Product Playbooks Product Playbooks

Field Service Playbook for Hydroelectric Power Plants

Maintaining a hydroelectric facility requires precise coordination between control room operators and on-site floor technicians. By deploying Field Service as your centralized operational hub, your team can standardize preventative maintenance schedules, accelerate emergency dispatching, and streamline regulatory compliance. This platform enhances your existing operational workflows by bringing consistency and offline mobile accessibility directly to the powerhouse floor.

01 | FOUNDATIONAL: SCHEDULING

Turbine Guide Bearing Lubrication

The Operational Reality

Routine lubrication of turbine guide bearings is an essential baseline task for long-term generator health. Tracking these recurring maintenance intervals through standard spreadsheets requires constant manual oversight and repeated follow-up. Centralizing these schedules ensures maintenance occurs at the exact required interval to protect critical rotating equipment.

Technical Architecture & Workflow
  • Step 1 Field Service automatically generates a recurring work order based on a predefined 30-day interval timer for each turbine asset.
  • Step 2 The Field Service dispatcher console routes the task to the available mechanical technician during their standard shift.
  • Step 3 The technician logs the grease volume applied directly into the Field Service mobile app to close the task and reset the timer.
Projected ROI & Impact
30 Days Interval Accuracy
15% Less Bearing Wear
0 Missed Cycles
02 | FOUNDATIONAL: INTAKE

Penstock Visual Inspection Logging

The Operational Reality

Interior penstock inspections often occur in subterranean areas completely devoid of cellular service. Relying on paper notes for these vital structural checks requires technicians to manually transcribe data once they return to the surface. Capturing data digitally while offline accelerates the intake process and eliminates transcription errors.

Technical Architecture & Workflow
  • Step 1 The technician downloads the upcoming inspection work order to the Field Service mobile app before entering the penstock tunnel.
  • Step 2 Field Service securely stores all structural observations and photo uploads locally on the mobile device while entirely offline.
  • Step 3 Field Service automatically syncs the completed inspection record to the main database the moment the device regains network connectivity.
Projected ROI & Impact
2 Hours Transcription Time Saved
100% Offline Capability
0 Lost Field Notes
03 | FOUNDATIONAL: EFFICIENCY

Stator Winding Diagnostics Dispatch

The Operational Reality

Electrical faults within a generator stator require immediate attention from highly specialized personnel. Assigning a general mechanical technician to a high-voltage electrical issue wastes valuable response time and delays unit recovery. Implementing skill-based routing guarantees the right expert arrives at the powerhouse floor on the first attempt.

Technical Architecture & Workflow
  • Step 1 The control room logs a stator anomaly work order in Field Service and tags it with a high-voltage electrical requirement.
  • Step 2 Field Service automatically filters the workforce roster to identify personnel with the matching high-voltage certification.
  • Step 3 Field Service dispatches the nearest certified electrical technician and optimizes their travel path to the facility.
Projected ROI & Impact
100% First-Time Fix Rate
45 Min Faster Expert Arrival
0 Mismatched Assignments
04 | FOUNDATIONAL: INVENTORY

Wicket Gate Shear Pin Replenishment

The Operational Reality

Wicket gate shear pins are intentionally designed to fail to protect the turbine from debris impact, meaning technicians replace them frequently. Arriving at the scroll case without the correct spare pins forces the technician to return to the main warehouse, prolonging equipment downtime. Tracking small parts inventory accurately ensures technicians are fully equipped before descending to the turbine level.

Technical Architecture & Workflow
  • Step 1 Field Service tracks the exact quantity of spare shear pins stored within each individual utility truck and the main warehouse.
  • Step 2 When a replacement work order is created, Field Service verifies the assigned technician has the required pin inventory on hand.
  • Step 3 Once the technician marks the pin as consumed, Field Service automatically alerts the parts manager to restock that specific truck.
Projected ROI & Impact
30% Less Travel Time
100% Inventory Visibility
0 Stockout Delays
05 | GROWTH: PARTNER MANAGEMENT

Fish Ladder Flow Compliance

The Operational Reality

Environmental agencies require strict proof of regular fish ladder maintenance to ensure safe passage around the dam structure. Generating these specialized reports for municipal partners at the end of the month takes days of administrative review. Generating compliance documents digitally at the point of service strengthens trust with regulatory partners.

Technical Architecture & Workflow
  • Step 1 The technician completes the required fish ladder debris removal using standard guided steps in the Field Service mobile app.
  • Step 2 Field Service automatically generates a formatted digital service report detailing the exact flow rates and maintenance actions.
  • Step 3 Field Service captures a digital signature directly on the mobile screen from the visiting environmental partner to verify compliance on site.
Projected ROI & Impact
100% Audit Readiness
8 Hours Admin Saved Monthly
Instant Partner Sign-Off
06 | GROWTH: THIRD-PARTY VENDORS

Heavy Crane Vendor Coordination

The Operational Reality

Major overhauls, such as lifting a generator rotor, require specialized third-party crane operators. Coordinating internal technicians alongside external contractors via phone calls often leads to misaligned arrival times and expensive hourly delays. Centralizing all vendor schedules ensures lifting operations commence smoothly and safely.

Technical Architecture & Workflow
  • Step 1 The plant manager establishes a parent work order in Field Service for the entire rotor lift operation.
  • Step 2 Field Service creates a dependent child work order and assigns it to the registered third-party crane contractor profile.
  • Step 3 The Field Service dispatcher console visually aligns both arrival times to ensure the internal team is prepped before the crane arrives.
Projected ROI & Impact
100% Schedule Alignment
20% Less Contractor Wait Time
0 Missed Handoffs
07 | GROWTH: OUTPUT OPTIMIZATION

Generator Capacity Audits

The Operational Reality

Overlooking minor mechanical wear leads to an insidious drop in overall megawatt output over time. Relying purely on break-fix maintenance means proactive capacity audits are consistently deprioritized. Instituting a rigid audit schedule empowers technicians to identify tuning opportunities that directly increase energy yield and facility profitability.

Technical Architecture & Workflow
  • Step 1 Field Service automatically schedules bi-annual capacity audit work orders for each active turbine unit.
  • Step 2 The technician logs baseline megawatt capabilities into the Field Service mobile app during the physical inspection.
  • Step 3 Field Service updates the core asset profile with the new baseline and prompts the technician to document required tuning adjustments.
Projected ROI & Impact
5% Output Increase
100% Audit Completion
2x Annual Checkpoints
08 | ENTERPRISE: REVENUE CYCLE

Unplanned Exciter Trip Resolution

The Operational Reality

When an exciter trips unexpectedly, the generator goes completely offline, causing an immediate halt to facility revenue generation. Scrambling to locate available technicians and diagnose the fault manually prolongs the outage duration. Utilizing an automated emergency response framework accelerates the return to standard operations.

Technical Architecture & Workflow
  • Step 1 The plant operator triggers a critical emergency work order directly within the Field Service console.
  • Step 2 Field Service automated routing instantly overrides all standard schedules to dispatch the closest available technician to the affected unit.
  • Step 3 The Field Service mobile app presents the responding technician with specific step-by-step reboot protocols to restore the exciter quickly.
Projected ROI & Impact
25% Reduction In Outage Time
10 Min Emergency Dispatch
100% Protocol Adherence
09 | ENTERPRISE: COMPLIANCE

Spillway Gate Drop Test Logging

The Operational Reality

Regulatory bodies such as FERC mandate rigorous, documented drop testing of all spillway gates to guarantee flood control readiness. Missing these records or executing tests without proper verification exposes the facility to operational fines. Enforcing safety checklists digitally builds a highly reliable and unalterable historical log.

Technical Architecture & Workflow
  • Step 1 Field Service creates a mandatory compliance work order requiring a full spillway drop test prior to the spring runoff season.
  • Step 2 Field Service enforces a mandatory digital safety checklist that the technician must complete before the drop test begins.
  • Step 3 Field Service captures the final gate closure time and generates a permanently time-stamped compliance log for future audits.
Projected ROI & Impact
100% Regulatory Compliance
0 Skipped Safety Steps
1 Unified Test Record
10 | ENTERPRISE: DATA ORCHESTRATION

Kaplan Blade Pitch History Unification

The Operational Reality

Adjusting the pitch of Kaplan turbine blades ensures maximum efficiency across fluctuating water heads. However, historical tuning parameters are often scattered across disconnected physical logbooks, making root cause analysis difficult for floor staff. Tying all previous maintenance actions directly to the physical asset record provides crucial context for future adjustments.

Technical Architecture & Workflow
  • Step 1 Field Service stores the complete mechanical hierarchy of the Kaplan turbine within the core asset management module.
  • Step 2 Field Service automatically attaches the results of all completed pitch adjustment work orders directly to the overarching turbine asset profile.
  • Step 3 Technicians review this unified history directly on the Field Service mobile app to inform their tuning strategy before applying physical adjustments.
Projected ROI & Impact
100% Asset Context
20% Faster Tuning
1 Centralized Asset View