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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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Loader Pre Start Inspection Checklist
Use this loader pre start inspection checklist to document daily safety and condition checks on heavy equipment. Verify bucket wear bits and cutting edge, pivot pins and grease points, lift and tilt cylinders, and hydraulic hoses. Review steps and handholds, warning devices, mirrors and glass, cab lights and cab securement. Check tires and wheels, fluid levels including oil, hydraulic and coolant, and look for engine, hydraulic and fuel leaks. Confirm belts and driveline condition. Inside the cab, confirm cleanliness, presence of the owners manual, fire extinguisher, safety decals, and that switches and lights function. Record general equipment condition and capture photos when repairs are required. Designed for oilfield and energy sites and suitable for construction and maintenance teams.
by Brent Walker, from the CommunityDownloads: 40+Get - Template
Engie Health and Safety Audit
This Engie health and safety audit checklist supports urban energy and plant room operations with a structured assessment across safety management, policies, incident reporting, fire and electrical safety, first aid, working environment, risk assessments, H&S training, manual handling, work equipment, COSHH, occupational health, PPE, traffic interface, asbestos management, contractor control, document control, environmental compliance, waste, refrigerant gases, oil storage, and incident reporting. Use it to identify nonconformities, assign corrective actions, and evidence closure to strengthen compliance and Zero Harm culture.
by Robin Ditchfield, from the CommunityDownloads: 40+Get - Template
Transformer Changeout Checklist
This transformer changeout checklist helps utility and electrical maintenance crews document safe replacement of distribution transformers. Record service and work order numbers, capture nameplate photos, and log manufacturer, KVA rating, voltage, impedance, and serial numbers for both old and new units. Track meters served and obtain signatures to verify work. Use this form to standardize changeouts, maintain asset records, and support safety and compliance across power distribution operations.
by Joe Wilson, from the CommunityDownloads: 40+Get - Template
Monthly PPE Audit - Terex Utilities
A detailed template for conducting monthly Personal Protective Equipment (PPE) compliance audits in industrial facilities. This comprehensive guide helps safety managers and supervisors track and evaluate the proper usage of essential safety equipment including safety glasses, hearing protection, gloves, head protection, foot protection, welding gear, protective clothing, paint suits, and respirators. The template enables systematic documentation of compliance status, helping organizations maintain safety standards and identify areas requiring immediate attention. Designed for practical implementation across various industrial settings, this audit tool supports workplace safety initiatives and regulatory compliance efforts.
by Justin Fischer, from the CommunityDownloads: 40+Get - Template
PV Solar Panel Systems on Buildings Checklist
This checklist guides safe planning, installation, and upkeep of photovoltaic solar panel systems on buildings. It covers risk assessment, structural and roof suitability, accredited installers, compliance with national electrical standards, lightning protection and earthing, arc-fault and residual current monitoring, and safety interlocks. It details cable routing to prevent fire spread, UV protection, signage, inverter location and fire-rated compartments, and clear isolation points for DC and AC. Ongoing inspection, cleaning, IR thermography, automatic detection and suppression, alarm signaling, emergency response, and business continuity are also addressed.
by SafetyCultureDownloads: 30+Get - 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
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
Vernon Electric Substation Inspections
Use this comprehensive checklist to inspect distribution substations and critical electrical equipment. Verify exterior signage and fencing, assess transformer appearance, and record regulator voltages and positions for A, B, and C phases. Capture OCR breaker counter readings per circuit and confirm clear circuit identification. Check battery backup voltages and substation service transformer output, and perform thermal imaging on all key connection points, reporting any hot spots. Evaluate arrester condition and overall substation status, note deficiencies, and log required repairs or actions. Designed to support safe, consistent substation operations and maintenance.
by Mark See, 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
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.