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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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2,772 results- Template
Dual-Fuel Heat Pump Furnace Maintenance Checklist
Use this 32-item maintenance checklist to thoroughly inspect dual-fuel heat pump furnaces.
by SafetyCultureDownloads: 30+Get - Template
Virginia Water Well Inspection Checklist
Use this well inspection checklist to meet the Virginia Well Water Regulations. Perform visual and technical inspections. Check for potentially hazardous materials and abandoned wells. Evaluate the sewage system to preserve well water quality and safety. Create actions to resolve issues early with the SafetyCulture app.
by SafetyCultureDownloads: 30+Get - Template
COVID-19 Checklist for Energy and Utilities Employers
Use this checklist to help energy and utilities employers implement COVID-19 control measures. It outlines plan ownership, risk assessment, employee training, screening, hygiene and PPE, enhanced cleaning, ventilation, and physical distancing. It also covers guidance for field operations, customer visits, control room staffing, contractor screening, and contingency steps for outages and emergencies. Adapt the items to suit your site, workforce, and local regulations.
by SafetyCultureDownloads: 30+Get - Template
Petrol Station Competent Person's & Contractors Audit - Petrol Delivery
Use this Petrol Station Competent Person's & Contractors Audit - Petrol Delivery template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureDownloads: 30+Get - Template
Site Establishment Audit
This site establishment audit helps water utility and infrastructure contractors set up safe, compliant construction sites. It guides verification of worker certifications and plant operator competency, confirms site security and controlled access, and checks amenities such as drinking water, toilets, and shelter. The checklist covers emergency preparedness and first aid, hazardous materials and underground services checks, signage and PPE requirements, incident registers and notification forms, and thorough site inductions. It also reviews health and safety representation, project safety planning, and the use of JSAs to control risk. Designed for Gippsland Water projects, it is adaptable to similar utility works.
by James Pither, from the CommunityDownloads: 30+Get - Template
Silcar pre cyclone season MEPP and PEPP checklist
A detailed inspection checklist designed for conducting thorough audits of generator plants and mobile equipment. The document covers essential aspects including alternator specifications, engine details, plant service history, battery systems, fuel management, and operational metrics. It includes comprehensive compliance checks for generator condition, output performance, safety features, and mobility requirements. The checklist ensures proper documentation of plant security, roadworthiness, and maintenance needs, making it an essential tool for facility managers and safety inspectors. Particularly useful for pre-cyclone season assessments of Mobile Emergency Power Plants (MEPP) and Portable Emergency Power Plants (PEPP), this checklist helps maintain operational readiness and safety compliance.
by Stephen Lee, from the CommunityDownloads: 30+Get - Template
BG Engineer Field Safety Audit v3
This BG Engineer Field Safety Overview v3 guides field teams through a comprehensive audit covering COVID-19 controls, site setup, customer communication, and RAMS access. It details an electrical equipment checklist with calibration tracking, and requires demonstration of the safe electrical isolation process, including ELI, RCD response, continuity, insulation resistance, polarity checks, and lock-off. It verifies PPE, first aid, signage, and work equipment condition, plus housekeeping, vehicle safety, and correct paperwork. The checklist concludes with auditor feedback and sign-offs to document coaching and compliance.
by Richard Melvin, from the CommunityDownloads: 30+Get - Template
RESAP 2018 Complete Observation Checklist
Use this comprehensive RESAP 2018 onsite observation checklist to evaluate electric cooperative safety and compliance across operations. Sections cover document verification and safety improvement planning, facility safety equipment, warehouse and maintenance practices, environmental and hazardous materials management, pole yard and outside storage, office administration, vehicles and equipment, truck and personal tools, PPE, insulating gear, arc-rated clothing and fall protection, crew visits, substations, and overhead and underground lines. References include OSHA, NESC, NFPA, EPA, and FMCSA standards.
by Dwight Miller, from the CommunityDownloads: 30+Get - Template
Monthly Stormwater Inspection - Terex Utilities
This monthly stormwater inspection checklist helps utility facilities maintain environmental compliance. It guides teams to check stormwater sample points for illicit discharges, oil sheen, turbidity, and odors; review and update the SWPPP; confirm spill kit locations and stock; manage hazardous waste, chips, scrap, and exterior trash; verify secondary containment and labeling for drums and liquids; and look for signs of vehicle washing or equipment leaks. Use it to document findings, capture photos, and assign corrective actions.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Subcontractor Safety Checklist for Offshore Wind
This subcontractor safety checklist is designed for offshore wind operations at Thornton Bank and helps teams align subcontractors with the same standards as permanent staff. It guides leaders through pre-departure briefings, crew transfer vessel induction, PPE verification (helmet, life jacket, survival suit, harness, lanyards, gloves), radio setup and emergency procedures, lifting operation restrictions and color codes, hatch management on WTG or OTS, use of the HACA slider, location of lifesaving equipment and PPE storage in the nacelle, and emergency escape steps. It also covers housekeeping, daily waste return to shore (Ostend), midday status updates, and working hour and departure time limits, ensuring safe, compliant offshore work.
by Charline Dhoekers, from the CommunityDownloads: 30+Get - Template
Fire Protection Inspection Checklist Terex Utilities
Use this monthly fire protection inspection checklist to help verify that critical fire safety equipment and access points are in safe working order across utility facilities. Inspect sprinkler riser accessibility, confirm control valves are locked open, and assess systems for visible damage or deficiencies. Check that sprinklers maintain at least 18 inches of clearance, fire extinguishers are accessible and in working condition, and doors and passageways remain free of obstructions. Record notes for any issues found and capture a signature to complete the inspection. Intended as a starting point only; adapt to your site standards and regulations.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Liberty Gas Engineer Audit Checklist
This gas engineer audit checklist helps supervisors assess field operatives across safety, quality, and compliance. It covers operative appearance and ID, PPE availability and condition, hand and power tools including PAT and calibration, work at height equipment and ladder registers, site housekeeping and public protection, COSHH controls and documentation, and vehicle inspections from lights and tyres to first aid kits and extinguishers. It also verifies gas safety tasks such as tightness tests, meter and boiler inlet pressures, and electrical safety checks. The template includes sections for documentation, customer satisfaction, and signatures to capture accountability and follow-up actions.
by Mat Smith, from the CommunityDownloads: 30+Get - Template
MA-34 Servicios Schneider Electric España
Plantilla MA-34 utilizada por los técnicos de Schneider Electric España para documentar intervenciones de servicio. Incluye campos para orden de trabajo, cliente, fecha y hora, identificación y cuantificación de residuos generados (restos de cableado, adhesivos, papel y cartón, trapos, plásticos y embalajes, madera, RAEE, equipos mecánicos, pilas y baterías, celdas SF6, transformadores, RSU y otros), observaciones y método de gestión de residuos. Contempla nombres y firmas del técnico, recurso preventivo y cliente, alineada con buenas prácticas ambientales y de seguridad.
by Francesc Rodriguez, from the CommunityDownloads: 30+Get - Template
Crawford Electric Cooperative Crew Observation
This electric line crew observation template helps utility supervisors and safety leaders assess field practices for distribution work. Review critical controls such as PPE use, visible line openings, voltage testing, grounding, truck and outrigger grounding, non-reclose settings, and tag-out procedures. Check traffic control measures including signs, cones, vests, and parking setups. Confirm compliance with FR clothing, rubber gloves and sleeves, hard hats, hearing protection, wheel chocks, and harness use. Record job location, crew members, work order details, and tailgate status, add media evidence, and capture supervisor and foreman signatures to complete the observation.
by Brett Palmer, from the CommunityDownloads: 30+Get - Template
Drilling Rig Pre Spud Inspection Checklist
This pre spud drilling rig inspection checklist helps rig managers and HSE teams confirm readiness before spud. It covers dog house and rig floor conditions, derrick and substructure, pipe handling equipment, pumps and mud pits, generators and HPU house, fuel and water tanks, bunk houses, and general housekeeping. Use it to check lighting, guarding, grounding, fall protection, fire extinguishers, eyewash, signage, spill containment, and communications, with space for comments and sign off.
by Kenneth Phillips, from the CommunityDownloads: 30+Get - Template
Civil Cable Installation Audit FOR3277 v2
Use this audit to assess civil cable installation works for electrical distribution projects. Verify site specific risk assessment and team credentials, DNO identification, vehicle and winch setup, spill kit availability, pulling tensions and winch calibration. Check stocking and swivel attachment, trench depth and sanding, debris removal, roller use and spacing, and correct bell mouth installation. Capture photos, confirm communication between winch operator and crew, and review general housekeeping before signing off.
by Tony Kiddy, from the CommunityDownloads: 30+Get - Template
Ventia Hydrant Restoration and Clean Out After Completion Audit
A detailed inspection form for conducting hydrant restoration and maintenance audits in accordance with QUU requirements. The document covers essential aspects including maintenance completion verification, site cleanliness assessment, hydrant box inspection, marking compliance, and lug bolt maintenance. It requires photographic documentation at each step and includes specific references to Maintenance Agreement standards and SEQ C&D Code requirements. The form ensures thorough documentation of hydrant maintenance work and compliance with quality standards, featuring sections for inspector details, location information, and final verification signatures.
by Troy Dawson, from the CommunityDownloads: 30+Get - Template
Visite exploitation postes sources AMEPS
Checklist complete en francais pour la visite d exploitation et technique des postes sources AMEPS. Le modele couvre le controle des clotures, portails et signaletique, la verification du telephone et des affichages reglementaires, les alarmes danger, la salle HTA et les batteries. Il inclut le materiel de securite, l etat interieur et exterieur des batiments, le terrain et l eclairage, les fosses et compteurs. Des sections detaillees permettent de verifier TCFM, services auxiliaires, redresseurs 127V et 48V, disjoncteurs HTB 311–313, transformateurs HTB/HTA 311–313, grilles HTA, TCI, CI, BPN/RPN et systemes de retention, avec releves et photos pour la maintenance.
by garrigues pascal, from the CommunityDownloads: 30+Get - Template
Field Service Job Card Template
Use this field service job card to document repairs, maintenance, installations, and other work during customer visits. Capture client and site details, describe issues, add photo evidence, log actions taken, note pending items and target completion, and confirm testing. Includes sections for certificate of compliance and digital signatures from client, technician, and supervisor to validate the work.
by Carron Dewa, from the CommunityDownloads: 30+Get - Template
IAEC RESAP - Section 17: Overhead and Underground Lines, Equipment, Etc.
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 30+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.