: BAdI: Import from Regulatory Content Providers

BAdI: Import from Regulatory Content Providers

This BAdI is used in the environment management solution of Environment, Health, and
Safety. You can use this BAdI to enhance the standard functionality when you import
compliance requirements from external regulatory content providers, such as RegScan.
The BAdI is intended for multiple uses and is filter-dependent. This BAdI is active in the
standard system and uses the following methods:
● IMPORT

The method contains default implementation and allows you to implement your own business
logic that handles the import of regulations from external content providers, the parsing of
these regulations in the environmental management system, and the creation of compliance
requirements out of the regulations data.
The method includes the following import and changes parameters:
Import Parameters
● IV_XML_CONTENT

Change Parameters
● CT_RESULT_MESSAGES
● CV_SUCCESSFUL_IMPORT
● FINALIZE

The method contains default implementation and allows you to implement your own business
logic that handles the information sent to the content provider system with regard to the
finalization of compliance requirements at the system of compliance. The method includes
the following change parameters:
Change Parameters
● CT_RESULT_MESSAGES

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 Lesson: Specifying different Configuration Objects

● CV_SUCCESS

This BAdI definition uses the IF_BADI_EHFND_REQ_EXT_IMPORT interface and has the
following implementation:
● BADI_EHFND_REQ_EXT_IMP_RN

Business Add-Ins for Automatic Data Collection

Standard Business Add-Ins for Automatic Data Collection are delivered in the environment
management component of Environment, Health, and Safety. You can see the list of BAdI in
the following figure.

Figure 341: Business Add-Ins for Automatic Data Collection

Business Add-Ins for Automatic Data Collection

Figure 342: Business Add-Ins for Automatic Data Collection

BAdI: Automatic Data Collection

This BAdI is used in the environment management component of Environment, Health, and
Safety. You can use BAdI to enhance the standard functionality when you carry out automatic
data collection activities.

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Unit 11: Configuration and Extensibility

The BAdI is intended for multiple uses and is not filter-dependent. This BAdI is active in the
standard system and uses the following method:
● IMPORT_AMOUNTS

The method does not contain a default implementation and allows you to implement your own
business logic that handles automatic data collection. The method includes the following
parameters:
Import Parameter
● IT_AMOUNTS - Automatic Data Collection Import Table Type

Export Parameter
● ET_MESSAGES - Table with BAPI Return Information

This BAdI definition uses the IF_EHENV_ADC_IMPORT interface and has the following
implementation BADI_EHENV_ADC_IMPORT.

Business Add-Ins for Automatic Data Import using Files

Figure 343: Business Add-Ins for Automatic Data Import using Files

BAdI: Automatic Data Import using Files

This BAdI is used in the environment management component of Environment, Health, and
Safety. You can use BAdI to enhance the standard functionality when you wish to import
environmental data automatically in the system of compliance (environment management
system), by using data files from the file system. The standard system is delivered with a
default BAdI implementation that enables you to import data from spreadsheet files
(extensions .XLSX) from the file system. Depending on your business case, you can use the
BAdI to enhance the business logic and enable it for data import of various file types, such as
CSV, XML, TXT, and so on.
The BAdI is intended for multiple uses and is not filter-dependent. This BAdI is active in the
standard system and uses the following methods:
● PARSE_XLSX_DATA

The method contains a default implementation and additionally allows you to implement your
own business logic that handles the import of data. The method includes the following
parameters:

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 Lesson: Specifying different Configuration Objects

Import Parameter
● IV_MDEF_ROOT_KEY - Root instance key of the data collection definition
● IV_FILE_CONTENT - Binary representation of the imported file content
● IMPORT_ADC_AMOUNTS

The method contains a default implementation and allows you to implement your own
business logic that handles the information returned by the data import. The method includes
the following parameters:
Export Parameter
● EV_RESPONSE - Return messages of the import procedure in JSON format

This BAdI definition uses the IF_EHENV_ADC_IMPORT_XLSX interface and has the following
implementation BADI_EHENV_ADC_IMPORT_XLSX.

Business Add-Ins for Data Checks and Calculations 1/2

Standard Business Add-Ins for Data Checks and Calculations are delivered in the environment
management component of Environment, Health, and Safety. You can see the list of BAdI in
the following figure.

Figure 344: Business Add-Ins for Data Checks and Calculations 1/2

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Business Add-Ins for Data Checks and Calculations 2/2

Figure 345: Business Add-Ins for Data Checks and Calculations 2/2

BAdI: Check Environmental Data and Prepare Calculations

This BAdI is used in the environment management component of Environment, Health, and
Safety. You can use this BAdI to enhance the standard functionality when you wish to check
the readiness of the environmental data and prepare this data for calculation.
The default system is delivered with the activated implementation of asynchronous data
checks. When the data is checked asynchronously, part of the process that prepares the
environmental data for calculation runs in the background. This unlocks the application and
enables the user to work with it. This improves the overall system performance.
Caution
Since the process finishes in the background, if an error occurs, it can prevent the calculation
of this environmental data and the user cannot identify the error.
Alternatively, the synchronous BAdI implementation executes the entire process of data
checks and preparation for calculation in the system foreground. This locks the application
for user interaction and reduces the overall system performance. However, the synchronous
data checks make sure that the entire process of data check and preparation for calculation is
finished correctly. It also enables the user to identify any potential errors in the process.
Standard Settings
The BAdI is intended for multiple uses and is not filter-dependent. This BAdI is active in the
standard system and uses the following method:
● CHECK_AND_REACT

The method contains a default implementation. It allows you to implement your own business
logic that handles the check of environmental data and prepares that data for calculation. The
method includes the following import and changes parameters:
Import Parameters
● IT_KEYS - Table with amount root keys

Change Parameters
● CT_MESSAGES - List of system messages in T100 format

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 Lesson: Specifying different Configuration Objects

● CT_FAILED_KEYS - Failed amount root keys

This BAdI definition uses the IF_EHFND_AMOUNTS_CHECK interface and has the following
implementations:
● BADI_EHENV_AMOUNTS_CHECK

This implementation performs an asynchronous check of the environmental data.

● BADI_EHENV_SYNCH_AMOUNTS_CHECK

This implementation performs a synchronous check of the environmental data.

Business Add-Ins for Emission Forecast 1/2

Standard Business Add-Ins for Emission Forecast are delivered in the environment
management component of Environment, Health, and Safety. You can see the list of BAdI in
the following figure.

Figure 346: Business Add-Ins for Emission Forecast 1/2

Business Add-Ins for Emission Forecast 2/2

Figure 347: Business Add-Ins for Emission Forecast 2/2

BAdI: Forecast of Environmental Emissions

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Unit 11: Configuration and Extensibility

This BAdI is used in the environment management component of Environment, Health, and
Safety. You can use this BAdI to enhance the standard functionality when you execute a
forecast of environmental emissions.
The BAdI is intended for multiple uses and is filter-dependent. For more information about the
standard settings (filters, single or multiple uses), see the Enhancement Spot Element
Definitions tab in the BAdI Builder (transaction SE18).
This BAdI is active in the standard system and uses the IF_EHENV_EMISSION_FORECAST
interface. This interface contains a GET DATA method that uses the following parameters:
Importing Parameters
● IT_SOURCE_UUID: Identifying parameter that ensures correct data selection.
● IV_USAGEPERIOD: Data period (hourly, daily, monthly, and so on) for past and future data.
● IV_SUBJ_COMP_KEY_REF: Subject reference key for a component (optional).
● IV_SUBJ_COMP_TYPE: Subject type for a component (optional).
● IV_PAST_FROM, IV_PAST_TO: Date range for narrowing down the data selection of past
data.
● IV_FUTURE_FROM, IV_FUTURE_FROM: Date range for narrowing down the data selection
of future data.

Exporting Parameters
● ET_FUTURE_RESULTS: Predicted data, calculated for forecast purposes.
● ET_PAST_RESULTS: Collected data for past periods.

Returning Parameters
● RT_MESSAGES: Error, warning, and success messages during the GET DATA method
execution.

As of 1909 FPS01, this BAdI is delivered with 2 examples BAdI implementations (Latest Delta
Extrapolation and Double Exponential Smoothing implementation). You can use them to
create your own BAdI implementations.

LESSON SUMMARY
You should now be able to:
● Specify general configuration objects
● Specify process configuration
● Specify master data configuration
● Specify compliance requirement configuration
● Specify file-based reporting configuration
● Configure integration scenarios
● Configure business add-ins

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 UNIT 12 Environment Management in
SAP S/4HANA Cloud

Lesson 1
Understanding the Current Availability of the Solution on SAP Cloud 247

UNIT OBJECTIVES

● Get an overview of the Cloud Solution/Innovations

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Unit 12: Environment Management in SAP S/4HANA Cloud

246 © Copyright. All rights reserved.

 Unit 12
Lesson 1
Understanding the Current Availability of the
Solution on SAP Cloud

LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Get an overview of the Cloud Solution/Innovations

Overview of the Cloud Solution/Innovations

Objectives Overview
This lesson helps you get to know the new features related to the emissions management
process, which can support the creation of the Corporate Carbon Footprint in Environment
Management in SAP S/4HANA Cloud 2111.

Innovations Overview
With Environment Management in SAP S/4HANA Cloud 2111, SAP delivers new features for
the emissions management process.
The following innovations can be highlighted:
● The use of data classifiers in sampling activities and location aggregations
● The use of new Manage Environmental Reports - Environment Management app to
support Corporate Carbon Footprint
● Changes to an IAM object

Data Classifiers in Sampling Activities and Location Aggregations 1/2

With this release, you can use data classifiers for sampled and aggregated data in compliance
scenarios.

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Unit 12: Environment Management in SAP S/4HANA Cloud

Figure 348: Use of Data Classifiers in Sampling Activities and Location Aggregations 1/2

Setting a data classifier to the data records received from these activities can help to easily
filter through data records and keep them apart.
The data classifiers can be used to support the processes of monitoring, reviewing, and
reporting emission information.

Data Classifiers in Sampling Activities and Location Aggregations 2/2

The system allows the creation and assignment of multiple data classifiers based on the
reporting purpose.

Figure 349: Use of Data Classifiers in Sampling Activities and Location Aggregations 2/2

The example (in the figure above) shows aggregated data that can be used to classify the
result of the total carbon dioxide equivalent for scope 3 - the use of solid products, but also in
the calculation of the total amount of scope 3 emissions.

Management of Environmental Reports

The Manage Environmental Reports - Environment Management app is now delivered with
Environment Management in SAP S/4HANA Cloud 2111.

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 Lesson: Understanding the Current Availability of the Solution on SAP Cloud

Figure 350: Management of Environmental Reports

It provides a framework for creating summary reports that can serve as guidance regarding
how you create environmental summary reports. These reports can be used to fulfill legal and
internal reporting requirements. Customers can create environmental reports and get a
summary of the available environmental data in the system.
In addition to reports containing current environmental data, customers can also make up a
snapshot of projected environmental data based on the setup of compliance activities for a
future period.
The app provides currently only an example template for managing greenhouse gas reports to
support the creation of a Corporate Carbon Footprint.

Manage Environmental Reports - Environmental Management App

We will now examine the management of environmental reports in the Environment
Management app.

Figure 351: Manage Environmental Reports - Environment Management App

The Manage Environmental Reports - Environment Management app supports you in the
following activities:
● View a list of existing environmental reports in the system
● Shortlist reports by applying various filter criteria
● Create reports using a predefined template
● Delete generated reports
● Download report files

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Unit 12: Environment Management in SAP S/4HANA Cloud

Manage Greenhouse Gas Reports App

Figure 352: Manage Greenhouse Gas Reports App - Process Steps

The environmental reports can be created using a predefined template. Customers can
prepare and generate greenhouse gas report files for the following:
● Emissions of carbon dioxide, methane, dinitrogen oxide, and carbon dioxide equivalents
● Yearly emission data sets in unit kilograms (kg)

Based on the greenhouse gas report form, the report file can be generated based on the
selected criteria (location type first and second level).

Manage Greenhouse Gas Reports App

Initially, the report status is set to Generation Scheduled. After the generation process is
completed, the status is updated to Generation Finished, and a link to the file is displayed. The
generated report is displayed in a raw format.

Figure 353: Manage Greenhouse Gas Reports App

Environment Management in SAP S/4HANA Cloud 2111

Several changes to identity and access management (IAM) objects are delivered for
Environment Management in SAP S/4HANA Cloud 2111.

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 Lesson: Understanding the Current Availability of the Solution on SAP Cloud

This requires a check to the business roles and the business catalogs assigned to them. It
should be ensured that the restrictions, included in the business catalogs, are set correctly to
allow the users to use their business apps as needed.

Changes to Identity and Access Management (IAM) Objects (1/2)

The following figure outlines changes to IAM objects.

Figure 354: Changes to Identity and Access Management (IAM) Objects (1/2)

Changes to IAM Objects (2/2)

For more details on the changes listed in this lesson, as well as on changes to restriction
types, see the central SAP Note 2975653, and the Manage Business Role Changes After
Upgrade app.

Summary
You should now be able to outline the new features for the emissions management process
that can support the creation of the Corporate Carbon footprint in Environment Management
in SAP S/4HANA Cloud 2111.

LESSON SUMMARY
You should now be able to:
● Get an overview of the Cloud Solution/Innovations

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