SearchAsset Management & Maintenance

Maintenance Knowledge Search

Maintenance knowledge search for utilities: describe a fault in plain words, get a cited fix recipe from the manuals, procedures and past jobs

Decades of fixes, searchable before the expert retires.

See one case, screen by screen ↓
demo0of 9coupling repairs on the RS-III tap changer that failed again within 90 days, against 2 of 3 motor changes back within 30 days
target50%fewer corrective jobs that fail again within 30 days: from 8 % of jobs to 4 %
estimated$1.2Ma yearin repeat jobs avoided: 1,240 fewer repeats × $950 a repeat job
target12monthsfor a new engineer to work alone on substation plant, not up to 3 years
The problem

Why the same fault comes back after the expert retires

An alarm raises a corrective work order, and the engineer on call gets an asset number and an alarm text. The answer is out there, but in pieces: the manufacturer's manual is a 300-page PDF, the service bulletin that amends it is filed somewhere else, the safety procedure sits in the document system, and the fix that actually works is a three-line closing note in a work order written by a fitter who has since retired. Failure codes are optional and inconsistent, so no search groups tens of thousands of free-text notes like “seal gone” or “pump died”.

So the engineer follows the manual's fault table, or swaps the most expensive part to be sure. The fault comes back within weeks, a crew goes out again and the same transformer is off automatic voltage control twice. Meanwhile the people who know are leaving: new engineers can take up to three years to work on their own, mainly because rare faults are learned by meeting them beside someone who has seen them.

typical33–50%of the utility workforce eligible to retire in the next 5–10 years
typical21%of water utility staff can retire within 5 years
typical20–40%of technicians' time spent consulting maintenance information
Where an engineer's year of looking things up goesestimated
By hand50 days
With the solution14.5 days
  • Finding the right manual, revision and section14 → 4 d
  • Checking for bulletins newer than the manual4 → 0.5 d
  • Searching past work orders and closing notes12 → 3 d
  • Phoning round for someone who has seen the fault8 → 3 d
  • Finding parts, stock codes and depot stock6 → 1 d
  • Writing up closing notes6 → 3 d

Estimated split of one maintenance engineer's working days a year spent finding information, by hand and with the solution — about 50 of 220 days by hand, inside the published 20–40 % of time technicians spend consulting maintenance information.

How it works

How a question becomes a fix

Six specialist agents read the manuals, the procedures and every past job; the engineer decides what to fix, a reliability engineer what becomes standard.

What comes in
Sources in190,222 documents · manuals, procedures, standards, work orders
Agents at work
Fault readerasset, model, symptoms
Then
Manual and procedure searcher
Work history miner
Then
Fix recipe writersteps + field fix
Parts and tools checker
Then
Knowledge stewardnotes and field fixes
A person decides
Maintenance engineerdoes the job, decides
What comes out
Cited fix recipe
Parts reserved
Signed job note
One case, step by step

One stuck tap changer, from the alarm to a fix the whole fleet now uses

Tuesday 13 October 2026, 06:42. SCADA at Lumina Utilities' Ashgrove Cross 132/33 kV primary substation raises “T2 OLTC — tap change incomplete”, then “Motor protection tripped”. The on-load tap changer on transformer T2 is a Corvane RS-III at 184,212 operations, resting between taps 9 and 10. Omar Haddad, two years at Lumina, is on call and has never seen this fault. The fitter who had, Graham Pell, retired in March 2025. Here is what happens next, screen by screen, in the working solution.

  1. 0106:58

    The fault, in plain words

    Omar Haddad · Maintenance engineer, substations

    Omar types what he sees: “OLTC stuck between taps, Ashgrove Cross T2, motor breaker tripped”. The open job WO-2026-171902 and the 06:42 alarm are already on the question bar. The run log shows the agents at work: the RS-III manual rev 7 read at §8.4 fault finding, §8.4.3 hand operation and §9.2 drive shaft; 186,400 work orders and 1,240 root-cause reports searched; the safety steps locked to SOP-SUB-031.

    Manual and procedure searcher: “found a newer service bulletin — SB-RS3-11 (2019): coupling wear past 150,000 operations, not in the manual's table”

  2. 029.4 seconds later

    A six-step fix recipe, every step cited

    Fix recipe writer

    Five agents, 8 steps, 6 documents, 14 past jobs. The answer opens with the symptoms it matched — tap change incomplete alarm, motor protection Q1 tripped, indicator between taps 9 and 10, past 150,000 operations — then six numbered steps, each with its source. Beside it, Manual says · Field says: the manual's table 8-3 points to the motor; the field record says check the coupling first, test the motor, and leave it if it passes.

    What was done, and did it hold? Coupling replaced: 0 of 9 came back. Motor replaced: 2 of 3 came back.

  3. 03Step 4

    The retired fitter's note, in the step where it matters

    Graham Pell · Senior substation fitter, retired

    Step 4 says inspect the vertical drive-shaft coupling, gearbox end first, for a sheared nylon insert or a missing shear pin — on RS-III drives past 150,000 operations this is the usual cause, which is why it comes before any motor change. Graham Pell's job note from WO-2022-118734, on this same transformer, is pinned to the step. The safety steps, 1 and 6, are quoted from SOP-SUB-031 and the Safety Rules, not rewritten.

    Job note · Graham Pell · 18 Feb 2022: “Replace the drive-shaft coupling, not the motor. Motor tests fine every time, it's the coupling insert shearing. Check the gearbox end first.”

  4. 04Why not the motor

    Fourteen jobs, read from the technicians' own words

    Work history miner

    The work history miner read every closing note on this tap changer and symptom since 2019 and grouped them by the fix actually done: coupling replaced 9 times, 0 repeats in 90 days; motor replaced 3 times, 2 repeats in 30 days. At Oxley Road T1 the new motor was back in 9 days, at Kelbridge T1 in 11 — both times the next job found the coupling insert sheared. At Brayford T1 the motor winding really was open circuit, so step 3 still tests the motor.

    WO-2025-166017, Hessle Gate T1, after Graham retired: “Took two calls to find someone who knew. Coupling insert. Replaced the kit.”

  5. 0507:05

    The right part reserved, the expensive one left on the shelf

    Parts and tools checker

    The parts list shows coupling insert kit 40-118-207 at $110, 4 in stock at Northgate depot, bin D-14-03, and shear pin 40-118-209, 12 in stock. The drive motor 40-118-150 at $6,200 is marked not needed. Omar reserves the kit against WO-2026-171902; three past jobs where this fix worked sit underneath — Ashgrove Cross T2, Fenmoor T1 and Asterdale T3, each done in about two hours.

    Parts and tools checker: reserves only when the engineer asks, and never orders.

  6. 0607:40

    The recipe becomes the job sheet

    Omar Haddad, with Kofi Mensah · Authorised person

    Kofi Mensah issued permit PTW-ACX-2026-0412 at 07:36: T2 motor drive cabinet, Q1 open, locked, notice fitted. Omar works through the recipe as a checklist. His motor readings come in from insulation tester IT-0447 — 210 MΩ and 4.3 Ω — and each is checked against the manual's range as it lands. Motor good, so the motor stays.

    “✓ within the manual's range” · insulation resistance > 20 MΩ, winding 4.1–4.6 Ω

  7. 0709:52

    Back on automatic voltage control, and the note writes itself from the readings

    Knowledge steward

    Coupling insert sheared at the bevel gearbox end; insert and shear pin replaced, grub screws at 12 N·m, step time 5.1 s. T2 is back on REMOTE and automatic voltage control at 09:52, 2 h 12 after the job started. When Omar closes the job, the knowledge steward drafts his closing note from his readings and finding and links it to WO-2022-118734 on this unit. The note is his to edit and sign.

    Drafted note: “Second coupling failure on this unit in 4 years and 8 months: suggest a coupling check at each tap changer maintenance on RS-III units past 150,000 operations.”

  8. 08Signed 09:58

    No note reaches anyone else until a reliability engineer reads it

    Dr. Ines Varga · Reliability engineer, network assets

    Omar signs and the note goes to Field fixes, waiting for Dr. Ines Varga. Beside it, the knowledge steward suggests adding this job to the RS-III field fix as its 10th coupling job. Ines can publish the note or ask Omar a question first. She publishes.

    “Nothing changes in an answer until a reliability engineer approves it.”

  9. 0914:20

    Field-proven, for every RS-III unit past 150,000 operations

    Dr. Ines Varga · Reliability engineer

    The proposal puts the answer today, which follows the manual's table, beside the proposed recipe, with the evidence: at least 3 jobs with the same fix — 9; none back within 90 days — 0 of 9; consistent with bulletin SB-RS3-11; safety steps unchanged, quoted from SOP-SUB-031. It changes the answer for 12 assets. Ines approves it as field-proven; she could instead ask the manufacturer to confirm or reject it with a reason.

    “Approved by Dr. Ines Varga at 14:20. Answers now lead with this fix.”

  10. 10Before the next one leaves

    Ask the next expert now, while she is still here

    Doreen Achterberg · Senior process technician, Wexmoor water treatment works

    Doreen retires in 66 days after 34 years on dosing, filters and pumps; 41 % of her 1,412 jobs have a usable note. The coverage map shows where her knowledge is written down and where it is not — filters at 29 %. The knowledge steward drafted questions from the gaps for her next session on Thu 22 Oct, such as what “as before” means on 9 high-lift pump 2 vibration jobs.

    Session 1 · 8 Oct · 47 minutes: 5 notes drafted from the recording; Doreen has signed 3.

Who it’s for

Built for everyone between the alarm and a fix that holds.

The same tap changer, seen by the five people around it — what their day looked like, and what it looks like now.

OH
Omar HaddadMaintenance engineer, substations · 2 years at Lumina · on call for 23 primary substations
Maintenance engineer
Before
Most faults are new to him, and the person who knew has retired. “The manual says change the motor. Somebody here must have seen this before.”
Now
Describes the fault and gets a six-step recipe with the retired fitter's note in the step that matters, parts by stock code and readings checked as he takes them.
IV
Dr. Ines VargaReliability engineer, network assets · decides which field fixes become standard
Reliability engineer
Before
Reviews repeat failures and decides which field fixes become standard. “I need to know which fix stopped it coming back, not which one was tried.”
Now
Gets field fixes proposed with the jobs, the repeats and the bulletin behind them, and approves, rejects or asks the manufacturer from one screen.
KM
Kofi MensahAuthorised person, Ashgrove Cross · issues permits and checks isolations
Authorised person
Before
Issues permits and checks isolations. “The safety steps come from the procedure. Nobody improvises those.”
Now
Sees the safety steps quoted word for word from SOP-SUB-031 and the Safety Rules, with the permit and isolation on the job sheet.
DA
Doreen AchterbergSenior process technician, Wexmoor water treatment works · 34 years · retires December 2026
Retiring expert
Before
Thirty-four years on dosing, filters and pumps, and half of it is written nowhere. “Ask me now, while I'm still here.”
Now
Answers questions drafted from the gaps in her own record, and checks and signs each note drafted from her sessions.
GP
Graham PellSenior substation fitter · retired March 2025 after 39 years
Retired fitter
Before
Closed 2,930 jobs in 39 years and wrote short, exact notes. After he retired, the next engineer “took two calls to find someone who knew”. “It's never the motor. It's the coupling.”
Now
89 % of his jobs have a usable note, and his notes are cited in 212 answers a month.
Built on the engine

6 agents. Each with one job, and hard limits.

Six specialist agents read the manuals, the procedures and every past job; the engineer decides what to fix, a reliability engineer what becomes standard.

Fault reader

Reads the engineer's question, the open work order and the latest alarms; finds the asset, the site, the equipment model and serial, and lists the symptoms in plain words.

  • Never guesses an asset
  • Asks which one when two assets match
Manual and procedure searcher

Searches manufacturer manuals, service bulletins, the utility's procedures, safety rules and standards for this model and fault, and returns each passage with document, revision, section and page.

  • Cites document, revision, section and page
  • Prefers a bulletin over the manual revision it amends, and says so
  • Never cites a superseded revision without saying so
Work history miner

Finds corrective jobs on the same model with the same symptoms, reads every closing note, groups them by the fix actually done in the technician's words, and links repeats on the same asset to count which fixes held.

  • Never counts a job without a closing note as a success
  • The repeat window comes from Settings
Fix recipe writer

Writes the numbered fix recipe — symptoms, steps, tools and parts — and puts the field fix beside the manufacturer's procedure with the outcomes of every past fix.

  • Quotes safety steps from the procedure word for word — never removes, reorders or rewrites one
  • Never shows a step without a source
Parts and tools checker

Maps the parts to stock codes, depot stock and bins from a stores feed refreshed every 15 minutes, and lists the tools and test equipment for the job.

  • Reserves only when the engineer asks
  • Never orders
Knowledge steward

Drafts the closing note from the engineer's readings and finding, proposes a field-proven fix to a reliability engineer when the evidence meets the rule, and drafts questions for experts before they retire.

  • Never publishes a note or a fix without a reliability engineer
  • The engineer edits and signs the note
Reliability engineer

Approves what becomes standard. The agents propose; a named person decides.

Ask in plain words

Ask about any fault, asset, manual or past job

Ask a follow-up in plain words, or ask for something to be done. Every answer names its sources.

Why does the recipe say not to replace the motor?

Because on the RS-III the motor is rarely the fault. Of 14 jobs with this symptom since 2019, the motor was replaced 3 times and the fault came back within 30 days on 2 of them. The coupling was replaced 9 times and none came back within 90 days. Bulletin SB-RS3-11 says coupling inserts wear past 150,000 operations; T2 is at 184,212. The recipe still tests the motor: at Brayford T1 in 2022 the winding really was open circuit.

Which other RS-III units are past 150,000 operations?

Twelve of Lumina's 38 RS-III units, including T2: Ashgrove Cross T2 at 184,212, Fenmoor T2 at 176,940, Hessle Gate T3 at 171,300, Oxley Road T1 at 168,450, and 8 more from 151,200 upwards. Three have had the coupling replaced since 2022. The field fix waiting for Dr. Varga would put the coupling check first for all twelve.

Reserve the coupling kit for this job

Reserved against WO-2026-171902 at Northgate depot: 1 × coupling insert kit 40-118-207, bin D-14-03, 3 left; 1 × shear pin 40-118-209, bin D-14-04, 11 left. Nothing has been ordered: stores re-orders the kit when stock reaches 2.

What did Graham Pell write about the RS-III?

Graham closed 31 jobs on RS-III drives between 2003 and 2025, and his notes are short and exact. On this fault he wrote the same thing four times: the coupling, not the motor. After he retired, the next job took “two calls to find someone who knew”. His note now sits in step 4 of the recipe.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The fix recipeThe open job and alarm on the question bar, the six-step recipe with its matched symptoms, and Manual says · Field says with what held.
How the answer is builtThe agents at work: asset found, manual and newer bulletin read, 186,400 work orders searched, safety steps locked to the procedure, stock checked.
The field note in the stepStep 4 with the retired fitter's job note pinned to it, safety steps quoted from the procedure, and the parts with stock codes and depot stock.
Past jobs where this fix workedThree jobs on the same model and symptom — where, when, who, how long and what was found — none back within 90 days.
Past jobsEvery job on this tap changer and symptom since 2019, grouped by the fix actually done, with repeats linked and the technicians' own words.
The job sheetThe recipe as a checklist, the permit and isolation, and readings checked against the manual's range as they come in.
The closing noteEvery step done, and the closing note drafted from the engineer's readings and finding — his to edit and sign.
Notes to reviewA signed closing note waiting for the reliability engineer, with the suggestion to add it to the field fix.
Field fixesThe answer today beside the proposed recipe, the evidence against the field-proven rule, and the approval that changes the answer for 12 assets.
The assetAshgrove Cross T2: the tap changer's operation counter, the nameplate and everything that has happened to the transformer since 1998.
SourcesManuals, bulletins, procedures, standards and work orders, with the cited manual page open beside the field record and the newer bulletin.
Expert captureExperts retiring in the next 18 months, how much of their work is written down, and questions drafted from the gaps.
Your rulesThe order sources are trusted in, the field-proven rule, who approves, and how answers are built.
Governance

Built for safe work: cited, locked, signed.

Every step cites its sourceEach step names its document, revision, section and page, or its work order and author, and opens at the cited passage. A step without a source is not shown.
Safety steps are locked to the procedureSafety rules and procedures are always trusted first and quoted word for word. Only the procedure owner can change a safety step; the agents cannot remove, reorder or rewrite one.
A person decides what becomes standardA field fix needs at least 3 jobs with the same fix, none back within 90 days, and a reliability engineer's approval, with the evidence attached. The manufacturer can be asked to confirm from the same screen.
The engineer signs the noteThe knowledge steward drafts the closing note from the readings; the engineer edits and signs it, and a reliability engineer reviews it before anyone else sees it.
What the agents may not doThey reserve parts only when asked and never order, never change a work order's status, never change a safety step and never publish a fix. Protection settings are shown only to authorised protection staff.
Every question and decision on the recordEach question, answer, part reserved, note drafted and approval is recorded with who did it — person or agent — and when.
Configuration

Your engineering rules decide what an answer says

Which sources are trusted first, what counts as a field-proven fix and who decides are settings, chosen by reliability engineering.

SettingDefaultChoose from
Sources, in the order they are trustedSafety rules and procedures first — lockedthen manufacturer manuals and bulletins, standards, work orders with a closing note, root-cause reports; bulletins outrank the manual they amend
Jobs with the same fix before a field fix can be proposed3Before a field fix can be proposed
Repeats allowed, and the window to hold0 within 90 daysJobs that came back inside the window, on the same asset
A repeat is30 daysThe same asset and failure within this window
Who approves field fixesReliability engineeringReliability engineers · Dr. Ines Varga, Marcus Feld
Ask the manufacturerOnOn · Off — drafts a message when a field fix contradicts the manual
Confidence threshold0.70Below it the answer says so and names who to call
Stores feedOnStock and bins refreshed every 15 minutes · reserve only, never order
Connections

Works with the documents and records your maintenance teams already keep

OEM manuals and service bulletinsevery revision, linked to the assets it covers; bulletins newer than their manual flagged
Maintenance procedures and safety rulesSOPs and the utility's safety rules, trusted first for every safety step
Standardssuch as IEC 60214-1 for tap changers and ISO 14224 for failure data
Work orders from your maintenance systemcorrective and planned jobs with their free-text closing notes, from 2009, refreshed every 15 minutes
Root-cause reportspast investigations of repeat and serious failures
Asset register, alarms and storesnameplates and operation counters, alarm history, stock codes, depot stock and bins
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
50%
fewer corrective jobs that fail again within 30 days
Today8% of jobs
With the fix recipe4%
estimated
$1.2Ma year
in repeat jobs avoided: 1,240 jobs × $950
Repeat jobs today2,480 a year
With the fix recipe1,240 a year
target
12months
for a new engineer to work alone, not up to 3 years
12 of 36 months
time to work alone

“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the pilot on the customer's maintenance system · “estimated” = our arithmetic on the demo utility's inputs, replaced by the customer's: 31,000 corrective jobs a year × 4 points fewer repeats = 1,240 jobs × $950 a repeat job (a crew of two for four hours, a vehicle and parts); the days split is our estimate · “typical” = published figures: T&D World, utility workforce crisis (33–50 % of the workforce eligible to retire in 5–10 years); AWWA 2025 (21 % of water staff within 5 years); Avers et al. via arXiv 2608.18465 (20–40 % of technicians' time consulting maintenance information). IEC 60214-1 and ISO 14224 are named as context. Lumina Utilities and the people, sites, equipment, documents and records named on this page are fictional — characters and sample data in the working solution.

Questions

What maintenance and reliability teams ask us.

What is maintenance knowledge search?

Maintenance knowledge search lets maintenance engineers ask about a fault in plain words and get an answer drawn from OEM manuals, maintenance procedures, standards and past work orders. Maintenance Knowledge Search answers with a fix recipe: matched symptoms, numbered steps each cited to its source, tools, and parts with stock codes — and the fix that stopped the fault coming back.

How does an AI maintenance assistant for utilities work?

Six agents share the work. The fault reader finds the asset and symptoms; the manual and procedure searcher finds the manual sections, bulletins and procedures; the work history miner reads past closing notes and counts which fixes held; the fix recipe writer builds the cited recipe; the parts and tools checker finds stock; the knowledge steward drafts the closing note. In the sample case the answer took 9.4 seconds.

Can it search old work orders and free-text closing notes?

Yes. It reads the technicians' own closing notes, not only failure codes, groups them by the fix actually done and links repeats on the same asset. A job without a closing note is never counted as a success.

What happens when the field fix differs from the manufacturer's manual?

The answer shows both side by side, with the outcome of every past fix. When a fix meets the field-proven rule — set in the demo to at least 3 jobs, none back within 90 days — it goes to a reliability engineer, who approves it as field-proven, rejects it with a reason or asks the manufacturer to confirm. Nothing changes in an answer until a reliability engineer approves it.

Can it capture knowledge from retiring workers?

Yes. Expert capture lists experts retiring in the next 18 months and shows how much of their work has a usable note. The knowledge steward drafts questions from the gaps in their record, and each session becomes notes the expert checks and signs.

Does it work for water treatment as well as substations?

Yes. The working solution also answers a hypochlorite dosing pump losing prime at a water treatment works, and an SF6 low-density alarm on a 33 kV circuit breaker. Questions and answers can be in English and Arabic.

Do engineers stay in control, and are safety steps protected?

Yes. Safety steps are quoted word for word from the procedure and safety rules, and only the procedure owner can change one. The engineer decides what to replace and signs the closing note; the authorised person issues the permit; a reliability engineer decides what becomes standard. The agents never order parts, change a work order's status or publish a fix.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your manuals, procedures, safety rules and work order history — and it goes live once every quality gate has passed. We will walk you through it on your own closed corrective jobs first.

See it on
your own work orders.

We'll run Maintenance Knowledge Search on your manuals, procedures and a sample of your closed corrective jobs.