WorkflowGrid Operations & Outage Management

Switching Order Management

Switching order management that simulates every step on the live network, so an unsafe step is blocked before anyone touches the network

Every switching step checked before anyone touches the network.

See one case, screen by screen ↓
demo14stepsunsafe switching steps blocked in eight weeks at Distribution Control North — none reached the field
demo299,100mincustomer minutes kept on supply since 1 July by make-before-break sequencing, on course for about 1.0 million a year
target100%of switching steps simulated on the live network before issue — an unsafe step cannot be issued
target12hto reconcile every completed order against SCADA, with every earth and clearance accounted for
The problem

Why a switching order that reads right can still close onto a crew's earths

Before anyone works on a de-energised cable, the control room writes a switching order: the breakers to open, the switches to lock, the sections to prove dead and the earths to apply, and later the reverse. Most orders are written by cloning the last order for the same assets and editing it, then checked by a second engineer who reads it. A restoration step that was right in the old order can be wrong in the new one, and a reader who sees a familiar sequence passes it.

The errors that hurt people are sequence errors: closing onto an earthed section, earthing a section still live from the far end, opening a disconnector on load, issuing a permit before every earth is on. The errors that hurt customers are break-before-make steps that drop a whole feeder when an alternative feed was there. And after the job, the record often does not close: field confirmations logged after the SCADA event, a clearance released by the wrong person, an earth still recorded as applied after its permit was cancelled.

typical13.8per 100,000fatal work injuries per 100,000 full-time-equivalent power-line installers and repairers in 2024, against 3.3 for all workers
demo36,388mincustomer minutes one cloned order would have cost — 1,654 customers off for the 22-minute drive to the alternative feed
demo74ordersof 1,284 completed since February ran break-before-make with an alternative feed available (5.8 %), found by back-testing
Where one switching order's hours goestimated
By hand2.6 days
With the solution0.7 days
  • Finding prior orders and cloning a draft0.4 → 0.1 d
  • Checking every step against the diagram and the safety rules0.4 → 0.1 d
  • Working out customers off supply, priority customers and notices0.3 → 0.1 d
  • Second-engineer check and signature0.5 → 0.2 d
  • Reconciling the completed order against SCADA and the radio log1 → 0.2 d

Estimated split for one planned 11 kV switching order, in hours, by hand and with the solution — sized for a writer with 30–40 orders a week and a checker with 6–10 a day.

How it works

How a switching order is checked

Six agents find, draft, simulate and check every switching order on the live network, then reconcile it against SCADA; the senior control engineer approves and signs.

What comes in
Data in4 sources · work request, network model and SCADA, safety rules, prior orders
Agents at work
Prior-order findercopied steps
Order draftersequence + revisions
Then
Network simulatorevery step on the diagram
Then
Safety rule checker
Customer impact checker
Then
Order reconcilerafter execution
A person decides
Senior control engineerapproves and signs
What comes out
Signed switching order
Unsafe steps blocked
Reconciled against SCADA
One case, step by step

One switching order, from a work request to a signed, simulated sequence

Lumina Utilities' Distribution Control North has a cable joint to replace on the Palm Quarter ring: joint J-14 on 11 kV cable Marisol F4 – PQ1 Cedar Lane, on Thursday 15 October, 09:00–15:30. Here is what happens to its switching order, screen by screen, in the working solution.

  1. 018 Oct

    The work request: dead and earthed both ends, nobody off

    Joel Mwangi · Cable engineer

    An online partial-discharge alarm on 7 Oct reads 2,400 pC at joint J-14 against an alarm level of 500 pC, trending up since August. Joel raises work request WR-48213: points of isolation CB F4 at Marisol Primary and switch PQ1-A at PQ1 Cedar Lane, earths ES-F4 and PQ1-AE, and PQ1–PQ6 kept on supply from Westhaven via W7 — 1,654 customers, 3.1 MW. Four priority customers are on the ring, including Northgate Clinic's dialysis unit.

    “I need the cable dead and earthed both ends from nine till half three. Nobody on the ring should lose supply.” — Joel Mwangi

  2. 02Checked 08:47

    Rev A, cloned from last year's order — and checked by four agents

    Ravi Iyer · Switching order writer

    Ravi writes SO-26-0418 rev A, 16 steps, cloned from SO-25-0911, a November 2025 joint on cable PQ1–PQ2. The agents check it as soon as he submits. The prior-order finder finds 3 earlier orders on CB F4 and PQ1 and shows rev A is 81 % identical to SO-25-0911. The network simulator runs all 16 steps from the SCADA states on the Marisol–Westhaven model.

    Prior-order finder: “rev A is 81% identical to SO-25-0911 — step 7 copied unchanged from its step 9”

  3. 03Step 3

    Opening the feeder first drops the whole ring

    Customer impact checker

    Rev A opens CB F4 at Marisol before switch PQ6-B is closed. On the diagram every RMU from PQ1 to PQ6 goes off supply: 1,654 customers, including Northgate Clinic and 3 life-support registrations, for the roughly 22 minutes it takes to reach PQ6 — 36,388 customer minutes on a job that needed none. SO-25-0911 did exactly this.

    LSR 5.4 · “An alternative feed exists: close PQ6-B first.” — Warning

  4. 04Step 7

    A copied close onto an earthed cable — blocked

    Safety rule checker

    At step 6 the crew closes earth switch ES-F4, so cable F4–PQ1 is earthed. Step 7, copied from SO-25-0911 step 9, closes CB F4 to restore supply. In the old order the worked section was PQ1–PQ2 and this cable was never earthed. Here CB F4 would close onto the crew's earths. The run stops, CB F4 is ringed in red on the diagram and the step is marked Blocked: it cannot be issued.

    “LSR 4.3 · CB F4 would close onto cable F4–PQ1, earthed by ES-F4 at step 6. This step cannot be issued.”

  5. 05The fix

    Rev B: make before break, and the copied step removed

    Order drafter

    The order drafter proposes rev B as a side-by-side change to the order, not a rewrite. Close PQ6-B now comes before Open CB F4, so all 1,654 customers stay on supply. The copied step 7 is removed: the restoration close of CB F4 already sits at new step 13, after both earths are off. Earths, permit and restoration are unchanged; 15 steps.

    The drafter changes as little as possible and explains each change. It never issues or approves an order.

  6. 06Re-simulated

    Fifteen steps, nothing blocked, nobody off supply

    Network simulator

    Rev B is applied and the simulator re-runs every step: 0 blocked, 0 customers off supply, 3 notes. The brief parallel of Marisol and Westhaven through PQ6-B is permitted, both on Coral Ridge 132 kV at an angle of 0.4°. W7 Ridgeway carries 7.3 MW of its 8.0 MW rating (91 %), forecast 7.6 MW (95 %) at the 15:00 peak — within the limit.

    LSR 7.1 · “W7 Ridgeway at 7.3 MW of 8.0 MW (91%); forecast 7.6 MW (95%) at the 15:00 peak — within the 100% limit.” — Note

  7. 07Signed 09:16

    Leila signs, with the meaning of her signature

    Leila Haddad · Senior control engineer

    Approve and sign stays shut while any step is blocked or warned. With rev B clean, Leila sees the order, the work, the window, 15 of 15 steps simulated with 0 blocked, and 0 customers off at every step. She signs with her password and the meaning “Checked and approved for issue”. Kwame Asante issues it on Thursday at 09:00, with permit PTW-26-3318 to Tomás Reyes.

    “I read every step twice. It's the step I read once that worries me.” — Leila Haddad

  8. 08On the day

    Repeat-back, confirm, next — matched to SCADA as it happens

    Kwame Asante · Control room operator

    While SO-26-0409, CB 3K2 maintenance at Kingsgate Primary 33 kV, runs, Kwame instructs Hamid Rahimi on radio channel 4. Each step carries the time instructed, the repeat-back, the field confirmation and the SCADA event — 3K2 ISOLATED 09:21:57, ES-3K2 CLOSED 09:30:52 — and the order reconciler marks each one Match. Step 7, the permit, waits for Kwame to confirm it.

    “Repeat-back, confirm, next. One step at a time.” — Kwame Asante

  9. 09After the job

    Two flags the paper record would have hidden

    Order reconciler

    SO-26-0396, a cooling fan replacement on transformer T1 at Westhaven Primary, finished Monday at 16:58. 13 of 15 steps matched SCADA and the radio log automatically; 4 of 4 earths were applied and removed. Two flags go to Leila: the field confirmation that ES-T1H was open came in after the disconnector and CB 3T1 had closed, and the clearance for PTW-26-3288 was released by the control room operator, not by Hamid Rahimi, who received it.

    “The earth was off in time; the record is not.” · LSR 6.5: only the person who received a clearance may release it, unless a transfer is recorded.

  10. 10Tue 09:12

    Every earth on the network, and the one that should not be there

    Order reconciler

    The earths board lists 11 earths under 5 clearances, from SCADA, permits and field confirmations. Ten are under a live permit. E-HR3 at Harbour Road substation, transformer T3, is still recorded as applied 40 hours after permit PTW-26-3290 was cancelled. Until it is confirmed removed, LSR 4.3 blocks any close onto T3's 11 kV side; Leila asks the field to confirm, with a photo.

    “Still recorded · 40 h after permit cancelled”

Who it’s for

Built for everyone who signs, writes and carries out a switching order.

The same switching order, seen by the five people who own it — what their week looked like, and what it looks like now.

LH
Leila HaddadSenior control engineer, Distribution Control North · checks, approves and signs every order
Senior control engineer
Before
Checks and approves 6–10 switching orders a day before they are issued, as the second person, by reading them. “I read every step twice. It's the step I read once that worries me.”
Now
Opens each order on the live single-line diagram with every step simulated, every finding cited to its rule, and decides the reconciliation flags after the job.
RI
Ravi IyerSwitching order writer, outage planning · 30–40 orders a week
Switching order writer
Before
Writes most orders by cloning the last one for the same assets. “If I'm copying a 2025 order, I want something that reads it with fresh eyes.”
Now
Sees which steps were copied and whether they still fit, and gets a proposed revision as a change he can read line by line.
TR
Tomás ReyesSenior Authorised Person, field switching · permit holder
Senior Authorised Person
Before
Carries out the field steps, proves dead, applies the earths and receives the permit. “I trust the order. That's exactly why it has to be right.”
Now
Works from an order whose every step was simulated on the live network before issue, with both earths applied before his permit is issued.
KA
Kwame AsanteControl room operator, day shift · issues and instructs orders
Control room operator
Before
Instructs each step on the radio and confirms it against SCADA. “Repeat-back, confirm, next. One step at a time.”
Now
Sees each step's instruction, repeat-back, field confirmation and SCADA event side by side, and every earth on the network on one board.
JM
Joel MwangiCable engineer · raises the work request and clearance requirement
Cable engineer
Before
Raises the work request and states the clearance he needs. “I need the cable dead and earthed both ends from nine till half three.”
Now
Sees his clearance requirement, the priority customers on the ring and the drafted sequence that keeps them on supply.
Built on the engine

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

Six agents find, draft, simulate and check every switching order on the live network, then reconcile it against SCADA; the senior control engineer approves and signs.

Prior-order finder

Searches 5 years of switching orders, incidents and complaints on the same devices and sections, scores how much of a draft was copied, and checks whether each copied step's worked section, earths and feeds still match this order.

  • Never edits an order
  • Shows the match score and the source step
Order drafter

Drafts the switching and restoration sequence from the work request, clearance requirement and connectivity model — isolation boundary, points of isolation, earths, make before break — or proposes a revision that clears a finding.

  • Never issues or approves an order
  • Every draft is simulated before hand-over
  • Explains each change in a revision
Network simulator

Steps every action through the network model from the current SCADA states and, after each step, works out live, dead and earthed sections, customers off supply, feeder loading against rating with the forecast for the window, and any parallel between sources.

  • Read-only: never operates a device
  • Uses the model version of the check date
Safety rule checker

Tests every simulated step against the 10 rules of the Lumina Switching Safety Rules, issue 7, and reports each finding with the rule, the step, the device and the simulated state that triggered it. A Block finding stops the order from being issued.

  • Never overrides a block
  • A rule changes only with the rules owner's signature
Customer impact checker

Lists the customers off supply at each step by site, with priority and life-support registrations, works out customer minutes from the order's timings, and checks that notices for planned interruptions go out in time.

  • Never contacts customers itself
  • Drafts notices for the planner to send
Order reconciler

During and after execution, matches each step's radio-log instruction, field confirmation and SCADA event; flags out-of-order records, devices without telemetry that lack evidence, clearances released by someone other than the receiver, and earths still recorded after their permit is cancelled.

  • Never closes an order or a clearance
  • Flags go to the senior control engineer
Senior control engineer

Approves and signs. The agents propose; a named person decides.

Ask in plain words

Ask about any switching order, earth or rule

Ask in plain words about an order, an earth or a rule — or say what to change. Every answer points to the rule, the simulated state or the record behind it.

Why is step 7 of SO-26-0418 blocked?

Step 7 of rev A closes CB F4 onto an earthed cable. At step 6 ES-F4 is closed, so cable F4–PQ1 is earthed; closing F4 from the live Marisol busbar onto it breaks rule 4.3. The step was copied unchanged from SO-25-0911 step 9, where the worked section was PQ1–PQ2 and the cable from Marisol was never earthed. Rev B deletes it; the restoration close of F4 already sits after both earths are off.

Who would lose supply under rev A?

At step 3, opening CB F4 before PQ6-B is closed drops all 1,654 customers on PQ1–PQ6, including Northgate Clinic's dialysis unit and 3 life-support registrations, for the ~22-minute drive to PQ6: 36,388 customer minutes. The request asked for the ring to stay on supply, and rule 5.4 asks for make before break. Rev B closes PQ6-B first: nobody goes off.

Which earths are on the network right now?

11 earths under 5 clearances. Ten are under a live permit. One needs you: E-HR3 at Harbour Road T3 is still recorded as applied 40 hours after permit PTW-26-3290 was cancelled.

Make a control-room close wait for the field to confirm the earths are off

Proposed as rule 6.6 (Block): “A close from the control room waits for the field to confirm every earth on the section is off.” Yesterday's SO-26-0396 shows why: CB 3T1 closed at 16:51, four minutes before the earth removal was confirmed. It applies to orders checked from now on, once the Head of Network Control signs it.

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 switching simulatorThe live single-line diagram above the drafted order: step 7 blocked under LSR 4.3, CB F4 ringed in red on the earthed cable, and the checks on the right.
The agents' runPrior-order finder, network simulator, safety rule checker, customer impact checker and order drafter, each with what it found and how long it took.
Customers off supplyAt step 3 of rev A every site from PQ1 to PQ6 is off supply, with the priority and life-support customers named.
The proposed revisionRev A beside rev B: the make-before-break move, the copied step struck out, and each change explained.
Rev B, simulated cleanFifteen steps, nothing blocked, nobody off supply; notes on the parallel and the W7 loading, and the prior orders on these devices.
Approve and signThe order, the window and the simulation result on one screen, signed with the meaning of the signature.
The work request and the drafted sequenceThe clearance requirement, the priority customers on the ring with their notices, and the order drafter's 15-step sequence.
Live executionEach step's instruction, repeat-back, field confirmation and SCADA event, matched as it happens.
Earths on the networkEvery earth now applied, with its order, permit and who applied it — and the one still recorded after its permit was cancelled.
ReconciliationA completed order step by step against SCADA and the radio log, with the two flags that need a decision.
Switching safety rulesThe ten rules the checker applies, their level and how often each fired, and a back-test against 1,284 completed orders.
The dashboardOrders checked per week, findings by rule, orders reconciled within 12 hours and customer minutes kept on supply.
Your rulesApprovals, loading and parallels, customer notices and how fast every order is reconciled.
Governance

Simulated, blocked, signed — on the record.

A blocked step cannot be issuedA Block finding stops the order from being issued, and there is no override. The order is revised, re-simulated, and only then can it be signed.
The senior control engineer signsEvery order needs the senior control engineer's e-signature with its meaning recorded — “Checked and approved for issue” or “Checked — return to writer”. A second senior engineer can be required for 33 kV and above, or when priority customers go off.
Every finding cites its ruleEach finding names the rule in the Lumina Switching Safety Rules, issue 7, and the simulated state that triggered it — the device, the section and the step.
Read-only on the networkThe network model and SCADA states are read-only to the solution. Agents find, draft, simulate, check and reconcile; they never issue or approve an order, operate a device or release a clearance.
Rules change only with a signatureThe switching rules belong to the Head of Network Control, Dr. Ines Albrecht. A new or changed rule is proposed, can be tested against past orders first, and applies only once she signs it.
Every step on the recordIssue, every instructed step, every repeat-back, every field confirmation and every SCADA event sit in the order's trail. The control room sets how fast each completed order must be reconciled: 12 hours in the sample.
Configuration

Your switching rules and approvals, not ours

What the checker enforces, who signs and how fast the record must close are settings, owned by the control room.

SettingDefaultChoose from
Also a second senior engineer for33 kV+, or priority customers off33 kV+, or priority customers off · 132 kV only
Tell the engineer above / block above90 % / 100 % of ratingFeeder loading after a transfer, as a share of the feeder's rating
Forecast usedPeak of the work windowPeak of the work window · Now
Parallels permittedSame 132 kV group, under 10°Same 132 kV group, under 10° · Never
Make before breakWarn if another feed existsWarn if another feed exists · Block
Priority and life-support notice48 hoursNotice before a planned interruption; other customers 5 days
Travel time between sitesFrom the crew's last locationFrom the crew's last location · Fixed 20 min
Reconcile every completed order within12 hoursStale-earth alert 2 hours after a permit is cancelled; devices without telemetry need a photo and repeat-back
Connections

Works with the systems a control room already runs on

Network connectivity modelfeeders, ring main units, normal open points and ratings, with the model version of the day
SCADA states and event historybreaker and switch states at the time of the check, and every event during execution
Work requests and clearance requirementsthe work, the window, the crew, the points of isolation and the earths needed
Switching rules and safety manualyour switching safety rules, by section and issue
Prior switching ordersearlier orders, incidents and complaints on the same devices and sections
Radio logs, permits and the priority registerinstructions and repeat-backs, permits to work and clearances, priority and life-support customers
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
100%
of switching steps simulated on the live network before issue: an unsafe step cannot be issued
every step, every order
not a read-through
estimated
≈1.0M
customer minutes a year kept on supply by make-before-break sequencing
Break before make36,388 min in one order
With the simulator0
target
12h
to reconcile every completed order against SCADA, with every earth and clearance accounted for
Todaydays, or never
With agentswithin the shift

“demo” = seen in the working solution, on its sample network data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (BLS Census of Fatal Occupational Injuries 2024, via Relia Magazine — electrical power-line installers and repairers, 13.8 fatalities per 100,000 full-time workers against 3.3 for all workers). Regulatory context: OSHA 29 CFR 1910.269(m) (de-energising lines; clearance release by the employee in charge); Electricity at Work Regulations 1989, reg. 13. Lumina Utilities, its network, substations, customers, people and records named on this page are fictional — characters and sample data in the working solution.

Questions

What control rooms ask us.

What is switching order management software?

Software that takes a switching order from the work request to a checked, signed and reconciled order: the sequence of breakers to open, switches to lock, sections to prove dead and earths to apply, and the restoration. Switching Order Management adds six agents that find prior orders, draft the sequence, simulate every step on the live network, check the safety rules and the customer impact, and reconcile the completed order against SCADA. The senior control engineer approves and signs.

How does it check a switching sequence before it is issued?

The network simulator steps every action through the network model from the current SCADA states. After each step it shows which sections are live, dead or earthed, which customers are off supply and how loaded the feeders are. The safety rule checker tests each step against your switching rules; a step that breaks a block-level rule, such as closing onto an earth, is blocked and the order cannot be issued.

Does it catch steps copied from an old switching order?

Yes. The prior-order finder shows how much of a draft was copied and from which order, and checks whether each copied step's worked section, earths and feeds still match. In the sample case it found rev A was 81 % identical to a 2025 order, with step 7 copied from a job where the cable was never earthed.

How does it keep customers on supply during planned switching?

The customer impact checker counts the customers off at every step, names priority and life-support customers, and warns when a step breaks before it makes while another feed exists. The order drafter then sequences make before break. In the sample order that kept 1,654 customers, including a dialysis unit, on supply.

Does it reconcile completed switching orders against SCADA?

Yes. The order reconciler matches each step's instruction, repeat-back, field confirmation and SCADA event, during and after execution. It flags out-of-sequence records, clearances released by someone other than the person who received them, devices without telemetry that lack evidence, and earths still recorded after their permit is cancelled.

Do control engineers stay in control?

Yes. The agents read the network model and SCADA but never operate a device, issue or approve an order, or release a clearance. A blocked step has no override; every order needs the senior control engineer's e-signature with its meaning, and rule changes need the Head of Network Control's signature.

Can we use our own switching rules and approvals?

Yes. The rules are yours, by section and issue, and each is set to Block or Warning. Approvers, the second-engineer rule, loading limits, parallels, make before break, notice periods, travel time and the reconciliation clock are all settings. A new rule can be back-tested against your completed orders before it is signed.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your switching rules, order template, network model and a sample of completed orders — and it goes live once every quality gate has passed. We will walk you through it on your own switching orders first.

See it on
your network.

We'll run Switching Order Management on a sample of your own completed switching orders and your network model.