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Energy & Utilities
Access energy and utilities templates and training courses built for field service work, electrical safety checks, and site inspections. Help your teams stay compliant, keep assets reliable, and manage critical work across generation, transmission, and facility environments.
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BOC Telemetry Movement and Configuration Form
This comprehensive form guides technicians through the setup and configuration of BOC telemetry units. It covers essential components including RTU serial information, vessel specifications, differential pressure cell settings, and multiple telemetry configurations. The document includes sections for basic telemetry setup, additional vessel inputs, digital alarm configurations, and analogue output specifications. Designed for CES Field Installers, this form must be completed prior to site installation and requires specific attention to pressure settings, alarm configurations, and vessel specifications. The form also includes provisions for multiple vessel setups at a single customer site and includes important contact information for testing and verification procedures with BSC.
by Erin Richards, from the CommunityDownloads: 50+Get - Template
Registro de residuos para servicios eléctricos
Esta plantilla en español permite a ingenieros de campo registrar y clasificar los residuos generados durante intervenciones en instalaciones eléctricas. Incluye opciones para restos de cableado, adhesivos, papel y cartón, trapos sucios, plásticos y embalajes, madera y palets, RAEE, equipos mecánicos, pilas y baterÃas, celdas SF6, transformadores, RSU y otros, con cantidades en kg, litros o unidades. Incorpora observaciones, método de gestión, datos del cliente y aviso de reporte inmediato en caso de SF6, prohibiendo residuos con amianto o PCB.
by Javier Agusti, from the CommunityDownloads: 50+Get - Template
Service relay data capture
A detailed documentation template for gas service installations and reinstatement work. This form captures essential information including work order details, engineer information, pressure testing data, meter locations, pipe specifications, and surface reinstatement requirements. It includes critical safety checks, service interruption details, and installation specifications such as pipe dimensions, materials, and joint types. The form also covers comprehensive reinstatement information including surface types, dimensions, and special requirements. Safety incident reporting and service relay data are included, making it a complete record of gas service work from installation through completion.
by Mark Hodgkinson, from the CommunityDownloads: 50+Get - Template
Self-Assurance Checklist for Electrical/Mechanical Work
This document presents a detailed self-assurance checklist for electrical and mechanical work safety audits. It covers essential aspects of workplace safety compliance, including permit to work (PTW) verification, worker authorization, job hazard analysis, lock-out tag-out (LOTO) procedures, drawing verification, safety testing, barrier implementation, tool inspection, PPE compliance, and system restoration protocols. The checklist is designed to ensure comprehensive safety measures are in place for electrical work, helping organizations maintain compliance with safety standards and protect workers from potential hazards. It includes verification steps for documentation, physical inspections, and procedural compliance, making it an essential tool for safety officers and supervisors overseeing electrical work operations.
by Rosendo Asakil, from the CommunityDownloads: 50+Get - Template
ATEX Detailed Inspection Checklist
This ATEX detailed inspection template helps teams assess Ex equipment installed in hazardous areas across Zones 0, 1, 2 and 20, 21, 22. It guides inspectors to capture equipment details and certification, check protection methods and IP ratings, verify earthing and cable integrity, and review sealing, breathing and draining devices. Steps cover physical checks, electrical connections, isolation requirements, and compliance with hazardous area standards. The checklist supports safe operations and thorough documentation, ending with sign-off from a competent CompEx inspector.
by SIMON ALLEN, from the CommunityDownloads: 50+Get - Template
Substation Inspection Checklist
Perform a comprehensive inspection of electrical substations with this checklist covering building and yard condition, equipment labeling, duct covers, conductors and clamps, bird proofing, bus bars, insulators, steelwork and earthing, standby batteries charge and discharge and top up, circuit breakers readings, counters, flags, oil leaks, cubicles, indicator lamps and noises, protection relays and operating tools. It also includes transformer checks such as oil levels, temperatures, tap changer, silica gel, porcelains, explosion vents and mounts, and kilowatt hour meter readings, plus audit sign off. Use it to standardize maintenance, enhance safety, and ensure regulatory compliance across sites.
by Neil McBride, from the CommunityDownloads: 50+Get - Template
KEL 002 Solar PV Quality Checklist
Use this Solar PV quality checklist to review mechanical mounting and electrical installation of photovoltaic systems. Verify frame fixing, EPDM pads, rail overhang and clamps on modules. Check exterior cable containment for galvanizing, smooth edges, secure ties, and bonding to earth. Confirm inverter mounting, AC isolators, neat cabling to distribution boards, and clear string labeling. Designed as a starting point for site QA and compliance; consult professional guidance for local requirements.
by Barry Sherry, from the CommunityDownloads: 50+Get - Template
OBO - F 13.2 Generator Maintenance Log
This generator maintenance log template provides a structured format for documenting essential generator performance metrics and maintenance activities. The form includes fields for recording key operational data such as crank time, oil pressure, water temperature, voltage, frequency, amperage, and run time. It allows facility managers and maintenance personnel to track multiple inspection dates and maintain detailed notes for each check. The template is designed to help organizations maintain consistent generator monitoring practices, ensure equipment reliability, and create a documented history of generator performance and maintenance activities. This standardized approach to generator maintenance documentation helps identify potential issues early and supports preventive maintenance programs.
by Maurice Pettiford, from the CommunityDownloads: 50+Get - Template
Pre Start Electrical Survey V 1.0
To be Completed as part of the the Affordable Warmth Scheme
by David Burns, from the CommunityDownloads: 50+Get - Template
ISO 50001 Energy Audit Plan and Report
This ISO 50001 audit plan and report template supports internal assessments of an Energy Management System. It guides auditors through scope and criteria, management review, energy policy, identification of energy aspects and significant users, opportunities and action planning, energy reviews, objectives and targets, EnPIs, legal and other requirements, awareness and training, communication, documentation control, operational control, measurement and monitoring, evaluation of legal compliance, and nonconformity with corrective and preventive actions. It also includes sections for reviewing past findings, tracking NCRs and OFIs, and sign-off to confirm audit accuracy.
by Simon Lochhead, from the CommunityDownloads: 50+Get - Template
Kdec Solar Service Report
This solar service report template helps technicians document comprehensive PV system maintenance. Capture rooftop and ground-level inspections, inverter cleaning and display checks, DC isolator condition and operation, anti-islanding timing, and detailed string test results including Voc, Isc, Vmp, and Imp. Record production outputs, note urgent repairs, and add comments and signatures to complete the service record.
by Cameron Walker, from the CommunityDownloads: 50+Get - Template
OCRI-Electrical Safety (ENG)
This document provides a detailed electrical safety audit framework for workplace environments. It consists of 15 key assessment points covering essential aspects of electrical safety management, including legal compliance, hazard identification, equipment suitability, and personnel training. The checklist addresses critical areas such as electrical distribution systems, grounding requirements, safety in hazardous environments, and protective equipment protocols. It ensures comprehensive evaluation of electrical safety measures, from basic installation requirements to specialized considerations for dangerous environments involving flammable materials. The document includes sections for comments, recommendations, and formal approval signatures, making it a complete tool for conducting thorough electrical safety audits in professional settings.
by Gaby Nurmatami, from the CommunityDownloads: 50+Get - Template
Formulario De Auditoria De Seguridad 2015
AuditorÃa En Campo Que Se Realiza A Los Field Services Representative
by Jorge Pillajo, from the CommunityDownloads: 50+Get - Template
Vessel And Vapouriser Install
For Vessel and Vapouriser installations with reference to CESSUP-09, CESSUP-14 and CESCOM-01 chapters
by Erin Richards, from the CommunityDownloads: 50+Get - Template
FH- Quick Eskom Site Inspection
A detailed inspection protocol guide for Eskom sites that outlines essential safety and maintenance checks. The document covers critical areas including battery box inspection, charger systems, security camera positioning, lattice mast integrity, man lookout safety, anode functionality, and earthing requirements. This comprehensive checklist ensures thorough site evaluation of road access, fencing, stay wires, and equipment functionality. The guide includes specific voltage parameters, safety requirements, and documentation procedures for maintaining site integrity and operational efficiency. Designed for professional site inspectors and maintenance teams, this protocol helps maintain compliance with safety standards while ensuring optimal performance of Eskom facilities.
by Nashim Singh, from the CommunityDownloads: 50+Get
Ready-to-use safety and quality resources for energy and utilities teams
Keep energy and utilities teams moving with faster access to safety and quality resources that work in the real world. SafetyCulture’s Content Library is a practical online hub offering energy and utilities templates and training courses, giving leaders easy access to proven tools their teams can use on-site. It helps standardize work without starting from scratch.
Why digital resources matter
Using shared digital content supports energy and utilities digital transformation by keeping standards consistent across every site. With energy and utilities field service management in mind, these resources cut paperwork and reduce delays, so teams can spend more time identifying risks and less time chasing updates. Everyone works from the same current version, supporting reliable solutions and clearer accountability.
Here’s how teams use the Content Library to get results faster:
Identify electrical risks early with an inspection report to reduce hazards before they escalate.
Maintain safe operations using a maintenance checklist to cut outages and protect long-term asset reliability.
Ensure site readiness with a survey checklist that reduces rework and supports safer solar installations.
At its core, the Content Library exists to help energy and utilities teams work faster, stay aligned, and maintain strong safety and quality standards at scale.