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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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E Meter Installation Checklist
Use this E meter installation working in progress checklist to verify safe, compliant electrical meter work. It covers risk assessment, selection of PPE and arc flash protection, polarity tests at sockets and termination points, voltage measurement and recording on the service order, correct labeling of meter tails per the asset diagram, visual checks before re energisation, confirmation of cut out fuse size and condition, sealing points, and customer handover. Includes fields for MOCOPA credentials and required signatures.
by Mike Ross, 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
Heat Pump Maintenance Schedule Checklist
Use this practical heat pump maintenance schedule to document customer and unit details, confirm correct cooling and heating operation, and perform essential upkeep. Steps include checking indoor and outdoor fan operation, removing and cleaning indoor filters, cleaning the outdoor unit cabinet, and inspecting the outdoor unit for corrosion or rust. Capture service comments, repairs required, and technician acknowledgment with name and date to maintain reliable HVAC performance.
by Andy Carter, 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
HIU Service Check Sheet
Use this structured HIU service check sheet to commission and verify Heat Interface Units in apartments and mixed-use buildings. Capture serial numbers, valve status, expansion vessel charge, thermostat settings, heat meter readings, primary and secondary flow and return temperatures, flow rates, pump model and speed, and zone valve operation. Record tap water temperatures including TMV limits, system pressures, and visual leak checks. This checklist helps engineers document equipment performance, ensure safe operation, and meet compliance and warranty requirements.
by Senior Management LBS, from the CommunityDownloads: 30+Get - Template
Solar and Wind Turbine Site Inspection Checklist
Comprehensive inspection guide for solar and wind turbine sites covering battery systems, equipment, cameras, weather stations, and safety protocols. Essential for site maintenance.
by Nashim Singh, 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 - 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
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
EV Commissioning Checklist and Electrical Tests
Use this EV commissioning checklist to verify electric vehicle charger installations meet BS 7671 requirements. Assess charger location, impact protection, control heights, ventilation, and trip hazards. Confirm labeling of EV outlets and precautions against inadvertent energizing. Record supply capacity, phases, metering, cut-out rating, and earthing type. Complete dead and live tests, capture installation photos, demonstrate operation to the customer, and sign off with commissioning date.
by Kathryn Smith, from the CommunityDownloads: 30+Get - Template
Checklist para líderes de turno en estaciones de servicio
Esta checklist apoya a líderes de turno en estaciones de servicio para asegurar operaciones seguras y eficientes. Cubre juntas de inicio, revisión de terminales POS y equipo de trabajo, funcionamiento de bombas y mangueras, limpieza de islas, tiempos de comida y depósitos. Incluye abastecimiento de estantes de aceites, disponibilidad de material de limpieza, reporte de estado de CSM, recepción y descarga de pipas con evidencia del protocolo, y atención de autorizaciones de clientes. Útil para estandarizar procesos y mantener continuidad operativa.
by Paulina Banda, 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
Enclosure Arc Flash and Protection Assessment
Use this structured checklist to assess electrical distribution board enclosures for arc flash and protection requirements. Record main and secondary incomers, generator details, breaker models and In ratings, trip and earth leakage settings, and detailed incoming and outgoing feeder information. Document cable types, installation routes, shared runs, and lengths, and attach photos with escutcheon open and closed to verify labels and settings. The form helps standardize data capture for arc flash risk reviews and supports compliance across high‑risk electrical environments.
by Shaun Young, 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
Facility Preventive Maintenance Safety Checklist
This facility preventive maintenance safety checklist helps teams keep oil and gas sites safe and orderly. It covers housekeeping for grounds and floors, access routes, work areas, deliveries, storage, and waste management. It also guides detailed inspections of critical equipment such as heater treaters, high pressure separators, tanks, and flare systems, with checks for corrosion, leaks, sight glasses, regulators, and valves. Use it to verify lockout tagout, document findings, add corrective actions, and capture sign offs for compliance and continuous improvement.
by Juan Sanchez, 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
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.