01Map the heat network workflowChoose a defined process, such as meter exception handling or maintenance intake. Identify the account, building, meter and asset identifiers involved, the responsible teams, existing service targets and decisions that must remain human-controlled.
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02Prepare approved data and rulesConfirm available exports or interfaces before designing data transfers. Define validation thresholds, tariff references, contact permissions, escalation paths, access controls and approved message templates using your utility's operating policies.
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03Test with review gatesRun representative cases covering meter exchanges, shared building addresses, interrupted supplies and incomplete records. Compare suggested routing and draft outputs with staff decisions, and require human approval for high-stakes technical, financial or regulatory actions.
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04Release and monitor the workflowIntroduce the approved workflow with named owners, exception queues and activity logs. Monitor handling time, unresolved exceptions, repeat contacts and approval turnaround, then adjust rules through controlled review.