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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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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
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
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 - Template
Visita Estaciones de Servicio TOTAL
Plantilla de inspección para visitas a estaciones de servicio TOTAL. Incluye secciones de seguridad (extintores, EPP, derrames, areneros, calzado), orden y limpieza, checklist diario, evaluación del asesor de pista y uniformes, impulso de ventas de lubricantes, aditivos y fluidos, atención al cliente (bienvenida, oferta de Excellium o tanque lleno, servicios adicionales y revisión de niveles), revisión de baños, mantenimiento de estación y de marca, planes de acción con responsables y fechas, seguimiento con evidencias y firmas de conformidad.
by TOTAL MEXICO SA DE CV, from the CommunityDownloads: 30+Get - Template
Preliminary Hazard Identification 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 CommunityDownloads: 30+Get - Template
Monthly HSE Audit - Terex Utilities
Use this monthly HSE audit template to review safety, environmental, and compliance performance across utility facilities. Capture facility details, audit dates, and preparer, then document findings with priority, repeat issue flags, excessive ratings, and whether issues were corrected during the audit. Standardize inspections, identify trends, and drive corrective actions for Terex Utilities operations or similar utility sites. Adapt sections to fit your policies and jurisdictional requirements.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Checklist de auditoría HSEQ para mantenimiento
Esta lista de verificación HSEQ está diseñada para auditorías de mantenimiento en estaciones de servicio. Cubre revisión de dispensadores, mangueras, break aways, preset y puesta a tierra; señalización, extintores y columnas; marquesina, iluminación y paneles solares; perímetro, monolito y seguridad CCTV; servicios de agua y aire; respiraderos, tanques, llenaderos y bombas sumergibles; separador API, pozos y trampa de grasa; cuarto eléctrico, inversores y breakers; equipos complementarios como planta eléctrica, bomba de agua y compresor; áreas de car wash y ROC; gestión de consumibles, residuos y aceite usado; y tienda (Bonjour): higiene, temperaturas, manejo de alimentos y control de plagas. Ideal para garantizar cumplimiento, seguridad y operatividad.
by Alan Abreu, from the CommunityDownloads: 30+Get - Template
Gull TNZ Higher Risk Work Activity Checklist
Use this higher risk work activity checklist to plan, assess, and control critical tasks. It covers work at height, confined spaces, hot work, excavation, heavy lifts, hazardous materials, high energy sources, and temporary safety device deactivation. The template prompts permit checks, risk assessments, PPE, isolation, gas testing, rescue planning, and emergency readiness to help teams complete hazardous work safely.
by Michael Jones, from the CommunityDownloads: 30+Get - Template
Loader Pre Start Inspection Checklist
Use this loader pre start inspection checklist to document daily safety and condition checks on heavy equipment. Verify bucket wear bits and cutting edge, pivot pins and grease points, lift and tilt cylinders, and hydraulic hoses. Review steps and handholds, warning devices, mirrors and glass, cab lights and cab securement. Check tires and wheels, fluid levels including oil, hydraulic and coolant, and look for engine, hydraulic and fuel leaks. Confirm belts and driveline condition. Inside the cab, confirm cleanliness, presence of the owners manual, fire extinguisher, safety decals, and that switches and lights function. Record general equipment condition and capture photos when repairs are required. Designed for oilfield and energy sites and suitable for construction and maintenance teams.
by Brent Walker, from the CommunityDownloads: 30+Get - Template
Transformer Changeout Checklist
This transformer changeout checklist helps utility and electrical maintenance crews document safe replacement of distribution transformers. Record service and work order numbers, capture nameplate photos, and log manufacturer, KVA rating, voltage, impedance, and serial numbers for both old and new units. Track meters served and obtain signatures to verify work. Use this form to standardize changeouts, maintain asset records, and support safety and compliance across power distribution operations.
by Joe Wilson, from the CommunityDownloads: 30+Get - Template
Wireline Master Audit
This document serves as a comprehensive inspection checklist for well site operations, focusing on critical safety and operational aspects in oil and gas facilities. It covers multiple operational areas including personnel safety requirements, equipment certification, explosive handling procedures, pressure control measures, and regulatory compliance. The checklist is divided into key sections addressing both Northern and Southern operations, PPE requirements, pressure control equipment verification, explosive handling safety, lifting gear certification, and vehicle compliance. It ensures all safety protocols are followed, equipment is properly certified, and operations meet industry standards. The document includes specific requirements for documentation, safety procedures, and equipment verification, making it an essential tool for maintaining safe and compliant well site operations.
by Robert Ramirez, from the CommunityDownloads: 30+Get - Template
Informe de actividades diarias
Esta plantilla en español permite documentar el informe de actividades diarias para servicios de vigilancia y seguridad privada en campos de ECOPETROL. Incluye secciones para datos del reportante, fecha y hora, número de contacto, ubicación y campo; registro de equipos en el área, empresas aliadas en operación, evaluación y mapas de riesgos, y reporte de novedades ocurridas durante el turno. Ayuda a estandarizar la recolección de información crítica para el análisis de seguridad, la coordinación operativa y el seguimiento de incidentes en entornos petroleros.
by Everaldo Zúñiga López, from the CommunityDownloads: 30+Get - Template
Auditoría de Seguridad para Técnicos Eléctricos
Esta plantilla de Auditoría de Seguridad está diseñada para servicios de campo eléctricos y de utilidades. Cubre información general del sitio, verificación del vehículo, EPI generales y eléctricos, planificación de emergencias, documentación y formación, e inspección de herramientas. Incluye controles para trabajos en altura, procedimientos LOTO, operaciones desenergizadas y energizadas (>1000V), uso de SF6, y gestión de sustancias peligrosas. También evalúa la gestión de la seguridad y la comunicación (near miss, reuniones, canales) y concluye con hallazgos y buenas prácticas. Ideal para estandarizar inspecciones y reducir riesgos operativos.
by Cristian Garcia Valiente, from the CommunityDownloads: 30+Get - Template
PV Solar Panel Systems on Buildings Checklist
This checklist guides safe planning, installation, and upkeep of photovoltaic solar panel systems on buildings. It covers risk assessment, structural and roof suitability, accredited installers, compliance with national electrical standards, lightning protection and earthing, arc-fault and residual current monitoring, and safety interlocks. It details cable routing to prevent fire spread, UV protection, signage, inverter location and fire-rated compartments, and clear isolation points for DC and AC. Ongoing inspection, cleaning, IR thermography, automatic detection and suppression, alarm signaling, emergency response, and business continuity are also addressed.
by SafetyCultureDownloads: 20+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.