Categories
Energy & Utilities
Discover easy-to-use Energy and Utilities templates and training courses for daily inspections, log and test, equipment maintenance, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Energy and Utilities industry with confidence.
TemplateMonthly RMU Inspection Checklist for Substations
Comprehensive guide for conducting monthly Ring Main Unit inspections at QCH substations. Includes SF6 gas checks, indicating lights, clearance verification, and access protocols.
by Dougald Jillett, from the CommunityDownloads: 30+Get- Template
SA Water Tank Condition and Water Quality Assessment
This template supports inspections of potable water storage tanks, enabling brief or full assessments of internal and external components. It guides scoring of asset condition, cleanliness and sediment, pipework, inlet and outlet cages, overflow and vermin proofing, access structures, walls, floors, columns, beams and coatings. The checklist covers roof and drainage, vents, hatches and gutters, and includes a water quality hazard section to identify contamination risks, vermin activity and security issues. Use it to document defects, prioritize actions and maintain safe, compliant water storage.
by Pavi Kirupakaran, from the CommunityDownloads: 30+Get - Template
Solar PV Installation Quality Control Checklist
Ensure consistent quality across solar PV installations with this daily inspection checklist used by RESCo Energy Inc. It guides site supervisors through racking and ballast, module mounting, PV wiring and labeling, combiner box placement and sealing, cable tray and TECK cable runs, and inverter and AC cabinet checks. Use it to document issues, assign corrective actions, capture signatures, and keep the work area clean before end of day.
by Terrence Haynes, from the CommunityDownloads: 30+Get - Template
Air Source Heat Pump Survey Template
This Air Source Heat Pump Survey template guides pre-install assessments for residential properties. Capture client and address details, property type and bedrooms, electrical service and meter location, existing heating and fuel source, and heat emitters. Document boiler and cylinder locations and dimensions, number of bathrooms, and new system requirements including preferred manufacturer, cylinder size and type, and controller placement relative to pump, cylinder, and fuse box. Specify proposed heat pump location, condensation considerations, radiator change needs, trunking, pipe types and sizes, and distance from pump to cylinder. Attach survey photos and drawings to support accurate installation planning.
by nashe infinity, from the CommunityDownloads: 30+Get - Template
Hydrocrane Inspection Checklist
Use this hydrocrane inspection checklist to guide daily pre trip inspections and field readiness. Verify driver credentials and documentation, confirm current inspections, and complete journey management plans. Inspect brakes, tires, outriggers, boom, hooks, blocks, lines, sheaves, turret bolts, lubrication, and leaks. Record auditor and employee details, note deficiencies, attach photos, and submit repair requests to keep lifting operations safe and compliant.
by Brent Walker, from the CommunityDownloads: 30+Get - Template
Sewermain End of Maintenance Period Audit
This end of maintenance period audit checklist helps inspectors assess newly installed or rehabilitated sewer mains. It covers manhole checks for cover level, damage, sealing, and debris; inspections of maintenance shafts and terminal maintenance shafts for cover stability, clearances, and shroud condition; observation and measurement of trench settlement by location, depth, and length; evaluation of trench reinstatement quality; and verification of site cleanup and demobilisation. The form supports comments and photos for each item to document compliance and defects before handover.
by Jon Becker, from the CommunityDownloads: 30+Get - Template
Sewer Cleaning & Root Cutting Activity Audit
Conduct comprehensive audits of sewer cleaning and root cutting works with this structured checklist. Verify HSEQ documentation and PPE, traffic and pedestrian management, environmental controls, customer considerations, and vehicle, plant and equipment readiness. Includes items for wet well and manhole safety, contamination prevention, logs and permits, and opportunities for improvement. Ideal for utilities crews and contractors.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Auditoría de Mantenimiento para Estaciones de Servicio
Plantilla en español para realizar una auditoría de mantenimiento en estaciones de servicio. Incluye verificación de bombas y mangueras, válvulas Shut Off, sensores de líquido, hologramas y sellos regulatorios, displays de precio por litro, y recepción de combustible con sus registros. Cubre seguridad y cumplimiento: extintores, señalización, paros de emergencia, tierra física, tapas de pozos, y estado de compresores y aspiradoras. Añade controles de orden y limpieza, manejo de residuos peligrosos y trampa de grasa, ayudando a estandarizar inspecciones y asegurar operación segura y conforme a normas.
by Adriana Guzman, from the CommunityDownloads: 30+Get - Template
Sewer Branch/Main Network Activity Audit Checklist
This template supports auditing of sewer branch and main network activities for utilities and contractors. It covers HSEQ requirements, traffic and pedestrian management, environmental protections, customer considerations, vehicles, plant and equipment, asbestos tasks, excavation and road opening controls, and M&E/sewer checks. Verify JSEA completion and controls, PPE, permits and service locates, housekeeping, silt traps and contamination prevention, asset protection, tool and vehicle logs, operator licences and tickets, confined space and fall protection, and proper reinstatement. Capture evidence with photos and record signatures for final sign-off.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Low Voltage Work Justification Checklist
Use this Low Voltage Work Justification checklist to document site details, scope, and risk controls before undertaking live LV work or isolations. Confirm essential services impact, worker competency and training, PPE and insulated tools, approved procedures, and whether risks justify live work. Capture approvals and accountability to meet electrical safety standards.
by Erika Pitout, from the CommunityDownloads: 30+Get - Template
Oilfield Truck Safety Inspection Checklist
Ensure vehicle and crew readiness with this bilingual safety inspection checklist designed for oilfield and vacuum truck operations. Review DOT identifiers, logos, permits, WHP and NM DOT details, lighting and reflectors, tires and tread, brakes and pads, fluids and hydraulic systems, vacuum pump, leaf springs, valves and wheel seals, hoses and grounding. Confirm safety equipment including fire extinguisher, cones, triangles, chocks, and PPE such as hard hat, H2S monitor, FR clothing, glasses, boots, gloves, hearing protection, and first aid. Capture paperwork like registration, insurance, inspection, MCS 90, weight and distance, and 2290. Log purchases, incidents, disposal and water stations, supervisor check-ins, diesel usage, and notes.
by Jennifer Zapatq, from the CommunityDownloads: 30+Get - Template
Piping Systems Labeling and Color Coding Checklist
This checklist supports compliance with AFI 91-203 for safety color coding, labeling, and marking of piping systems. It covers evaluating locations, minimizing markings, applying correct color codes, identifying hazardous materials, addressing secondary hazards with warning colors, and confirming methods of identification. It also prompts supervisors to ensure personnel working with piping systems are trained and that training is documented. Use it to audit facility and utility piping, improve hazard communication, and standardize pipe marking practices across sites.
by Trevor McMartin, from the CommunityDownloads: 30+Get - Template
PV Commissioning Form for LCS Energy Projects
This PV commissioning form is designed for LCS Energy solar projects to document system completion and handover. It covers DC and AC system details including system size, number and make of panels and inverters, meter make and serial, and Solar Log data. Capture required photos such as panel installation, inverter serials, DC and AC cable routes, connection points, meter live readings, and AC collector board. Verify PV stickers, complete DC and AC tests, and confirm site completion and cleanup. Record client briefing, satisfaction, and both client and installer sign-off, with space for notes.
by Gareth Stephens, from the CommunityDownloads: 30+Get - Template
Solargain PV Service Inspection Checklist
This PV service inspection checklist from Solargain helps teams assess WHS compliance during solar photovoltaic service or maintenance. It covers vehicle readiness, site safety and PPE, documentation review (SWMS, installation and commissioning checklists, electrical safety certificates), installation quality checks, cabling and crimping standards, and required corrective actions. Use it to verify contractor authorization, licences and competencies, and to record inspection details, signatures and dates for audit readiness.
by Phinehas Amare, from the CommunityDownloads: 30+Get - Template
Service Engineer Safety Performance Review Checklist
This checklist supports a comprehensive safety performance review for field service engineers working around electrical systems and industrial sites. It guides teams through job site documentation and emergency preparedness, site-specific training and certifications, PPE compliance including arc flash protection, fall protection controls, hot work permits, and robust electrical safety and LOTO procedures. It also addresses ladder inspections, ergonomics and safe lifting, tool and equipment condition, MSDS availability, and coordination with customers for diagrams and access. Use it to verify compliance, reduce risk, and drive EHS performance.
by Kim Xie, from the CommunityDownloads: 30+Get - Template
IAEC RESAP - Section 11: Truck and Personal Tools
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 30+Get - Template
Wales Environmental Site Audit Report
This site audit report template supports field teams working on water and wastewater operations. It guides crews through pre start checks, traffic management, site safety, PPE, equipment and calibration, confined space gear, gas monitoring, and communication readiness. It also covers daily vehicle inspections including cleanliness, signage, and license compliance, plus document control such as permits, job sheets, transfer notes, tachographs, and identification. Use it to standardize audits, improve compliance, and capture evidence on every visit.
by John Jones, from the CommunityDownloads: 30+Get - Template
Safety Equipment Quarterly Inspection Form
This quarterly inspection checklist helps technicians verify the condition and readiness of critical safety equipment before field work. It covers ladders and components, hard hats and suspension, fall protection gear including harnesses, buckles, lanyards and shock absorbers, and general vehicle safety items such as first aid kits, fire extinguishers, cones, beacons, and gas detectors. Use it to standardize safety checks, maintain compliance, and ensure equipment is safe and serviceable.
by Nigel Harrison, from the CommunityDownloads: 30+Get - Template
Carta Responsiva
Explore La Plantilla Carta Responsiva Diseñada Para Garantizar El Cumplimiento, Mejorar La Eficacia Y Fomentar La Seguridad En Sus Operaciones
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 30+Get - Template
ISO 50001:2018 Readiness Checklist
Use this ISO 50001:2018 readiness checklist to audit your Energy Management System and confirm alignment with the latest standard. The checklist guides you through context, leadership, planning, support, operation, performance evaluation, and improvement. Identify significant energy uses, set objectives and targets, verify EnPIs and baselines, review procurement and design for efficiency, and document competency and communication. Capture evidence, track nonconformities, and prepare for third-party certification and continual improvement of energy performance.
by Muhammad Nur Dzaki, from the CommunityDownloads: 30+Get - Template
Generator Room Safety Audit
Use this generator room safety audit template to assess compliance and reduce risk across electrical, chemical, and fire hazards. The checklist covers wiring and grounding, transfer switch testing, battery charging ventilation, exhaust integrity and routing, ignition source control, guarding of rotating equipment, noise limits and hearing protection, lightning protection maintenance, supervisor training and PPE, signage and lighting, housekeeping, emergency and evacuation plans, and fire detection and extinguishers. Capture findings, document actions, and improve generator room safety programs.
by Ariel Mariano, from the CommunityDownloads: 30+Get - Template
IECEx Audit Service Facility Checklist
Use this IECEx service facility audit checklist to evaluate compliance with OD 314-5, OD 315-5 and IEC 60079-19. It helps auditors verify quality management system controls, competence and training, repair and overhaul methods for Ex equipment, documentation and record keeping, and measurement and test capabilities. Topics include maintaining efficiency and T ratings for rotating machines, flameproof and pressurised enclosures, increased safety and type n requirements, off site work controls, and reporting. It aligns with ISO 9001 principles and supports identifying nonconformities, corrective actions and continuous improvement for hazardous area repair organizations.
by Rehan Shaffi, from the CommunityDownloads: 30+Get - Template
Informe de Hurto HV2 - Seguridad Fisica
Esta plantilla HV2 para informe de hurto ayuda a equipos de seguridad fisica en la Region Andina a documentar incidentes en campos petroleros. Permite registrar fecha, ubicacion (municipio, vereda, finca y direccion), area o campo, bateria, y detalles clave como quien detecto el hurto, si el dueno del activo presento denuncia, y si se solicito a la empresa de vigilancia un informe detallado. Incluye secciones para georreferenciacion, evidencia fotografica y conteo de diferidas, facilitando el seguimiento, el analisis y la accion correctiva. Ideal para estandarizar reportes y mejorar la prevencion de perdidas en operaciones de oil and gas.
by Coordinador HSE, from the CommunityDownloads: 30+Get