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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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Vernon Electric Hazzard Recognition Report
Capture and report hazards found in the field on electrical systems with this Vernon Electric form. Record pole numbers and locations, describe the hazard, add photos, and assess the degree of risk. Include signatures to confirm review and corrective actions. Use it to improve utility safety, compliance, and timely response across crews and sites.
by Mark See, from the CommunityDownloads: 30+Get - Template
Origin CSG Projects - KCM Inspection - Exposure to live parts could harm a Worker.
Critical Risk - Worker could be harmed by contact with live parts ( Water, Gas, Electricity, Pressurised Systems)
by Tony Boreham, from the CommunityDownloads: 30+Get - Template
Wireline General Audit Checklist
This wireline general audit checklist supports safe oil and gas wellsite operations. It guides pre job safety meetings, confirms fire extinguishers are accessible, positions the service unit upwind of the wellhead, and restricts personnel near pressurized equipment. It covers caution taping the wireline path, securing open ended flow lines, inspecting and pressure testing lubricators, swages, unions and valves, verifying bleed valves and gauges, and cycling bleed valves after depressurizing. It includes emergency engine shutdown checks, welding exclusion near the wellhead, spill containment, secure sheaves and shackles, BOP function tests, and required equipment verification.
by Thadius Eby, from the CommunityDownloads: 30+Get - Template
Kdec Solar Commissioning Check Off
Use this Kdec V3.2 Solar Commissioning Check Off checklist to guide safe, compliant PV system handover. It covers module and inverter details, string configuration, tilt and orientation, frame certification, sealing of roof penetrations, wiring support and loss limits, isolators at the array and inverter, and an AC main switch. It includes continuity and insulation resistance tests, open circuit voltage and short circuit current checks for each string, and verification of inverter shutdown and reconnection times for anti-islanding. The template also records CEC installer and designer details, license numbers, and requires all mandatory solar safety labels to be affixed.
by Cameron Walker, from the CommunityDownloads: 30+Get - Template
ASP Audit V2.0 for Solar PV
This ASP Audit V2.0 checklist supports planned preventive maintenance for Solar PV systems. It covers roof access and safety, array condition and cleanliness, weather and irradiance, inverter identification and labelling, AC and DC isolator checks, G59 relay operation, PV distribution board and metering, combiner box integrity and surge protection, string verification and voltage readings, and documentation of faults and repairs. Technicians can capture photos, record production readings, verify earthing and cable management, and ensure correct warnings and labels. The audit helps maintain safe operation, meet electrical regulations, and confirm the system is functioning correctly upon completion.
by Benjamin Phillpott, from the CommunityDownloads: 30+Get - Template
Visite exploitation postes sources
Ce modele de checklist aide a realiser la visite d exploitation des postes sources. Il couvre le controle des clotures, portails et portes, la signalisation reglementaire, les telephones et alarmes, les batteries, le materiel de securite (VAT HTA HTB, perches, cones), l etat des batiments et locaux HTA, l eclairage et chauffage, ainsi que les releves et verifications du compteur d eau. Inclut des rubriques SF6, amiante, SEVESO et consignes. Concu pour les equipes reseau et distribution electrique.
by Quentin Lautrie, from the CommunityDownloads: 30+Get - Template
Commercial Assets Count Checklist
This Commercial Assets Count template helps fuel sites and industrial facilities inventory critical assets. Capture customer and location details, then log pump types (AG Walker, Tokheim, Prowalco, Gilbarco), model and serial numbers, hose counts, mechanical or electronic counters, products dispensed, and photos. Record tank details including above or underground, horizontal or vertical orientation, product type, and capacity. Document HFO installations such as heaters, PVR, gauges, strainers, and filters. Track additional equipment and obtain signatures for conducted counts, customer acceptance, and manager endorsement.
by Hugo Adendorff, from the CommunityDownloads: 30+Get - Template
Power Quality Report Checklist
This power quality report template helps electrical utilities and field technicians document service and power quality issues. Capture inspection date and time, employee details, and member information including address, meter number, and reported issues such as blinking, dimming, flickering, bright or dim power, and outage frequency. Record service particulars like transformer KVA, service and entrance wire sizes and types, and open wire secondary details. Assess meter pan conditions and under-load voltages (left and right lug to ground, and phase-to-phase), noting connection status (OK, loose, corroded, rusted, burnt, replaced). Inspect weatherhead connections and service wire to the transformer. Measure transformer voltages (phase-to-ground and phase-to-phase) and review low- and high-side connections, hotline clamp condition, saddles, guards, fuse kit conversions, and bushing condition. Conclude with final assessment, comments, photos, sketches, and employee signature.
by Joe Wilson, from the CommunityDownloads: 30+Get - Template
Duty of Care Waste Contractor Audit
This comprehensive checklist helps organizations audit waste contractors for duty of care compliance. It covers company credentials, waste carrier and broker licences, EPR permit numbers, environmental protection measures, bunded storage, trade effluent consents, monitoring and records of regulator visits. It includes health and safety checks such as policies, training, PPE, RIDDOR history, risk and COSHH assessments, and equipment maintenance. Site specific sections assess transport fleets, insurance, certifications such as ISO 9001 14001 45001, security, emergency procedures, and documentation. Specialized modules address hazardous waste, WEEE, landfill, incineration, and solvent recovery controls, with evidence collection and audit outcomes.
by Heidi Barnard, from the CommunityDownloads: 30+Get - Template
Turboexpander Commissioning Checklist
Use this Turboexpander Commissioning and Start Up Checklist to guide pre-start and startup activities for expander-compressor skids. It covers seal gas, lube oil systems, piping and valves, actuator and trip checks, instrumentation calibration, alarms, and DCS settings. Includes verification of pressures, flows, electrical connections, clearances, and documentation to help ensure safe, reliable operation and compliance before first run.
by Christian Born, from the CommunityDownloads: 30+Get - Template
Monthly 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
WINS OVIQ Offshore Vessel Inspection Checklist
A standardized Offshore Vessel Inspection Questionnaire supporting offshore operations. Sections cover crew and contractor management, navigation and bridge procedures, safety and security, permit to work, lifting equipment, lifesaving appliances, fire safety, pollution prevention and MARPOL compliance, structural condition, communications and GMDSS, propulsion and machinery, dynamic positioning operations, and task specific modules for anchor handling, towing and pushing, supply boat operations, emergency response and rescue vessels, ROV and diving, oil recovery, and seismic and geotechnical survey. Use this checklist to verify compliance with OCIMF guidelines and industry best practice across offshore fleet operations.
by Devi Samosir, 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
Solar Site Audit Checklist
This solar site audit checklist helps teams assess safety and compliance before and during PV installation work. It covers SWMS readiness, footwear and ladder setup, edge protection and fall restraint, roof anchors and harness verification, and ladder placement requirements. It prompts checks for electrician, CEC, and working-at-heights licenses, plus EWP certification when applicable. The audit also includes tool readiness, AC/DC cable compliance, export control hardware, and a general visual review against AS3000, AS5033, and AS4777. Use this template to standardize inspections and reduce risk on solar projects.
by ZHENZHONG ZHU, 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
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.
