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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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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 - Template
Programmed CWW Meter Activity Audit
Use this meter activity audit template to review field work conducted for water utilities. Capture job and location details, crew identification, CWW ID checks, and HSEQ requirements including JSEA completion, PPE, AVDD calibration, hazardous substance storage, and first aid readiness. Verify DBYD plans, service location, and contamination controls. Assess customer impacts, flushing and disinfection, and record any damage with photos. Inspect vehicles, tools and log books, fire extinguishers, and safety equipment such as probes and sharps containers. Document opportunities for improvement and obtain supervisor signatures.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Chemical Storage and Dosing Site Inspection Checklist
This checklist supports inspections of chemical storage, containment, and dosing systems at water and wastewater treatment facilities. It covers due diligence checks, leak detection on pipework and flexible hoses, double-contained pipe supports, signage and color coding, tank stability and protection, spill kits, and bund integrity and drainage. Items include condition of valves, level indicators, epoxy coatings, rainwater in bunds, and evidence of spills. It also addresses delivery bunds, tanker discharge controls, and chlorine-specific safety, such as windsocks and leak detector testing. Inspectors can add site photos, note weather conditions, record comments, and recommend actions for compliance and safety.
by HWC Treatment Operations, from the CommunityDownloads: 30+Get - Template
Air Source Heat Pump Service Checklist
Use this comprehensive service checklist to maintain air source heat pumps. It covers cylinder and expansion vessel checks, relief valve testing, electrical and pipe connections, refrigerant leak indicators, antifreeze levels, filter cleaning, system pressure and air release, room thermostat and zone valve operation, smoke and carbon monoxide alarm tests, and meter readings. Capture photos, note faults and corrective actions, and record customer and engineer sign-off for complete maintenance documentation.
by Kevin O'Donovan, from the CommunityDownloads: 30+Get - Template
PMI - COG NM Basin Field Service Audit
Standardize field service audits for oil and gas sites in the NM Basin with this PMI checklist. Cover exterior components such as flame arrestors, valves, thermowells, thermocouples, and pressure transmitters, plus electrical items like PLCs, power supplies, relays, ignition transformers, HMIs, and sensors. Record site details, job numbers, start and completion times, gas pressure and power function checks, parts used, and invoicing information. Capture customer signatures and comments to verify work performed and ensure consistent maintenance and safety compliance.
by Matt Anson, from the CommunityDownloads: 30+Get - Template
Linbrooke Technical Jointing Audit
This Linbrooke Technical Jointing Audit template supports safe, compliant power cable jointing in the field. It guides teams through site preparation, access and egress checks, positive cable identification, and complete cable preparation steps including PPE, tools, and correct stripping procedures. It covers pre commissioning and post commission testing, joint completion practices such as order of connections, shrouding, insulation, and staggering, and ensures documentation accuracy with work pack completion. The checklist concludes with site clearance, debriefing, and final sign off to close out non conformances.
by Keith Wigley, from the CommunityDownloads: 30+Get - Template
Estudio de seguridad para estaciones de servicio
Formato especializado para elaborar el estudio de seguridad en Estaciones de Servicio (EDS). Incluye evaluación de seguridad física del perímetro e instalaciones, iluminación, puertas y cerraduras; revisión de seguridad electrónica como CCTV, control de accesos, alarmas y botones de pánico; verificación de procedimientos de control de entradas y salidas de personas y vehículos; y componentes de seguridad industrial, tales como gabinetes contra incendio, detectores de humo, rutas de evacuación, botiquín y plan de emergencias. Diseñado para identificar vulnerabilidades y definir acciones correctivas.
by Roque Sierra, from the CommunityDownloads: 30+Get - Template
Chemical and Hazardous Substance Audit (NGP)
Use this audit template to evaluate how hazardous substances and fuels are stored, handled, transported, and disposed of in line with Australian standards such as AS 1940:2004. Confirm dedicated bunded storage, signage, setbacks from watercourses and wetlands, and proper washdown bay design with water recirculation. Verify bunded storage for liquids and wastes, trained spill response, and contaminated soil management. Ensure listed wastes are recorded, removed by licensed handlers, and transported by licensed trucks to approved facilities.
by Matt McDermott, from the CommunityDownloads: 30+Get - Template
Programmed CWW M and E Activity Audit
This audit checklist supports oversight of mechanical and electrical activities for water and sewer operations under Programmed CWW. It guides field supervisors through HSEQ checks, traffic and pedestrian management, environmental controls, customer considerations, vehicles, plant and equipment, asbestos tasks, excavation, and M and E sewer station requirements. Capture photos, record actions, verify qualifications and permits, and document site conditions. Conclude with signatures and note opportunities for improvement.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Polyethylene Pipe Inspection Checklist
Use this polyethylene pipe inspection checklist to evaluate pipeline installation quality and safety. Review butt fusion and saddle tap tee work, scrape marks, bead size, and pipe alignment. Confirm tracer wire and caution tape, document any damage from installation, and capture inspector details, location, date, and media. Record visual inspection results and additional comments to drive corrective actions and compliance.
by J Hemby, from the CommunityDownloads: 30+Get - Template
Procedimiento LOTO RS 20 01 Borrador
Plantilla en español para seguridad en trabajos eléctricos basada en LOTO y las 5 Reglas de Oro. Cubre identificación de riesgos, maniobras eléctricas, trabajos en proximidad y sin tensión, EPIs requeridos, bloqueo y etiquetado, puesta a tierra, balizamiento, y evidencias fotográficas. Incluye apartados para trabajos en altura, espacios confinados y atmósferas explosivas, así como permisos, recursos preventivos y firmas de técnicos y cliente.
by Francesc Rodriguez, from the CommunityDownloads: 30+Get - Template
Checklist de Manutenção em CT e DJ
Checklist em português para manutenção de equipamentos de média tensão em centros de transformação e painéis: disjuntores e contatores. Inclui identificação do equipamento, dados técnicos, verificações operacionais (bobinas, motor de carga, mecanismos de inserção e extração, contatos fixos e móveis, sinalizações), e ensaios elétricos como resistência de isolação, resistência de contato, simultaneidade e tempos de abertura e fechamento. Útil para padronizar inspeções, registrar resultados e observações, e garantir segurança e conformidade em subestações e instalações industriais.
by Benjamim Benjamim, from the CommunityDownloads: 30+Get - Template
Confined Space Entry Audit Checklist
This confined space entry audit checklist helps water and wastewater utility teams verify safe setup and execution of confined space work. It covers site setup and barricading, required equipment such as harnesses, tripods, breathing apparatus, and gas detectors, pre entry gas checks, isolations, permits, training and minimum crew requirements, continuous gas monitoring, communications, and hot work controls. Use it to document completion steps, corrective actions, and signatures from the responsible officer, auditor, and contractor representative to strengthen compliance and safety.
by James Pither, from the CommunityDownloads: 30+Get - Template
ENWL Customer Liaison Visit Form
This ENWL Customer Liaison Visit Form helps power distribution teams plan and document customer engagements before and during works. Capture visit date and time, location, project number, customer contact preferences, and any vulnerability considerations. Record traffic management requirements such as road closures, signal setups, cycle ways, and parking bay impacts. Assess site readiness, expected ready dates, MPAN availability, and customer awareness of next steps. Log callbacks, comments, and actions, and document OSVC, ducting, sand, tape, and other checklist items. Add photos and obtain coordinator signatures to create a complete record for safe, timely delivery.
by Stephen Cooke, from the CommunityDownloads: 30+Get - Template
Supernova 180 UL Commissioning Report
This commissioning checklist is designed for third-party technicians installing and validating the Wallbox Supernova 180 UL DC fast charger. It covers pre-work health and safety reviews (PPE, LOTO, site conditions), detailed mechanical and electrical inspections, required clearances, anchoring, cabling, surge protection, and breaker protections. Power-up steps include input voltage measurements, verification of software and HMI versions, door sensors, lights, RFID reader, fans, and POS terminal. Connectivity setup and verification include WebManager status, authorization method, OCPP SIM/provider, URL, and charge point identity. Functional testing spans single-hose and split charging with EVs, plus photographic documentation and acceptance sign-off by the customer and the commissioning technician.
by Emma Selway, from the CommunityDownloads: 30+Get - Template
Optima Energy Site Audit for Large Properties
Use this Optima energy site audit template to assess lighting and HVAC across large property portfolios with 26 to 50 locations. Capture photos, fixture types, lamp bases and wattage, lamps per fixture, counts, hours of operation, emergency ballasts, cooling, lift requirements, and notes. Standardize energy data collection to benchmark sites, plan upgrades, and uncover efficiency and cost-saving opportunities.
by Optima Pit, from the CommunityDownloads: 30+Get - Template
LEG Swab Rig Monthly Inspection Checklist
Conduct a thorough monthly inspection of LEG swab rigs with this checklist. Verify site signage, housekeeping, PPE, JSEA completion, and lockout tagout readiness. Inspect carrier cab, tires, brakes, lights, mirrors, and leaks. Check fire protection equipment and storage. Assess hoisting applications, sheaves, hooks, and guards. Perform wire rope checks for kinks, flats, broken strands, corrosion, and damage. Review mast and hydraulic systems for cracks, fatigue, and leaks. Capture notes and photos, record defects, and sign off corrective actions.
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.