Basic Data & Tools_EHS,Basic Data & Tools_EHS

anas166181 15 views 188 slides Oct 05, 2024
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About This Presentation

Basic Data & Tools_EHS.ppt


Slide Content

10/05/24
Overview of EHS Essentials and Functions
Basic Data and Tools

10/05/24
Course Pre-requisites
Overview course on SAP01 (SAP Overview)
Windows Navigation

10/05/24
Target Audience
Project team implementing Product Safety / Dangerous
Goods Management
Consultants interested in understanding Recipe Management

10/05/24
Course Goals
This Course will prepare you to
Create and Edit specifications, phrases and recipes
Understanding how data import and export are carried out in
EHS environment
Basic idea about EHS Expert and WWI servers

10/05/24
Course Objectives
At the end of the course, you will be able to:
-Store and manage specifications, such as substances and their
properties, in the specification database
-Maintain the relationships between substances and materials in
logistics
-Search for specification data via the specification information system
-Manage phrases
-Prepare phrases for use when entering data in the specification
database
-Use Search Criteria and output specifications using Specification
Information System
-Undersand WWI and EH&S Expert

10/05/24
Business Scenario
The development
department of your
enterprise has developed a
new product.
You are now preparing to
launch the product on the
market.
All existing information and
data needs to be collected
and entered into the
specification database.

10/05/24
mySAP PLM Solution Map

10/05/24
Process overview along Logistics Overview
Integrated functions from
the EH&S areas are
necessary in all parts of
the supply chain of a
productive enterprise,
from sales through
production planning,
human resources,
materials management,
production, maintenance,
and distribution, to the
transportation of the
finished goods.

10/05/24
Examples of the many tasks integrated in
business processes in the area of EH&S include:
Shipping material safety data sheets (MSDS) with deliveries of chemical
products
Retrieving substance information and reports for inquiries and quotations and
throughout the entire sales and distribution logistics
Checking whether dangerous goods can be transported on all modes of
transport
Entering data on the registration (legal approval) of a substance in a recipient
country

10/05/24
SAP EH&S offers your enterprise an effective
instrument for:
Keeping to statutory requirements
Fulfilling self-set corporate objectives and guidelines
Optimizing your business processes
Implementing and further developing set best business practices
Automating processes
Increasing customer satisfaction
Demonstrating your environmental and safety standards in public
Transforming tasks in the EH&S areas from cost factors into
competitive advantages

10/05/24
SAP EHS capabilities
SAP EH&S gives your
enterprise substantial
global competitive
advantages.
To fulfill the demands of
your enterprise, SAP has
created a portfolio of
EH&S components that
can be inserted seamlessly
into the R/3 System

10/05/24
Data Structure capabilities
SAP EH&S components also
have flexible data structures
and processes that can be
configured to meet the
requirements of your business.
For example, you can:
Define classes (substance properties),
characteristics, and properties trees
according to your requirements
Design your own EH&S reports using
Microsoft Word
Specify the shipping rules for material
safety data sheets according to the
requirements of your own company
Define your own dangerous goods checks,
embed them in the check process, and
determine yourself how the business
process continues

10/05/24
Basic Data and Tools
The basic functions of SAP EH&S are
independent of national laws and country-
specific procedures, and are developed and
marketed so that all regulations and
country-specific requirements can be
fulfilled worldwide.
Examples of particularly important
processes are also supplied in full with the
software, such as the shipping and
subsequent shipping of material safety data
sheets in accordance with the rulings in the
EU and USA

10/05/24
Specification Management
Substance management is the basis for all other SAP EH&S functions and
provides the infrastructure for other applications in the R/3 System. It allows
you to enter and identify all kinds of substances (pure substances, preparations,
mixtures, polymers, and so on) and describe them, using properties.
You can change and add to substance properties easily and quickly, and arrange
them in custom-made properties trees.
You can define and maintain compositions of preparations as required.
Attributes in text form are supported here using phrase management.
The authorization profiles supplied with the software allow you to differentiate
between carefully defined access rights for different groups of users.

10/05/24
Phrase Management
Phrase management allows you to handle texts in standardized modules
effectively in a number of languages. Phrases are managed in phrase libraries and
grouped together in phrase groups.
Using phrase sets, you can assign phrases to the individual characteristics of the
substance properties. SAP EH&S can manage a number of phrase libraries, one
of which is selected as the active library for data maintenance.
A wide range of user functions, such as searching according to special selection
criteria or using a where-used list, makes phrase management particularly user-
friendly.

Like substances, phrases are directly linked to engineering change management.

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Specification Information System
In the substance information system, you can execute complex searches using
substance properties.
You can display the results in individually configured lists (output methods) and you
can also display multi-level substance compositions.
The properties tree can be used to search for properties. The data for a number of
substances can be output per report.
The last search parameters used are available for further searches to extend or refine
the number of hits. You can search for identifiers, such as names, independent of
their language.
 
An interface to Microsoft Excel allows you to individually format and further
process the data for the substances found by the search.

10/05/24
Report Generation
Report generation allows you to generate reports in multiple languages.
These reports can contain data from the substance database, other R/3 components,
and graphic symbols.
You can configure the layout, content, and print format as required. Text modules can
be included using the phrase-management function.
The standard word processing program Microsoft Word is used on a server to design
the reports and is linked to R/3, using the program WWI (Windows Wordprocessor
Integration).
The file format .RTF makes it possible to display the reports in all commonly used
versions of Word without encountering problems.
An EU material safety data sheet (MSDS), a TREMcard, and a standard operating
procedure in accordance with German hazardous-substance laws are supplied as
examples of report templates

10/05/24
Report Management
Report management supports you in managing and releasing report documents,
for example, material safety data sheets and labels.
Status management makes it possible for you to set up a controlled release
process in accordance with your requirements. When data is entered for a
specific substance, a report is created from the report template for a specific
language and jurisdiction, which is then available in the R/3 document
management system (DMS) to all R/3 users in your company.
This report is then turned into the final ready-to-ship report by entering the
current data (such as the material number, company name, and logo) from the
transaction that triggered report generation.
The whole report-request process can therefore be triggered manually or
automatically. Any changes to substances or phrases can be managed in a
worklist.

10/05/24
Report Shipping
Report shipping is used to ship the finished reports in accordance with the valid
legal requirements.
 You can also trigger delayed printing of the reports. As well as triggering
report shipping automatically from SAP R/3 SD shipping processing, you can
create a shipping order for reports manually.
It is possible to bundle the substance reports according to various criteria (such
as envelopes used, e-mail size limit, or recipient). Reports are subsequently
shipped automatically using a date-controlled check routine.
Subsequent shipping can also be triggered automatically if the report has
changed due to relevant changes to substances or phrases.
You can also ship reports that were entered as inbound documents

10/05/24
Report Information System
In the report information system, you can display all reports on a
substance in a report tree.
In the report display, the current (released) version of a report is
highlighted.
Historical versions of a report can also be displayed. You can
display or print each report.
The report information system can also be started from a material
for which reports are to be displayed.
You can also use this function from the documents in R/3 SD
shipping

10/05/24
Data Exchange
The possibility of communicating with other EDP systems and of importing data
from them is a fundamental feature for implementing your SAP EH&S System.
Data exchange (import and export) is possible for substances, phrases, literature
sources, properties trees, report templates, SAP EH&S reports, and external
reports.
This means that it is possible to exchange data (including individual items of data
following changes) with other systems, even outside R/3.
For phrases, individual languages or phrase groups can be imported selectively.  
For non-SAP EH&S documents, a defined interface is offered that also fully
integrates inbound documents in report management.
For structured substance data and completed substance reports, the necessary
prerequisites have been created for replacing older applications or configuring
distributed system scenarios.

10/05/24
Specification Database
Store and manage specifications, such as substances and
their properties, in the specification workbench
Maintain the relationship between substances and
materials in logistics
Search for specification data via Specification information
system
Carryout secondary data determination and using user
exits

10/05/24
Specification database
The specification database provides a placeholder for complete
business solution for environmental health and safety and Recipe
management solutions
The specification database is used in the following areas
Product safety, Dangerous Goods Management, Industrial Hygiene and
Safety, waste management, Occupational Health and Recipe Management
Benefits
-Specification database integrates with Logistics to produce BOMs, Material
Safety Datasheets, labels and regulatory reports
-Considerable reduction in time and money spent on specification creation

10/05/24
Specification database integration with Logistics

10/05/24
EHS and the Supply chain process

10/05/24
SAP EHS – Basic Data and Tools
Materials assignment to substance database
(Logistics integration)
Specification database
Phrase management
mySAP PLM EH&S native language support
Supports almost all common languages
Specification information system
Report generator and report management (WWI)
Report information system
mySAP PLM EH&S expert system

10/05/24
Specification Database

10/05/24
Specification: Specification Master vs
Material Master

10/05/24
Link between Material and Specification
The link between specifications
and the material master
illustrates one of the integration
points that SAP built between
PLM (development) and SCM
(execution).
Using specifications is an
efficient way to define products,
because the content of multiple
pack sizes is described only
once.
Consistency is also improved
because this same specification
(or set of specifications) is used
to describe this unique material
wherever it is used.

10/05/24
Input & Output Specifications
The EH&S specification database is
used to store very detailed product
definition information.
It captures detailed characteristics that
uniquely describe all materials
involved in manufacturing products.
This includes properties and attributes
about finished products, raw materials,
and packaging.

10/05/24
Specification Examples
Specifications are created to capture detailed properties
and characteristics for all components of your products,
including:
• Raw materials, ingredients, and all other inputs to the
process
• Output specifications for both intermediates and the
finished formula
• Packaging materials
• Finished, packaged product
This simple example shows typical properties and
characteristics that define inputs for our Industrial
Cleaner, as well as properties desired in the final product.
SAP’s specification database (based on EH&S) represents
a very flexible, powerful tool for storing structured
product and raw material information.
The physical and chemical properties of the inputs and
outputs of your production processes are detailed to
whatever level is required by the particular business and
product mix.

10/05/24
Specification Data
Specifications represent a much more
detailed view of a material than is
available using the material master.
Early in the product creation process,
developers typically work in terms of
specifications, without worrying about
material masters.
Specifications are used to define any
material (or substance) requiring very
detailed description of characteristics
and properties
The specification database is built on
SAP’s classification system, so
definition of characteristics and
properties is highly flexible.

10/05/24
Environmental Specification - Example

10/05/24
Data concept for Specification Database in
Chemical, Pharmaceutical industries

10/05/24
Specification Concept

10/05/24
Raw Material in SAP EHS

10/05/24
Specification Database Features
Specification database expandable by the user, for example, by
adding new properties, useable in all industries
Data stored can be made available in many languages by using
phrase management
Automatic data derivation by SAP EH&S expert
Referencing possible between different specifications
Change management and change documents
Import/export Interfaces
Maintaining additional information on properties
Maintaining references between specification
Providing a link to SAP R/3 Materials Management

10/05/24
Specification Workbench

10/05/24
Specification Workbench
Toolbar: The navigation
functions are available in this part
of the screen. You can
personalize the functions to your
requirements in the specification
workbench.

10/05/24
Specification Workbench
Navigation: In this part of the
screen, you can call objects that
you wish to display or edit. In
addition, you can call search
images for the individual object
types.

10/05/24
Specification workbench
Detail structure: The object that
has been chosen will be
displayed in detail in this part of
the screen. You can choose
individual parts of the object to
display and edit them in the
application area. For example,
the specification for a property
tree will be displayed here and
you can choose the properties for
the value assignment in the
application area.

10/05/24
Specification Workbench
Application area: The following
functions are available in this part of
the screen:
You can enter search criteria when
searching for an object of a
particular object type.
The specifications found after the
search according to specifications
will be displayed in a hit list; you
can choose the specifications to be
edited and transfer them to the
navigation area.
You can edit an object that you have
chosen from the navigation area,
detail area, or hit list.

10/05/24
Specification Database
The EH&S specification database forms the basis for an integrated
environment management system.
It is the central location for storing manifold information relating to the
different specification categories.
The respective specification category is preset depending on the EH&S
component in which data maintenance is started.
For example, all information on chemical substances and preparations created
in Product Safety will be stored in the specification category Substance.
The specification database provides the link between substances and materials
that is necessary for logistics purposes.

10/05/24
Process Overview Edit Specifications

10/05/24
Function Model for Specification Management

10/05/24
Data Maintenance example – Real Substance
Header Data
Item Data
CG02
CG02BD
CGCl2
CBIH02
WA02
The items listed in the header data are
individual tab pages. You can maintain
different data in each of these.
Properties are listed in a property tree
from which you branch off to a new
window with different tab pages for
maintaining data.

10/05/24
Specification category – Real Substance (Header View)
•The specification category is the initial
screen in the transaction.
•The specification key is either assigned
by the system or you can assign it
yourself.
•The authorization group controls – via
authorization management – the group
of persons that is permitted to edit this
substance.

10/05/24
Specification Header
Specification Categories:
1.Waste Code
2.Agents (noise, dust)
3.Dangerous Goods
Classification
4.Substance (Listed Substance,
Real Substance)
5.Packaging (box, barrel, bottle)
Each specification
category has its own
transaction.
A specification can be
assigned to several
specification categories.
The following settings depend on the
specification category:
• Specification type
• Identification type
• Identification listing
• User exits (for example, search in initial
screen)
• Component type
• Regulatory lists
• Define groups (for example, output methods)
• Authorization group
• User-defined text
• Sources

10/05/24
Specification Categories ?

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Specification Header - Specification Types

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Specification Types: Example
Real Substance : Physically
existing
Real Substance Group : Families
of Real Substances
Listed Substance : Whose
properties are described in
literature & Books
Listed Substance Group:
Families of Listed Substances
Copy Template : Predefined value
assignments to create new
specifications

10/05/24
Specification Type
An exact grouping of
Specifications based on their use
Each Specification belongs to only
one Specification type.
By its, assignment to a
specification type, a specification
is assigned its exact role in an
enterprise.

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Specification Header - Restrictions
Who is allowed to view the
data
Authorizations are maintained
via authorization groups
(Header tab page)
On the restrictions tab page,
you can maintain rating and
validity areas. These are
additional information on the
authorization group

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Specification Header - Identifiers

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Specification Header – Assignment to Substance Lists
A particular substance is listed by
certain names, numbers, or formulas;
this information is maintained by
assigning identifiers to substance lists.
Such a list can be the legal EINECS list
or another company specific list for a
particular business unit.

10/05/24
Specification Header - Usage
With Usage, you specify the rating (public, internal) and the validity areas of a particular identifier.
You can control which identifiers are to be shown on a report (for example, Active indicator).
The functions Rating and Validity Area are used the same way as for the value assignment to properties.

10/05/24
Specification Header - Identifiers

10/05/24
Specification Header – Material Assignment
In SAP Product Safety, you use this function to assign a number of
materials from the material master to a substance, thus allowing a link
to further logistic processes.
Logistic data such as price, weight, and measurements are stored with
the material. This data is
dependent on the packing size or containers.
The substance provides the data on the substance properties. This data
is independent of packing size or containers.
If the material is marked as environmentally relevant and a delivery is
posted for this material, SAP R/3 checks if the material has been
assigned to a substance for which a material safety data sheets has to be
issued and, if necessary, starts the material safety sheet shipping.

10/05/24
The materials have to be created in the
Materials Management material master.
All materials for which a material safety data
sheet has to be shipped are to be marked as
environmentally relevant in the Basis Data 2
view.
The substance has to belong to a substance
category for which the Material Assignment
indicator has been set in the IMG activity
Define Substance Categories.

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Specification Header - Status
Ratings and validity areas can be maintained.
With value assignments and identifiers for which these ratings and validity areas
apply, activities are not to be performed according to the status.
For each status entry, a responsible person can be maintained in the system for
information (integration into mySAP ERP Human Capital Management).
Prohibitions can be made with regard to:
• Changes
• Output on a report
• Warnings in case of changes

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Specification Header - Status
Customer status can
be defined here
Value assignment types can be
defined at each stage, these must be
processed before going next status

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Specification Category – Substance – Item
Overview

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Objects for All Substances

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Position – Substance data
To improve structuring, properties (classes) can be assigned to properties groups.
Properties groups are ordered logically in the tree.
The standard properties tree has 13 groups showing all properties.
Other properties trees may have other properties groups and show not this many properties. The
MSDS properties tree provides 16 properties groups, which are structured according to the material
safety data sheet.

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Position – Characteristics and Value
assignments
Various characteristics can be assigned to a property (class).
You can assign one or several values to a characteristic. For each value assignment, a data
record is created, up to a maximum of 99.
Value assignment types can be set in Customizing by means of control flags in such a way
that, for example, a value assignment is not shown in the properties tree (if only meant for
internal use).

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Position Characteristics and Value assignments
The following values can be
assigned to a characteristic:
• A numeric value and a
measuring unit (to be
entered directly)
• A numeric value range and
a measuring unit (to be
entered directly)
• A phrase (to be selected
from a phrase set)

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Positions: Characteristics and Value
Assignments - Components
In addition to or instead of the value
assignment to characteristics, a composition
can be maintained depending on the value
assignment type category (for example, for the
property Chemical Nature or the property
Composition Based on Products).
The composition is a quantitative listing of the
ingredients, with the component type
(abbreviated Comp. Type), average value
(abbreviated Avg.Val), lower limit, and upper
limit being specified in addition to the
specification key .
The order in which items are displayed and
printed on a report can be specified by a sort
sequence.
For all components for which no values are
given for concentration or quantity,
exceptional values can be used. Here, a
unknown or not measured will be displayed
instead of a value

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Substance Composition Property - Components

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Position – Usage
Further usage of data in reporting is
controlled by entering ratings and
validity categories together with the
validity area.
Ratings specify the group of persons
for which documents are meant, for
example, for the public, for
authorities, or only for internal users.
Validity categories in connection with
validity areas specify the geographic
validity. In addition to the validity
category Region, organizational units
can be selected (for example, Plant).
Possible validity areas for the validity
category Region are worldwide,
Europe, ADR, and so on.

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Position - Usage
The Active indicator must be
set so that the appropriate
usage can be taken into
account when selecting data for
the report! Please pay attention
to the fact that each time the
data record is changed, you
must reset the Active indicator.
If you have made relevant
changes to a data record, you
must set the Relevancy
indicator in the usage.
This then leads to a new report
being created with a new main
version, which is subject to
subsequent shipping. The
relevant change can be marked
on the corresponding report

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Position- Extra User defined Texts and Sources
You can assign sources or user-defined texts, including remarks,
on the data record measurement results.
User-defined text depends on the respective language.
Translations are not maintained centrally as in phrase
management, but have to be entered individually for each user-
defined text.

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Position – Extra User defined Texts
User-defined texts depend on
the language. Translations are
not maintained centrally as in
phrase management but must
be entered individually for each
user-defined text. Each
language requires ist own item.
There are various types of user-
defined text. You can define
with which user-defined text
type a document from the
document management system
can be integrated.

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Position Extra - Assessment
Each value assignment in SAP Product Safety has an assessment.
In Customizing of Product Safety you define a standard assessment, which is
automatically assigned to each created value assignment by the system. If
necessary, you can change this value assignment.
These value assignments are only additional information; they do not include
any control functions.

10/05/24
Function Where used list
In the Utilities menu, you can start the where-used list
dialog from the hit list.
By means of the where-used list, you can find substances
that contain substances selected on the hit list in one or
several of the following ways:
The selected substances are contained as components in
substance compositions and/or substance listings.
The selected substances are defined as reference
substances.
The selected substances are specified in transport
classification

10/05/24
Change Document Log
Any changes made to data in the
specification database are
logged.
From the hit list in the Extras
menu, you can start the activity
Creation of Change Documents
Log.
The creation of change
documents is done by a job that
collects all changes that have
been made within the last 24
hours.

10/05/24
Function Convert Unit of measurement
The system can convert
numerical values with
measurement units that have
been assigned as values to
characteristics and saved into
other measurement units
within the same dimension.
This function can be started
by choosing Edit Properties
from the Extras menu.
The conversion is only made
for informational purposes.

10/05/24
Unit summary
You should now be able to:
Store and manage specifications, such as
substances and their properties, in the
specification database
Maintain the relationships between
substances and materials in logistics
Search for specification data via the
specification information system

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Phrase Management

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Phrase Management Use
Centralized text
management
Import of commercial
phrase libraries
Tailoring of phrase
libraries
Assignment of texts to
substance properties
Texts for reports, for
example, MSDS,
labels, and so on

10/05/24
Phrase Management – Phrase Library - Scenario
Phrase management is used to manage and maintain your own and
purchased phrase libraries. It is possible to set up your own library

10/05/24
Phrase Management Assignment of
libraries
1.Centralized text management
2.Import of commercial phrase libraries
3.Tailoring of phrase libraries
4.Assignment of texts to substance properties
5.Texts for reports, for example, MSDS, labels,
and so on

10/05/24
Phrase Groups
A phrase library is divided into one or more phrase groups.
A phrase group combines phrases of a library according to logical points of view to
make is easier to search for and manage phrases (a kind of table of contents). It is
not identical to the phrase set.
You can assign a phrase to only one phrase group.
The description provides more information on the phrase group.
The phrase key uniquely identifies a phrase. It is assigned by the system, or you
can assign it yourself

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Phrase Definition
A phrase is a
standardized text
that can be used
either for value
assignment to
properties or as
text modules for
reports

10/05/24
Phrase Structure
The phrase header contains
information on the phrase
library, phrase group, and
phrase key.
Phrase items comprise the
text, the data of last change,
the phrase status, the code,
the graphic element and the
note – all information for
one language each.
A phrase can be assigned to
phrase sets

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Phrase Header
The phrase header contains information about the phrase
library, phrase group, and phrase key

10/05/24
Phrase item – Phrase Text
The phrase text is stored in various languages. Texts in
languages that are not based on the Western European
character set (such as Greek, Russian, or Kanji) can also
be output if the appropriate settings are made

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Phrase text and phrase status

10/05/24
Phrase item – status
Status assignment is optional.
The status defines if a phrase item:
a: Is allowed to be processed
b: Is allowed to be output on a report
c: Is allowed to be used for value assignment to specifications with warning
d: Is allowed to be assigned another status
Standard status:
• Status 01: Identifier a + d
• Status 02: Identifier d
• Status 03: Identifier b + d
• Status 04: Identifier b + c
When importing/exporting phrases, you can choose a status by means of the language
selection so that the status as chosen via the language selection is taken with the import, not
the file status or with the export not the SAP system status.

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Phrase status
Status Editing Options
01 (In process) You can edit the phrase item and set another status.
The content of the phrase item is not expanded on
reports.
02 (External
processing)
The phrase item has been exported.
You cannot edit the phrase but you can set another
status.
The content of the phrase item is not expanded on
reports.
03 (Released) The phrase item is released.
You cannot edit the phrase but you can set another
status.
The content of the phrase item is output on reports.
04 (Historical) The phrase item is historical.
You cannot edit the phrase item and you cannot set
another status.
The content of the phrase item is output on reports.

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Phrase item Phrase code and Note
An abbreviation that refers to the phrase code can be stored in the Phrase Code
field. Phrase codes are laid down by law only for a few specific phrase texts, for
example, for hazard symbols (F, Xn, and so on), R phrases (R10, R20, and so on),
and S phrases (S20, and so on). In most cases, the Phrase Code field will remain
blank. The phrase code can be output in reports independent of the phrase text.
In the Note field, you can store user-defined texts that provide information on how
the respective phrase is to be used, for example. The phrase note appears in the
substance database under Phrase selection and is not output on a report.

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Phrase item: Graphic Element
You can assign graphic elements to all phrases.
Enter the complete file name of your graphic element with the file
extension in the Graphic Element field. The system uses these file names
when you create a report.
The files must be stored in a specified directory either on the network or on
the local PC

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Phrase Set
Phrases can be used to assign values to properties only if they have been assigned to a phrase set. These
phrase sets are grouped together according to logical points of view.
Phrases that have not been assigned to a phrase set cannot be used for value assignment.
A phrase can be assigned to more than one phrase set.
In general, a phrase set contains a number of phrases.

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Phrase Set Management
Phrase set management is also possible from phrase editing, from
either the hit list of phrases or from the phrase set assignment.
Editing of individual phrase sets is started via a search screen.
A hit list is generated.

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Phrase Set Structure

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Phrase set: Phrase set description

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Phrase set: Assigning phrase set
A number of phrases can be assigned to a phrase set. The display sequence of the
phrases in phrase selection in the substance database is determined by the sort
sequence.
Assignment of phrases can also be performed from the phrase.
You can then assign phrases to a phrase set

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Phrase set: Specification – Phrase set assignment

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Phrase set – Attribute Assignment detailed
view

10/05/24
Phrase set: Editing phrase assignments
The assignment of characteristics to a phrase set can be edited in a
separate transaction.
The Match Characteristics function determines all characteristics of
the data type CHAR30, thus
allowing to be assigned phrases to.
These characteristics are transferred to the characteristic phrase set
assignment where they can assign respective phrase sets. At the same
time, all characteristics that are still contained in the assignment but no
longer exist in SAP R/3 will be deleted.
Perform this function after you have created new characteristics for a
class of the class type 100 (value assignments) in the Classification
System.

10/05/24
Phrase Set Management

10/05/24
Phrases: Function Where used lists
The where-used list is an additional feature in phrase management.
The where-used list checks whether a phrase was already used for value
assignment or as text module in a report. This enables you to determine
whether and how you can further process a phrase

10/05/24
Phrase function – Merging phrases

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Phrase: Function Combining phrases in the
Active Library

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Phrases Function: Deleting phrases

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Unit Summary
You should be able to
Manage Phrases
Prepare Phrases for use when entering data in the specification
database

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Advanced Specification Database

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Unit Objectives
At the end of the chapter you will be able to:
1.Store and manage specifications, such as substances and
their properties, in the specification database
2.Maintain relationships between substances and materials in
logistics
3.Search for specification data via the specification information
system

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Edit Specification Process Overview

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Copying, Referencing and Inheriting
By means of the copying function, data of one specification is transferred to another without
the data being connected in any way afterward.
By means of the referencing function, data of one specification is transferred to another and
the data is connected afterward. With any change of the original data, the data in the
referenced specification is also changed.
Inheritance is a new function in release 2.7. It works the same way as referencing, but has a
number of additional functionalities.

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Copying
A substance must have been created, that is, a specification type, specification key, and
identifier should have been entered.
Select the Copy function from Template in the hit list.
The source specification identifies from where the data is to be copied.
The template is a filter that controls which data is to be copied.

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Copying: Copy Template
From the Copy templates screen, you can
enter edit mode.
First, you have to create a copy template
(header data).
Via the detail view, you can select which
data is to be copied. You can choose:
Usage data
Identifiers
Value Assignment Types
In addition, you can choose certain change
options

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Copy: Copying Template Change Options
Changes to Target Specifications Allowed
• Specifies that the target data of the value assignment
instances that have been inherited from the
respective inheritance template to a target specification can be
temporarily overwritten by the user.
Any changes to source data affects the related target data.
Inheritance Excluded
• Specifies that the target data of the value assignment
instances that have been inherited from the
respective inheritance template to a target specification can be
permanently overwritten by the user.
• The user is allowed to overwrite data of value assignment
instances locally. This local value
assignment is not overruled by the SAP system and can be
inherited by further independent targets.
You can undo the local overwriting by deleting the respective
value assignment instance; the system then shows the original
status.
Deactivation of Inheritance Relationship Allowed
• Specifies that the user is allowed to deactivate or activate the
inheritance relationship in the header data of the source or
target specification as need arises.
• If the inheritance relationship was deactivated and the source
data is changed, the target data will not be updated and can be
overwritten. If the relationship will be activated again, the
target data will be updated according to the data of the source
specification.

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Header: References
Referencing is used to transfer properties from one or
more reference substances to one or more other
referencing substances.
This considerably reduces the amount of data that you
need to enter or change.
Referencing is only possible on one level. This means
that substance D (above) cannot be used as a reference
substance for another substance.
However, several reference substances can transfer
properties to a referencing substance. For example,
reference substance 1 and reference substance 3 can
transfer to referencing substance A

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Header: References

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Referencing: Inheritance to Several Referencing
substances
All properties with all value assignments that are maintained for the reference substance are
transferred to the referencing substances without exception. All properties stored in the
Properties tree, including the addition information that is “inherited.” Identifiers or material
assignments are not transferred.
Transferring these properties means referencing rather than copying. A link is created from all
value assignments of the reference substance to the referencing substance. This means that the
properties are only displayed at the level of the referencing substances and cannot be changed

10/05/24
Referencing: Overwriting Referenced values
Referencing properties are changed centrally in
the reference substance, which has an
immediate effect on the referencing
substances. Any change to the density for
reference substance 1 is immediately visible in
referencing substances A and B
Other properties that are not set as default by
the reference substance can be individually
maintained in the referencing substance. In this
example, the property color is individually
maintained in the referencing substances A and
B.
Referenced properties can be overwritten in the
referencing substance. However, the reference
to the value assignment of the reference
substance is retained. If the new information
that overwrote the values from the reference
substance was deleted, the inherited
information would become valid again

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Referencing: Transferring properties from a
number of Reference substances
If a substance is to inherit
data from two reference
substances, values must not
be assigned for the same
properties in these reference
substances. If labeling was
maintained in reference
substance 1 and in reference
substance 2, an error
message would be displayed
with assignment

10/05/24
Inheritance
Inheritance templates are used to control
which data is to be inherited:
Multi-level inheritance is possible.
Inheritance can be requested.
Inheritance may be subject to
permission.
A report runs the inheritance as a
background job.

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Inheritance
New Possibilities:
•Multiple inheritance
•Inheritance in two directions
•Approving an inheritance

10/05/24
Inheritance: Inheritance Status
The approval status is only used in certain combinations with the
inheritance status.
Only if an inheritance request has been approved can the
inheritance relationship status change from INITIAL to READY
FOR INHERITANCE.
If source data of an already consistent inheritance relationship is
modified, the status changes from CONSISTENT to READY FOR
INHERITANCE.

10/05/24
Authorization Check during Inheritance

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Inheritance Template
If an inheritance template is
used in an inheritance
relationship, the template can
only be changed in such a way
that already inherited data will
not be deleted.
If templates are used, a
warning is displayed.
Changes that are not allowed
will not be permitted by the
system

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EH&S Workflows

10/05/24
EHS Workflow: Example

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EH&S Workflow: Technical Process

10/05/24
Secondary data determination using EHS
Expert

10/05/24
Secondary Data Determination
Derivation of data using the existing data
Checking the derived data
Secondary data is derived from and checked in function modules that are
integrated in user exit management
Secondary data can be derived and checked in the SAP system or in an
external system
Using the EH&S Expert supplementary application, you can define sets
of rules and use these sets to derive secondary data for data from
specification management. You can then use this data, for example, to
determine and check the notification status of specifications

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EH&S Expert
A flexible tool for the
automated derivation of EH&S
data by use of rules

10/05/24
EHS Experts
The application of rules to already
existing EH&S data is processed to
derive new data that is written back
to the EH&S substance database.
Rules are based on facts that can be deliberately defined.
Facts are linked to EH&S data, for example,
characteristics, identifiers, usage, and validity area. EH&S
Expert rules are processed quickly and effectively in the
EH&S Expert rules editor. Individual rules are combined
to form sets of rules.
Mapping tables are needed to assign the facts used in rules
to EH&S fields, and to assign the internal phrase keys
used to the phrase keys in EH&S.

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EHS Expert
•Flexible
Independent of the respective SAP R/3
system
No fixed programming of rules in EH&S (not
hard-coded)
Integration of external rule systems
possible
•Easy to use
Simple rule syntax
Graphical user interface
Use of the standard user exit secondary
data determination
•Powerful tool
Mapping of complex situations
Dependent rules possible

10/05/24
EHS Easy Expert
With EHS Easy Expert you can create rules directly in SAP
system.
With these sets of rules, you can easily make mass changes to
data in specifications that are stored in specification
management.
EHS Easy Expert allows you to create and edit set of rules.
You can store these set of rules in SAP system.
When you run EHS Easy Exrpert, the system gives you the
choice of I) write the results to database immediately ii)
Disply before writing to database iii) Run the set of hits in
background.

10/05/24
Operators for EHS Easy Expert

10/05/24
EHS Expert Explanation Component
EHS Expert Explanation
Component provides Hazardous
substance experts and dangerous
goods experts with immediate and
subsequent explanations of how
Secondary data was determined.
In table form, the EHS Expert
Explanation Component visualizes
which primary data, rules and
conditions led the results
Not available for EHS Easy Expert

10/05/24
EHS Open Content Connector
EHS Open Content
Connector is a windows
program that enables you to
view data offered by
content providers compare
it with existing data and
upload it into your
specification database

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Specificaton Information System

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Specification Information System: Research
in the Specification Database
The specification information system enables you to
search for substances with predefined properties and to
present the results of the search in the form of output lists.
After entering the search criteria, you will obtain a list
with substances that fulfill these criteria. You can then
select substances and display detailed information (for
example, using Microsoft Excel).

10/05/24
Specification Information System: Search Criteria
In addition to searching for
administration data, identifiers,
and materials that are assigned to
a substance, you can use extended
search functions that can be
supplemented with additional,
customer specific search
functions. One example of an
extended search function is
searching for substances with
specific properties, such as flash
point, density, or hazard symbol.

10/05/24
Combining Searches
You can refine your search by entering additional search
criteria in a second search step, thus starting an “and”
search.
You can extend searches by entering new search criteria in
a second search step, thus starting an “or” search.
You can reduce the number of findings on a hit list by
entering a search criterion in another step; all listed results
that meet this new criterion will be deleted from the list.
You can also undo search steps.

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Serving and Loading Queries

10/05/24
Saving and Loading set of hits

10/05/24
Drilldown Reporting Job
Using drilldown reporting job query can be
executed in the background and
Automatically save the set of hits that
results.
With the exception of the After job function,
all functions offer the possibility of
executing the drilldown reporting job
periodically.
For this function, enter under >> after how
many months the drilldown reporting job is
to be repeated.
 
For the other functions choose Execute job
periodically and enter under Period Values
whether the drilldown reporting job is to be
repeated hourly, daily, weekly, monthly, or
at another freely selectable interval

10/05/24
Displaying Properties for substances
You can call different output
methods from the hit list, and you
can use integrated user exits to
program the output methods to suit
your requirements.
Output methods supplied with the
standard system include outputting
the properties of the selected
substances in form of a list in SAP
R/3 or as a Microsoft Excel
spreadsheet, or displaying in the
form of a composition tree.

10/05/24
Specification Information System: Data
Output formats
Sub Output: Selected header data and properties are output in SAP
System, with Excel or HTML form at
Component: Selected data value assignment types of category
Composition or Listing is displayed as simple compositions, composition
trees, or ingredient lists in the SAP system
Excel: Selected data of property, Composition, or Listing is displayed as
Excel.
Excel – Lab: Value assignment types refer to labeling is displayed
Excel – REG: Notification status is displayed as Excel table
Sublist: Specifications to regulatory lists is displayed in the SAP system
Valuation: Value assignment of category property, Composition or
listing is displayed in the SAP system

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Output – Specification Information System

10/05/24
Unit Additional topic
Engineering Change Management
This function enables you to make
data changes for a particular key
date using a change number.
In this way, you can, for example,
today enter data that will only be
valid in the future.
Each change number is valid from
a particular validity date so that
the data has a validity period in
accordance with the change
number.

10/05/24
Engineering Change Management

10/05/24
Change documents for Specifications
System logs all changes carried out for the specifications within specification
management. In the change document, the objects are determined that are created,
changed or deleted.
Changes that were made by reference or inheritance are marked. For Each object, the
change date, change time, and the user name of the person who made the changes are
displayed in addition to the context information.

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Unit Summary
You should now be able to
Store and manage specifications, such as substances and
their properties, in the specification database
Maintain relationships between substances and materials in
logistics
Search for specification data via the specification information
system

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WWI & EHS Reporting

10/05/24
Report Generation – Unit Objectives
At the end of this unit you will be able to:
Test the creation of reports
Explain how reports for different countries and in
different languages can be created from the same
data
Select data for reports

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Report Generation: Objective
Various documents can be created by
means of the data contained in the
specification database, such as material
safety data sheets (MSDS), labels, and so
on.

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Report Generation: Performance Features
 User-defined,
customer-tailored
layout of forms
 Creation of high-
quality reports
 Multilanguage
capability
 (translation
management)
Fast, automated report
creation
Different templates
Versioning of reports
Creation XML-Files

Export XML-Files
Customer tailored, adapted layout
(customer/region)
Multiple language versions
Automated new export after editing of
reports

10/05/24
WWI Definition
Windows Word processor Integration provides the following additional features as compared to
standard Microsoft WinWord :
The WWI menu bar contains new functions. These functions support you in creating symbols,
control flags, and special types of expansion in such a way that data from SAP R/3 is edited in the
desired way when generating reports.
There is a new icon bar containing tool buttons for WWI functions.
Some unnecessary options in the WinWord standard menus are disabled. For example, you cannot
save your document to your PC’s hard disk.

10/05/24
WWI performance Features
Various fonts and font sizes
Dynamic integration of graphic elements
Automatic character sizing
Automatic suppression of headings
Bar code support
Output of several country-language combinations on one
report (example: label)
One layout for all character sets, for example, English,
Greek, or Russian
User-friendly layout design using additional functions
Easy-to-read layout by hiding control information
Interactive use of SAP R/3 (F4 help to find symbols, syntax
checks)

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Document Types
Report Templates (SBV)
Reports (SBR)
Final Reports (SBE)
Coversheet templates (DBV)
Coversheet (DBE)
Inbound Document (IBD)

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Report Templates: How it works
Symbols are used as
placeholders for SAP R/3
database fields.
A template is created using
symbols to position and
format the data.
Fields come from the
specification database or
other SAP R/3 components.
The symbols are expanded
when the report template is
assigned a report generation
variant (filter) and a
specification target.

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Report Template Symbols
Symbols are grouped into three symbol types:
• Key
• 01 Symbol
Placeholder for values of numerical characteristics, phrase-related characteristics, and table fields of
the EH&S specification database
• 02 Parameter
Placeholder for values of table fields from other SAP R/3 components
• 03 Phrase/Description
Placeholders for phrase text from EH&S phrase management as far as not used for value
assignment to characteristics

10/05/24
Report Template: Use of Symbols - Results

10/05/24
WWI Generating Reports

10/05/24
Worklist for Report Requests

10/05/24
WWI Report Generation
Local/Synchronous (test
report)
Central/Asynchronous
WWI server (report)
WWI Monitor:
List of all jobs
List of servers
Generation job status

10/05/24
Report Generation Process

10/05/24Status check during report generation

10/05/24
Reports: Report Generation Process
There are three steps in report generation:
A report template must be created.
A report body is created and can be found in the
report information system.
To generate a report body, a report template and a
report generation variant must be selected. With the
generation on the WWI server, all symbols of the
symbol types “Symbol” and “Phrase” are expanded.
The resulting report body is transferred to the
EH&S system and is subject to release.
A final report is created. It can be found under the
shipping orders.
To generate the final report, a released, versioned
report body must be selected for a certain report
generation variant. With generation on the WWI
server, all symbols of the symbol type “Parameter”
are replaced by data. This process creates the final
report, which is returned to the EH&S system.
The final report can now be sent to the customer.
This second generation step is part of the report
shipping process.

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Reports: Report Generation Variant (RGV)
The report generation variant links the report
template with a leading validity area and one
or more specification value assignment
ratings, which are used to select values for the
report.
Control information for report management:
• Automatic generation of manual report
requests
• Change marks
• Initial release status
• Versioning obligation
• Automatically set to historical

10/05/24
Report Generation Process

10/05/24
Report Generation: Status

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Report Generation: User Status

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Report Generation: Possible initial status

10/05/24
Report Generation Summary

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Report Generation: Unit Summary
You should now be able to:
Tested the creation of reports
Explain how reports for different countries and in
different languages can be created from the same
data Select data for reports

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Report Management and Report
Information System

10/05/24
Report Information System: Search Criteria

10/05/24
Report Management
More information in Product Safety

10/05/24
EH&S Tools

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1) Match up Master Data
Match Up Value Assignment Type and
Characteristic
Activate Phrasing of Characteristics
Activate Phrasing of Fields
Generate Symbols
Regenerate Symbol Descriptions
Match Up Symbols-Phrase-Enabled
Characteristics

10/05/24
Match up master data : Match Up Value
Assignment Type and Characteristic
This function determines all characteristics with data type CHAR30 to
which phrases can therefore be assigned.
These characteristics are transferred to characteristic-phrase set
assignment where you can assign phrase sets.
At the same time, the system deletes the characteristics in the
characteristic-phrase set assignment that no longer exist in the SAP
system
Use this function if you have created new characteristics for a class of
class type 100 (value assignments) in the SAP component
Classification System

10/05/24
Match Up Master data: Activate Phrasing of Characteristics
This function assigns a special dialog box as possible
entries function to all characteristics to which a phrase set
was assigned in phrase set-characteristic assignment.
You use this dialog box to assign phrases of the assigned
phrase set to the characteristic.

10/05/24
Match Up Master Data:Activate Phrasing of Fields
This function activates all fields that are available for
technically assigning phrase sets.
That means the function writes the relevant fields to the
table TCG66.
The relevant fields are currently part of the SAP
components Dangerous Goods Management and Waste
Management, among others

10/05/24
Master Data Match up: Generate Symbols
You define the layout of report templates using symbols.
Master data matchup enables you to generate symbols for
characteristics, table fields, and structure fields.
For example, if you have created new characteristics for a value
assignment type, you can use this function to generate symbols
for these characteristics.
Note: When generating symbols, the system takes all entries into
account that have been entered in the IMG activities Specify
Value Assignment Types and Specify Tables for Report Symbol
Generation in Customizing for Basic Data and Tools

10/05/24
Match up Master data: Regenerate Symbol
Descriptions
When you choose the Generate symbols
function, the SAP system generates the symbol
descriptions in the logon language.
To generate the description subsequently in a
different language, you can use the Regenerate
symbol descriptions function

10/05/24
Match Up Master data: Match Up Symbols-Phrase-
Enabled Characteristics
This function updates the symbol definitions for
characteristic symbols that have been changed from non-
phrase-related to phrase-related (or vice versa).
For phrase characteristics, the system sets the report
symbol group to 00 in Customizing for Basic Data and
Tools.
You can check the Customizing entries in the detail screen
of the IMG activity Check and Specify Report Symbols.

10/05/24
2) Specify QM interface

10/05/24
3) Manage Server Services

10/05/24
4) WWI server

10/05/24
5) Current Settings
Specify RFC Connections to Logistics Systems

10/05/24
6) Data Transfer Options

10/05/24
Detailed discussion on EHS tools & EHS
table structures in 2
nd
lvl course
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