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Electrical Site Survey for Maintenance and Projects

by Declan Maunsell, from the Community

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Use this electrical site survey template to plan and record maintenance and project works across substations and facilities. Document site details, client contacts, program of works, and scope. Assess HV and LV switching responsibilities, emergency power off operations, and black building or sectional switching. Capture substation assets including transformers, protection relays, battery chargers, generator backup, automatic transfer switches, power factor correction, and earthing arrangements, with last maintenance dates. Include drawings, grading and earthing studies, and any third party or utility requirements. Plan project tasks from design and procurement through installation, testing, and commissioning. Record access and egress, parking, welfare, emergency lighting, and escape routes, with notes and photographs throughout.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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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

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.

Electrical Site Survey Template for Maintenance Projects | Free Template