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Work instructions for energy and utilities: safe in the field

Digital work instructions for energy and utilities: safer field work, guided switching and LOTO, better-run shutdowns. AR guidance with an audit trail.

Pen drawing of a transformer and power pylon with AR glasses and a step card for energy and utilities work instructions

In short

Energy and utility companies run critical assets across many sites, often with small crews. Actarion gives field technicians digital work instructions with AR guidance for maintenance, isolation and inspections. Every job is logged, so safety procedures are followed and documented, also at remote sites and during shutdowns.

How it works on the shop floor

How do you start a pilot in energy and utilities?

  1. 1

    Pick one recurring field task,

    such as a substation inspection, a switching procedure or a pump station check, with clear safety and quality risks.

  2. 2

    Agree on the safety rules first.

    Switching and isolation steps must match your own operating rules and permit-to-work system.

  3. 3

    Convert the existing procedure

    with AI and have an experienced engineer check each step on site, with photos of the real asset.

  4. 4

    Test offline use and connectivity

    at remote locations before go-live. Decide which steps need a signal and which do not.

  5. 5

    Measure

    completeness of inspection records, repeat visits and time to competence for new engineers, then decide on the next asset type.

What challenges does the sector face?

  • An aging workforce and a growing asset base, from grids to renewables.
  • High-risk work: high voltage, pressure, heights and confined spaces.
  • Technicians work alone at remote sites, far from the expert.
  • Shutdowns and outages with tight windows and many contractors.

Which standards apply?

  • ISO 45001 for occupational health and safety management.
  • EN 50110-1 for operation of and work on electrical installations, including the five safety rules before work on de-energized parts.
  • ISO 55001 for asset management, which asks for documented, consistent maintenance.
  • National rules such as OSHA 29 CFR 1910.147 (US) for energy control.

Use cases in energy and utilities

Use caseWhat it supportsKPI
Safety & LOTOIsolation and zero-energy checksLOTO compliance
Preventive maintenanceSubstations, pumps, turbinesPM compliance, MTBF
Remote expert supportLone workers at remote sitesTime to resolution
Shutdowns & turnaroundsWork packages for contractorsTasks on schedule
Quality inspectionsAsset inspections and roundsInspection completeness

Anonymized case

A mining company, with similar field and safety challenges, rolled out training, maintenance and inspections. Read the cases.

The duration of a first pilot depends on scope and site. See the pilot approach for the full method.

How Actarion helps

  • AI turns switching programs, LOTO sheets and maintenance procedures into guided steps.
  • AR guidance shows the right component, also for less experienced staff.
  • Remote support connects the field to the expert.
  • Each job leaves a record for safety and asset management.

Pilot at a glance

One line, one process, hard numbers.

How a pilot works →
Scope
1–2 lines, 1 process
Duration
6–8 weeks
KPIs
Energy & utilities
Prerequisite
baseline across several shifts

Frequently asked questions

Yes, with devices that are ATEX-certified for the zone in question, such as intrinsically safe tablets or smartphones. Standard tablets and AR glasses are not; we match the hardware to your zone classification.

More on this topic

Pen drawing of Jack KesselsPen drawing of Mark Dercksen
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