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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.

Browse Energy & Utilities

2,772 results
  • Daily Traction Overhead Field Inspections - Linemen
    by Matthew Shaw, from the Community
    Downloads: 30+
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  • Meter Survey - Installation - No Access v1.1
    Template

    Meter Survey - Installation - No Access v1.1

    Survey and Installation

    by David Lattimer, from the Community
    Downloads: 30+
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  • Confined Space Entry Audit Checklist
    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 Community
    Downloads: 30+
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  • ENWL Customer Liaison Visit Form
    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 Community
    Downloads: 30+
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  • Supernova 180 UL Commissioning Report
    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 Community
    Downloads: 30+
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  • Endeavour Energy SMR Post-Construction Inspection
    Template

    Endeavour Energy SMR Post-Construction Inspection

    This SMR post-construction inspection checklist is designed for electricity distribution works such as service mains replacement. It guides field teams through recording job details, required electrical tests (NIT, polarity, insulation resistance, phase rotation, earth integrity, continuity, final test), and diagram requirements. It includes verification of network connections (POCC), road clearance poles, point of attachment components, and meter board safety. Use it to ensure defects are captured, redundant materials removed, and variations noted for final sign-off.

    by Tommy Z, from the Community
    Downloads: 30+
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  • Optima Energy Site Audit for Large Properties
    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 Community
    Downloads: 30+
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  • LEG Swab Rig Monthly Inspection Checklist
    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 Community
    Downloads: 30+
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  • HIE Battery Maintenance Checklist
    Template

    HIE Battery Maintenance Checklist

    Use this HIE Battery Maintenance Checks template to inspect and document the condition of industrial lead-acid batteries. Record arrival condition, electrolyte levels and top-ups, specific gravity and voltage readings, and capture photos of the readings chart. Verify cell caps, cables, connectors, and intercell covers, clean battery tops, and note any issues. Conclude with a final report indicating if the battery is in good condition, needs charging, requires a load test, or should be replaced, and schedule any follow-up service.

    by Stacy LaPierre, from the Community
    Downloads: 30+
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  • ABB GIS Field Service Report
    Template

    ABB GIS Field Service Report

    Capture complete details of ABB gas insulated switchgear service visits with this structured field service report template. Record technical job information, site status, equipment IDs and photos, work performed, problems and solutions, and recommended follow-up. Log ABB test equipment used, spare parts, and tools. Include customer point of contact information, drawings to acquire or revise, and any additional work or comments. Designed for FSE engineers to standardize reporting for every on site call and streamline documentation and action tracking.

    by Daniel Love, from the Community
    Downloads: 30+
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  • General Energy Audit Checklist
    Template

    General Energy Audit Checklist

    This general energy audit checklist helps assess energy efficiency across a facility. Review lighting and controls, building insulation and sealing, heating and cooling systems, and motor driven equipment to ensure they operate efficiently and are maintained on schedule. Check everyday energy behaviors such as shutting down idle machines, setting back temperatures when unoccupied, and keeping thermostats within recommended ranges. Capture findings, record recommendations, and produce a clear summary to prioritize cost saving efficiency improvements.

    by Dmitrii Zemskov, from the Community
    Downloads: 30+
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  • OSHA Oil & Gas Rig Inspection Checklist (Drilling)
    Template

    OSHA Oil & Gas Rig Inspection Checklist (Drilling)

    Comprehensive OSHA and API RP54–aligned inspection checklist for oil and gas drilling and servicing rigs. Use it to assess drill site controls, training and PPE, mud systems, tanks and pits, generator and electrical systems, fire protection, fuel and flammable storage, pipe racks, blowout preventers, derrick and substructure, drill floor, power and hand tools, hoisting equipment, stairs and guardrails, and confined spaces. Log findings, document nonconformances, and record corrective actions to maintain safety and regulatory compliance during drilling operations.

    by Kenneth Phillips, from the Community
    Downloads: 30+
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  • New Starter Kit Issued Checklist
    Template

    New Starter Kit Issued Checklist

    Use this template to issue and document new starter kits for field engineers. Record recipient details, capture signatures and photos, and verify all required items are provided, including electrical test equipment, PPE, gas-safe tools, refrigeration gear, and first aid supplies. Standardize onboarding, improve accountability, and maintain safety and compliance records for technicians from day one.

    by Dave Anderson, from the Community
    Downloads: 30+
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  • Uniper Checklista Elarbeten
    Template

    Uniper Checklista Elarbeten

    Denna checklista stöder säkra elarbeten i HSP/LSP-miljöer. Den omfattar visuell inspektion, isolationsmätning, åtdragning och återmontering av skydd, märkning, mätaravläsning, kontinuitetskontroll och jordtagsimpedans. Före och efter spänningssättning kontrolleras huvud- och fasspänningar, fasföljd, beröringsskydd, rotationsriktning och prestanda samt drifttemperatur. Den innehåller även generella moment som dokumentation, byggdagbok, städning, brandtätning, källsortering och materielreturer. Avsluta med funktionsprov där det är möjligt och följ anläggningsägarens anvisningar vid provning.

    by Thomas Jonsson, from the Community
    Downloads: 30+
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  • Red Energy Site Inspection for PV and Backup
    Template

    Red Energy Site Inspection for PV and Backup

    A comprehensive site inspection checklist for solar PV and backup power installations. Document client and site details, system type (grid-tie, hybrid, off-grid), battery and panel specs, roof pitch and material, inverter and battery locations, distances to the DB board, load and consumption data, photos, safety considerations, and client sign-off. Built to support accurate quoting and streamlined installation planning for Red Energy projects.

    by Eon Geldenhuys, from the Community
    Downloads: 30+
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  • British Airways Wheel Dolly Check Sheet
    Template

    British Airways Wheel Dolly Check Sheet

    Use this British Airways wheel dolly check sheet to standardize A Service inspections every six months. The checklist covers oil reservoir level, pump operation, jack leaks and seals, wheel and tyre condition and pressure, lubrication of wheel bearings, swivel points and fork rollers, framework and towing lug damage, jib and hook condition, lift chain and cable, tilt screw threads, retaining straps, and safety decals. Capture notes and photos, raise corrective actions with assignees, priority and due dates, and complete with digital signatures. Export reports as PDF, Word, Excel or web link.

    by Jonathan Aslen, from the Community
    Downloads: 30+
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  • SSE Transmission Security and Safety Audit
    Template

    SSE Transmission Security and Safety Audit

    Conduct comprehensive internal audits of SSE Transmission office locations with a structured checklist covering initial safety and security verifications, fire safety equipment and signage, emergency exit routes, first aid and insurance displays, housekeeping hazards, and risk board status. Review information security practices including clear desk policy compliance, control of confidential materials, cabinet and pedestal locking, key and keysafe security, device docking, and whiteboard content. Capture matters of concern, findings, corrective actions, owners, and due dates, along with positive observations. Complete with primary and secondary auditor sign off for traceable compliance.

    by Graeme Waller, from the Community
    Downloads: 30+
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  • ONEOK Pipeline Weekly Audit Checklist
    Template

    ONEOK Pipeline Weekly Audit Checklist

    Use this ONEOK pipeline weekly audit checklist to standardize safety and quality checks across pipeline construction and maintenance sites. Verify permits and JSAs, PPE compliance, environmental and emergency readiness, hazard communication, material handling, and worksite protection. Inspect vehicles, cranes, storage, fall protection, tools, electrical and hot work controls, and fire prevention. Cover excavation practices, signage and barricades, housekeeping, ergonomics, walking surfaces, overhead powerlines, radiation sources, pressure testing, and confined spaces. Capture notes and evidence for continuous improvement.

    by Clint Dietz, from the Community
    Downloads: 30+
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  • Kembla Watertech Site Appraisal Form (R1) QF 050-08
    by Christian Dummett, from the Community
    Downloads: 30+
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  • B.W. Watermain AoW and EDLP Checklist
    Template

    B.W. Watermain AoW and EDLP Checklist

    Use this checklist to assess watermain works for Authority or Early Developer responsibility. It guides inspections of valves, hydrants, and property services, confirms depths, markers, and cover levels, and records trench reinstatement, site cleanup, demobilisation, and commissioning. Sections include abandoned assets, operational checks, observations, photos, and sign off.

    by Robert Newnham, from the Community
    Downloads: 30+
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  • Optima Energy Site Audit for Small Property
    Template

    Optima Energy Site Audit for Small Property

    Assess small properties for energy efficiency with a structured site audit. Record property and contact details, add required photos, and document lighting fixtures, lamp bases, wattage, lamps per fixture, and fixture counts. Track hours of operation, note emergency ballasts and emergency fixtures, and capture environmental factors like mechanical cooling or lift needs. Use the notes section to highlight opportunities and actions for reducing energy use and improving safety.

    by Optima Pit, from the Community
    Downloads: 30+
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  • Quick Solar Site Inspection Checklist
    Template

    Quick Solar Site Inspection Checklist

    Use this quick solar site inspection checklist to evaluate utility and remote tower sites powered by solar. Review site access and fencing, battery box condition, battery dates and voltages, charge controller settings, and solar panel performance. Confirm earthing, anodes, and stay wire integrity; check lattice mast and security camera placement. Capture photos, log readings and discrepancies, and record corrective actions.

    by Nashim Singh, from the Community
    Downloads: 30+
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  • Hydrocarbon Fuels Safety Checklist
    Template

    Hydrocarbon Fuels Safety Checklist

    This hydrocarbon fuels checklist helps verify safe storage, handling, transfer, and aircraft refueling operations in line with AFI 91-203. It covers ignition source control, static grounding and bonding, tank entry procedures, emergency showers and eyewash, fire protection placement, fuel movement shutdown steps, and hydrant system fueling precautions to reduce spill and fire risks.

    by Trevor McMartin, from the Community
    Downloads: 30+
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  • SJA og sluttkontroll sjekkliste
    Template

    SJA og sluttkontroll sjekkliste

    Bruk denne sjekklisten for sikker jobb analyse og sluttkontroll ved mindre elektriske jobber. Den veileder gjennom planlegging, risikovurdering og godkjenninger, inkludert behov for trafikkavvikling, utpeking av ansvarlig etter FSE, arbeid spenningsløst eller AUS, samt krav til opplæring og utstyr. Inneholder kontrollpunkter for deloppgaver, tiltak, isolasjons- og kontinuitetsmålinger, funksjonsprøver, merking og dokumentasjon. Avsluttes med bilder, signatur og dato for sporbarhet.

    by Knut Fredrik Nes, from the Community
    Downloads: 30+
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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.