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Industry pack: Energy and Utilities ​

Energy and Utilities adds what a energy and utilities organisation needs on top of HCM Core: competency authorisation, field incident, call-out, permit-to-work check. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

Overview

1. Who uses it ​

RoleWhat they do
Operations / field managerChecks that crews hold the authorisations for the work.
HSE managerRecords field incidents and permit-to-work compliance.
HR / training leadTracks competency renewals and overtime.

2. Before you start ​

  • Installed plugin: hcm-industry-energy-utilities (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
  • Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
  • Trial data: in a trial tenant, generate the Energy and Utilities industry pack in Demo Data: 10 competency authorisation, 8 field incident, 10 call-out, 8 permit-to-work check.

3. Set up ​

  1. Open Energy > Competencies and record each crew member's authorisations (high-voltage switching, confined space, gas-safe) with expiry.
  2. Record Field Incidents per site type.
  3. Record Call-outs (out-of-hours work) with hours.
  4. Record Permit Checks to track permit-to-work compliance.

4. Daily use ​

4.1 Competency authorisation ​

Authorisations a person needs to work on live networks or plant, with expiry. Open Competency authorisation in the sidebar under Industry Pack, Energy and Utilities. Choose Add competency authorisation to add a record, click a row to change or delete it. The fields are: employee, authorisation, status, expires on.

Competency authorisation

4.2 Field incident ​

Injuries, near misses and process safety events in field operations. Open Field incident in the sidebar under Industry Pack, Energy and Utilities. Choose Report field incident to add a record, click a row to change or delete it. The fields are: incident, site type, type, occurred on, lost days.

Field incident

4.3 Call-out ​

Out-of-hours emergency work by a crew member: hours and cause. Open Call-out in the sidebar under Industry Pack, Energy and Utilities. Choose Add call-out to add a record, click a row to change or delete it. The fields are: employee, cause, date, hours.

Call-out

4.4 Permit-to-work check ​

An audit of a permit-to-work: was it complete and followed. Open Permit-to-work check in the sidebar under Industry Pack, Energy and Utilities. Choose Add permit-to-work check to add a record, click a row to change or delete it. The fields are: permit, site type, result, checked on.

Permit-to-work check

5. Charts, reports and exports ​

FigureWhat it counts
Authorisations valid %
Expired authorisations
Field incidents, last 12 months
Call-out hours
Permits compliant %
Authorisation statusValid, expiring, expired
Incidents by site typeWhere incidents happen
Call-out hours by causeTotal hours
Permit audit resultsCompliant and gaps

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet ​

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

Overview on a phone

7. Rules and limits ​

  • Authorisation status is the value you record and is not recomputed from the expiry date.
  • Regulated reliability indices (SAIDI/SAIFI) come from network systems, not from HR; the pack covers workforce safety and competence.
  • The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting ​

SymptomCause and fix
A chart says "Nothing to show yet"No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbiddenYour login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebarThe plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-energy-utilities.

9. Related guides ​