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Energy & utilities / APPLICATION BLUEPRINT

Utility Connections & Engineering Review

Coordinate connection applications, site evidence, capacity and design assessments, applicant conditions and approved delivery packages.

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12 workspace menus · 12 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for Electricity and gas network connection managers

Utility Connections & Engineering Review workspace interface preview; illustrative records and figures.
Utility Connections & Engineering Review — operational workspaceIllustrative interface · Sample dataView full interface →

Explore an illustrative interface.

Illustrative workspace and record review. Select a concept screen to inspect it in full.

Utility Connections & Engineering Review workspace interface preview; illustrative records and figures.
Utility Connections & Engineering Review — operational workspaceIllustrative interface · Sample dataView full interface →
Utility Connections & Engineering Review record interface preview; illustrative records and figures.
Utility Connections & Engineering Review — record and workflow reviewIllustrative interface · Sample dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Service area / asset groupPeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Coordinate connection applications, site evidence, capacity and design assessments, applicant conditions and approved delivery packages. A connection application needs several teams to agree that the site, capacity assessment and engineering conditions are ready for delivery. The system makes the outstanding conditions and accountable reviewers visible, retaining the approved technical position as the application moves forward.

Operations

Operational overview

Review the work position and priority actions.

Connection request intake

Coordinate connection request intake with assigned responsibilities, linked records and review history.

Site evidence

Coordinate site evidence with assigned responsibilities, linked records and review history.

Capacity assessment routing

Coordinate capacity assessment routing with assigned responsibilities, linked records and review history.

Design review

Coordinate design review with assigned responsibilities, linked records and review history.

Condition tracking

Coordinate condition tracking with assigned responsibilities, linked records and review history.

Applicant communications

Coordinate applicant communications with assigned responsibilities, linked records and review history.

Delivery package approval

Coordinate delivery package approval with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Receive site evidence

Receive connection request and site evidence.

02

Commission assessments

Commission capacity and design assessments.

03

Resolve conditions

Resolve applicant and engineer conditions.

04

Approve delivery package

Issue approved connection delivery package.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Coordinate connection request intake

Coordinate connection request intake within Utility connection application and engineering review.

Trigger
Connection request intake requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register connection request intake and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

02 · Coordinate site evidence

Coordinate site evidence within Utility connection application and engineering review.

Trigger
Site evidence requires a new record, an agreed review or a controlled change.

Responsible role
Network engineer

  • Register site evidence and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

03 · Coordinate capacity assessment routing

Coordinate capacity assessment routing within Utility connection application and engineering review.

Trigger
Capacity assessment routing requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register capacity assessment routing and its operating scope
  • Compare suitable capacity and existing commitments
  • Confirm the provider, service window and accepted conditions
  • Track fulfilment, cancellation and capacity release

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Demand exceeds suitable capacity or a provider withdraws its commitment.

Outcome
An accepted capacity commitment with service conditions and completion evidence.

04 · Coordinate design review

Coordinate design review within Utility connection application and engineering review.

Trigger
Design review requires a new record, an agreed review or a controlled change.

Responsible role
Network engineer

  • Register design review and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

05 · Coordinate condition tracking

Coordinate condition tracking within Utility connection application and engineering review.

Trigger
Condition tracking requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register condition tracking and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

06 · Coordinate applicant communications

Coordinate applicant communications within Utility connection application and engineering review.

Trigger
Applicant communications requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register applicant communications and its operating scope
  • Coordinate the required specialist and business review
  • Accept the release version and permitted recipients
  • Record distribution, acknowledgement and later revisions

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Content conflicts, missing review or a changed recipient permission prevents release.

Outcome
An accepted content version with distribution and revision history.

07 · Coordinate delivery package approval

Coordinate delivery package approval within Utility connection application and engineering review.

Trigger
Delivery package approval requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register delivery package approval and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

08 · Register the operating requirement

Coordinate operating requirement within Utility connection application and engineering review.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

09 · Resolve operating exceptions

Coordinate operating exceptions within Utility connection application and engineering review.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

10 · Verify completion and follow-up

Coordinate completion and follow-up within Utility connection application and engineering review.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Network engineer

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

11 · Review controlled operating changes

Coordinate controlled operating changes within Utility connection application and engineering review.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Network engineer

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Prepare scoped operational reports

Coordinate scoped operational reports within Utility connection application and engineering review.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Connection coordinator

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Design reviewer records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

Governance and control

  • Every case must have an owner, priority and status.
  • Sensitive records must be visible only to authorised roles.
  • Escalation rules must be configurable by severity and elapsed time.
  • Decisions that affect entitlement, safety or payment require accountable human approval.
  • Closed cases may reopen only through a controlled path that preserves history.
  • Jurisdiction-, regulator- or authority-specific rules must be configurable and validated by an authorised domain owner before production use.
Operating rules by business workflow
  • For connection request intake, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For site evidence, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For capacity assessment routing, capacity is committed only after prerequisites and the responsible provider are confirmed.
  • For design review, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For condition tracking, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For applicant communications, the released version and authorised audience remain traceable to the accepted review.
  • For delivery package approval, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Case / requestPerson / customerService / issue typeTaskAssignmentDecisionEvidence / communicationResolution
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Service area / asset group — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Connection request intake reference — Link the relevant connection request intake to the operating transaction and its decision evidence.
  • Site evidence reference — Link the relevant site evidence to the operating transaction and its decision evidence.
  • Capacity assessment routing reference — Link the relevant capacity assessment routing to the operating transaction and its decision evidence.
  • Design review reference — Link the relevant design review to the operating transaction and its decision evidence.
  • Condition tracking reference — Link the relevant condition tracking to the operating transaction and its decision evidence.

Systems and interfaces

  • Utility GIS
  • Approved network engineering records
  • Connection and delivery systems

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Network engineering studies and utility GIS.

Mobile and tablet access

Capture site evidence and review application conditions in responsive field views.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Highlight missing application material for coordinator review. Engineering conclusions require qualified assessment.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

AN EXAMPLE OPERATING SCENARIO

What to validate in a scoped demonstration.

A connection request is held for additional site evidence. Engineering records a capacity condition, the applicant submits the required response and the authorised reviewer accepts the design position. The completed delivery package retains all conditions and approvals.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.