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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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DSIP Inspection: Overhead Summary Report
This document outlines the standardized process for conducting DSIP overhead inspections and evaluating construction quality. It includes detailed rating systems for both small projects (10 or fewer poles) and large projects (11 or more poles), with specific criteria for evaluating major and minor deficiencies. The inspection process covers pole counts, visual and physical inspections, and primary conductor span assessments. The rating system provides a structured approach to quality assessment, with different thresholds for deficiencies determining the overall project rating. This comprehensive framework ensures consistent evaluation standards across all overhead inspection projects and helps maintain quality control in construction and maintenance operations.
by Brian Schultz, from the CommunityDownloads: 30+Get - Template
Water Treatment Plant Report Checklist
Use this water treatment plant report template to document inspections of water filters and softeners. Record leaks, corrosion, scale buildup, controller settings, and valve and stager performance. Verify water hardness is below 1 grain per gallon 17 ppm, note tank condition, and capture findings, conclusions, and recommendations. Ideal for utilities and facility teams to standardize checks and track corrective actions.
by Facility Management, from the CommunityDownloads: 30+Get - Template
Pre-Quote Survey Template
Use this pre-quote survey template to gather the information you need before preparing a proposal. Capture business and site details, project contacts, and system requirements such as tanks, sensors, inputs and outputs, communications, alarms, and information delivery. Estimate engineering hours, note installation needs, and attach photos and plans to speed accurate costing and a professional quote.
by Matt Sidnell, from the CommunityDownloads: 30+Get - Template
Southern Light Gear Replacement
Used to document replacing of faulty gear and when upgrading gear.
by Aaron Kjar, from the CommunityDownloads: 30+Get - Template
ISO 50001 Audit Plan and Report Template
Use this ISO 50001 audit plan and report template to evaluate your energy management system against Schneider Electric and ISO 50001 requirements. The checklist guides auditors through scope, policy, planning, implementation, and operation, as well as monitoring, measurement, evaluation of compliance, and management review. Record nonconformities and opportunities for improvement, assign corrective and preventive actions, and verify closure. Includes prompts for site inspections such as waste management, chemical and oil handling, and contractor induction. Capture evidence, comments, and signatures to create a clear, accurate audit record that supports compliance and continual improvement across sites.
by Simon Lochhead, from the CommunityDownloads: 30+Get - Template
Watermain End of Maintenance Audit Checklist
Use this Watermain End of Maintenance Period Audit to verify all assets and reinstatement prior to handover. Inspect valves for depth, shroud condition, cover alignment, and markers. Check fire plugs for correct height, cover, and marker posts. Record trench settlement depth and length, assess trench reinstatement, and confirm site cleanup and demobilisation. Capture photos, document nonconformances, and add specific comments for each observation.
by Jon Becker, from the CommunityDownloads: 30+Get - Template
Commission Report for Oil and Gas Drilling Rigs
This superintendent commission report template supports safe, compliant commissioning of oil and gas drilling rigs. It covers verification of HSE documentation, risk assessment and JSA, equipment placement per survey, safe routing of transfer hoses and electrical wiring, grounding, fall protection, and fire systems. It includes checks for centrifuge safety and setup, pond depth and shaker screens, toolbox and spare parts, contingency planning to avoid NPT, pricing and asset details on DOR, and a retort on the active system before startup.
by Cody Clayton, from the CommunityDownloads: 30+Get - Template
Bund Checks Inspection Checklist
Use this bund checks inspection checklist to assess containment bunds around tanks and diesel storage. Inspect for leaks, standing water or oil, structural and superficial cracks, holes, impact damage, coating condition, floor condition, hazards and housekeeping. Verify tank and pipework integrity, labels, access ladders and coping stones across multiple bund areas including Q4-Q5, Q11-W1, F4-F6, Q9-Q10, F3, Q1-Q3, Q6-Q7, and F8-F10, plus diesel tank. Capture findings, assign actions, and sign off to maintain compliance and site safety.
by Beth Elliott, from the CommunityDownloads: 30+Get - Template
Kontroll av elektrisk installasjon på ferjekai
Denne sjekklisten hjelper deg å utføre en grundig kontroll av elektriske installasjoner på ferjekaier. Den dekker visuell sjekk av inntak og stikkledninger, verifisering av kortslutnings- og overbelastningsvern, overspenningsvern og tegn på varmgang. Du registrerer målinger for spenning mellom faser og mot N/PE samt isolasjonsmålinger. Fordelingsskap kontrolleres for tilgjengelighet, oppdatert dokumentasjon og kursfortegnelse, merking, kapslinger og tettinger. Videre gjennomgås jording og utjevning, faste installasjoner og kabellegging, belysningsanlegg inkludert IP-grad og styring, samt varmeanlegg og termostatfunksjon. Avslutt med merknader, signatur og tidspunkt for kontroll.
by Knut Fredrik Nes, from the CommunityDownloads: 30+Get - Template
Spill Report Template
This spill report template helps energy and utilities teams document incidents involving oil, fuel, hydraulic fluids, antifreeze, or other hazardous substances. Capture facility and equipment details such as transformers, substations, or gas sites, note PCB status and sample results, record spill impacts to surfaces or waterways, and log quantities released. Document agency notifications, claims, and injuries, and track cleanup activities performed by company personnel or contractors. Includes weather conditions, location specifics, and certification with contact details to support regulatory compliance and internal reporting.
by Brooks Lee, from the CommunityDownloads: 30+Get - Template
KEC Work Site Safety Observation Report
Use this KEC Work Site Safety Observation Report to document field safety checks for electric utility crews. Record location, date, observer, crew members, job type including overhead, underground, substation, transmission, and scope. Verify vehicles and traffic control, wheel chocks, outriggers, grounding, DOT walk around, and preflight aerial lift checks. Assess work area procedures including testing, hot stick use, pole climbing, protective grounding, ladder safety, energy control lockout tagout, cover up, and confined spaces. Confirm PPE such as hard hat, safety glasses, FR clothing, rubber gloves test dates, fall protection, safety vest, face and eye and hearing protection, first aid kit, AED, fire extinguishers, and seat belts. Include tool condition, tailgate talks, housekeeping, storage, and comment sections with manager reviews and sign offs.
by Thomas Maddalone, from the CommunityDownloads: 30+Get - Template
LEG Hot Work Permit
This Hot Work Permit template helps control risks during welding, cutting, and other ignition-producing tasks. Record permit start and end times, location, and equipment details; confirm JSA completion and relocation or protection of combustibles; verify energy isolation and ignition source controls; assign a knowledgeable firewatch; and document required precautions such as grounding, fire extinguishers, lockout/tagout, SDS review, fall protection, non-sparking tools, and emergency access. Capture atmospheric testing for H2S, CO, oxygen, and LEL with device and calibration details, and obtain signatures from the worker, firewatch, HSE, and company representative.
by Kenneth Phillips, from the CommunityDownloads: 30+Get - Template
Pressure Testing of Gravity Sewer Pipelines
Use this checklist to guide pressure testing of gravity sewer pipelines on civil works and utility projects. It captures project and drawing details, references WSA and council specifications, and supports common pipe materials including PVC, GRP, polyethylene, ductile iron, and concrete. Enter pipeline diameters and lengths, apply initial and test pressures, and hold for specified times to assess allowable pressure loss. The workflow covers site setup, barricading, traffic control, SWMS, confined space entry, equipment checks, plug installation, pressurization, result recording, and demobilization. Document gauge numbers, inspector remarks, photos, and approval.
by Cam Reid, from the CommunityDownloads: 30+Get - Template
Programmed CWW - Water Reticulation Network (<DN280)
Audit of work undertaken on Water Reticulation Network (<DN280)
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Checklist de Quadros Elétricos
Checklist em português para inspeção e manutenção de quadros elétricos. Abrange verificação de conexões, organização e identificação de cabos, remoção de instalações provisórias, medições de temperatura e de grandezas elétricas, testes de DRs e sinaleiros, avaliação do estado da caixa, conferência de identificações e diagrama elétrico, além de limpeza e registro de observações. Indicado para rotinas de manutenção preventiva e segurança operacional em unidades como o Sesc Belenzinho.
by Infraestrutura Sesc Belenzinho, from the CommunityDownloads: 30+Get - Template
B.W. Watermain Asset Audit Template
This Watermain asset audit template helps water utilities and infrastructure teams assess single assets in the field. Record core project details (project number, project name, conducted on, prepared by), identify the asset and its location, attach photos for visual documentation, and note observations in a consistent format. Use it to standardize watermain inspections, support maintenance planning, and keep a traceable record of asset condition and issues across sites.
by Robert Newnham, from the CommunityDownloads: 30+Get - Template
Site Survey Checklist for Water Utilities
Use this site survey checklist to carry out condition surveys across water utility sites. Inspect ACE screeners, pumps, and dewatering systems; capture models, serial numbers, hours run, and component condition. Record RAMS compliance, lifting options, isolation details, and photos. Ideal for water companies and contractors managing wastewater and screening equipment.
by John Gartside, from the CommunityDownloads: 30+Get - Template
Salt Water Disposal Facility Inspection Checklist
This salt water disposal facility inspection checklist helps teams verify signage, permits, and site conditions for safe operations. Inspect PPE requirements, confined space labels, tank grounding, handrails, windsocks, chemical storage and SDS, electrical labeling and enclosures, and housekeeping. Confirm H2S monitoring, fall protection, lockout tagout, and leak checks. Validate UIC permits, SPCC and FRP plans, and fire extinguisher inspections to meet regulatory compliance and readiness.
by Rowdy Bragg, from the CommunityDownloads: 30+Get - Template
Generic Solar Service Report
Use this Generic Solar Service Report template to standardize photovoltaic system service and maintenance. Capture company and job details, inspect solar modules, mounting hardware, external wiring, and earthing. Check DC isolators for water ingress and proper operation, verify labeling, and complete ground level inspections. Record inverter cleaning and display status, confirm wiring supports, and perform anti islanding tests. Log string test data including polarity, irradiance, Voc, Isc, Vmp, and Imp. Note inverter yearly and lifetime output, document urgent repairs, recommendations, and overall comments, then sign off.
by Flora Connelly, from the CommunityDownloads: 30+Get - Template
NPE-Tech Safety Conversation Checklist
Use this Safety Conversation checklist to guide field discussions across electrical servicing, fire servicing, civil works, networks, and streetlighting. Capture job details, location, and conversation number, then review critical risk activities such as driving, working at height, near live electricity, mobile plant, hazardous substances, working around others, traffic, underground services, manual handling, cranes and lifting, working alone, and confined spaces. Record site controls, improvement opportunities, comments, and obtain participant sign-off.
by Erika Pitout, from the CommunityDownloads: 30+Get - Template
Water Sample Collection Checklist
This water sample collection checklist guides teams through disinfection and flushing under relevant standards, selecting sample points across mains, reservoirs, and internal plumbing, and collecting potable or recycled water samples. It covers setup, safety controls and work method statements, sample container handling, tap and standing water procedures, transport to the laboratory, and final demobilisation. It also lists required analyses including heterotrophic plate count, coliforms, E. coli, chlorine levels, turbidity, true colour, electrical conductivity, and pH, plus fields for project information, drawings, approvals, and reporting.
by Cam Reid, 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.
