Template

Advice and Investigation Checklist

by Paul Downes, from the Community

20+

Use this Advice and Investigation checklist to log advice requests, assess issues, and record findings for electrical supply and metering. Capture site details, location, point of attachment, meter position, group meter box, and other issues. Provide advice, attach photos, notify requesters, and document outcomes. Designed for utilities field teams and contractors working on distribution assets, this template standardizes investigations and supports safety, quality, and compliance reporting.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Utilities Meter Audit Checklist
Use this utilities meter audit checklist to standardize and document meter inspections. Record meter numbers and readings, confirm CT and VT ratios, attach photos of the meter, capture GPS coordinates and site address, and log audit dates and preparer details. Ideal for utility teams and contractors needing consistent evidence for compliance and billing accuracy. This starter template helps ensure accurate data capture across sites and supports audit trails and quality control.
by Nama Khoi, from the Community
Downloads: 20+
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Template
Health and Safety Investigation Report
Document workplace incidents thoroughly with this health and safety investigation report. Capture the date, investigator, location, and any relevant RIDDOR reference. Record site activity, a clear narrative of events, and the procedures in place, including training and safe systems of work. Analyze outcomes by noting immediate, underlying, and root causes. Assign remedial actions to prevent recurrence and attach photos and other evidence. This template supports structured investigations across construction and field operations and helps standardize reporting for compliance and continuous improvement.
by Dean Crowe, from the Community
Downloads: 10+
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Template
Client File Audit Checklist
Ensure compliant record-keeping for financial advice engagements with this client file audit checklist. Capture a clear Record of Advice including the basis for recommendations, products considered, and reasons selections meet client needs. Verify client signatures or proof of delivery, and document comparisons for replacements: fees, terms, exclusions, waiting periods, penalties, and restrictions. Record client decisions when they differ from advice, and note important disclosures such as tax implications. Include declarations on the impact of incomplete information and provide an overview of the advice process and resulting financial plan.
by Nicky Eilers, from the Community
Downloads: 10+
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Template
Hospitality COVID-19 in Your Workplace
Employer-focused guidance for hospitality workplaces to manage suspected COVID-19 cases. Covers symptom checks for staff, immediate isolation steps, PPE for the affected person and helpers, seeking advice from health and work health and safety authorities, safe transport arrangements, thorough cleaning and disinfection of impacted areas and equipment, and notifying close contacts. Based on Safe Work Australia advice and intended as a starting template rather than professional advice.
by Momo Kato, from the Community
Downloads: 100+
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Utilities Meter Audit Checklist

Use this utilities meter audit checklist to standardize and document meter inspections. Record meter numbers and readings, confirm CT and VT ratios, attach photos of the meter, capture GPS coordinates and site address, and log audit dates and preparer details. Ideal for utility teams and contractors needing consistent evidence for compliance and billing accuracy. This starter template helps ensure accurate data capture across sites and supports audit trails and quality control.

by Nama Khoi, from the Community

20+

Get

Template

Health and Safety Investigation Report

Document workplace incidents thoroughly with this health and safety investigation report. Capture the date, investigator, location, and any relevant RIDDOR reference. Record site activity, a clear narrative of events, and the procedures in place, including training and safe systems of work. Analyze outcomes by noting immediate, underlying, and root causes. Assign remedial actions to prevent recurrence and attach photos and other evidence. This template supports structured investigations across construction and field operations and helps standardize reporting for compliance and continuous improvement.

by Dean Crowe, from the Community

10+

Get

Template

Client File Audit Checklist

Ensure compliant record-keeping for financial advice engagements with this client file audit checklist. Capture a clear Record of Advice including the basis for recommendations, products considered, and reasons selections meet client needs. Verify client signatures or proof of delivery, and document comparisons for replacements: fees, terms, exclusions, waiting periods, penalties, and restrictions. Record client decisions when they differ from advice, and note important disclosures such as tax implications. Include declarations on the impact of incomplete information and provide an overview of the advice process and resulting financial plan.

by Nicky Eilers, from the Community

10+

Get

Template

Hospitality COVID-19 in Your Workplace

Employer-focused guidance for hospitality workplaces to manage suspected COVID-19 cases. Covers symptom checks for staff, immediate isolation steps, PPE for the affected person and helpers, seeking advice from health and work health and safety authorities, safe transport arrangements, thorough cleaning and disinfection of impacted areas and equipment, and notifying close contacts. Based on Safe Work Australia advice and intended as a starting template rather than professional advice.

by Momo Kato, from the Community

100+

Get

Advice and Investigation Checklist

About author

You might also like

Utilities Meter Audit Checklist

Health and Safety Investigation Report

Client File Audit Checklist

Hospitality COVID-19 in Your Workplace

You might also like

Utilities Meter Audit Checklist

Health and Safety Investigation Report

Client File Audit Checklist

Hospitality COVID-19 in Your Workplace