sap qim

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PUBLIC 2014 SAP SE or an SAP affiliate company. All rights reserved.

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Table of content1 SAP Quality Issue Management (SAP QIM)1.1 What's New in SAP QIM 1.01.1.1 Support Package 51.1.1.1 End of Purpose Check for Personal Data1.1.1.2 Flexible Search Helps for Quick Access to Quality Issues1.1.2 Support Package 4 (Feature Pack 2)1.1.2.1 Flexible Selection Options in Worklist1.1.2.2 BAdIs for Pushbuttons in Worklist1.1.2.3 BAdI for Date Calculation in Activities1.1.2.4 Search for Activity Data Using Enterprise Search1.1.2.5 Basic Search in Issue Long Texts1.1.2.6 Archiving of Activities and Issues1.1.2.7 Customer-Specific Field Control1.1.2.8 Enhanced Definition and Assignment of Reference Objects1.1.2.9 Side Panel for Applications for Processing Issues and Activities1.1.2.10 Workflow for Notification of New Issues1.1.2.11 Problem-Solving Process Using 8D Methodology1.1.2.12 Adaptation Options for the User Interface1.1.2.13 QIM-Specific CHIP for Quick Access to Quality Issues1.2 Use of SAP QIM1.2.1 Connection of Systems in a Side-by-Side Scenario1.3 Worklists for Quality Issues and Quality Activities1.3.1 Selection Criteria1.3.2 Layout1.3.3 Definition of Queries1.3.3.1 Selection According to Calculated Dates1.3.3.2 Selection According to Variable User or Business Partner1.3.4 Structure Mapping1.3.5 Jumps1.3.6 Additional Information1.3.7 Status Change1.3.8 Monitoring Control of Issues and Activities1.4 Issue Processing1.4.1 Overview: Creating Quality Issues1.4.1.1 Create Quality Issue (Quick)1.4.1.2 Create Quality Issue (Guided)1.4.1.3 Create Quality Issue (Advanced)1.4.1.4 Issue Status1.4.1.4.1 Status Profile for Issues1.4.2 Changing of Quality Issues1.4.3 Subitems: Defect, Cause, Effect1.4.4 Quality Activities1.4.4.1 Activity Templates1.4.4.1.1 Proposed Activity Templates1.4.4.2 Determination of Activities Using BRFplus1.4.4.3 Determination of Partner for Activities Using BRFplus1.4.4.4 Transfer of User Data for Activity Driver/Completed By for Activ1.4.4.5 Activity Status1.4.4.5.1 Status Profile for Extended Activities1.4.4.6 Definition of Follow-Up Actions1.4.5 Settings Dependent on the Text Type1.4.6 Codes and Code Groups1.4.6.1 Determination of Codes and Code Groups Using BRFplus1.4.7 Partners1.4.7.1 Partner Roles1.4.7.2 Partners in a QIM Issue1.4.7.2.1 Transfer of User Data for Issue Submitter1.4.7.3 Determination of Partner for Issues Using BRFplus1.4.8 Reference Objects1.4.8.1 Reference Objects for Issue Types


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1.4.8.2 Reference Objects for Activity Templates1.4.9 Printing of Issues or Activities1.4.10 E-Mailing of Issues or Activities1.4.11 Additional Information in Side Panel1.4.12 Change Documents1.4.13 Workflow Scenarios for Issue Processing1.4.13.1 Technical Implementation1.4.14 Issue Processing with Digital Signatures1.4.15 Problem Analysis Using 8D Methodology1.4.15.1 8D: Technical Implementation1.4.15.2 8D Report1.5 System Administration Work Center1.5.1 Process Control1.5.2 Configure Rules1.5.3 Communication with External Systems1.5.4 Audit Trail1.5.5 Environment1.5.6 System Settings for Reporting1.6 Enterprise Search1.7 Reports1.7.1 Reports in Business Context Viewer (BCV)1.7.1.1 Example: BCV Query via BAPI Search Connector1.7.2 Reports Using Search and Operational Analytics1.7.3 Reports for Related Issues or Defects1.7.4 Reports in Other Systems1.8 Technical System Integration1.8.1 ID Mapping1.8.2 Setting Up System Connections1.9 User Interface Adaptation1.9.1 Adaptation of the Role Menu1.9.2 Adaptation of the QIM Work Centers1.9.2.1 Launchpads in QIM1.9.3 Adaptation of the Web Applications in QIM1.9.3.1 Context-Based Adaptation of QIM Web Applications1.9.3.2 Adaptation Using Field Control1.9.4 Terminology Redefinition1.9.5 User Status1.9.6 Web Dynpro Personalization and Customizing1.9.7 Web Dynpro Configuration1.10 Roles in SAP Quality Issue Management1.10.1 Coordinator1.10.2 Issue Driver1.10.3 Authorizations1.10.4 Generation of Portal Roles1.11 System Architecture1.12 Sequence of Configuration Steps in SAP QIM1.13 Search and Operational Analytics: Content for SAP QIM1.13.1 Search and Analytics Models1.13.1.1 Issue1.13.1.2 Defect1.13.1.3 Cause1.13.1.4 Effect1.13.1.5 Issue Attachment1.13.1.6 Activity1.13.1.7 Activity Attachment1.13.1.8 ODP for Issue and Subissue1.13.2 TransientProviders1.13.2.1 QIM Issues1.13.3 DataSources1.13.3.1 QIM Issues1.13.4 Content Objects in Software Component IAM1.13.4.1 Content Objects for Customizing in IAM


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1.14 Archiving QIM Data1.14.1 Archiving Activities with /IAM/ACT1.14.1.1 Checks for /IAM/ACT1.14.1.2 Creating Preprocessing Variants for /IAM/ACT1.14.2 Archiving Issues with /IAM/ISSUE1.14.2.1 Checks for /IAM/ISSUE1.14.2.2 Creating Preprocessing Variants for /IAM/ISSUE1.14.3 Setting Up Application-Specific Customizing1.14.4 Displaying Archived QIM Data


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1 SAP Quality Issue Management (SAP QIM)

Product Information

Product SAP QIM

Release 1.0 SP05

Based On SAP enhancement package 3 for SAP NetWeaver 7.0 SP05

Documentation Published August 2014

See SAP Note 2015336 for corrections that are made after the documentation has been delivered.

More InformationFor more information about cross-application components that are relevant for SAP QIM, see:

SAP NetWeaver by Key CapabilityProcesses and Tools for Enterprise ApplicationsSAP NetWeaver Information Lifecycle Management

1.1 What's New in SAP QIM 1.0

In this structure, you will find information about new features in SAP QIM 1.0 as of Support Package 4.

You will find the Release Notes for previous Support Packages as usual on SAP Service Marketplace under http://service.sap.com/releasenotes SAPSolutions SAP Quality Issue Management and in the QIM system under Help Release Notes .

1.1.1 Support Package 5

1.1.1.1 End of Purpose Check for Personal Data

You can specify the end of purpose for personal data in SAP QIM. This means that the end of purpose check using SAP Information Lifecycle Management (ILM)also takes into account the personal data stored in SAP QIM. Personal data can be assigned partners in the QIM system that are stored in the system as SAPbusiness partners. Personal data can also be customers and vendors in connected ERP systems that you have assigned as reference objects.

Technical Details

Technical Name of Product Feature QIM_105_EOP

Product Feature Is New

Country Dependency Valid for all countries

Software Component Version QAM

Application Component CA-IAM-QIM (Quality Issue Management)

Available as of SAP QIM 1.0 SP05

Required Business Functions Information Lifecycle Management (ILM)

Effects on Existing DataThis product feature allows you to control the deletion and blocking of the business partner master data used in SAP QIM by means of the component SAPInformation Lifecycle Management (ILM). The personal data stored in the business partner master data can be blocked if the business activities for which themaster data is required are completed and the residence time for this data has expired. After this, only those users who have additional authorization can accessthis data. Once the retention period has also expired, the blocked personal data can be destroyed so that it is irretrievable.

Effects on CustomizingFor information about how you define the end of purpose for personal data in SAP QIM, see Customizing for QIM under Environment Define End of Purposefor Personal Data .

More InformationSection Security Information Data Protection in the Administrator's Guide for SAP QIM, available on SAP Service Marketplace under


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1.1.1.2 Flexible Search Helps for Quick Access to Quality Issues

In the QIM_QUICK_ACCESS CHIP for quick access to quality issues, defects, effects, and causes, it is possible to include flexible search helps. If you useEnterprise Search in SAP QIM, this is also integrated in the quick access so you can run a free text search.

Technical Details

Technical Name of Product Feature QIM_105_QUICKACCESS_SEARCH

Product Feature Is Changed





Effects on System AdministrationTo include a search help, open the Quality Issues page in Customizing mode (see also Adaptation of the QIM Work Centers). Then choose ConfigurationSettings in the setup menu of the CHIP and assign the search help.

More InformationQIM-Specific CHIP for Quick Access to Quality Issues

1.1.2 Support Package 4 (Feature Pack 2)

1.1.2.1 Flexible Selection Options in Worklist

When you define queries for worklists for issues and activities, you can use flexible selection options by means of variables for the business partner or user or byhaving the system calculate dates.

Technical Details

Technical Name QIM_104_POWL_SELECTION





Availability SAP QIM 1.0 SP04

More InformationSelection According to Variable User or Business Partner

Selection According to Calculated Dates

1.1.2.2 BAdIs for Pushbuttons in Worklist

With two new Business Add-Ins (BAdIs), you can define your own pushbuttons in the worklists for issues and activities and thus, for example, implement yourown print or export function.

Technical Details

Technical Name QIM_104_BADI_POWL




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Effects on CustomizingYou will find the BAdIs in Customizing for QIM under Worklists for Quality Issues and Activities Business Add-Ins (BAdIs) for Enhancement of Lists ofWorklists .

1.1.2.3 BAdI for Date Calculation in Activities

You can use this BAdI to calculate one or more timepoints for one or more activities. For example, you can use it to automatically calculate an expected end dateof an activity from an expected start date entered for this activity using the duration maintained for the corresponding activity template in the Customizing settings.An example implementation is delivered for this use case.

Technical Details

Technical Name QIM_104_BADI_ACTVTY






Effects on CustomizingYou will find the BAdI in Customizing for QIM under Issue Processing Business Add-Ins (BAdIs) BAdI: Date Calculation for Activities . For moreinformation, see the documentation for the BAdI.

1.1.2.4 Search for Activity Data Using Enterprise Search

With the search for activity data in Enterprise Search, it is possible to make data for QIM issues and QIM activities available to the Enterprise Search componentof SAP NetWeaver Application Server ABAP, also known as Embedded Search. This means that you can search across all structured data of the objects listedabove in the system in which you are running SAP QIM.

Technical Details

Technical Name QIM_104_ESH_ACT






Effects on CustomizingYou set up the search for quality activities in Customizing for QIM under Search and Analytics Configure Search .

More InformationSearch and Operational Analytics: Content for SAP QIM

1.1.2.5 Basic Search in Issue Long Texts

When searching for QIM issues, defects, causes, and effects using the basic search in Embedded Search, the long texts of the objects are now also included inthe search.


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Technical Details

Technical Name QIM_104_ESH_ISS






Effects on Existing DataThe relevant delivered search models were therefore changed. To be able to use the modification, you must regenerate the connectors.

1.1.2.6 Archiving of Activities and Issues

Using archiving, you can export data that you no longer require in the system, but need to retain for documentation purposes, for example, to an archive file andthus free up space in the database.

The following archiving objects are delivered:

/IAM/ACT for archiving QIM quality activities with the corresponding data/IAM/ISSUE for archiving QIM quality issues with the corresponding data

Technical Details

Technical Name QIM_104_ARCH






Effects on Existing DataAfter archiving, the data can be displayed but no longer changed.

Effects on System AdministrationYou can access all archiving functions, and Customizing and the documentation for the QIM archiving objects, in archive administration (transaction SARA).Archive administration can also be accessed from the QIM work center System Administration . To open the documentation for the archiving objects, enter thetechnical name of the archiving object in archive administration and choose Goto -> Documentation .

More InformationArchiving QIM Data

1.1.2.7 Customer-Specific Field Control

You can store a customer-specific field control for the Web Dynpro applications for processing issues and activities. This allows you, for example, to define certaininput fields as required-entry fields or show them in display mode. As field control directly affects the BOPF node, no influence on the interface is necessary usingcontext-based adaptations (CBAs) of the Web Dynpro applications.

Technical Details

Technical Name QIM_104_FIELD_CONTROL






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Effects on Existing DataThe general field control in BOPF for the business object overrides the customer-specific settings for field control. For example, in a completed issue all fields areshown in display mode, regardless of the settings for field control.

Effects on CustomizingYou make the settings for field control in Customizing for QIM under Environment Define Field Control . For more information about the procedure, see thedocumentation for the Customizing activity.

1.1.2.8 Enhanced Definition and Assignment of ReferenceObjects

You have the following enhanced options when defining reference objects in Customizing and when assigning reference objects to issues or activities:

You can define several reference objects without a fixed technical reference to an SAP system by copying the delivered object type External referenceobject (GOJ) and adapting the copy accordingly. For more information about the procedure, see SAP Note 1820834.The new object type Storage location (STL) is delivered as an example of an object type copied in this way.You can define and assign a search help for the object type External reference object (GOJ) and for the copies of the object type GOJ you create yourself.For more information about the procedure, see SAP Note 1909219.You can adapt the search dialog box for existing reference objects, for example, by adding additional search helps or hiding existing search helps. Formore information about the procedure, see also SAP Note 1909219.You can select several objects at once when assigning reference objects.

Technical Details

Technical Name QIM_104_REF_OBJ






Effects on CustomizingYou make the settings for the object types for reference objects in Customizing for QIM under Basic Settings Generic Settings for Reference Objects Define Object Types . A new column for the assignment of a search help is only ready for input for the object type GOJ and its copies.

1.1.2.9 Side Panel for Applications for Processing Issues andActivities

The side panel for applications for issue and activity processing allows the display of various Web Dynpro CHIPs that relate to the object being displayed orprocessed in the main application. You can open the side panel when creating issues or activities using the advanced create function, or when processing ordisplaying issues and activities, using the link Additional Information .

When processing issues, the following CHIPs are available:

The generally available CHIP Notes for adding public or private notes about the current objectThe new QIM-specific CHIP Related Issues or Subissues that shows in graphical form which other issues or defects exist with the same reference objectsor the same code

When processing activities, you can only add notes.

Technical Details

Technical Name QIM_104_SIDEPANEL







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Effects on CustomizingYou can make other CHIPs available in the side panel. To do this, you can use a new Business Add-In that you can find in Customizing for QIM under IssueProcessing Business Add-Ins (BAdIs) BAdI: Enhancement of QIM Web Dynpro Applications .

More InformationAdditional Information in Side Panel

Reports for Related Issues or Defects

1.1.2.10 Workflow for Notification of New Issues

With the workflow for notification of new issues, it is possible to inform the issue driver when an issue is reported that he or she needs to process.

New workflow objects are delivered for this, for example:

Workflow template 56900008Standard task 56907941

Technical Details

Technical Name QIM_104_WORKFLOW






Effects on CustomizingFor information about how you activate the new workflow, see Customizing for QIM under Environment Activate Workflow .

1.1.2.11 Problem-Solving Process Using 8D Methodology

You can map problem-solving processes using 8D methodology in SAP QIM. New functions and new content are delivered for this. The new functions also allowyou to define the content for other problem-solving methodologies yourself.

The new functions include the following:

Customizing activities to divide a QIM issue into steps (or phases). As part of the scope of content for 8D, eight steps are delivered for the eight disciplines.The option of defining a follow-up issue for a QIM issue. Within the scope of the content delivered for 8D, it is possible to create an 8D problem analysisfrom a defect (for example, for a customer complaint).The option of assigning a specific Web Dynpro application configuration to an issue type. Within the scope of the content for 8D, a new issue type for 8Dproblem analyses (Q8D) and the application configuration QIM_OVP_8DISS are delivered. This application configuration depicts the 8D steps on theinterface and also permits the following:

You can create immediate containment actions in step D3 using a quick entry function.You can copy activities from step D5 to step D6. You can influence the copy process using a new Business Add-In (BAdI).You can enter the percentage contribution of different causes for a defect.You can assign the validation status Effectiveness Check Outstanding , enter the effectiveness of an activity in percent, and store a free text for theverification of the result.

The option of selecting according to steps in the worklist for activities.A special print form (I8D) for printing or e-mailing an 8D report, to which the new PDF-based form QAM_ISSUE_8D is assigned in Customizing.The option of combining several 8D reports (one 8D report for each defect for which the problem analysis is relevant) in one PDF document for printing or e-mailing.

Technical Details

Technical Name QIM_104_8D







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Effects on Existing DataNew validation status for activities: Effectiveness Check Outstanding

Effects on System AdministrationAdapt your PFCG roles as described in SAP Note 1994956.

Effects on CustomizingThe Customizing settings for the issue types were enhanced. For example, there is a new column for the assignment of an issue type-specific Web Dynproapplication configuration. You can also make settings for follow-up issues. For more information, see the documentation for the Customizing activity inCustomizing for QIM under Issue Processing Define Issue Types .In Customizing, there are also new activities for defining the steps of a problem-solving process (under Issue Processing Problem-SolvingMethodologies ).You can use the Customizing content delivered for 8D by activating the BC Set. You do this in Customizing for QIM under Issue Processing Problem-Solving Methodologies Activate BC Sets for 8D .You will find the BAdI for influencing the copy process for activities in Customizing for QIM under Issue Processing Business Add-Ins (BAdIs) BAdI:Influence Copying of Activities .In Customizing for the print forms, there is a new Defect Selection indicator, which you can use to specify that individual defects of an issue can beselected in the dialog box for printing or e-mailing issues.

More InformationProblem Analysis Using 8D Methodology

1.1.2.12 Adaptation Options for the User Interface

In addition to the existing enhancement options, you have other options for adapting the Web user interfaces for the processing of QIM issues and QIM activities:

You can assign a specific Web Dynpro application configuration to an issue type. This allows you to vary the user interface for the processing of issues ofan issue type without context-based adaptations.For issue processing or problem analysis, you can define steps and make settings for them. You can use these step settings in your issue type-specificWeb Dynpro application configurations. As an application example, the Web Dynpro application configuration QIM_OVP_8DISS is delivered for theprocessing of 8D problem analyses.You can enter follow-up issue types for an issue type. This function is relevant when processing defects for a QIM issue. If issue types for follow-up issuesare stored in Customizing, the Trigger Problem Analysis pushbutton appears automatically on the user interface. In the table for defects, you can add newcolumns from the column set with the information relating to the follow-up issues.You can include a new field in the Web Dynpro component configuration for processing causes in which you can enter the percentage contribution of thecauses to a defect. As an application example, the Web Dynpro component configuration QIM_OVP_8DISS_CAUSE_OVERVIEW is delivered.You can include a new field in the Web Dynpro component configuration for activity details in which you can enter the effectiveness of an activity in percent.You can also include a field for storing a free text for the verification of the result. As an application example, the Web Dynpro component configurationQIM_OVP_8DISS_ACT_OVERVIEW is delivered.You can include a pushbutton for copying activities. As an application example, the Web Dynpro component configurationQIM_OVP_8DISS_D50_ACTIVITY_TREE is delivered. You can influence the copy process using the new Business Add-In (BAdI)/IAM/BADI_COPY_ACTIVITY.If you set the relevant indicator in Customizing for print forms, it is possible to select individual defects when printing or e-mailing issues.For the easy capturing of a number of activities, for example, for a question catalog, you can include a UIBB that is based on the FPM form repeatercomponent and uses the delivered FPM feeder class /IAM/CL_ACTIVITY_FORMRP_FEEDER. As an application example, the Web Dynpro componentconfiguration QIM_OVP_8DISS_D30_ACTIVITY_FRMRP is delivered for the creation of 8D containment actions.

Technical Details

Technical Name QIM_104_UI_ADAPT






Effects on Existing DataIf you adapt the Web Dynpro configurations centrally, users may have to reset their personalization for the central changes to become visible.

Effects on System Administration


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If you assign a specific Web Dynpro application configuration to an issue type, you must adapt your PFCG roles as described in SAP Note 1994956.

Effects on CustomizingThe Customizing settings for the issue types were enhanced. For example, there is a new column for the assignment of an issue type-specific Web Dynproapplication configuration. You can also make settings for follow-up issues. For more information, see the documentation for the Customizing activity inCustomizing for QIM under Issue Processing Define Issue Types .In Customizing, there are also new activities for defining the steps of a problem-solving process (under Issue Processing Problem-SolvingMethodologies ).You will find the BAdI for influencing the copy process for activities in Customizing for QIM under Issue Processing Business Add-Ins (BAdIs) BAdI:Influence Copying of Activities .In Customizing for the print forms, there is a new Defect Selection indicator, which you can use to specify that individual defects of an issue can beselected in the dialog box for printing or e-mailing issues.

1.1.2.13 QIM-Specific CHIP for Quick Access to Quality Issues

To allow easier access to subitems of a QIM quality issue (defects, effects, and causes) and to improve performance, the generic quick-access CHIP wasreplaced by the QIM-specific CHIP QIM_QUICK_ACCESS.

Technical Details

Technical Name of Product Feature QIM_104_QUICKACCESS






Effects on Existing DataTo include the new CHIP, the delivered application configuration QIM_CHIP_PAGE_ISSUES was changed for the page for opening quality issues.

Effects on System AdministrationIf you used Customizing to redefine the page for opening quality issues or the generic CHIP for quick access, you may have to make your changes again after youinstall the support package.

Users may also have to reset their personalization so that the central changes become visible.

1.2 Use of SAP QIM

SAP Quality Issue Management (SAP QIM) offers you the option of capturing various types of quality issues, processing them by initiating suitable qualityactivities, and monitoring the processing status throughout the resolution process. The application thus supports the entire issue resolution process from issuecapturing to issue resolution and a final validation. You can also map use cases that go beyond classical quality management, such as improvement requests orservice requests.

SAP QIM is therefore a generic framework that supports you with mapping and tracking all kinds of issues and ideas and with continuous improvementprocesses. You can integrate different SAP systems and with the help of the open interfaces supported by ABAP systems also integrate non-SAP systems.

SAP QIM thus offers you the following advantages:

Integrated solution and a central point of access for processing and monitoring quality issues, also from other applications and systems (for example,FMEA, audits, quality notifications, claims)Intuitive usability owing to a Web-based, customizable user interfaceStandardized and efficient processes for issue processing, for example, rule-based determination of partners, codes, and activitiesComprehensive analytical functions that reach beyond application and system boundariesTransparent documentation of the issue handling process and thus better cost control

With SAP QIM, you can map the capturing and processing of quality issues in one end-to-end process. For example, you can do the following:

Access quality issues and quality activities using role-based worklistsCreate new quality issues, define quality activities, and determine responsible partnersUse terminology to fit your requirements thanks to the adaptable user interfaceDetermine partners, codes, and activities automatically (based on rules) at the level of quality issue and quality activityDisplay quality issues in hierarchy formCheck the effectiveness of the quality activities initiated (own status)Create quality activities quickly and efficiently using activity templatesUse the wide range of issue and activity types providedUse activity templates to create quality activities more quicklyRequest a response from the issue or activity driver depending on the quality issue type or activity type


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Map the problem-solving process using 8D methodology

Implementation ConsiderationsYou should install this component if you want to capture quality issues within one system or across different systems, process them efficiently, and document theprocess clearly and transparently.

You can use SAP QIM in the following scenarios:

Standalone: SAP QIM as a standalone solutionAdd-on: SAP QIM as an add-on solution to an existing system, for example, SAP ERPIn this variation, SAP QIM and SAP ERP run on the same system. The master data and organizational data in SAP ERP is available as a basis.Side-by-side: SAP QIM as a standalone solution parallel to an existing systemIn this variation, SAP QIM and SAP ERP run on separate systems. The systems communicate via RFC connections or services. For more information, seeConnection of Systems in a Side-by-Side Scenario.

More Information

System ArchitectureAdministrator's Guide for SAP QIM (on SAP Service Marketplace under https://service.sap.com/instguides SAP Business Suite Applications SAPQuality Issue Management )

FeaturesUsing the various adaptable work centers in SAP NetWeaver Business Client, you have access to exactly those applications and functions that you require toperform your tasks:

HomeGet an initial overview of the existing issues and activities. The home page provides an overview of the Worklists for Quality Issues and Quality Activities.There, you can get an overview of the urgency of unresolved quality issues and activities, for example. A graphic shows an analysis of the number ofquality issues by priority and status. Using Enterprise Search, you can search for issues.InboxAccess work items, alerts, and notifications directly. For more information, see Inbox (CA-EPT-IBO).WorklistsCreate personal worklists for existing quality issues and quality activities of different origins (for example, quality notifications, audit questions, claims) to beable to coordinate and monitor their processing. You can sort issues and activities according to their status, for example.The worklist provides you with a central point of access for objects from different source systems. For more information, see Worklists for Quality Issues andQuality Activities.Quality IssuesCreate new quality issues and process existing quality issues. For example, you can access a specific quality issue directly or search for quality issues.Several applications are available for creating new issues. For more information, see Overview: Creating Quality Issues.Quality ActivitiesCreate new quality activities for a quality issue and process existing quality activities. For example, you can access a specific quality activity directly orsearch for quality activities. For more information, see Quality Activities.System AdministrationAccess comprehensive process control and configuration functions. For example, you can create and process catalogs, access decision tables for rule-based determination of activities, partners, and codes using BRFplus, and control communication with external systems. For more information, see SystemAdministration Work Center.ReportsUse comprehensive analytics options. You can, for example, display all quality issues resolved within a specific time period or analyze quality issues andquality activities according to different criteria. For more information, see Reports.

You have a wide range of options for adapting the delivered structure of the work center and the interfaces in the applications to fulfill the requirements of yourenterprise. For more information, see User Interface Adaptation.

1.2.1 Connection of Systems in a Side-by-Side Scenario

To use the advantages of SAP QIM to the full, a typical scenario is the installation of SAP QIM as a separate solution to which you can connect various existingsystems, such as SAP ERP systems, via RFC connections or services. You can integrate objects from other systems by including them in the worklists forissues and activities or by assigning them as reference objects to a QIM quality issue or a QIM quality activity.

FeaturesYou can integrate the following SAP ERP objects as of the specified releases:

Worklists

Object As of SAP ERP 4.6C As of enhancement package 5 for SAPERP 6.0

As of enhancement package 6 for SAPERP 6.0

General notification X

General notification item X

General notification task X

Service notification X

Service notification item X


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Service notification task X

Quality notification X

Quality notification item X

Quality notification task X

Maintenance notification X

Maintenance notification item X

Maintenance notification task X

Claim X

Claim task X

Action-relevant audit question X

Audit action X

FMEA defect item X

FMEA action X

NoteFor more information about the integration of the objects in the worklists (for example, about constraints and the remote POWLs that are used for access), seeCustomizing for object access under Worklists for Quality Issues and Activities , then under the settings for object categories using the ( Implementation Information ) pushbutton.

Reference objects

Object As of SAP ERP 4.6C As of enhancement package 5 for SAPERP 6.0

As of enhancement package 6 for SAPERP 6.0

General notification X

Service notification X

Quality notification X

Maintenance notification X

Maintenance order X

Claim X

Action-relevant audit question X

FMEA defect item X

Batch X

Customer X

Outbound delivery X

Outbound delivery item X

Document X

Equipment X

Functional location X

Storage location X

Plant X

Purchase order X

Purchase order item X

Material in ERP X

Material in NW (product) X

Vendor X

NoteFor more information about the integration of the objects (for example, about constraints and the BAPIs that are used for access), see Customizing for objectaccess under Basic Settings Generic Settings for Reference Objects Define Object Access , then under the settings for categories using the ( Implementation Information ) pushbutton. If you want to connect to an object from a system with different release level, you can check whether the functionmodules listed are available in your system.

For more information about how you add additional reference objects yourself, see SAP Note 1820834.

More InformationTechnical System Integration

Setting Up System Connections

1.3 Worklists for Quality Issues and Quality Activities


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1.3 Worklists for Quality Issues and Quality Activities

To get an overview of existing quality-related issues and activities in different systems and applications, you can create worklists in QIM based on variousselection criteria. This provides you with a harmonized overview from which you can jump to the various systems. The worklist draws together objects from theQIM system itself and from connected SAP systems and non-SAP systems.

IntegrationThe worklist provides you with a central point of access for objects from different source systems. These objects include the following:

Quality issues, defects, and quality activities from an SAP QIM system (see also Issue Processing)Quality notifications, quality notification items, and quality notification tasks from an SAP ERP systemGeneral notifications, notification items, and general notification tasks in an SAP ERP systemService notifications, service notification items, and service notification tasks from an SAP ERP system

FMEA defect items and FMEA actions in an SAP ERP systemMaintenance notifications, maintenance notification items, and maintenance notification tasks from an SAP ERP systemClaims and claim tasks in an SAP ERP systemAction-relevant audit questions and audit actions in an SAP system

To facilitate the view across all systems, the objects in QIM were decoupled from a specific data model. For each source system object, for example, qualitynotification item, there is an object category in QIM. In Customizing, you specify for each object category which system is to be used to read the data. A structuremapping is stored for each object category.

For more information about the technical integration of the objects, see Technical System Integration.

PrerequisitesYou have made the following settings in Customizing under Cross-Application Components Quality Issue Management Worklists for Quality Issues andActivities to call up worklists correctly:

Settings to access quality issues and quality activitiesSettings for assigning authorizations in the POWL cockpit

If you wish, you can also make other settings in Customizing, for example, for the monitoring control of quality issues.

For more information about the enhancement of worklists in QIM, see SAP Note 1865206.

Activities1. You create a new worklist under New Worklist . Here, you can specify the selection criteria for the list of worklists.2. You change the selection criteria for a worklist under Change Worklist if you have authorization to do this.3. You change the layout of a worklist under ( Open Settings Dialog ).4. You can display and print the displayed list of worklists in PDF format (under Print Version ).5. You can export the displayed list of worklists to Microsoft Excel (under Export ).6. You can open the object in the respective row of the worklist and its reference objects in the source system via links (see Jumps).7. For one or more rows in the worklist, you can display additional information, for example, about the underlying object category.8. You can make a status change for several rows simultaneously and thus set a number of issues in process, for example.9. To improve monitoring, you can show a traffic light in the worklist for a monitoring control of issues and activities. The monitoring control is possible, for

example, according to status or according to the requested start and end date.10. You can change the layout of the worklist page, by grouping, deleting, or renaming the worklists, for example. To do this, choose ( Personalization ).

1.3.1 Selection Criteria

When you create or change a worklist, you specify the selection criteria for the issues or activities to be listed.

FeaturesThe most important selection criterion for a worklist is the object category. All other entries for the selection criteria depend on which object category you haveselected. A worklist for quality notifications, for example, requires different entries - in particular for the issue ID - than a worklist for FMEA defect items.

In combination with the object category, the source system is mandatory for the selection.

To improve performance when selecting entries, you can specify the maximum number of hits to be displayed in the result list for the combination of sourcesystem and object category. You should make your entry dependent on the capacity of the respective source system.

To get a harmonized view in a list with different source systems and different object categories, the following selection criteria are particularly important:

Issue TypeSo a user can select all issue types from various systems in the same manner in his or her worklist, you can store a list of issue types across all systemsand, if necessary, a mapping in Customizing. For more information, see Customizing for QIM under Worklists for Quality Issues and Activities DefineAccess to Quality Issue Types .StatusFor a selection of the status of issues and activities across all systems, some statuses are automatically converted by the system. This conversion is storedin Customizing for the object category in a structure mapping.


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Activities1. You create a worklist for the combination of object category and source system (multiple selection is also possible). Here, you can specify the number of

hits displayed per combination.2. In addition, you can restrict the worklist using other selection criteria and thus list only those quality issues, for example, for which a specific user is

responsible.3. You change the selection criteria for an existing worklist under Change Worklist if you have authorization to do this. With centrally defined worklists that you

did not create yourself, it is possible that you are not permitted to change the selection criteria.4. For more information about the individual selection criteria, choose More Field Help in the respective context menu (right mouse button).5. When searching using the input help for a selection criterion, you can copy several values from a table or a text editor and paste them in a field. You can

also paste value intervals. In both cases, the respective number of new rows are inserted for the copied values where these values are entered.6. If problems occur with the selection of data, you can display the relevant messages in the list display under Logs Worklist .

1.3.2 Layout

You can change the layout of the worklist page overall and also change the layout of each individual list of worklists. The layout of a list of worklists can be adaptedfor all users centrally and by each user personally.

Features

Page Layout

Using personalization, each user can specify a choice of worklists, divide these into categories, sort them, and rename them if necessary. Additional settings forthe layout support your personal requirements.

You access personalization by choosing ( Personalization ). For more information, see the documentation for SAP NetWeaver ABAP under Personalization.

List Layout

The layout of a list of worklists depends on the query that the list is based on. In the standard system, a separate query is delivered for each object category,which is stored in Customizing for QIM in the POWL Administrator Cockpit (POWL Cockpit). Any changes you make in the POWL Cockpit are relevant for allusers. For more information, see Definition of Queries.

In addition, each user can adapt the layout of his or her own worklist. This is possible via ( Open Settings Dialog ). Here, you can make settings for the columnselection, sorting, filtering, or print versions. Under Display , you have the option of specifying hierarchy columns, for example.

For more information, see the documentation for SAP NetWeaver ABAP under View with Settings.

1.3.3 Definition of Queries

You define the layout of a list of worklists and make default settings for selection criteria in a query.

On the one hand, administrators can create queries centrally in the back-end system and make them available to all users. With these default queries (alsoknown as admin queries), little effort is required to make worklists with flexible selection and a specific layout available to a number of users. For example, youcan thus define queries with variable time periods or partners.

On the other hand, each user can define user-specific queries in the worklist using the New Worklist pushbutton.

ActivitiesYou define default queries in the POWL Administrator Cockpit . This is available in Customizing for QIM under Worklists for Quality Issues and Activities Make Settings in POWL Cockpit (transaction POWL_COCKPIT). You can also deactivate queries here. For more information, see the documentation for the

Customizing activity.

More InformationSelection According to Calculated Dates

Selection According to Variable User or Business Partner

1.3.3.1 Selection According to Calculated Dates

You can define a default query for a worklist whose selection is not based on fixed dates but for which the timeframe is calculated relatively in the future. You canselect objects whose requested end will be reached in four weeks, for example.

Activities1. In Customizing for QIM under Worklists for Quality Issues and Activities Make Settings in POWL Cockpit , open the POWL Administrator Cockpit

(transaction POWL_COCKPIT).2. Select Standard POWL and choose Execute .


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3. Select the personalization application QIM_GQIA_POWL and choose Register Query .4. Select the query for which you want to define a calculated date and choose Maintain Query .5. If necessary, switch to change mode and choose Calculated Dates .

1.3.3.2 Selection According to Variable User or Business Partner

You can define a default query for a worklist that shows for each individual user which QIM issues or QIM activities he or she is assigned to. This is possible ifyou enter a variable in the respective selection field, which is then replaced by the current user or business partner who opens the worklist.

You can use the following variables:

is replaced by the current user ID is replaced by the business partner ID for the current userYou can also use the variables in the front end during user-specific creation of a new worklist. This is useful, for example, if the business partner has to beentered in a field but the current user does not know the business partner assigned to him or her. The user can then enter the variable in therespective selection field.

PrerequisitesYou have assigned the conversion class CL_QAM_MAP_USER2PARTNER to the user or business partner search field in SMT mapping (see also StructureMapping).If you want to use the variable , the business partner for the user must exist.

Activities1. In Customizing for QIM under Worklists for Quality Issues and Activities Make Settings in POWL Cockpit , open the POWL Administrator Cockpit

(transaction POWL_COCKPIT).2. Select Standard POWL .3. Select the personalization application QIM_GQIA_POWL and choose Register Query .4. Choose Maintain Query .5. Open the query in which you want to use a variable and choose Query Parameters .6. Enter the corresponding variable in a user or business partner field.

1.3.4 Structure Mapping

To display a harmonized list of all the different objects in the worklist, the system performs a structure mapping. This assigns the different structures of the objectsin the source systems to a generic structure in QIM. However, not every field of the generic target structure in QIM is filled by each source object; only the fieldsthat are relevant for the respective object are filled.

IntegrationYou use the Service Mapping Tool (SMT) for the definition of the structure mapping. This Web application is available in SAP QIM under SystemAdministration Edit Structure Mapping .

FeaturesThe structure mapping defined in SMT is stored in Customizing for the respective object category. For the object categories delivered with QIM, the structuremapping is also provided. You can change this mapping as required. You can find the assignment of the mapping to the object category in Customizing for QIM,for example, under Worklists for Quality Issues and Activities Define Access to Quality Issues .

In addition to the field mapping for the assignment of source and target structures, the system also performs a value mapping for the status by transformation.This means that different status values of source objects are converted to a common status in QIM. This allows harmonized selection by status in the worklist (seeSelection Criteria).

As well as this value mapping within the structure mapping, there is also an ID mapping for the assignment of different values in the source system and QIMsystem in a nonharmonized system landscape. If this ID mapping fails to work, the system displays the value from the source system in the worklist. In this case,the system sets a Local indicator, which you can display in the worklist to check the ID mapping.

1.3.5 Jumps

Using the link following an object ID in the worklist, you can jump directly to the object itself or to its reference objects in the source system and display or edit theobject there.

PrerequisitesIn Customizing for QIM under Basic Settings Generic Settings for Reference Objects , you have made the settings for the reference objects of theobjects in the worklist.


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NoteIn the worklist, reference objects other than those defined for processing quality issues in SAP QIM can be relevant (see also Reference Objects).

The user that is stored in the RFC connection for the respective source system must have authorization to access the required object in the source system.In addition to object-specific authorizations, the underlying RFCs must be stored in the authorization object S_RFC. For information about which RFCs arerelevant for which object, see the various Customizing activities for access to quality issues and quality activities in the worklist or for access to referenceobjects. In the respective Customizing activity, you can access the relevant information in the settings for the object category by choosing ( Implementation Information ).

FeaturesIf an object is located in an SAP system that supports Web applications, you can edit the object directly in the source system. In the following cases, thenavigation options in the source system are restricted, however:

If objects are located in an older system that does not support the display of Web applications (for example, SAP R/3 4.6C) and you are working with SAPNetWeaver Business Client for HTML, only restricted navigation is possible in the source system. For example, you cannot jump to other applications.For products (object category Material in NW , MAT_NW), only restricted navigation is possible in the source system for each release level for technicalreasons.Retail articles and product groups are handled as ERP materials and belong to the object category MAT_ERP, that is, the data is displayed via the materialmaster display (transaction MM03).For the object category plant (PLANT_ERP) , no jump is supported.

1.3.6 Additional Information

In the worklists for quality issues and activities, you can display additional information for one or more objects, that is for one or more rows in the list of worklists.

FeaturesYou can access the following information for one row:

Detailed informationIf you select a row in the worklist, detailed information, such as any detailed descriptions available in the source system, is displayed below the list.Information about the object categoryIf you select a row, you can access information about the object category that is relevant for the selected row by choosing Object Category . Information isdisplayed about possible restrictions in the selection criteria, for example, and a list of available fields.

If you select one or more rows in the worklist, the function Additional Information is available. This opens the side panel in which Business Context Viewer(BCV) query views are displayed in the form of diagrams for the rows that are currently selected. For more information, see Reports in Business Context Viewer(BCV).

1.3.7 Status Change

You can change the status of several objects in one step.

NoteSome objects have no status, for example, the defect in the QIM system. A status change is not possible for these objects.

If a digital signature is necessary for a status change (see Issue Processing with Digital Signatures), no mass change of the status is possible.

FeaturesIf you select one or more rows in your worklist, you can change the status for the selected objects under Issues or Activities . The following statuses arepossible:

Set in ProcessComplete

The status is automatically changed in the source system. If necessary, other steps are triggered by the system.

Under Logs , you can display lists of system messages relating to the respective status change.

1.3.8 Monitoring Control of Issues and Activities

To monitor the quality issues and quality activities listed in the worklists, you can store different criteria for a monitoring control in the system. You can visualize theresult in the worklist in the form of a traffic light.

FeaturesThe monitoring control is enabled technically by implementations of the following Business Add-Ins (BAdIs):


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BADI_QAM_POWL_ISSUE_VALUATION for the monitoring control of quality issuesBADI_QAM_POWL_ACT_VALUATION for the monitoring control of quality activities

In the standard system, two implementations are delivered for each of the two BAdIs:

Monitoring control according to statusExamples: Completed quality issues or quality activities get a green traffic light, issues and activities in process get a yellow traffic light, and canceled onesget a red traffic light.Monitoring control according to requested start and end dateExamples: When the requested start date is reached, but the end date is not reached, the issue or the activity gets a yellow traffic light. If both dates areexceeded, a red traffic light is set.

For more information, see the documentation for the BAdI implementations.

All BAdI implementations delivered in the standard system are activated, that is, you can use these monitoring control criteria immediately in the worklist. You cancreate your own BAdI implementations for other criteria.

Activities

Display Traffic Light in Worklist

1. To display the traffic light for monitoring, insert the Traffic Light column in the layout of the respective list.2. In the selection criteria for the list under Monitoring Control , specify the criterion (that is, the BAdI implementation) for the monitoring control.

Define Your Own Monitoring Control

1. Create your own BAdI implementation in Customizing for QIM under Worklists for Quality Issues and Activities Business Add-Ins (BAdIs) forMonitoring Control . You can use the existing implementations supplied as a guide.

2. Create the filter value for the implementation in Customizing for QIM under Worklists for Quality Issues and Activities Define Monitoring Control ofIssues and Activities .The filter values stored here are available to users of the worklist as options when they select a criterion for monitoring control.

NoteIf individual BAdI implementations (and thus criteria for monitoring control) are not to be available to the users of the worklist, set the Inactive indicator for therespective filter value in the Customizing activity Define Monitoring Control of Issues and Activities .

1.4 Issue Processing

In issue processing in SAP QIM, you have the option of capturing different types of quality issues and processing them by initiating suitable quality activities. Youcan also map use cases that go beyond classical quality management, such as improvement requests or service requests.

1.4.1 Overview: Creating Quality Issues

You have three ways of creating an issue in Quality Issue Management:

Create Quality Issue (Guided)Create Quality Issue (Quick)Create Quality Issue (Advanced)

NoteIf you use SAP Audit Management, you can also create a quality issue in QIM from a corrective or preventive action. For more information, see SAP Note1771893.

FeaturesYou can use the functions Create Quality Issue (Guided) and Create Quality Issue (Quick) to create a quality issue quickly.

You can use the Create Quality Issue (Advanced) function for the comprehensive entry of all data.

Issue Type

You always create issues with an issue type. When you open a create function, you get a list of all the issue types defined in Customizing. From this list, youmust select the issue type for which you want to create the issue.

The issue type specifies the central settings for the processing of an issue. For example, it controls the default settings of code groups, partners, and activitytemplates, and which subitems can be created for an issue. The issue type also predefines the possible reference objects for an issue.

1.4.1.1 Create Quality Issue (Quick)

You use this function to create a quality issue without needing to know detailed data about the issue.


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Quick creation allows entries in the following areas:

Reported byIssue descriptionMain reference objectIssue codeUrgencyTimeframeBusiness partnersIn quick creation, only the Person Responsible is specified as a business partner.You can use the function Determine Partners and Codes to trigger the determination of partners using predefined business rules. If the business rules findother partner roles than the Person Responsible , these can be displayed. Only when the issue is further processed are all partners displayed that werefound using the business process rules.Detailed descriptionAttachmentsYou can assign an attachment.

When you finish processing, you can specify whether you set the status for the issue directly to In Process or whether you save the issue with the status New .

If you finish processing with Save & Set in Process , it is possible that conflicts may occur if mandatory partners are missing or an approval is required. In thiscase, you cannot finish processing with Save & Set in Process . You can only close the application with the Save function.

1.4.1.2 Create Quality Issue (Guided)

In guided creation of a quality issue, the creation of an issue is subdivided into the following individual steps:

Describe issueDefine reference objectsDefine urgency and partnersDefine activitiesReview and finish

If you finish processing with Save & Set in Process , the issue is set directly to the status In Process . Conflicts can occur here if mandatory partners aremissing and you cannot add these, or if an approval is required. In this case, you cannot save using Save & Set in Process ; you can only use the Savefunction to save the issue in the status New .

You can make customer-specific changes to the sequence of the predefined steps (see Adaptation of the Web Applications in QIM).

1.4.1.3 Create Quality Issue (Advanced)

With this create function, you can enter comprehensive data about an issue.

Features

Issue Hierarchy

You can show the issue hierarchy in the advanced create function and view a hierarchical structure of all elements that are assigned to an issue, for example:

Reference objectsBusiness partnersAttachmentsDefects and their subobjectsActivities and their subobjectsChange documents

When you double-click an element in the issue hierarchy, the details of the element are displayed.

Subitems

Depending on the issue type, you can document defects, causes, or effects for an issue. The settings for this are made in Customizing for QIM under IssueProcessing Define Issue Types (see also Subitems: Defect, Cause, Effect).

1.4.1.4 Issue Status

Status Assignment

During the course of processing, an issue can be assigned different statuses (for example, Set in Process, Complete ). Depending on the entries required, youcan assign the issue status manually.

A newly created issue is assigned the status New . You can set the issue status to In Process when you have entered all required information and, for example,entered the business partner for a mandatory partner role.

To be able to complete an issue, all mandatory short-term activities, that is, activities for which the Long-Term Activity indicator is not set, must be completed(see also Activity Status).

When an issue was completed, you can assign a validation status, for example, Successful, Not Successful .

Which business transaction triggers which status change is stored in the SAM editor (transaction SAMDT). The status modeling cannot be changed to meet


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customer-specific needs.

Approval Process

In addition, you can activate an approval process for an issue type in Customizing. To do this, in Customizing for Quality Issue Management under IssueProcessing Define Issue Types , set the Approval Required indicator. When this indicator is set, an issue must be approved via an additional status. Anissue can then only be assigned the status In Process if it was approved.

However, it is still possible to process the issue in the status New .

Digital Signature

You can document status changes using digital signatures (see also Issue Processing with Digital Signatures).

User Status

You can add your own customer-specific user statuses to the issue status (see also User Status).

ActivitiesYou can display the status profile for issues in the SAM editor (transaction SAMDT). To do this, enter the following data:

Business Object: /IAM/ISSUENode Name: ROOTSchema Name: /IAM/ISSUE_ROOT

More InformationYou can find a simplified graphical representation of the possible status changes of an issue under Status Profile for Issues.

1.4.1.4.1 Status Profile for Issues

The status profile /IAM/ISSUE_ROOT stored in the SAM editor defines the process flow for issue processing. Only certain actions are allowed for certainstatuses.

NoteIn the SAM editor, all status types that an issue can have are displayed (with the exception of customer-specific user statuses). The following sectiondescribes the lifecycle status and approval status in more detail. Other status types, for example, archiving status or digital signature status, are not takeninto account.

Also note that the decision whether an approval is required or not is stored in Customizing for the issue type. This cannot be displayed in the SAM editor.

The following diagram shows a graphical representation of the possible status changes:

Status Diagram

The following table shows which status changes are possible for each initial status and which actions initiate the status change:


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Status Possible Actions to Trigger Status Change New Status

New Set in Process/Save and Set in Process

In Process

Deletion Flag Flagged for Deletion

New and To Be Approved Approve Approval Status: ApprovedIssue Status: New

Reject Approval Status: RejectedIssue Status: Completed

In Process/In Process After Completion

Cancel Canceled

Complete Completed

Completed Reopen In Process After Completion

1.4.2 Changing of Quality Issues

You can change issues in SAP QIM under Quality Issues . You always make changes in the advanced maintenance function of a quality issue, in which allsubareas are displayed. The Create Quality Issue (Guided) and Create Quality Issue (Quick) functions are not available in change mode.

When you change an issue, the activities that were already entered for the issue are then not ready for input. To change an activity, you must select the activityand choose Edit Activity . The selected activity is then ready for input. Only the selected activity can be edited; the other activities remain locked so that severalactivities can still be processed by different users at the same time. The activities can be changed independently of each other in SAP QIM under QualityActivities .

1.4.3 Subitems: Defect, Cause, Effect

Defects, causes, and effects represent subitems of an issue. Causes and effects can, in turn, also be created as subitems for a defect.

In the standard system, you can enter your own activities for defects and causes.

You make the settings for the subitems in Customizing for the issue types:

The subitems have their own issue categories:QDF: DefectQEF: EffectQCA: Cause

For subitems, you can create your own issue types in which the relevant settings can be made. Thus, for each subitem, you can also store your ownBRFplus rules for activity determination and code determination and configure settings for the code groups, for example (see Codes and Code Groups).You assign the issue types to other issue types as subitems.

In issue processing, the subitems are all displayed as their own subarea. When an issue is saved, the subitems receive their own ID and can be processedindividually in SAP QIM under Quality Issues .

There is no status management for defects, causes, and effects. However, you must have completed all mandatory short-term activities of the subitems to be ableto complete an issue.

PrerequisitesYou have made the settings for the subitems in Customizing for Quality Issue Management under Issue Processing Define Issue Types .

1.4.4 Quality Activities

Activities include all types of actions or measures taken to resolve an issue.

Activities are created with a specific activity type, which, for example, determines the partner roles for an activity. For an activity type, you can define activitytemplates to simplify the creation of activities.

In the Web Dynpro configuration delivered by SAP, you can create activities at the level of issues, defects, and causes.

PrerequisitesCheck the following settings in Customizing:

Quality Issue Management Issue Processing Define Settings for Activity Categories Quality Issue Management Issue Processing Define Activity Types Quality Issue Management Issue Processing Define Activity Templates Quality Issue Management Issue Processing Define Issue Types

FeaturesThe processing of activities is controlled via the activity category. The activity category determines basic properties of an activity, such as the status profile, whichcannot be changed. Activities with the category Information do not have status management, for example.


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SAP delivers four activity categories:

Basic activityThese can be activities that must be performed immediately after an issue is created, for example, and in which a partner is not necessarily involved.InformationThese can be activities that serve to provide information about an issue and can also be used as an element to group a number of activities. Only restrictedprocessing functions are available for information activities, so that, for example, no response and no partner assignment is possible.QuestionThese can be activities whose answer can describe the issue and its context. The answer can be specified via the type of response, for example.Extended activityThese are activities that contain comprehensive tasks and can usually only be processed together with a partner.

Activity Type

You can create any activity types in Customizing for each activity category. The activity type includes the following settings:

The role of the responsible partnerWhether an activity is automatically set to the In Process status after having been createdWhether the user who created the activity is automatically entered as the person responsible for the activity (see also Transfer of User Data for ActivityDriver/Completed By for Activity).In the Partner Role Settings folder, you can specify whether it is mandatory to enter a partner for a role. Then, a partner must be entered for the activitybefore it can be set to In Process .You can specify that only one partner can be entered for a partner role.

Activity Templates

To simplify the creation of activities, you can define activity templates in which you make certain default settings for the activities (see Activity Templates).

Adding New Activities

There are different ways of adding activities:

Using predefined business rules (see Determination of Activities Using BRFplus).In CustomizingIn Customizing, you can specify that activity templates are automatically assigned to an issue, a defect, an effect, or a cause.From activity template poolYou can copy the required template from the list of activity templates defined in Customizing. You can search for the templates, for example, via codes,code groups, or the template text.Proposed activitiesIn Customizing or in the decision table for determining activities using BRFplus, you can define activity templates as proposals. The proposed activities aredisplayed as a list in the application and can be copied to an issue, a defect, or a cause (see Proposed Activity Templates).Entered manuallyYou can create activities without an activity template. When you create an activity, you must specify the activity type.

NoteWhen you create activities manually, you cannot specify a response value. You can only define response values in Customizing for the activitytemplates.

Structuring Activities As a Hierarchy

You can structure the activity list in an issue as a hierarchy. When you add a new activity, it is inserted as a subnode for the activity on which the cursor ispositioned. This allows you to group activities with a specific objective or purpose. You can group activities regardless of their category.

If you want to insert an activity at the top level of a hierarchy, no activity must be selected.

You can also build up a hierarchy when you define activity templates (see Activity Templates).

When you insert proposed activities in the activity list that are part of an activity hierarchy, the hierarchical relationship of these activities is always taken intoaccount, that is, a proposed activity is always inserted beneath its parent activity, regardless of which row is selected.

Sort Number

You use the sort number to specify the sort sequence in which the activities are to be processed. You specify the sort sequence in Customizing when building ahierarchy for subordinate activity templates and when assigning activity templates to an issue type. The activities are sorted in the sequence that is laid down bythe sort number when an issue is created. You can change the sort sequence of the activities in the issue manually.

Origin

The origin is specified for each activity:

For activities that are copied over from Customizing automatically or as a proposal, the origin is given as Predefined . For proposed activities, the Proposalindicator is also set in the activity properties.For activities that are determined using BRFplus rules, the origin is given as Rule .For activities that are assigned manually, the origin is given as Manually Entered .

Activity Properties

Long-term activityIf you set the Long-Term Activity indicator, you can complete an issue but the activity still has the status In Process and can still be processed aftercompletion of the issue.The indicator can be set in Customizing for the activity template as a proposal.


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Mandatory activityMandatory activities must be completed within the issue resolution process. As long as an issue contains a mandatory activity that is not completed, theissue itself cannot be completed.If this indicator was set in Customizing for the activity template, it cannot be unset in the application.If both the Long-Term Activity indicator and the Mandatory Activity indicator are set, you can complete the issue even if the activity is still open, but youcannot delete the activity after the issue is completed.

Response Type

You can enter responses for all activity categories apart from Information . In Customizing, you can specify for an activity template that a response is necessaryand also specify a response value:

DateCodeQuantitativeA unit must be specified for the response value.BooleanNone

If you have not specified a response value, the Response Value field is not visible in the application.

NoteWhen you create activities manually in the issue without an activity template, you cannot specify a response value.

ActivitiesYou create activities in the Web Dynpro configuration delivered by SAP when processing an issue, a defect, or a cause. Each activity is assigned an activity ID.

You can process activities individually in SAP QIM under Quality Activities .

1.4.4.1 Activity Templates

Using activity templates, you can simplify the creation of activities when you create an issue. In activity templates, you can specify certain defaults that apply forall activities that are created with this template.

You create activity templates in Customizing for a specific activity type. In the template, for example, you can specify the type of response, you can specifyfollow-up actions, and set default activity properties.

PrerequisitesYou have checked the following Customizing settings:

Quality Issue Management Issue Processing Define Activity Templates Quality Issue Management Issue Processing Define Issue Types

FeaturesWhen defining activity templates in Customizing, you can build a hierarchy for activity templates:

You can bundle activities that belong together and transfer the whole bundle when you process an issue.A bundle can be inserted in another bundle of activity templates.All types of activity categories can be inserted or used as a parent node.When you build an activity template hierarchy, you can specify that activity templates should be transferred automatically to the issue, or that activitytemplates should be proposed and must then be transferred by the user.You can display activity hierarchies for an issue type graphically in SAP Quality Issue Management under System Administration in the screen area Process Control Activity Network .

You can specify the duration at the level of activity templates. If a start date is specified for an activity, the end date is calculated automatically based on theduration specified in Customizing.

You then assign activity templates to an issue type. By means of the issue category, you can control whether the activity templates apply for issues, defects,effects, or causes.

When you create an issue, you can copy the activity templates from Customizing and create new activities with the templates.

Activity templates can be copied to an issue, defect, cause, or effect using rule determination in Business Rule Framework plus (BRFplus).

More InformationSee also Proposed Activity Templates and Determination of Activities Using BRFplus.

1.4.4.1.1 Proposed Activity Templates

At the level of the issue type and at the level of the activity templates, you can specify that in the application, activity templates are copied over automatically foran issue, or that the activity templates can be selected manually from a template pool.


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Activity templates without the Proposal indicator are copied over directly when an issue is created.Activity templates with the Proposal indicator are not specified directly, but can be copied over to the issue using Add Activities Proposed Activities

.

You define automatic or proposed activity templates at two levels:

When you build an activity hierarchyWhen you assign activity templates to an issue type

The following scenarios result from this:

An activity template was marked as proposed when assigned to the issue type.The activity template contains more subordinate activity templates that are also proposed.The activity template contains more subordinate activity templates that are copied over automatically.

An activity template was marked as automatic when assigned to the