Energy and utilities · Playbook 28

Field engineer assistant

Field engineers ask a question out loud and hear the answer from the approved procedure, manual or asset record, with its source, even with no signal. The permit, the safety rules and the engineer stay in charge of every safety decision.

  • Retrieval (RAG)
  • Speech and voice
  • Human in the loop
  • HSE
  • Electricity at Work Regulations 1989
  • NIS Regulations 2018
  • Ofgem AI guidance
  • UK GDPR

At a glance

The problem
Engineers on site need a procedure, a torque setting or an asset's history, and find it by phoning someone or scrolling a PDF with gloves on and one bar of signal
Typical volume
Around 1,500 field staff across 20 depots, asking an estimated 3,000 questions a day across hundreds of equipment types
Who's involved
Field operations, the control centre, the owner of the operational safety rules, asset data, IT and OT security, the NIS lead, data protection, and workforce representatives
Pilot
8–10 weeks at one depot on two or three equipment families, after a 3–4 week discovery
Platforms
AWS, Azure, or a sovereign or on-prem stack, with an offline mode on the engineer's device

An illustrative scenario. The numbers are typical examples, not a client case study. The cloud services and UK rules were checked on 9 November 2026.

The business problem

A distribution network is decades of equipment from many manufacturers. A jointer at a substation may face switchgear that was installed before they were born, with a manual that exists as a scanned PDF, a local instruction issued after a defect, and an asset record that may or may not match what is in front of them. The right answer exists somewhere in the approved document library. Finding it on site, in the rain, with gloves on and patchy signal, is the hard part.

So engineers do what works. They phone a senior colleague, call the control centre for information rather than for switching, or rely on memory. Control engineers lose time to questions that a document could answer, and the calls that matter wait behind them. Knowledge sits with experienced staff who are retiring, while newer engineers are less sure where to look. When the asset record is wrong, the engineer finds out on site and the correction often never makes it back.

The work also sits inside some of the strictest safety rules in industry. Work on the network is controlled by the operational safety rules: switching by the control engineer, isolation and earthing by authorised persons, and a permit to work or sanction for test before anyone touches equipment. Anything that helps engineers must sit beside that system and never become a shortcut around it. DNOs are also building their 2028–2033 business plans for Ofgem's RIIO-ED3 price control, which put workforce productivity and resilience under scrutiny.

What AI changes

  • Engineers ask out loud, through a headset or a rugged phone, and hear a short answer read back, with the document, version and section it came from shown on screen.
  • Answers come only from approved, current documents: the operational safety rules, approved procedures, manufacturers' manuals, local instructions and technical bulletins. If there's no approved answer, the assistant says so.
  • The asset record for the job is one question away: make, model, rating, age, last inspection and known defects, read-only, with the date it was last verified.
  • With no signal, the assistant still works from an offline pack for the day's jobs. It reads out the approved text word for word rather than generating an answer.
  • When the asset on site doesn't match the record, the engineer says so, and a correction is drafted for the asset data team to approve.
  • Safety decisions stay exactly where they are. The assistant never issues or changes a permit, gives a switching instruction, or tells anyone that equipment is dead or safe to work on.

How success is measured

Agree these, and measure the baseline, before anything is built. Example targets are typical, not promises.

Time to an answer on site

From asking to having the cited answer, measured in the pilot, including offline answers.

ExampleFrom 15–20 minutes to under 1 minute

Information calls to the control centre

Calls asking for information a document could answer. Calls about switching and permits are excluded and must not fall.

ExampleDown by a third

Cited answer rate

Share of answers that show an approved, current source. Anything else is a defect.

Example100%

Honest 'no answer' rate

How often it says it has no approved answer. Near zero can mean it is guessing; very high means the library has gaps.

ExampleTracked, and gaps fed to document owners

Asset record corrections

Corrections raised from site and approved by the asset data team.

ExampleRising at first, then falling as records improve

Safety boundary breaches

Answers in the weekly audit that touch on permits, switching or whether equipment is dead. Any one is a stop-and-fix event.

ExampleZero

UK regulation and controls

Cross-sector rules are on the UK regulation map.

  • HSEHealth and Safety at Work etc. Act 1974: safe systems of work

    Employers must provide safe systems of work and the information, instruction and training to go with them. The assistant is a way to reach information. It never replaces the safe system of work, the permit or the competent person's judgement, and it is risk-assessed as a change to how work is done.

  • HSEElectricity at Work Regulations 1989 and your operational safety rules

    The regulations cover isolation, precautions for work on equipment made dead, work near live conductors, and competence, with HSE guidance in HSR25 and HSG85. The operational safety rules turn these into permits, sanctions for test and switching. The assistant can explain a procedure, but it never issues, changes or interprets a permit, and it never confirms that equipment is isolated, earthed or dead.

  • HSEGas Safety (Management) Regulations 1996 (gas networks)

    For a gas distribution network, safe working sits within the safety case accepted by the HSE. Check with your safety case owner whether introducing the assistant changes any arrangement the case describes, before the pilot.

  • DESNZ and OfgemNIS Regulations 2018

    A DNO is an operator of an essential service, regulated by DESNZ and Ofgem jointly for downstream gas and electricity in Great Britain. The assistant sits in the corporate IT zone with no path into network control systems. It is still added to the NIS asset register, assessed against the NCSC Cyber Assessment Framework, and covered by incident reporting if it becomes something the service relies on.

  • ICOUK GDPR and the Data Protection Act 2018: monitoring workers

    Voice questions, locations and job references are workers' personal data. The ICO's guidance on monitoring workers expects a clear purpose, the least intrusive approach, transparency and a DPIA. Logs are used to improve answers and documents, not to judge individual engineers, and that is agreed with workforce representatives before the pilot.

  • OfgemEthical AI use in the energy sector (updated 13 May 2026)

    Good practice guidance, not new rules: proportionate governance, risk assessment, competence and explainability. Every answer carries its source, and a named owner is accountable for the document library, the prompts and the model.

The solution

Showing AWSAzuresovereign / on-prem services. Switch with the toggle; every diagram and table on this page follows it.

Field engineer assistant: reference architecture
  1. 01Channels

    • Engineer's headset and rugged phone
    • Van or field tablet
    • Depot Wi-Fi for daily sync
  2. 02Intake

    • Amazon Transcribe with a custom vocabularyAzure Speech in Foundry Tools, with custom speechOpen-weight speech model (e.g. Whisper)Speech to text (en-GB)
    • API GatewayAPI ManagementKong, or your existing API gatewayQuestions and answers API
    • Amazon S3Blob StorageCeph, or IONOS S3 Object StorageOffline packs and document copies
  3. 03Intelligence

    • Bedrock Knowledge BasesFoundry IQ (Azure AI Search)OpenSearch, or PostgreSQL with pgvectorApproved document index
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on Kubernetes, with open-weight models via vLLMField assistant
    • Open-weight speech model and local search index on the deviceFoundry Local on Windows tablets, or an open-weight model on the deviceOpen-weight speech model and local search index on the deviceOffline mode on the device
  4. 04Orchestration

    • Step FunctionsLogic Apps / Durable FunctionsTemporal, or n8nDocument approval and withdrawal
    • EventBridge + SQSEvent Grid + Service BusApache Kafka or RabbitMQEvents and queues
  5. 05Systems of record

    • Document management (safety rules, procedures, manuals)
    • Asset register and GIS
    • Work management and job packs
    • Network control system: no connection
  6. 06People

    • Person
      Field engineer: decides and acts
    • Person
      Control engineer and authorised persons
    • Person
      Document owners and asset data team
  • Cloud or platform service (AWSAzuresovereign / on-prem)
  • AI agent
  • A person decides
  • Your existing systems
  • Outside your organisation

Components, side by side

Field engineer assistant: components on AWS, Azure and a sovereign or on-prem stack
LayerAWSAzureSovereign / on-prem
Speech to textAdd equipment names, model numbers and local terms. Test in wind, rain, beside a running generator and through PPE, with your own engineers' accents, not a supplier's benchmark.Amazon Transcribe (en-GB) with a custom vocabularyAzure Speech in Foundry Tools, with custom speechOpen-weight speech models (e.g. Whisper) on your own GPUs
Reading answers aloudShort answers, read back, with the full section on screen. Push-to-talk, so it never listens all the time.Amazon PollyAzure Speech in Foundry ToolsAn open-weight text-to-speech model
AnsweringBoth clouds offer a choice of models, including Claude. The model only summarises retrieved approved text and must cite it.Amazon BedrockMicrosoft FoundryOpen-weight models served with vLLM on your own GPUs, or IONOS AI Model Hub
Approved documents (retrieval)Only approved, current versions, filtered by equipment type. Scanned manuals need cleaning and checking before they go in.Bedrock Knowledge BasesFoundry IQ, built on Azure AI SearchOpenSearch, or PostgreSQL with pgvector
Agent runtimeRead-only tools: document search, asset record, job pack. The original Bedrock Agents closed to new customers on 30 July 2026.Amazon Bedrock AgentCoreFoundry Agent ServiceAn open-source agent framework (e.g. LangGraph) on Kubernetes
Offline modeOffline, it searches and reads out approved text word for word. No generated answers without signal. Each pack has an expiry date.Open-weight speech model and a local search index on the device, synced from Amazon S3Foundry Local on Windows tablets, or an open-weight model on the device; Azure Speech disconnected containers on approvalOpen-weight speech model and a local search index on the device
Van gateway (optional)Only worth it if vans already carry compute. Azure IoT Edge 1.5 LTS ends on 10 November 2026; 1.6 LTS is supported to 14 November 2028. Greengrass V1 has reached end of support; build on V2.AWS IoT Greengrass V2 on the van's edge boxAzure IoT Edge 1.6 LTS, or Arc-enabled KubernetesLightweight Kubernetes (e.g. k3s) on the van's edge box
WorkflowA document reaches the index only after its owner approves it. A withdrawn document is removed from the index and flagged to every device at its next sync.AWS Step FunctionsLogic Apps or Durable FunctionsTemporal, or n8n
Middleware and eventsAmazon EventBridge, SQSEvent Grid, Service BusApache Kafka or RabbitMQ
Link to document, asset and work systemsRead-only extracts. The only thing written back is a draft asset correction, into the asset data team's queue.API Gateway, plus your existing integration platform if you have oneAPI Management, plus your existing integration platform if you have oneKong or your existing API gateway, plus your existing integration platform if you have one
GuardrailsBlocks answers about whether equipment is dead, isolated or safe, and any switching or permit content. Those questions get a fixed reply pointing to the permit and the control engineer.Bedrock Guardrails, including contextual grounding checksFoundry guardrails (Azure AI Content Safety)Open-source guardrails (e.g. NeMo Guardrails, Llama Guard)
Identity, devices, keysEngineers sign in with the identity they already use, on devices managed by your existing mobile device management. A lost device can be wiped remotely.IAM Identity Center, KMS, MacieEntra ID, Key Vault, PurviewKeycloak or your existing Active Directory; OpenBao or HashiCorp Vault; an HSM
Monitoring and auditLog each question, answer and document version used. Access to logs is limited and their purpose agreed with workforce representatives.CloudWatch, CloudTrailAzure Monitor, Log AnalyticsPrometheus, Grafana, OpenTelemetry
UK data residencyIONOS AI Model Hub runs in German data centres: EU, not UK, residency. Network diagrams and asset data may be sensitive under NIS, so check before choosing an EU host.eu-west-2 (London)UK South / UK WestYour own UK data centre, or a UK or EU provider

On a phone, the table shows the platform you pick. Sovereign / on-prem means open, portable components you can run in your own data centre or with a UK or European provider; IONOS is shown as one example, and others exist. What sovereign cloud means →

Hybrid and on-prem

Many organisations keep core systems and sensitive data on their own servers. This is how the same design works across both.

Stays on-prem

The network control system, SCADA and the permit system stay exactly where they are, and the assistant has no connection to them. The document management system, asset register, GIS and work management system stay where they are too.

Uses cloud AI

Speech, the approved document index and the assistant run in a UK cloud region, or on your own GPUs with open-weight models if network and asset data must stay in your estate. Only approved documents and the asset fields needed for answers are copied across.

How they connect

Approved documents and asset extracts are pushed one way, over AWS Direct Connect or Azure ExpressRoute, through the API layer. Engineers' devices reach the assistant over your private mobile access or VPN, the same way they reach job packs today.

If the link drops

The device switches to its offline pack for the day's jobs and reads out approved text word for word, with the source. If a pack has expired or doesn't cover the asset, the assistant says so, and the engineer uses the paper copy or calls the control centre as they do today.

The agents

What each agent may do through its tools, what it may not, and where a person signs off. The limits are enforced by the platform, not the prompt.

Field assistant

May do

  • Search approved, current procedures, safety rules, manuals and bulletins for the equipment on the job
  • Read the asset record and the job pack, read-only
  • Read back a short answer with the document, version and section
  • Say plainly when there is no approved answer
  • Draft an asset record correction or job note for the engineer to confirm

May not do

  • Issue, change, cancel or interpret a permit to work, sanction for test or limitation of access
  • Give, change or confirm a switching instruction
  • Say that equipment is dead, isolated, earthed or safe to work on
  • Answer from drafts, withdrawn documents or general knowledge
  • Write to the asset register, GIS or work management system
  • Connect to the network control system or SCADA

Where a person signs offThe engineer and the authorised persons named on the permit make every safety decision, under the operational safety rules, exactly as now. Asset corrections are approved by the asset data team. The assistant's permissions are enforced by the platform's identity and network controls, not by instructions in a prompt.

Middleware and integration

The document management system stays the master. When a document owner approves a new version, an event triggers the workflow: the document is checked, indexed and added to the offline packs for the right equipment types. When a document is withdrawn, it is removed from the index and flagged to every device at its next sync. The assistant never sees drafts.

Asset and job data come from the asset register, GIS and work management system through the existing API layer, read-only. Each morning, a device syncs the pack for that engineer's jobs over depot Wi-Fi or mobile data. If the job changes during the day, the pack updates when there is signal.

There is no technical path from this platform to the network control system or SCADA, by design. Switching and permits stay in the control centre's own systems and the operational safety rules. The assistant can be switched off at any time, and work carries on exactly as it did before.

Process and people

  • The owner of the operational safety rules signs off the list of things the assistant must never answer, and the fixed reply it gives instead.
  • Every document in the index has a named owner, an approval date and a review date. Gaps the assistant reports go to the owner.
  • A weekly audit of a sample of answers, including every question that touched on permits, switching or whether equipment was dead.
  • Asset record corrections from site go to the asset data team with a target turnaround, so engineers see their reports acted on.
  • Engineers trained before go-live, including what the assistant can't see: the equipment in front of them and the state of the network.
  • Logs used to improve answers and documents, not to judge individuals, as agreed with workforce representatives and written into the DPIA.

Delivery plan

  1. 3–4 weeks

    Discovery

    Map how engineers find information today, measure the baseline, check the quality of documents for two or three equipment families, and agree the 'never answer' list with the safety rules owner.

  2. Gate · must be true to passBaseline agreed, document owners named, 'never answer' list signed off, DPIA started, workforce representatives briefed, NIS and security review booked.

  3. 8–10 weeks

    Pilot

    One depot, two or three equipment families. Start with typed questions, then voice, then the offline pack. Every answer is checked against the source.

  4. Gate · must be true to passCited answer rate at 100%, zero safety boundary breaches in the audit, voice accuracy acceptable in real site conditions, safety and NIS sign-off.

  5. 4–6 weeks

    Production

    Go live at the pilot depot, with monitoring, support, device management and a rollback plan.

  6. Gate · must be true to passSupport model, document update process, offline pack expiry and engineer training in place.

  7. Ongoing

    Scale

    Add equipment families and depots in waves, then other teams such as overhead lines or metering.

  8. Gate · must be true to passEach new equipment family passes the same document check and pilot gate.

Roles and RACI

Who is responsible, accountable, consulted and informed, by activity
ActivityDirector of operationsSafety rules ownerProduct ownerSolutions architectI can fill thisTechnical PMI can fill thisEngineersI can fill thisSecurity & NIS leadI can fill thisDPO
Business case and benefitsAccountableConsultedResponsibleConsultedConsultedInformedInformedInformed
Target architecture and offline designInformedConsultedConsultedAccountable and ResponsibleConsultedConsultedConsultedInformed
'Never answer' list and safety reviewAccountableResponsibleConsultedConsultedInformedInformedInformedInformed
NIS and security assessmentInformedInformedConsultedConsultedInformedConsultedAccountable and ResponsibleInformed
DPIA and workforce consultationAccountableInformedConsultedConsultedInformedInformedConsultedResponsible
Build and integrationInformedInformedConsultedAccountableResponsibleResponsibleConsultedInformed
Field testing at the pilot depotInformedConsultedAccountableResponsibleResponsibleResponsibleInformedInformed
Go-live decisionAccountableResponsibleResponsibleConsultedConsultedInformedConsultedConsulted
Run, monitor and improveInformedConsultedAccountableConsultedConsultedResponsibleConsultedInformed

Business case and benefits

Director of operations
A · Accountable
Safety rules owner
C · Consulted
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
I · Informed
Security & NIS lead
I · Informed
DPO
I · Informed

Target architecture and offline design

Director of operations
I · Informed
Safety rules owner
C · Consulted
Product owner
C · Consulted
Solutions architect
A/R · Accountable and Responsible
Technical PM
C · Consulted
Engineers
C · Consulted
Security & NIS lead
C · Consulted
DPO
I · Informed

'Never answer' list and safety review

Director of operations
A · Accountable
Safety rules owner
R · Responsible
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
I · Informed
Security & NIS lead
I · Informed
DPO
I · Informed

NIS and security assessment

Director of operations
I · Informed
Safety rules owner
I · Informed
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
C · Consulted
Security & NIS lead
A/R · Accountable and Responsible
DPO
I · Informed

DPIA and workforce consultation

Director of operations
A · Accountable
Safety rules owner
I · Informed
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
I · Informed
Security & NIS lead
C · Consulted
DPO
R · Responsible

Build and integration

Director of operations
I · Informed
Safety rules owner
I · Informed
Product owner
C · Consulted
Solutions architect
A · Accountable
Technical PM
R · Responsible
Engineers
R · Responsible
Security & NIS lead
C · Consulted
DPO
I · Informed

Field testing at the pilot depot

Director of operations
I · Informed
Safety rules owner
C · Consulted
Product owner
A · Accountable
Solutions architect
R · Responsible
Technical PM
R · Responsible
Engineers
R · Responsible
Security & NIS lead
I · Informed
DPO
I · Informed

Go-live decision

Director of operations
A · Accountable
Safety rules owner
R · Responsible
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
I · Informed
Security & NIS lead
C · Consulted
DPO
C · Consulted

Run, monitor and improve

Director of operations
I · Informed
Safety rules owner
C · Consulted
Product owner
A · Accountable
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
R · Responsible
Security & NIS lead
C · Consulted
DPO
I · Informed

R ResponsibleA AccountableC ConsultedI Informed· not involved

Where I'd fit

Option A

Lead the architecture

If there's no architect on the programme, I'd own the design end to end: the speech and retrieval design, the offline mode, the link to your document, asset and work systems, the security boundary with your network control systems, and the gates. I'd work closely with your safety rules owner and report to your programme board.

Option B

Support your architect

If your partner or your own team already has an architect, I'd take on the retrieval, the offline packs and the integration with your document and asset systems under their lead, and give them a second senior opinion on the NIS boundary, device security and how answers are tested.

Where this goes wrong

  1. Goes wrong

    The assistant answers from an old procedure, or one still in draft.

    How the design avoids it

    Index only approved, current versions, remove withdrawn ones the same day, and put an expiry date on every offline pack.

  2. Goes wrong

    Engineers start treating it as a safety authority: 'the assistant said it's dead'.

    How the design avoids it

    It never confirms the state of equipment, gives a fixed reply pointing to the permit and the control engineer, and training says so plainly.

  3. Goes wrong

    Voice works in the office and fails on site.

    How the design avoids it

    Test in wind, rain, beside generators and through PPE, with push-to-talk, a custom vocabulary and the full text always on screen.

  4. Goes wrong

    Offline mode is quietly worse than online.

    How the design avoids it

    Offline, it reads approved text word for word and never generates. If the pack doesn't cover the asset, it says so.

  5. Goes wrong

    Logs turn into performance monitoring, and engineers stop using it.

    How the design avoids it

    Agree the purpose with workforce representatives up front, limit access to logs, and write it into the DPIA.

On the horizon

Changes already announced or under way that affect this design. More in the UK horizon scan.

  1. December 2026 to April 2028
    RIIO-ED3: DNOs submit their 2028–2033 business plans in December 2026, Ofgem publishes draft determinations in summer 2027 and final decisions by the end of 2027, and the period starts on 1 April 2028. Gas distribution and transmission moved to RIIO-3 in April 2026.

    If the assistant is part of the plan's workforce or resilience case, measure the pilot properly so the benefits stand up to Ofgem's scrutiny.

  2. Late 2026–2028
    The Cyber Security and Resilience Bill, now back in the Commons after the Lords, updates the NIS regime, brings managed service providers into scope and tightens incident reporting. DESNZ and Ofgem have also consulted on which energy services and thresholds the regime should cover.

    Treat the assistant's suppliers as in scope, and keep the NIS asset register and supplier assurance current.

  3. From 10 November 2026
    Azure IoT Edge 1.5 LTS reaches end of support. IoT Edge 1.6 LTS is supported to 14 November 2028.

    If you use van gateways on Azure, build on 1.6 LTS or Arc-enabled Kubernetes, and plan the next upgrade for every van.

  4. Late 2026–2027
    Ofgem is piloting a 12-month AI technical sandbox and feeding lessons from its AI Reg Lab into future guidance, on top of its updated good practice guidance of May 2026.

    Keep the governance record, the 'never answer' list and the audit results in a form you could share with Ofgem.

  5. 2028
    The NCSC's post-quantum cryptography milestone: a full migration plan by 2028.

    Record which encryption the devices, sync and API layer use, and keep it easy to change.

Questions to ask your partner or vendor

Good answers are specific. Vague answers to any of these are worth following up.

Copy them into your next supplier meeting

  1. What exactly will the assistant never answer, and where is that enforced?
  2. How quickly does a withdrawn procedure disappear from every device, including ones that are offline?
  3. How was voice accuracy tested: in wind, in PPE, beside a generator, with our engineers' accents?
  4. What does it do with no signal, and how does an engineer know the offline pack is current?
  5. Is there any network path from this platform to our control systems?
  6. Will the logs be used to judge individual engineers, and who decided?

Planning something like this?

Whether you need someone to lead the design or to support the architect you already have, let's talk it through.

Sam Naseem
Sam NaseemBirmingham, UK · UK & Europe
Available now