Purpose: Ensure that field assets — transformers, turbines, switchgear, pipelines, solar inverters, substations — are inspected, maintained and repaired on time with full traceability.

Lifecycle Steps:
– Fault identification (SCADA alerts, IoT sensors, technician reports)
– Work order creation within CMMS/EAM system
– Priority assignment (critical, high, medium, low)
– Job planning (materials, permits, manpower, safety requirements)
– Dispatch to field crew
– On-site diagnostics and execution
– Completion report, photos, measurements
– QA review and close-out
– Follow-up tasks (condition-based monitoring, predictive maintenance triggers)

Controls & Compliance:
– SLA-based severity matrix
– Isolation and lock-out/tag-out (LOTO) verification
– Asset lifecycle documentation logged in CMMS
– Regulator reporting for high-impact failures (e.g. outage-related events)

Purpose: Ensure hazardous work is authorised, risk assessed, isolated and monitored to protect workers and critical infrastructure.

Permit Types:
– Hot work
– Confined space entry
– Electrical isolation / HV switching
– Working at height
– Excavation and ground disturbance
– Lifting operations

Workflow:
– Job request logged
– Site risk assessment performed
– Hazard identification (gas, chemicals, pressure systems, HV lines)
– Isolation plan implemented (LOTO)
– Permit issued and authorised by AP/SAP (Authorised Person / Senior Authorised Person)
– Toolbox talk conducted
– Work performed under supervision
– Permit closed and post-work inspection recorded

Controls:
– Dual sign-off for high-risk activities
– Daily permit renewal for long-duration jobs
– Mandatory readings for atmosphere tests in confined spaces
– Digital permit logs retained for audit and incident investigation

Purpose: Provide structured safety validation for workers entering high-risk facilities: wind turbines, substations, transformer rooms, gas plants, solar fields.

Checklist Categories:
– PPE verification
– Site layout hazards (HV lines, rotating equipment, pressure systems)
– Weather conditions (wind speed for turbine ascent, lightning in solar fields)
– Environmental constraints (spill zones, wildlife hazards)
– Emergency evacuation routes
– Nearby works / simultaneous operations (SIMOPS)

Controls:
– Mandatory completion before job start
– Digital timestamping
– Supervisor verification for high-risk environments

Purpose: Ensure all field incidents — from near misses to equipment failures — are escalated through a structured, auditable chain.

Incident Types:
– Near misses
– Minor injuries
– Major injuries / medical emergencies
– Equipment fire
– Cable strike
– HV fault or arc flash
– Environmental spills
– Outage-related events

Escalation Chain:
– Field tech → Site supervisor → Operations → Safety officer → Control centre
– Automated alert to compliance for reportable incidents (RIDDOR, NERC, Ofgem)

Controls:
– Mandatory incident forms
– 24h initial report
– 7-day root-cause analysis for severe events

Purpose: Support reliability engineering, asset management and regulatory reporting following failures.

Investigation Steps:
– Immediate isolation
– Fault recording via SCADA/EMS
– Data extraction (vibration, thermal, voltage, torque patterns)
– Forensics inspection
– Root cause analysis (5 Whys, Fishbone, FMEA)
– Remediation plan
– Fleet-wide corrective action for recurring faults

Controls:
– Compliance reporting (if outage or safety impact)
– Documented engineering sign-off
– Updated maintenance intervals and SOPs

Purpose: Ensure all environmental events are logged, analysed and reported to regulators (ISO 14001, EPA, Ofgem, local authorities).

Incident Types:
– Oil spills near transformers
– Coolant leaks from turbines
– Noise exceedances
– Wildlife impact (avian strike at wind turbines)
– Waste mismanagement
– Chemical exposure or leakage

Workflow:
– Event logged by field team
– Severity assessment (minor → major → reportable)
– Containment measures initiated
– Environmental team deploys
– Sample collection, photographic evidence
– Regulator notified within statutory deadlines
– Final report with remediation plan

Controls:
– Mandatory 24-hour escalation for major events
– Corrective action tracking
– Annual environmental performance review

Purpose: Maintain readiness for internal, external and regulatory audits (NERC CIP, ISO 45001, ISO 14001, Ofgem).

Audit Types:
– HSE audits
– Operations audits
– Environmental compliance
– Asset management (ISO 55001)
– Contractor performance audits
– Cybersecurity (NERC CIP, OT systems)

Audit Cycle:
– Pre-audit documentation review
– Evidence gathering (permits, maintenance records, incident logs)
– Corrective action closure tracking
– Auditor site visits
– Findings classification (critical, major, minor)
– Final assurance sign-off

Controls:
– Central evidence repository
– Audit calendar governance
– Digital traceability for all process changes

Purpose: Identify and mitigate safety, operational, and environmental risks across energy assets.

Risk Types:
– HV electrical hazards
– Pressure systems
– Chemical exposure
– Fire & explosion
– Turbine blade failure
– Cable trench collapse
– Weather-related risks (lightning, high winds)

Workflow:
– Job-specific risk assessment using approved template
– Dynamic risk reassessment on site
– Mitigation action log
– Supervisor verification
– Risk register update for repeating hazards

Controls:
– Bow-tie risk models
– ALARP (As Low As Reasonably Practicable) assessments
– Controls effectiveness review cycles

Purpose: Align environmental, social and governance indicators to global reporting frameworks (GRI, SASB, CSRD, TCFD).

Data Areas:
– Emissions (Scope 1, 2, 3)
– Renewable generation output
– Water usage
– Waste recycling and disposal
– Community impact metrics
– Safety KPIs (LTI, TRI, near misses)
– Governance practices and board oversight

Workflow:
– Data ingestion from OT and IT systems
– Validation by subject matter experts
– ESG working group review
– Publication of quarterly and annual ESG reports
– Assurance by third-party auditors
– Disclosure to investors/regulators

Purpose: Ensure contractors and suppliers meet safety, quality, competency and regulatory expectations before commencing work.

Onboarding Steps:
– Prequalification questionnaire
– Verify insurance, certifications (ISO, safety), training
– Financial stability checks
– Risk category assignment (low/medium/high contractor)

Controls:
– Approved supplier list
– Contractual obligations aligned with safety and ESG expectations
– Mandatory induction training before site access

Purpose: Identify high-risk suppliers and assess competence, safety record, and compliance.

Risk Factors:
– High-voltage electrical work
– Lifting operations
– Confined space capability
– Heavy civil works
– Offshore / remote site operations

Workflow:
– Initial risk profiling
– Review of safety statistics (LTI, TRI, near misses)
– Desktop audit, then site audit
– Ongoing performance KPIs

Purpose: Validate that contractors operate in line with contractual obligations, safety requirements and regulatory frameworks.

Review Items:
– Safety performance
– Progress against schedules
– Quality of delivered work
– Environmental compliance
– Incident reports and corrective actions
– Workforce training and competency checks

Outcomes:
– Performance scorecard
– Improvement plan
– Contract renewal, suspension, or termination