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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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IAEC RESAP - Section 6: Pole Yard and Outside Storage
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 40+Get - Template
EDKO LLC Employee Observation Audit
Use this employee observation audit to evaluate field staff across 24 safety, behavior, appearance, and task knowledge criteria. Supervisors score each item from 0 to 5 to standardize expectations, document gaps, and plan training. Sections cover PPE use, vehicle condition, housekeeping, job safety analysis, GPS compliance, application rates, electrical and roadside safety, and more. Capture notes and photos, track results over time, and improve performance and compliance.
by SeDerek Baker, from the CommunityDownloads: 40+Get - Template
Service and Commissioning Report
This Service and Commissioning Report template helps teams in renewable energy and heating verify safe installation and startup. Capture project details, site, and contact info, then record heat pump make, model, serial, and ID plate. Validate ground loop pressure tests, glycol fill and freeze protection, and manifold integrity. Document primary and secondary heating systems, underfloor heating controls, and heat curves. Log domestic hot water cylinder model, capacity, and legionella protection. Enter key temperatures for outdoor, room, supply, return, hot water, and brine in/out, plus heating and hot water run times and stop temperatures. Confirm compliance with building regulations, electrical supply and isolation, sensor connections, valves and filters, DHW safety devices, and internet connectivity. Track job status, required parts or quotes, corrective actions, and collect on-site representative and auditor signatures.
by Andrew Wildey, from the CommunityDownloads: 40+Get - Template
Uniper Riskanalys – Checklista för energiarbeten
Denna Uniper Riskanalys är en strukturerad checklista för arbete i energianläggningar och ställverk. Mallen guidar team genom identifiering av elrisker (kontakt med spänning, uppladdade kablar), fall- och klämskador, påkörningsrisker, brand/explosion och trycksatta system. Den omfattar även kemikaliehantering, PCB/kvicksilver, spillskydd, buller, påverkan på växt- och djurliv, arbeten i vatten samt åtgärder som kan påverka elförbrukning. Innehåller fält för anläggning, arbetsmoment, deltagare, andra risker, observationer och obligatorisk signering.
by Thomas Jonsson, from the CommunityDownloads: 40+Get - Template
Nike - Electrical PPM distribution board report
Westway - Nike - Electrical PPM distribution board report
by Gareth Lewis, from the CommunityDownloads: 40+Get - Template
Audit stesen minyak
Use this Petrol Station Checklist (PSMA 1984) to audit unloading from tankers, underground storage tanks, dispenser equipment, and site safety systems. Verify spill control measures, earthing and static control, venting, overfill and leak detection, signage, emergency stop buttons, fire protection, and NGV dispensing where applicable. Ensure documentation and records are maintained, including SDS, risk assessments, training, inspections, and maintenance logs. Address PPE, housekeeping, and incident response to maintain compliance and operational safety.
by Amat Ril, from the CommunityDownloads: 40+Get - Template
ISO 50001 Audit Plan and Report Template
Use this ISO 50001 audit plan and report template to evaluate your energy management system against Schneider Electric and ISO 50001 requirements. The checklist guides auditors through scope, policy, planning, implementation, and operation, as well as monitoring, measurement, evaluation of compliance, and management review. Record nonconformities and opportunities for improvement, assign corrective and preventive actions, and verify closure. Includes prompts for site inspections such as waste management, chemical and oil handling, and contractor induction. Capture evidence, comments, and signatures to create a clear, accurate audit record that supports compliance and continual improvement across sites.
by Simon Lochhead, from the CommunityDownloads: 40+Get - Template
IAEC RESAP - Section 12: Head, Eye, Face, Hearing, Foot, Hand, Etc. PPE
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 40+Get - Template
PPE Assessment-Terex Utilities
This document provides a structured template for conducting Personal Protective Equipment (PPE) assessments in workplace settings. It systematically evaluates safety requirements across multiple protection categories including head, face, eye, hand, body, foot, respiratory, and noise hazards. The assessment helps identify specific workplace risks and prescribes appropriate protective equipment for each hazard type. It includes detailed sections for documenting chemical exposures, physical hazards, and environmental risks, along with corresponding PPE recommendations. The template enables safety professionals to thoroughly document protection requirements, ensuring compliance with safety standards and maintaining worker protection across various work environments. It serves as a critical tool for workplace safety management and hazard mitigation.
by Dylan McLellan, from the CommunityDownloads: 40+Get - Template
Tophat Battery Checklist v0.2
A comprehensive digital checklist template designed for inspecting and maintaining Tophat battery systems, specifically for ENERSYS SBS15 batteries. This form allows users to record essential battery information including manufacturer details, serial numbers, installation dates, and individual cell voltages. The template includes sections for tracking four cells, complete with barcode scanning capabilities, voltage measurements, and 10-minute test results. Perfect for maintenance teams and technicians who need to ensure proper battery performance and documentation. The checklist helps maintain safety standards while providing a systematic approach to battery inspection and testing procedures.
by Edward Hu, from the CommunityDownloads: 40+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: 40+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: 40+Get - Template
Solar and Wind Turbine Site Inspection Checklist
Comprehensive inspection guide covering battery systems, solar panels, wind turbines, equipment boards, cameras, security, weather stations, and infrastructure maintenance.
by Nashim Singh, from the CommunityDownloads: 40+Get - Template
GFS Electrical Distribution System
Audit or Inventory of Electrical Distribution system both existing and new facilities
by Mark Grimes, from the CommunityDownloads: 40+Get - Template
Existing concealed room-sealed fanned-draught boiler chimney assessment
Flues in voids Gas Safe Technical Bulletin 008 Edition 3: 15 July 2015
by Paul Nielson, from the CommunityDownloads: 40+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: 40+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.